Find Your Advice-Only Financial Advisor!
Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.
What is Advice-Only?
Advice-Only is the Future of Financial Planning
An Advice-Only advisor provides comprehensive financial planning in a fiduciary capacity at all times and aims to avoid and reduce 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 aims to avoid and reduce any conflicts of interest when an advisor's compensation is based on selling products, receiving commissions, or assets under management.
Find Your Advice-Only Advisor
Jon Luskin, CFP®JonLuskin.com
[email protected]
Accepting New Clients:
-
- One Time Fee
- Investments,
- Retirement
- Retirees,
- Pre-Retirees
Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself investors.
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Kevin Burkle, CFP®HCP Wealth Planning
[email protected]
Accepting New Clients:
-
$188
Typical Fee (Computed Monthly)*
-
- One Time Fee
- Retirement,
- Tax Strategies
- Pre-Retirees,
- FIRE
I'll help you create a detailed roadmap to retire early without you having to wonder if you will be forced to downgrade your lifestyle later on
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Cody Garrett, CFP®Measure Twice Financial
[email protected]
Accepting New Clients:
-
$525
Typical Fee (Computed Monthly)*
-
- One Time Fee
- Investments,
- Retirement
- FIRE,
- Pre-Retirees
I am passionate about helping families refine their path to Financial Independence, Retire Early (FIRE) within 5 years as DIY investors.
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Jorge Soriano, CFP®Financial Optimist
[email protected]
Accepting New Clients:
-
$275
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- One Time Fee,
- Hourly
- Retirement,
- Tax Strategies
- FIRE,
- Business Owners
Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to what you do.
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Lori BodenhamerAbundo Wealth
[email protected]
Accepting New Clients:
-
$110
Typical Fee (Computed Monthly)*
-
- Monthly Subscription
- Career Planning,
- Employee Benefits
- Individual,
- FIRE
Lori believes everyone should have access to high-quality, comprehensive financial planning.
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David Barfield, CFP®Datapoint Financial Planning, LLC
[email protected]
Accepting New Clients:
-
$340
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- Hourly
- Employee Benefits,
- Investments
- Technology Professionals,
- Young Professionals
I provide flat-fee financial planning for folks who would never in a million years turn over their life savings to someone else to manage.
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Nick Booth, CFP®, CDAANine Inning Finance
[email protected]
Accepting New Clients:
-
$99
Typical Fee (Computed Monthly)*
-
- Quarterly Subscription,
- One Time Fee
- Investments,
- Tax Strategies
- Young Professionals,
- Newlyweds/Couples
Nick loves to work with young families and professionals to help them organize and gain confidence in their finances.
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Andrew Dressel, CFP®, CRPC®, APMA®Abundo Wealth
[email protected]
Accepting New Clients:
-
$110
Typical Fee (Computed Monthly)*
-
- Monthly Subscription
- Debt & Credit,
- Retirement
- Photographers,
- FIRE
Andrew Dressel is a CFP® at Abundo Wealth, where he helps clients achieve their financial goals. He values transparency, innovation, and honesty.
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Eric Simonson, CFP®, CRPC®, CLTC®Abundo Wealth
[email protected]
Accepting New Clients:
-
$110
Typical Fee (Computed Monthly)*
-
- Monthly Subscription
- Pre-Retirement Planning,
- Early Career Planning
- Young Professionals,
- Pre-Retirees
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Lorne Abramson, CFA, CFP®, EAAbramson Financial Planning
[email protected]
Accepting New Clients:
-
- One Time Fee,
- Hourly
- Retirement,
- Pre-Retirement Planning
- Pre-Retirees,
- Retirees
Flat project fee and hourly planner with 30 years of industry experience. Specializes in advising people approaching or already in retirement. $290/hr.
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Chris MamulaAbundo Wealth
[email protected]
Accepting New Clients:
-
$110
Typical Fee (Computed Monthly)*
-
- Monthly Subscription
- Investments,
- Retirement
- FIRE,
- Pre-Retirees
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Chris Reddick, CFP®, EAChris Reddick Financial Planning, LLC
[email protected]
Accepting New Clients:
-
$125
Typical Fee (Computed Monthly)*
-
- Monthly Subscription
- Investments,
- Tax Strategies
- Educators,
- Government Employees
Chris Reddick specializes in advice-only investment, retirement, and financial planning for professionals in corporate, education, and public service careers.
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Alex Ammar, CFP®Paradox Financial
[email protected]
Accepting New Clients:
-
$400
Typical Fee (Computed Monthly)*
-
- One Time Fee,
- Hourly
- Investments,
- Retirement
- FIRE,
- Pre-Retirees
Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years
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Scott Rinehart, CPAVerifi Financial
[email protected]
Accepting New Clients:
-
$417
Typical Fee (Computed Monthly)*
-
- Annual Subscription,
- One Time Fee
- Tax Strategies,
- Pre-Retirement Planning
- Families with Children,
- FIRE
I help DIY investors and validators pay less in taxes, spend more while they can, and reach financial independence sooner.
