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

  • Shannon Fleener
    Monthly$200+/mo
    Quarterly$600+/qtr
    Annual$2,400+/yr
    One-time$2,000+
    Hourly$300+/hr
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    I specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...

    Ideal for
    FIRE • Philanthropists
    Specializes in
    BudgetingRetirementHome Purchase
  • Lynn Anderson
    Monthly$189/mo
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    Empowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...

    Ideal for
    Women • Young Professionals
    Specializes in
    BudgetingEmployee BenefitsTax Strategies
  • Christopher Lazzaro

    Christopher Lazzaro, ChFC®, RICP®

    Plan For It Financial, LLC

    Monthly$400+/mo
    One-time$3,500+
    Hourly$350/hr
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    I help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...

    Ideal for
    Pre-Retirees • High Earners ($250k - $500k)
    Specializes in
    InvestmentsBudgetingDebt & Credit
  • Maggie Klokkenga

    Maggie Klokkenga, CFP®, AFC®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    Maggie is passionate about helping her clients align their money with what they truly value.

    Ideal for
    FIRE • Newlyweds/Couples
    Specializes in
    Tax Strategies
    BudgetingPre-Retirement Planning
  • Paulo Lopes

    Paulo Lopes, J.D.

    Woodmont Financial Partners LLC

    One-time$5,000+
    Hourly$385/hr
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    Attorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...

    Ideal for
    DIY Investors • Pre-Retirees
    Specializes in
    InvestmentsRetirementEstate Planning
  • Adam Coleman
    Monthly$400/mo
    Quarterly$400/qtr
    Annual$4,800/yr
    One-time$3,500+
    Hourly$400/hr
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    Hourly fiduciary planner empowering DIY investors to take control of their money with clear, unbiased financial guidance.

    Ideal for
    Pre-Retirees • FIRE
    Specializes in
    Pre-Retirement Planning
    InvestmentsRetirement
  • Andrew Dressel

    Andrew Dressel, CFP®, CRPC®, APMA®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.

    Ideal for
    Photographers • FIRE
    Specializes in
    Debt & CreditRetirementInsurance
  • 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
  • Megan Kiesel
    One-time$2,300+
    Hourly$175/hr
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    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.

    Ideal for
    Non-profit professionals • Newlyweds/Couples
    Specializes in
    BudgetingRetirementHome Purchase
  • Melissa Leonard

    Melissa Leonard, CFP®

    Cairn Financial Planning

    Annual$2,500+/yr
    One-time$2,500+
    Hourly$250/hr
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    Balancing all aspects of life is challenging. Let us help you with the financial pieces.

    Ideal for
    Young Professionals • High Earners ($250k - $500k)
    Specializes in
    BudgetingEmployee BenefitsInvestments
  • Krystal Fortner

    Krystal Fortner, CFP®

    Krystal Fortner

    One-time$5,500+
    Hourly$350/hr
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    No nonsense, advice-only planner who dreams of everyone having a financial plan.

    Ideal for
    DIY Investors • Fitness/Wellness Enthusiasts
    Specializes in
    Tax Strategies
    Pre-Retirement Planning
    Retirement
  • 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
  • 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
  • Thomas Hendrix

    Thomas Hendrix

    Hendrix Financial Planning

    One-time$2,950
    Hourly$150/hr
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    I am a fee-only, advice-only financial planner who believes that financial planning is life planning. I help DIY investors develop and implement compr...

    Ideal for
    DIY Investors • Veterans/Military Personnel
  • Dale Hershman

    Dale Hershman

    Sick Advisory Services

    Annual$2,918/yr
    One-time$918
    Hourly$300/hr
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    Specialist in Biotech stocks, Healthcare Stocks, Dividend Stocks and Passive Income Author of 5 books about investing, Publisher of two financial blo...

    Ideal for
    FIRE • Business Owners
    Specializes in
    Investments
    Career PlanningInsurance
  • Aubrey Williams

    Aubrey Williams, MS, MBA

    Open Path Financial, LLC

    Hourly$385/hr
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    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...

    Ideal for
    LGBTQ+ • FIRE
    Specializes in
    Tax StrategiesSmall BusinessRetirement Life Planning
  • Mary Ann Sullivan

    Mary Ann Sullivan, CFP®

    395 Financial Planning

    Monthly$175/mo
    Quarterly$525+/qtr
    Annual$2,100+/yr
    One-time$395
    Hourly$175/hr
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    Want financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implemen...

    Ideal for
    Educators • DIY Investors
    Specializes in
    Employee Benefits
    RetirementTax Strategies
  • Phillip Durbin

    Phillip Durbin

    Generational Wealth Development

    One-time$3,200
    Hourly$150/hr
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    I help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....

    Ideal for
    Young Professionals • Farmers
    Specializes in
    Early Career PlanningDebt & CreditMid-Career Planning

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