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 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.

Meet Our Advice-Only Advisors

Advisor Directory

1-9of 86 advisors

Advisor filters

  • Zach Hidden

    Zach Hidden, CFP®

    Perk Planning

    Accepting Clients
    Hourly$340/hr

    I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans.

    IDEAL CLIENTS

    DIY Investors • Business Owners • Freelancers

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  • Brian Rhoads

    Brian Rhoads, CFA, EA

    Checkpoint Financial Planning, LLC

    Accepting Clients
    One-time$2,450
    Hourly$350/hr

    I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.

    IDEAL CLIENTS

    DIY Investors • FIRE • Pre-Retirees

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  • Jeremy Zuke

    Jeremy Zuke

    Abundo Wealth

    Not Accepting Clients
    Monthly$189/mo

    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 CLIENTS

    Young Professionals • FIRE • Newlyweds/Couples

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  • Chad Gammon

    Chad Gammon, CFP®, MBA

    Custom Fit Financial LLC

    Accepting Clients
    Monthly$159+/mo
    One-time$2,250+
    Hourly$180/hr

    Chad Gammon, CFP®, founded Custom Fit Financial to provide fee-only financial planning for individuals with a net worth under $2 million.

    IDEAL CLIENTS

    Pre-Retirees • DIY Investors • FIRE

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  • Jake Stalder

    Jake Stalder, CFP®

    Navigate Financial Planning LLC

    Accepting Clients
    Monthly$170+/mo
    One-time$3,200+

    I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that align with their values. I believe that maximizing time is most valuable and aligning your investments and financial choices to your values is paramount.

    IDEAL CLIENTS

    Pre-Retirees • FIRE • DIY Investors

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  • Bill Hines

    Bill Hines, Investment Advisor Representative, Financial Planner

    Emanciparé

    Accepting Clients
    Monthly$399+/mo
    One-time$399+
    Hourly$199/hr

    We use a financial planning tool you can use, specifically Pralana Online. Perfect for DIYers! While we build your plan, we teach you how to use it so you can take the wheel if you'd like. Our pricing is right on our website! Reach out for a free consultation. Advice-Only. Flat-Fee. Fee-Only. Fiduciary. Honest. Ethical. Transparent. Inexpensive.

    IDEAL CLIENTS

    DIY Investors • FIRE • Retirees

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  • Krystal Fortner

    Krystal Fortner, CFP®

    Krystal Fortner

    Accepting Clients
    One-time$4,800+
    Hourly$350/hr

    No nonsense, advice-only planner who dreams of everyone having a financial plan.

    IDEAL CLIENTS

    DIY Investors • Fitness/Wellness Enthusiasts • Social Workers

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  • Nick Booth

    Nick Booth, CFP®, CDAA

    Nine Inning Finance

    Accepting Clients
    Annual$3,000/yr
    One-time$3,600+
    Hourly$300/hr

    I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for retirement

    IDEAL CLIENTS

    Pre-Retirees • Young Professionals • High Earners ($250k - $500k)

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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 financial lives.

    IDEAL CLIENTS

    Women • Divorced Individuals • Widows/Widowers

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