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
On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forFIRE • Young ProfessionalsSpecializes inDebt & CreditBudgeting • Investments
Monthly$199/moNot accepting clientsAndrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.
Ideal forPhotographers • FIRESpecializes inDebt & Credit • Retirement • Insurance
Kimberly Bridges, PhD, CFP®, CPWA®, CDFA®, RMA®
Bright Women Financial
One-time$5,000+Hourly$350/hrKimberly Bridges, PhD, CFP®, CPWA®, CDFA®, RMA®
Bright Women Financial
One-time$5,000+Hourly$350/hrKim Bridges is the Founder of Bright Women Financial, a firm dedicated to helping women navigate retirement with clarity, confidence and peace of mind
Ideal forWomen • RetireesSpecializes inRetirementEstate PlanningSocial Security
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/moOne-time$6,000Hourly$300/hrAs a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.
Ideal forEngineers and Scientists • DIY InvestorsSpecializes inRetirement • Tax Strategies • Investments
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 Burkle, CFP®
HCP Wealth Planning
One-time$2,400+I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.
Ideal forPre-Retirees • FIRESpecializes inTax StrategiesPre-Retirement PlanningInvestments
Amy Rosenow, CFA, CFP®
Bold Vision Financial
One-time$2,750+Hourly$350+/hrAmy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal forWomen • High Earners ($250k - $500k)Specializes inInvestments • Employee Benefits • Retirement
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$195/moQuarterly$195/qtrOne-time$3,375+Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$195/moQuarterly$195/qtrOne-time$3,375+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 inInvestmentsTax Strategies • Home Purchase
Sarah Dickenson
Abundo Wealth
Monthly$199/moMy mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.
Ideal forArtists/Creatives • PhotographersSpecializes inBudgeting • Debt & Credit • Career Planning
Igor Aronov, CFP®
FAR Financial
One-time$5,000+Hourly$300/hrHelping professionals simplify complex financial lives and make thoughtful decisions during the busiest years of career and family lives.
Ideal forFamilies with Children • DIY InvestorsSpecializes inMid-Career PlanningInsurance • College Savings
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hrHello! I'm Eric. I help aspiring DIY investors to and through retirement. Fee-Only Fiduciary, Transparent Pricing, Holistic Approach.
Ideal forEducators • Non-profit professionalsSpecializes inPre-Retirement PlanningRetirement • Retirement Life Planning
Monthly$199/moNot accepting clientsOn a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forYoung Professionals • Pre-RetireesSpecializes inPre-Retirement PlanningEarly Career Planning • Debt & Credit
Linda Rapisardo, CFP®
Canela Wealth
Monthly$300+/moAnnual$3,600+/yrOne-time$2,500+I help first-gen professionals stop guessing and start building real financial confidence and wealth.
Ideal forFamilies with Children • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Investments
Krystal Fortner, CFP®
Krystal Fortner
One-time$5,500+Hourly$350/hrNo nonsense, advice-only planner who dreams of everyone having a financial plan.
Ideal forDIY Investors • Fitness/Wellness EnthusiastsSpecializes inTax StrategiesPre-Retirement PlanningRetirement
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/moQuarterly$125/qtrAnnual$1,200/yrOne-time$4,500+Hourly$250+/hrRupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/moQuarterly$125/qtrAnnual$1,200/yrOne-time$4,500+Hourly$250+/hrI offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...
Ideal forCross-Border • Female BreadwinnerSpecializes inTax Strategies • College Savings • Pre-Retirement 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
Michael Rodriguez, CFP®
Equanimity Wealth
Monthly$199/moOne-time$399Hourly$175/hrMichael Rodriguez, CFP® — fee-only, advice-only financial planning for first-gen families and young couples. Flat fee. No commissions. No products.
Ideal forFamilies with Children • Business OwnersSpecializes inSmall Business • Employee Benefits • Investments
Monthly$199/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
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