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
Jill Raderstorf, MBA
Aptus Financial
Monthly$193/moAnnual$1,160/yrOne-time$3,480Jill Raderstorf is a financial planner at Aptus Financial, an advice only financial planning firm that helps people invest on their own. She is dedic...
Ideal forMedical Professionals • High Earners ($250k - $500k)Specializes inRetirement • Early Career Planning • Mid-Career Planning
One-time$1,600+Hourly$320/hrNot accepting clientsOne-time$1,600+Hourly$320/hrFlat project fee and hourly planner with over 30 years of industry experience. Credentials: CFA, CFP®, EA and MBA (Wharton). Specializes in advising...
Ideal forPre-Retirees • RetireesSpecializes inInvestments • Retirement • Tax Strategies
Tim Melia, CFP®, MBA
Embolden Financial Planning LLC
Hourly$350/hrBE EMBOLDENED. Let’s work together to create a plan to achieve your financial goals and find the answers to your important money questions.
Ideal forPre-Retirees • RetireesSpecializes inTax StrategiesRetirement Life PlanningReal Estate
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
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
John Bell, CFP®
Free State Financial Planning
Quarterly$750/qtrAnnual$3,000/yrOne-time$3,000+Hourly$400/hrJohn Bell, CFP®
Free State Financial Planning
Quarterly$750/qtrAnnual$3,000/yrOne-time$3,000+Hourly$400/hrServing families with a focus on comprehensive financial planning. For those that want more limited engagements I also offer hourly planning.
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement Planning • Retirement • Tax Strategies
Matt Sheers, CFA, CFP®
Sheer Empowerment Financial
Monthly$200/moOne-time$3,750Hourly$300/hrMatt Sheers, CFA, CFP®
Sheer Empowerment Financial
Monthly$200/moOne-time$3,750Hourly$300/hrFlat fee, advice-only financial planner for mid-career professionals navigating change, complexity, and big financial decisions.
Ideal forBusiness Owners • DIY InvestorsSpecializes inInvestmentsSmall BusinessEmployee Benefits
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal forEducators • DIY InvestorsSpecializes inPre-Retirement PlanningBudgeting • Investments
Bob Buehler, CPA, ChFC®
FirstTen Financial
Quarterly$500+/qtrOne-time$2,000+I specialize in helping new retirees navigate the initial years of their retirement
Ideal forRetirees • Pre-RetireesSpecializes inRetirementTax Strategies • Social Security
Sarah Dickenson
Abundo Wealth
Monthly$189/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
Ty Rollins, MBA, EA
Ty Rollins, Inc.
One-time$800+I work with clients who are near or already in retirement. My Retirement Roadmap focuses on streamlining retirement.
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Tax Strategies • Investments
Patrick Bourbon, CFA, CFP®
Bourbon Financial Management
Monthly$500+/moPatrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.
Ideal forBusiness Owners • High Net WorthSpecializes inTax Strategies • Investments • Retirement
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
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250Hourly$400/hrInvestment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal forFamilies with Children • IndividualSpecializes inInvestments • Tax Strategies • Employee Benefits
Thomas Hendrix
Hendrix Financial Planning
One-time$2,950Hourly$150/hrI am a fee-only, advice-only financial planner who believes that financial planning is life planning. I help DIY investors develop and implement compr...
Ideal forDIY Investors • Veterans/Military Personnel
Zach Hidden, CFP®
Perk Planning
Hourly$340/hrI am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....
Ideal forDIY Investors • Business OwnersSpecializes inRetirement • Small Business • Pre-Retirement Planning
Praveen Krishnamurthy, CFP®
Empower Financial
One-time$4,500+Hourly$300/hrI help tech professionals turn success into lasting wealth and security through equity comp planning, advanced tax strategies, and diversification.
Ideal forTechnology Professionals • Young ProfessionalsSpecializes inEmployee Benefits • Investments • Retirement
Monthly$189/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
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