Advice-Only Conference · June 23–24, 2026 · Minneapolis, MN

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.

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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.

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Are you interested in launching an Advice‑Only practice?

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

Explore Launch Package

Meet Our Advice-Only Advisors

Advisor Directory

Try filtering to find your perfect match

Desiree Kaul, CFP®, ChFC®, EA
Kaul Financial Solutions
Monthly$200/mo
One-time$750+
Hourly$250/hr
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Desiree Kaul, CFP®, ChFC®, EA
Kaul Financial Solutions
Monthly$200/mo
One-time$750+
Hourly$250/hr
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Finances should be personal. I enjoy helping others find financial wellness that reflects their values and beliefs.
Ideal for
Veterans/Military Personnel • Government Employees
Specializes in
Tax Strategies
Small Business • Pre-Retirement Planning
Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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Bill Hines, Investment Advisor Representative, Financial Planner
Emanciparé Financial Planning
Monthly$399+/mo
One-time$399+
Hourly$199/hr
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We help clients build a lifetime financial roadmap (plan) using tools available to consumers. We teach how to maintain it and interpret the results.
Ideal for
DIY Investors • FIRE
Specializes in
Retirement
Pre-Retirement Planning
Retirement Life Planning
Jenn Steliga, CFP®, CFT™
Find Your FI
Annual$6,000/yr
One-time$2,600+
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Jenn Steliga, CFP®, CFT™
Find Your FI
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
Budgeting • Debt & Credit • Employee Benefits
Paulo Lopes, CFP®, JD
Woodmont Financial Partners LLC
One-time$6,000+
Hourly$375/hr
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Paulo Lopes, CFP®, JD
Woodmont Financial Partners LLC
One-time$6,000+
Hourly$375/hr
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Hourly or flat-fee planning, one-time or ongoing, with actionable next steps for retirement, taxes, estate decisions, and investments.
Ideal for
DIY Investors • High Earners ($250k - $500k)
Specializes in
Tax Strategies
Estate Planning • Investments
Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Not accepting clients
Diane Esser, CPA, CFP®, RICP®, CEPS
Direction Financial Management, LLC
Not accepting clients
Hourly$360/hr
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Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Social Security • Pre-Retirement Planning
Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000
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Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000
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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 m...
Ideal for
DIY Investors • FIRE
Specializes in
Retirement
Tax Strategies
Budgeting
Zach Hidden, CFP®
Perk Planning
Hourly$340/hr
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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
Retirement • Small Business • Pre-Retirement Planning
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$175/mo
Quarterly$175/qtr
One-time$3,475+
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Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$175/mo
Quarterly$175/qtr
One-time$3,475+
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I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...
Ideal for
Pre-Retirees • FIRE
Specializes in
Investments
Tax Strategies • Home Purchase
Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hr
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Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hr
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I provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.
Ideal for
Pre-Retirees • Retirees
Specializes in
Pre-Retirement Planning • Investments • Retirement
Lorne Abramson, CFA, CFP®, EA, MBA
Abramson Financial Planning, LLC
Not accepting clients
One-time$1,600+
Hourly$320/hr
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Not accepting clients
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
Investments • Retirement • Tax Strategies
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Momentum helps newlywed couples, young families, and early-career individuals build their financial foundation and make the most of their money.
Ideal for
Newlyweds/Couples • Technology Professionals
Specializes in
Budgeting • Early Career Planning • Mid-Career Planning
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,300+
Hourly$330/hr
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Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,300+
Hourly$330/hr
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IndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.
Ideal for
High Earners ($250k - $500k) • DIY Investors
Specializes in
Investments
Retirement • Mid-Career Planning
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+
Hourly$400+/hr
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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
Budgeting • Investments
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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I guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal for
Medical Professionals • Healthcare Workers
Specializes in
Tax Strategies
Pre-Retirement Planning • College Savings
Audrey Emerson, CFP®
Cents of Joy Financial Planning
Quarterly$750/qtr
One-time$3,000+
Hourly$300/hr
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Audrey Emerson, CFP®
Cents of Joy Financial Planning
Quarterly$750/qtr
One-time$3,000+
Hourly$300/hr
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Ready for a more joyful relationship with money? Hi! I’m Audrey and I help creatives, freelancers, & DIY millennials swap money anxiety for financial...
Ideal for
Artists/Creatives • Newlyweds/Couples
Specializes in
Budgeting • Tax Strategies • Home Purchase
Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/mo
One-time$3,500+
Hourly$350/hr
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Dan Honsberger, CFP®
Reel Financial Planning
Monthly$350+/mo
One-time$3,500+
Hourly$350/hr
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I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...
Ideal for
Families with Children • Young Professionals
Specializes in
Tax Strategies • Employee Benefits • Investments
DJ Jack
Abundo Wealth
Monthly$199/mo
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DJ Jack
Abundo Wealth
Monthly$199/mo
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On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal for
FIRE • Young Professionals
Specializes in
Debt & Credit
Budgeting • Investments
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes in
Investments • Estate Planning • Tax Strategies