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
Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400Hourly$300/hrKaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial
Ideal forPre-Retirees • RetireesSpecializes inRetirement • Tax Strategies • Retirement Life Planning
Anthony Lombard, CFP®
Noteworthy Financial
Monthly$250+/moOne-time$3,000+Hourly$300/hrTeacher, sports lover and father, who is passionate about helping others get organized, get motivated, and achieve financial freedom.
Ideal forTeachers • Business OwnersSpecializes inMid-Career PlanningInvestments • Budgeting
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hrIt 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 financi...
Ideal forWomen • Divorced IndividualsSpecializes inInvestments • Retirement Life Planning • Pre-Retirement Planning
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250Hourly$400/hrInvestment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal forFamilies with Children • IndividualSpecializes inInvestments • Tax Strategies • Employee Benefits
Grady Moshay, MBA, Investor Advisor Representative, AFC®
Emanciparé Investment Advisors, LLC
One-time$1,950Hourly$199/hrGrady Moshay, MBA, Investor Advisor Representative, AFC®
Emanciparé Investment Advisors, LLC
One-time$1,950Hourly$199/hrWhether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement PlanningEarly Career Planning • Mid-Career Planning
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal forEducators • DIY InvestorsSpecializes inPre-Retirement PlanningBudgeting • Investments
Paulo Lopes, CFP®, JD
Woodmont Financial Partners LLC
One-time$6,000+Hourly$375/hrHourly or flat-fee planning, one-time or ongoing, with actionable next steps for retirement, taxes, estate decisions, and investments.
Ideal forDIY Investors • High Earners ($250k - $500k)Specializes inTax StrategiesEstate Planning • Investments
Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/moEmpowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...
Ideal forWomen • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Tax Strategies
Al Faber, CFP®, ChFC®
DIWY Financial Planning
One-time$400+Hourly$400+/hrHolistic planning. Hourly or flat fee. Tools, support, and expert guidance on demand with no product sales or ongoing fees.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inEstate PlanningBudgeting • Investments
Kevin Lam, CFP®, CPRS™
Age Wisely Financial
One-time$720+Hourly$360/hrI specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.
Ideal forRetirees • Pre-RetireesSpecializes inRetirementRetirement Life PlanningPre-Retirement Planning
Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/moHourly$200/hrChris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...
Ideal forEducators • Government EmployeesSpecializes inInvestments • Tax Strategies • Retirement Life Planning
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/moQuarterly$1,047+/qtrAnnual$4,188+/yrOne-time$949+Momentum helps newlywed couples, young families, and early-career individuals build their financial foundation and make the most of their money.
Ideal forNewlyweds/Couples • Technology ProfessionalsSpecializes inBudgeting • Early Career Planning • Mid-Career Planning
Stephan Shipe, Ph.D., CFP®, CFA
Scholar Financial Advising
One-time$5,000+Hourly$385/hrWe help DIY investors by providing financial advice that they can implement for a flat fee.
Ideal forHigh Net Worth • DIY InvestorsSpecializes inInvestments • Tax Strategies • Pre-Retirement Planning
Kevin Estes, CFP®, CCFC, MBA
Scaled Finance, LLC
One-time$3,000+Hourly$250/hrHourly financial planner helping tech professionals and families live their best lives.
Ideal forTechnology Professionals • FIRESpecializes inTax StrategiesPre-Retirement PlanningMid-Career Planning
Monthly$189/moNot accepting clientsI became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.
Ideal forYoung Professionals • FIRESpecializes inMid-Career Planning • Investments • Pre-Retirement Planning
Brian Clarke, CFP®, MBA
Clarke Financial Counsel, LLC
Hourly$325+/hrI provide Hourly Fee Only Comprehensive Financial Planning for Individuals and Couples Approaching Retirement.
Ideal forPre-Retirees • RetireesSpecializes inPre-Retirement Planning • Investments • Retirement
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000+/yrOne-time$4,500+Hourly$375/hrI love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...
Ideal forPre-Retirees • Young ProfessionalsSpecializes inPre-Retirement Planning • Investments • Tax Strategies
Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/moPatrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.
Ideal forBusiness Owners • High Net WorthSpecializes inTax Strategies • Investments • Retirement
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