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.

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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.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

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Meet Our Advice-Only Advisors

Advisor Directory

Try filtering to find your perfect match

Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$995+
Hourly$199/hr
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Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$995+
Hourly$199/hr
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I serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, and creating retirement income.
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement
Pre-Retirement Planning
Investments
Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Sarah Gerber, CFP®, AFC®
Momentum Financial Planning LLC
Monthly$349+/mo
Quarterly$1,047+/qtr
Annual$4,188+/yr
One-time$949+
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Momentum helps newlywed couples, young families, and early-career individuals build their financial foundation and make the most of their money.
Ideal for
Newlyweds/Couples • Technology Professionals
Specializes in
Budgeting • Early Career Planning • Mid-Career Planning
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000/yr
One-time$3,600+
Hourly$300/hr
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Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000/yr
One-time$3,600+
Hourly$300/hr
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I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...
Ideal for
Pre-Retirees • Young Professionals
Specializes in
Pre-Retirement Planning • Investments • Tax Strategies
Julia Lilly, CFP®, ABFP®, MBA
Ryerson Financial
One-time$4,000
Hourly$250/hr
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Julia Lilly, CFP®, ABFP®, MBA
Ryerson Financial
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
Budgeting • Investments • Tax Strategies
DJ Jack
Abundo Wealth
Monthly$189/mo
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DJ Jack
Abundo Wealth
Monthly$189/mo
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On a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal for
FIRE • Young Professionals
Specializes in
Debt & Credit
Budgeting • Investments
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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I serve progressive professionals and values-based investors who want to achieve financial freedom while supporting their communities.
Ideal for
FIRE • DIY Investors
Specializes in
Investments • Home Purchase • Pre-Retirement Planning
Eric Simonson, CFP®, CRPC®
Abundo Wealth
Not accepting clients
Monthly$199/mo
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Not accepting clients
Eric Simonson, CFP®, CRPC®
Abundo Wealth
Not accepting clients
Monthly$199/mo
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On a mission is to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal for
Young Professionals • Pre-Retirees
Specializes in
Pre-Retirement Planning
Early Career Planning • Debt & Credit
Melissa Leonard, CFP®
Cairn Financial Planning
Annual$2,500+/yr
One-time$2,500+
Hourly$250/hr
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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
Budgeting • Employee Benefits • Investments
Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$175/mo
Quarterly$175/qtr
One-time$3,475+
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Jake Stalder, CFP®
Navigate Financial Planning LLC
Monthly$175/mo
Quarterly$175/qtr
One-time$3,475+
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I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...
Ideal for
Pre-Retirees • FIRE
Specializes in
Investments
Tax Strategies • Home Purchase
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$2,750+
Hourly$250/hr
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Aleksandr Fridlyand, CFP®, CPA
Technos Financial
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
Investments • Tax Strategies
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtr
Annual$3,000/yr
One-time$3,000+
Hourly$400/hr
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Serving families with a focus on comprehensive financial planning. For those that want more limited engagements I also offer hourly planning.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning • Retirement • Tax Strategies
Justin Horowitz, CFP®
Just Advising
One-time$1,800+
Hourly$150/hr
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Justin Horowitz, CFP®
Just Advising
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
Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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Kelly Nilsson, CFP®, CDFA®, JD
Brava Financial
Annual$3,500+/yr
One-time$5,000+
Hourly$350/hr
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I provide advice on an hourly, project, or ongoing basis, depending on your needs and preferences.
Specializes in
Investments • Estate Planning • Tax Strategies
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
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Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
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I offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...
Ideal for
Cross-Border • Female Breadwinner
Specializes in
Tax Strategies • College Savings • Pre-Retirement Planning
Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki Perdue, CPA, CFP®
Look Both Ways Financial
One-time$6,400
Hourly$300/hr
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Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial
Ideal for
Pre-Retirees • Retirees
Specializes in
Retirement • Tax Strategies • Retirement Life Planning
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal for
Women • High Earners ($250k - $500k)
Specializes in
Investments • Employee Benefits • Retirement
Bob Buehler, CPA, ChFC®
FirstTen Financial
Quarterly$500+/qtr
One-time$2,000+
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Bob Buehler, CPA, ChFC®
FirstTen Financial
Quarterly$500+/qtr
One-time$2,000+
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I specialize in helping new retirees navigate the initial years of their retirement
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement
Tax Strategies • Social Security
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/mo
Annual$2,400+/yr
One-time$4,400+
Hourly$425/hr
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I help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!
Ideal for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Investments