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

  • Chris Reddick

    Chris Reddick, CFP®, EA

    Chris Reddick Financial Planning, LLC

    Accepting Clients
    Monthly$150/mo
    Hourly$200/hr

    Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offering clear guidance without managing your money for you.

    IDEAL CLIENTS

    Educators • Government Employees • Retirees

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  • Mary Ann Sullivan

    Mary Ann Sullivan, CFP®

    395 Financial Planning

    Accepting Clients
    Monthly$175/mo
    One-time$395

    Want financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implementing a solid plan. Learn to manage investments, cut fees, boost cash flow, and leverage your pension and union benefits (CalSTRS, UCRP, MPIHP expertise here). I'm your advisor, paid monthly, no strings attached. Let's talk about your financial goals.

    IDEAL CLIENTS

    Educators • DIY Investors • Women

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  • Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups early in my career. I thoroughly enjoy assisting others with achieving their financial goals. I have two years of tax preparation experience, participate in the Annual Filing Season Program and have over a decade of experience in financial planning, counseling, and education with individuals from all walks of life. I pride myself on being a lifetime learner and hold specialty financial designations in military finance, tax and special needs planning. As an hourly, advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me. I work completely virtual, and can work with anyone in the United States.

    IDEAL CLIENTS

    Veterans/Military Personnel • Widows/Widowers • Young Professionals

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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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  • Josh Gallogly

    Josh Gallogly, CFP®, EA

    Milestones Financial, LLC

    Accepting Clients
    One-time$2,490+
    Hourly$249/hr

    I serve clients by providing flat-fee and hourly financial advice on things like reducing their tax bill, investing smarter, and creating retirement income.

    IDEAL CLIENTS

    Pre-Retirees • Retirees • Women

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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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  • Joe Conklin Shure

    Joe Conklin Shure, CFP®, EA

    Conklin Shure Financial

    Accepting Clients
    Monthly$320+/mo
    One-time$3,200+
    Hourly$325/hr

    Values-driven CFP® helping you align money with life—let’s navigate this late-capitalist hellscape together 🔥

    IDEAL CLIENTS

    Technology Professionals • Non-profit professionals • Social Workers

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  • Shannon Fleener

    Shannon Fleener, CFP®

    Sage Financial

    Accepting Clients
    Monthly$200+/mo
    Quarterly$600+/qtr
    Annual$2,400+/yr
    One-time$2,000+
    Hourly$300+/hr

    I specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and investors who want to not only achieve financial security and independence for themselves, but want to support their communities in meaningful ways and leave the world better than they found it.

    IDEAL CLIENTS

    FIRE • Philanthropists • Environmentalists

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  • Dustin Bell

    Dustin Bell

    Reflective Financial

    Accepting Clients
    Monthly$300+/mo
    One-time$1,500+
    Hourly$300/hr

    I'm a former CFO, COO, and Fortune 50 strategy executive, who helps DIY Investors confidently take control of their financial future.

    IDEAL CLIENTS

    DIY Investors • FIRE • Engineers and Scientists

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