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Holly Donaldson, CFP®Holly Donaldson Financial Planning
[email protected]
Accepting New Clients:
-
$213
Typical Fee (Computed Monthly)*
-
- One Time Fee,
- Hourly
- Employee Benefits,
- Retirement
- Pre-Retirees,
- Widows/Widowers
Over 15 years serving those who feel self-sufficient enough to hire advice as-needed, or who aren't yet ready to make an ongoing commitment to an advisor.
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Tim Melia, CFP®, MBAEmbolden Financial Planning LLC
[email protected]
Accepting New Clients:
-
- Hourly
- Investments,
- Retirement
- DIY Investors,
- Real Estate Investors
I'm focused on making personal financial advice and planning accessible for you. Transparent and tailored to your financial life. How can I help? Be Emboldened.
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Andrew MarshallAndrew Marshall Financial
[email protected]
Accepting New Clients:
-
- Hourly
- Investments,
- Retirement
- Pre-Retirees,
- Retirees
In 2015, I started my advice-only firm which allows me to give the uncompromised advice that is best for my clients.
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Lindsey SwansonStripper Financial Planning
[email protected]
Accepting New Clients:
-
$350
Typical Fee (Computed Monthly)*
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Ross Dugas, Ph.D.Scientific Financial
[email protected]
Accepting New Clients:
-
$49
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- Hourly
- Employee Benefits,
- Investments
- Engineers and Scientists,
- Dow Employees
As a former engineer I enjoying working with scientific-minded investors who are curious and seek to understand. No handwaving, just data and transparency.
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Jay Zigmont, PhD, MBA, CFP®Childfree Wealth
[email protected]
Accepting New Clients:
-
$500
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- Hourly
- Budgeting,
- Debt & Credit
- FIRE,
- Individual
Hi! I'm the founder of Childfree Wealth, an advice-only, life and financial planning firm dedicated to helping Childfree and permanently Childless people.
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Diane Esser, CPA, CFP®, RICP®, CEPSDirection Financial Management, LLC
[email protected]
Accepting New Clients:
-
- Annual Subscription,
- One Time Fee,
- Hourly
- Retirement,
- Social Security
- Pre-Retirees,
- Retirees
Diane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.
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Lindsay Martinez, CFP®Xennial Planning
[email protected]
Accepting New Clients:
-
- Monthly Subscription,
- Hourly
- Budgeting,
- Debt & Credit
- Individual,
- Childfree or Permanently Childless
I am a “XENNIAL”, born somewhere between Gen X and Millennials. I understand the decisions, issues, and challenges that women face in both generations.
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Kelly Nilsson, CFP®, CDFA®, JDBrava Financial
[email protected]
Accepting New Clients:
-
$400
Typical Fee (Computed Monthly)*
-
- Annual Subscription,
- One Time Fee,
- Hourly
- Investments,
- Estate Planning
I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
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Olivia Lima, Ph.D.Abundo Wealth
[email protected]
Accepting New Clients:
-
$115
Typical Fee (Computed Monthly)*
-
- Monthly Subscription
- Budgeting,
- Debt & Credit
- FIRE,
- Newlyweds/Couples
Olivia helps clients achieve clarity and confidence in their finances, with ongoing guidance to fund their life goals and align their money with their values.
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Mike Staman, CFP®, MSPFP, CAPDelaware Financial Planning
[email protected]
Accepting New Clients:
-
$400
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- One Time Fee,
- Hourly
- Tax Strategies,
- Investments
- Pre-Retirees,
- Families with Children
Serving 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.
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Laura Higgins, CFP®, MBAApprochable Financial Planning
[email protected]
Accepting New Clients:
-
$300
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- One Time Fee,
- Hourly
- Retirement,
- Tax Strategies
- Retirees,
- Pre-Retirees
I provide advice-only financial planning services to help people answer their most pressing questions either through a one-time engagement or an ongoing basis.
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Jake Stalder, CFP®Navigate Financial Planning LLC
[email protected]
Accepting New Clients:
-
$175
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- One Time Fee,
- Hourly
- Budgeting,
- Investments
- FIRE,
- Newlyweds/Couples
Jake is a fee-only financial planner helping younger individuals and couples who are striving towards early retirement feel confident in their financial future.
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Jenn SteligaTime Well Spent Financial Coaching LLC
[email protected]
Accepting New Clients:
-
$383
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- Quarterly Subscription,
- One Time Fee,
- Hourly
- Budgeting,
- Debt & Credit
- Women,
- Individual
Jenn specializes in working with early-to-mid-career single women who want to get comfortable with their money.
