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
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Maggie is passionate about helping her clients align their money with what they truly value.
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FIRE • Newlyweds/Couples • DIY Investors
Holly Donaldson, CFP®, MBA, MA
Holly Donaldson Financial Planning, LLC
Accepting ClientsOne-time$3,200+Hourly$395+/hrHolly Donaldson is an advice-only Certified Financial Planner™ (CFP®) professional and fiduciary specializing in hourly advice and one-time plans for pre-retirees.
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DIY Investors • Engineers and Scientists • Pre-Retirees
I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this complex field. I structure my services on an hourly or project basis, allowing clients to access professional guidance without the commitment of ongoing asset management fees.
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Pre-Retirees • Retirees • DIY Investors
I am an early retirement planning expert. For a simple, flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.
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Pre-Retirees • FIRE • Young Professionals
Holly Davis, CFP®, CPA
Alta Via Financial Planning
Accepting ClientsAnnual$6,000+/yrOne-time$6,500+Hourly$400/hrPlanning for families with active outdoor lifestyles who have multiple competing financial goals. Also specializes in equity compensation for tech workers.
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High Earners ($250k - $500k) • Families with Children • Technology Professionals
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
It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financial lives.
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Women • Divorced Individuals • Widows/Widowers
I work with clients who are near or already in retirement. My Retirement Roadmap focuses on Simplicity with an emphasis on Easy Maintenance.
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Retirees • Pre-Retirees • DIY Investors
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