Find Your Advice-Only Financial Advisor!
Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.
What is Advice-Only?
Advice-Only is the Future of Financial Planning
An Advice-Only advisor provides comprehensive financial planning with transparent pricing in a fiduciary capacity at all times and aims to avoid any conflicts of interest.
- Transparent Pricing
No hidden fees from product sales, assets under management (AUM) or expensive investment funds. You’ll know exactly what you’re paying.
- Fiduciary At All Times
Advice-Only advisors are committed to act in the best interest of their clients at all times.
- Empowering Investment Advice
Advice-only advisors can give investment advice without taking custody of your account. Unlike many traditional advisors, Advice-Only advisors don't require you to move your money to them to manage.
- Reduces Conflicts of Interest
Charging only for advice reduces conflicts of interest compared to advisors who are compensated by selling products, receiving commissions, or managing assets.
Meet Our Advice-Only Advisors
Advisor Directory
Advisor filters
At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.
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Non-profit professionals • Newlyweds/Couples • Families with Children
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Accepting ClientsHourly$250/hrMy mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the process.
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FIRE • Business Owners • High Earners ($250k - $500k)
I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their money.
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DIY Investors • FIRE • Young Professionals
Lorne Abramson, CFA, CFP®, EA, MBA
Abramson Financial Planning, LLC
Not Accepting ClientsOne-time$1,600+Hourly$320/hrFlat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising people approaching or already in retirement.
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Pre-Retirees • Retirees • DIY Investors
Sarah Gerber, CFP®, AFC®
Momentum
Accepting ClientsMonthly$319+/moQuarterly$957+/qtrAnnual$3,828+/yrOne-time$500+Momentum helps early career professionals, couples, and young families navigate the personal financial world and gets them started on the right financial track.
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Young Professionals • Technology Professionals • Newlyweds/Couples
I am a financial planner passionate about providing affordable access to financial advice to all people.
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Healthcare Workers • Business Owners • Women
As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
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Engineers and Scientists • DIY Investors • Young Professionals
Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity.
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LGBTQ+ • FIRE • DIY Investors
Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
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FIRE • DIY Investors • High Earners ($250k - $500k)
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