Find Your Advice-Only Financial Advisor!

Discover the power of objective financial advice with no commissions, no asset management, and no sales pressure. Welcome to the Advice-Only Network, your one-stop destination for connecting with dedicated advice-only financial planners from firms across the country. Our network connects you with advisors who aim to provide objective guidance tailored to your unique financial goals and needs -- no commissions and no assets under management. Just pure advice.

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.

Are you an Advice-Only advisor?

Get listed on the directory and reach clients looking for advice‑only planners.

Are you interested in launching an Advice‑Only practice?

  • Templates and compliance support
  • Education and coaching
  • 6 months of membership included

Meet Our Advice-Only Advisors

Advisor Directory

Advisor filters

  • Jenn Steliga
    Annual$6,000/yr
    One-time$2,600+
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    Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).

    Ideal for
    FIRE • Veterans/Military Personnel
    Specializes in
    BudgetingDebt & CreditEmployee Benefits
  • Chris Reddick

    Chris Reddick, CFP®, EA

    Chris Reddick Financial Planning, LLC

    Monthly$150/mo
    Hourly$200/hr
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    Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...

    Ideal for
    Educators • Government Employees
    Specializes in
    InvestmentsTax StrategiesRetirement Life Planning
  • Mike Staman
    Monthly$475+/mo
    One-time$5,000+
    Hourly$400/hr
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    Serving mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.

    Ideal for
    Pre-Retirees • High Earners ($250k - $500k)
    Specializes in
    Tax StrategiesPre-Retirement PlanningRetirement
  • Ross Dugas

    Ross Dugas, Ph.D.

    Scientific Financial

    Monthly$65/mo
    One-time$4,000
    Hourly$200/hr
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    As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.

    Ideal for
    Engineers and Scientists • DIY Investors
    Specializes in
    RetirementTax StrategiesInvestments
  • Kevin Lam

    Kevin Lam, CFP®, CPRS™

    Age Wisely Financial

    One-time$720+
    Hourly$360/hr
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    I specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    Retirement Life Planning
    Pre-Retirement Planning
  • Al Faber

    Al Faber, CFP®, ChFC®

    DIWY Financial Planning

    One-time$400+
    Hourly$400+/hr
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    Holistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.

    Ideal for
    High Earners ($250k - $500k) • DIY Investors
    Specializes in
    Estate Planning
    BudgetingInvestments
  • Chris Mamula

    Chris Mamula, CFP®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    Helping working families keep more of their money and reach financial independence faster.

    Ideal for
    FIRE • Pre-Retirees
    Specializes in
    InvestmentsRetirementPre-Retirement Planning
  • Jim  Mahaney

    Jim Mahaney, CFP®, MSFS

    Mavericus Retirement Services

    Not accepting clients
    Annual$1,700/yr
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    Jim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    RetirementPre-Retirement PlanningTax Strategies
  • Kirk Reagan

    Kirk Reagan, CFP®, MQFP®, ChFC®

    High Flight Financial LLC

    One-time$2,500
    Hourly$250/hr
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    I am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...

    Ideal for
    Veterans/Military Personnel • FIRE
    Specializes in
    InvestmentsRetirementEstate Planning
  • Kevin Burkle

    Kevin Burkle, CFP®

    HCP Wealth Planning

    One-time$2,400+
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    I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    Tax Strategies
    Pre-Retirement Planning
    Investments
  • Anthony Lombard

    Anthony Lombard, CFP®

    Noteworthy Financial

    Monthly$250+/mo
    One-time$3,000+
    Hourly$300/hr
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    Teacher, sports lover and father, who is passionate about helping others get organized, get motivated, and achieve financial freedom.

    Ideal for
    Teachers • Business Owners
    Specializes in
    Mid-Career Planning
    InvestmentsBudgeting
  • Carmetta Joyner

    Carmetta Joyner, CFP®

    Joyner Financial Planning

    One-time$3,000
    Hourly$300+/hr
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    Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!

    Ideal for
    Young Professionals • Female Breadwinner
    Specializes in
    BudgetingDebt & CreditEmployee Benefits
  • Kate Wilusz

    Kate Wilusz, CFP®

    Fiat Lux Financial Planning

    One-time$6,000+
    Hourly$400/hr
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    Kate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.

    Ideal for
    Women • Female Breadwinner
    Specializes in
    InvestmentsInsuranceTax Strategies
  • Zach Hidden

    Zach Hidden, CFP®

    Perk Planning

    Hourly$340/hr
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    I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....

    Ideal for
    DIY Investors • Business Owners
    Specializes in
    RetirementSmall BusinessPre-Retirement Planning
  • Rupa Pereira
    Monthly$150/mo
    Quarterly$125/qtr
    Annual$1,200/yr
    One-time$4,500+
    Hourly$250+/hr
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    I offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...

    Ideal for
    Cross-Border • Female Breadwinner
    Specializes in
    Tax StrategiesCollege SavingsPre-Retirement Planning
  • Andrew Kleinberg

    Andrew Kleinberg, CFP®, CFA

    Grand Central Financial Planning

    One-time$3,250
    Hourly$400/hr
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    Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.

    Ideal for
    Families with Children • Individual
    Specializes in
    InvestmentsTax StrategiesEmployee Benefits
  • Avanti Shetye
    Quarterly$1,200+/qtr
    One-time$7,500+
    Hourly$500/hr
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    Advice-only financial planner helping you make smart, informed financial decisions with confidence.

    Ideal for
    DIY Investors • High Net Worth
    Specializes in
    InvestmentsRetirementTax Strategies
  • Lorne Abramson

    Lorne Abramson, CFA, CFP®, EA, MBA

    Abramson Financial Planning, LLC

    Not accepting clients
    One-time$1,600+
    Hourly$320/hr
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    Flat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising...

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    InvestmentsRetirementTax Strategies

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