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
We have two ways to help you find an advisor that's right for you
Find Your Perfect Match
Answer a few questions to help us understand your needs and find advisors who specialize in helping clients like you. (No email required)
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Our Advisor Directory
Browse our complete network of qualified advice-only financial advisors
Daryoosh Khalilollahi, CFP, RIA, MBA, MSEE
DABK Financial Planning Services
Accepting ClientsHourly$250/hrMy mission is to make individuals and families establish a clear financial path for reaching their lifetime goals and help them avoid mistakes in the process.
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FIRE • Business Owners • High Earners ($250k - $500k)
Chad Gammon, CFP®, MBA
Custom Fit Financial LLC
Accepting ClientsMonthly$159+/moOne-time$2,250+Hourly$180/hrChad Gammon, CFP®, founded Custom Fit Financial to provide fee-only financial planning for individuals with a net worth under $2 million.
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Pre-Retirees • DIY Investors • Remote Workers
I'm an advice-only financial planner who is passionate about helping people achieve the life they dream about and feel more confident managing their money.
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DIY Investors • FIRE • Young Professionals
Melissa Leonard, CFP®
Cairn Financial Planning
Accepting ClientsAnnual$2,500+/yrOne-time$2,500+Hourly$250/hrBalancing all aspects of life is challenging. Let us help you with the financial pieces.
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Young Professionals • High Earners ($250k - $500k) • FIRE
Thomas Hendrix
Hendrix Financial Planning
Accepting ClientsI am a fee-only, advice-only financial planner who believes that financial planning is life planning. I help DIY investors develop and implement comprehensive financial plans that support their vision of a full and rewarding life.
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DIY Investors • Veterans/Military Personnel • FIRE
My mission is to help new families bring structure, purpose, and clarity to their financial lives. I'm a new mom and an experienced adviser here to help.
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Families with Children • FIRE • DIY Investors
Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Escient Financial
Accepting ClientsMonthly$500/moAnnual$6,000/yrOne-time$7,500Hourly$300/hrFee-only, flat fee, fiduciary financial planning and investment advice as a one-time engagement or on an ongoing basis.
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Families with Children • DIY Investors • Technology Professionals
I serve clients age 50+ by providing hourly financial advice on things like reducing their tax bill, investing smarter, and creating retirement income.
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Pre-Retirees • Retirees • Women
I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans.
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DIY Investors • Business Owners • Freelancers