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Megan Kiesel, CFP®Livelihood
m[email protected]
Accepting New Clients:
-
$175
Typical Fee (Computed Monthly)*
-
- One Time Fee,
- Hourly
- Budgeting,
- Retirement
- Non-profit professionals,
- Newlyweds/Couples
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.
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Sarah Gerber, CFP®, AFC®Momentum
[email protected]
Accepting New Clients:
-
$300
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- Quarterly Subscription,
- Annual Subscription
- Early Career Planning,
- Budgeting
- Young Professionals,
- Technology Professionals
Momentum helps early career professionals and couples navigate the personal financial world and gets them started on the right financial track.
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Julia Lilly, CFP®, ABFP®, MBARyerson Financial
[email protected]
Accepting New Clients:
-
- One Time Fee,
- Hourly
- Budgeting,
- Employee Benefits
- Families with Children,
- Newlyweds/Couples
Founder of Ryerson Financial - I partner with mid-career families and individuals to bring their financial future into focus 🔎
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Ashley Dixon, CFP®My Money Person
[email protected]
Accepting New Clients:
-
$200
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- One Time Fee,
- Hourly,
- Income Based
- Budgeting,
- Investments
- Individual,
- Newlyweds/Couples
I would love to hear your money questions and help you feel confident making money decisions to live your best life!
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Daniel Bishop, CFP®, CEPA, CPBA, CDAABlack Swan Advisors
[email protected]
Accepting New Clients:
-
$1000
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- Hourly
- Small Business,
- Tax Strategies
- Business Owners,
- Non-Profit Organizations
I help business owner like you: grow your enterprise value, fix profit leaks, reduce taxes & risks, align elements, and be prepared for an exit- on your terms.
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Rupa Pereira, EAFWJ Planning
[email protected]
Accepting New Clients:
-
- Monthly Subscription,
- Quarterly Subscription,
- Annual Subscription,
- One Time Fee,
- Hourly
- Families with Children,
- Caregivers
Planning for Immigrant families enriched with cultural and cross-border sensitivities. As an immigrant myself, I can relate to their values and priorities.
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Michael PyleChallenge Everything Financial
[email protected]
Accepting New Clients:
-
$395
Typical Fee (Computed Monthly)*
-
- Monthly Subscription,
- One Time Fee
- Tax Strategies,
- Employee Benefits
- Sales Professionals,
- High Earners ($250k - $500k)
Specialize in helping 25-49 yr old sales pros who make $190K/yr+ (household income). Learn how to increase your income by understanding the rules of money...
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Praveen KrishnamurthyEmpower Financial
[email protected]
Accepting New Clients:
-
$250
Typical Fee (Computed Monthly)*
-
- Hourly
- Budgeting,
- Employee Benefits
- Pre-Retirees,
- Young Professionals
I help individuals and families find an optimal balance of saving & investing for the future and spending according to their values in the present.
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Samuel Lewis, CFP®, ChFC®SJL Financial
[email protected]
Accepting New Clients:
-
$175
Typical Fee (Computed Monthly)*
-
- Quarterly Subscription,
- One Time Fee,
- Hourly
- Early Career Planning,
- Mid-Career Planning
- Young Professionals,
- Veterans/Military Personnel
Sam is a fee-only financial planner providing comprehensive, personalized financial planning to help early and mid-career professionals and military families.
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Chris Williams, CPAInceptive Financial
[email protected]
Accepting New Clients:
-
$115
Typical Fee (Computed Monthly)*
-
- Quarterly Subscription,
- One Time Fee
- Pre-Retirement Planning,
- Investments
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Kevin EstesScaled Finance
[email protected]
Accepting New Clients:
-
$200
Typical Fee (Computed Monthly)*
-
- Hourly
- Retirement,
- Tax Strategies
- Technology Professionals,
- FIRE
Hi, I'm Kevin Estes. I'm the founder of Scaled Finance and an hourly financial planner helping T-Mobile employees and their families live their best lives.
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Jeff Grimes, CFP®Parakaleo Planning
[email protected]
Accepting New Clients:
-
$292
Typical Fee (Computed Monthly)*
-
- One Time Fee,
- Hourly
- Investments,
- Mid-Career Planning
- Divorced Individuals,
- Families with Children
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Bill Hines, AFC®Emancipare
[email protected]
Accepting New Clients:
-
$249
Typical Fee (Computed Monthly)*
-
- Retirement Life Planning,
- Retirement
- Pre-Retirees,
- Retirees
Emancipare is: Advice-Only, Flat-Fee. Fee-Only. Fiduciary. Ethical. Inexpensive. Altruistic. Head to emancipare.com for full details and why we're different!
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* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.