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

  • Jorge Soriano

    Jorge Soriano, CFP®

    Financial Optimist

    Monthly$325+/mo
    One-time$3,200+
    Hourly$360/hr
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    Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...

    Ideal for
    FIRE • Business Owners
    Specializes in
    RetirementTax StrategiesSmall Business
  • 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
  • Jeremy Zuke

    Jeremy Zuke

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

    Ideal for
    Young Professionals • FIRE
    Specializes in
    Mid-Career PlanningInvestmentsPre-Retirement Planning
  • Julia Lilly
    One-time$4,000
    Hourly$250/hr
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    Founder of Ryerson Financial - I partner with families and individuals to bring their financial future into focus 🔎

    Ideal for
    Families with Children • High Earners ($250k - $500k)
    Specializes in
    BudgetingInvestmentsTax Strategies
  • Diane Esser

    Diane Esser, CPA, CFP®, RICP®, CEPS

    Direction Financial Management, LLC

    Not accepting clients
    Hourly$360/hr
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    Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.

    Ideal for
    Pre-Retirees • Retirees
    Specializes in
    RetirementSocial SecurityPre-Retirement Planning
  • Stephan Shipe

    Stephan Shipe, Ph.D., CFP®, CFA

    Scholar Financial Advising

    One-time$5,000+
    Hourly$385/hr
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    We help DIY investors by providing financial advice that they can implement for a flat fee.

    Ideal for
    High Net Worth • DIY Investors
    Specializes in
    InvestmentsTax StrategiesPre-Retirement Planning
  • Chris Williams

    Chris Williams, CPA

    Inceptive Financial

    Monthly$125/mo
    Quarterly$225/qtr
    Annual$525/yr
    One-time$695+
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    I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.

    Ideal for
    High Earners ($250k - $500k) • Families with Children
    Specializes in
    Pre-Retirement Planning
    InvestmentsCollege Savings
  • 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
  • Alex Ammar

    Alex Ammar, CFP®

    Paradox Financial

    One-time$6,000
    Hourly$350/hr
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    Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years

    Ideal for
    FIRE • DIY Investors
    Specializes in
    InvestmentsRetirementEstate Planning
  • Aleksandr Fridlyand
    One-time$2,750+
    Hourly$250/hr
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    As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...

    Ideal for
    Retirees • Pre-Retirees
    Specializes in
    Retirement
    InvestmentsTax Strategies
  • Dan Honsberger

    Dan Honsberger, CFP®

    Reel Financial Planning

    Monthly$350+/mo
    One-time$3,500+
    Hourly$350/hr
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    I specialize in navigating complex financial situations with clarity and confidence. I invest a substantial amount of time to fully understand each c...

    Ideal for
    Families with Children • Young Professionals
    Specializes in
    Tax StrategiesEmployee BenefitsInvestments
  • Eric Smith

    Eric Smith, CFP®

    Ridge Falls Financial Planning

    Hourly$250+/hr
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    Hello! I'm Eric. I help aspiring DIY investors to and through retirement. Fee-Only Fiduciary, Transparent Pricing, Holistic Approach.

    Ideal for
    Educators • Non-profit professionals
    Specializes in
    Pre-Retirement Planning
    RetirementRetirement Life Planning
  • Nancy Doyle

    Nancy Doyle, CFA, CFT

    Manage Your Financial Life

    Hourly$250/hr
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    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 financi...

    Ideal for
    Women • Divorced Individuals
    Specializes in
    InvestmentsRetirement Life PlanningPre-Retirement Planning
  • 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
  • Chandler Fugate-Laus
    One-time$2,800+
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    Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.

    Ideal for
    Women • Technology Professionals
    Specializes in
    Mid-Career Planning
    Home PurchaseBudgeting
  • Ashley Rittershaus

    Ashley Rittershaus, CFP®

    Curious Crow Financial Planning

    One-time$5,000
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    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 m...

    Ideal for
    DIY Investors • FIRE
    Specializes in
    Retirement
    Tax Strategies
    Budgeting
  • Justin Horowitz
    One-time$1,800+
    Hourly$150/hr
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    Hello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.

    Ideal for
    Young Professionals • DIY Investors
    Specializes in
    Budgeting
    Early Career Planning
    Employee Benefits
  • Chris Mamula

    Chris Mamula, CFP®

    Abundo Wealth

    Not accepting clients
    Monthly$189/mo
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    Helping working families keep more of their money and reach financial independence faster.

    Ideal for
    FIRE • Pre-Retirees
    Specializes in
    InvestmentsRetirementPre-Retirement Planning

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