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
Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/moOne-time$4,950I help millennial families with equity compensation enjoy life now and feel confident about the future.
Ideal forFamilies with Children • FIRESpecializes inInvestmentsMid-Career PlanningEmployee Benefits
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Hourly$250/hrMy mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the...
Ideal forFIRE • Business OwnersSpecializes inInvestments • Retirement • Tax Strategies
Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+Hourly$300/hrI help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, a...
Ideal forTechnology Professionals • Young ProfessionalsSpecializes inEmployee Benefits • Investments • Retirement
Adam Coleman, CRPC®, AFC®, CDLP®
Nectarine
Monthly$400/moQuarterly$400/qtrAnnual$4,800/yrOne-time$3,500+Hourly$400/hrAdam Coleman, CRPC®, AFC®, CDLP®
Nectarine
Monthly$400/moQuarterly$400/qtrAnnual$4,800/yrOne-time$3,500+Hourly$400/hrHourly fiduciary planner empowering DIY investors to take control of their money with clear, unbiased financial guidance.
Ideal forPre-Retirees • FIRESpecializes inPre-Retirement PlanningInvestments • Retirement
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
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrKeith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrI help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...
Ideal forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
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
Philip Murphy, CFA, CFP®
IndiePlan™ LLC
One-time$3,000+Hourly$300/hrIndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.
Ideal forHigh Earners ($250k - $500k) • DIY InvestorsSpecializes inInvestmentsPre-Retirement Planning • Retirement
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/moQuarterly$600+/qtrAnnual$2,400+/yrOne-time$2,000+Hourly$300+/hrShannon Fleener, CFP®
Sage Financial
Monthly$200+/moQuarterly$600+/qtrAnnual$2,400+/yrOne-time$2,000+Hourly$300+/hrI specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...
Ideal forFIRE • PhilanthropistsSpecializes inBudgeting • Retirement • Home Purchase
Kevin Dunford, CFP®, EA
Better World Planning
Monthly$350/moOne-time$4,000Hourly$250/hrFee-only fiduciary planner (CFP®, EA, CPT) guiding clients through comprehensive financial, tax, and wellness strategies.
Ideal forFamilies with Children • Fitness/Wellness EnthusiastsSpecializes inInvestments • Estate Planning • Tax Strategies
Paulo Lopes, J.D.
Woodmont Financial Partners LLC
One-time$5,000+Hourly$385/hrAttorney turned financial planner offering retirement, tax, estate, and investment advice — all billed hourly, with no ongoing fees or obligations. Ju...
Ideal forDIY Investors • Pre-RetireesSpecializes inInvestments • Retirement • Estate Planning
Ashley Rittershaus, CFP®
Curious Crow Financial Planning
One-time$5,000I'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 forDIY Investors • FIRESpecializes inRetirementTax StrategiesBudgeting
Krystal Fortner, CFP®
Krystal Fortner
One-time$4,800+Hourly$350/hrNo nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax Strategies • Pre-Retirement Planning • Debt & Credit
Mike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrMike Staman, CFP®, MSPFP, CAP, AEP®
Delaware Financial Planning
Monthly$475+/moOne-time$5,000+Hourly$400/hrServing 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 forPre-Retirees • High Earners ($250k - $500k)Specializes inTax Strategies • Pre-Retirement Planning • Retirement
John Bell, CFP®
Free State Financial Planning
Annual$3,000/yrOne-time$6,000Hourly$400/hrServing families with a focus on comprehensive ongoing financial planning. For those that want more limited engagements I also offer hourly/project p...
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement Planning • Retirement • Tax Strategies
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$170+/moOne-time$3,200+I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...
Ideal forPre-Retirees • FIRESpecializes inInvestments • Pre-Retirement Planning • Budgeting
Steven Fox, CFP®, EA
AdviceOnly
Hourly$300/hrHelping financial planners give advice, not sales pitches!
Ideal forYoung Professionals • Families with ChildrenSpecializes inTax Strategies • Budgeting • Debt & Credit
Chris Maggio, RICP®
Retirement Planning Partner LLC
One-time$1,200+Hourly$120/hrI specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...
Ideal forPre-Retirees • RetireesSpecializes inRetirementInvestments • Tax Strategies
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