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
Annual$1,700/yrNot accepting clientsAnnual$1,700/yrJim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Tax Strategies
Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/moEmpowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...
Ideal forWomen • Young ProfessionalsSpecializes inBudgeting • Employee Benefits • Tax Strategies
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/moOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forTravelers • Newlyweds/CouplesSpecializes inEmployee Benefits • Retirement • Early Career Planning
Ross Dugas, Ph.D.
Scientific Financial
Monthly$65/moOne-time$4,000Hourly$200/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
Aleksandr Fridlyand, CFP®, CPA
Technos Financial
One-time$2,750+Hourly$250/hrAs a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...
Ideal forRetirees • Pre-RetireesSpecializes inRetirementInvestments • Tax Strategies
Kirk Reagan, CFP®, MQFP®, ChFC®
High Flight Financial LLC
One-time$2,500Hourly$250/hrI am a retired Air Force Officer. I then went to work for Vanguard in order to gain experience and earn my CFP. I started my firm to be able to better...
Ideal forVeterans/Military Personnel • FIRESpecializes inInvestments • Retirement • Estate Planning
Monthly$189/moNot accepting clientsMaggie is passionate about helping her clients align their money with what they truly value.
Ideal forFIRE • Newlyweds/CouplesSpecializes inTax StrategiesBudgeting • Pre-Retirement Planning
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
Phillip Durbin
Generational Wealth Development
One-time$3,200Hourly$150/hrI help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....
Ideal forYoung Professionals • FarmersSpecializes inEarly Career Planning • Debt & Credit • Mid-Career Planning
Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/moOne-time$3,200+Hourly$360/hrJorge 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 forFIRE • Business OwnersSpecializes inRetirement • Tax Strategies • Small Business
Paulo Lopes, J.D.
Woodmont Financial Partners LLC
Annual$5,000+/yrOne-time$5,000+Hourly$375/hrPaulo Lopes, J.D.
Woodmont Financial Partners LLC
Annual$5,000+/yrOne-time$5,000+Hourly$375/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 • Estate Planning • Tax Strategies
Jon Luskin, CFP®
JonLuskin.com
One-time$4,695Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary specializing in hourly advice to do-it-yourself i...
Ideal forDIY Investors • RetireesSpecializes inInvestmentsRetirement • Pre-Retirement Planning
Nancy Doyle, CFA, CFT
Manage Your Financial Life
Hourly$250/hrIt 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 forWomen • Divorced IndividualsSpecializes inInvestments • Retirement Life Planning • Pre-Retirement 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
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$2,450Hourly$350/hrI support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.
Ideal forDIY Investors • FIRESpecializes inInvestments • Insurance • Tax Strategies
Carmetta Joyner, CFP®
Joyner Financial Planning
One-time$3,000Hourly$300+/hrHelping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!
Ideal forYoung Professionals • Female BreadwinnerSpecializes inBudgeting • Debt & Credit • Employee Benefits
Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+Hourly$395+/hrHolly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+Hourly$395+/hrWith 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.
Ideal forDIY Investors • Engineers and ScientistsSpecializes inRetirementTax StrategiesInvestments
Justin Horowitz, CFP®
Just Advising
One-time$1,800+Hourly$150/hrHello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.
Ideal forYoung Professionals • DIY InvestorsSpecializes inBudgetingEarly Career PlanningEmployee Benefits
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