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.

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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.

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Are you interested in launching an Advice‑Only practice?

Templates and compliance support
Education and coaching
6 months of membership included

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Meet Our Advice-Only Advisors

Advisor Directory

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Dustin Bell, MBA
Reflective Financial
Monthly$300+/mo
Annual$3,000+/yr
One-time$3,000+
Hourly$300/hr
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Dustin Bell, MBA
Reflective Financial
Monthly$300+/mo
Annual$3,000+/yr
One-time$3,000+
Hourly$300/hr
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Former CFO who helps pre-retirees take control of their financial future with clarity and confidence.
Ideal for
DIY Investors • Pre-Retirees
Specializes in
Pre-Retirement Planning
Tax Strategies • Investments
Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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Scott Grissom, PhD, CFP®
Socrates Financial Planning
One-time$2,500+
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I was a college professor for many years and now I teach couples how to approach retirement with confidence.
Ideal for
Educators • DIY Investors
Specializes in
Pre-Retirement Planning
Budgeting • Investments
Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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Chris Williams, CPA
Inceptive Financial
Monthly$125/mo
Quarterly$225/qtr
Annual$525/yr
One-time$695+
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I am the founder of Inceptive Financial and the solo planner; specializing in preparing comprehensive financial plans for a fixed fee.
Ideal for
High Earners ($250k - $500k) • Families with Children
Specializes in
Pre-Retirement Planning
Investments • College Savings
Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000+/yr
One-time$4,500+
Hourly$375/hr
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Nick Booth, CFP®, CDAA
Nine Inning Finance
Annual$3,000+/yr
One-time$4,500+
Hourly$375/hr
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I love working with: 1) Those approaching retirement 2) Millennials seeking help planning for life events while striking a balance with saving for ret...
Ideal for
Pre-Retirees • Young Professionals
Specializes in
Pre-Retirement Planning • Investments • Tax Strategies
Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/mo
Quarterly$1,500/qtr
Annual$6,000/yr
One-time$7,500
Hourly$375/hr
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Mike Halper, CFP®, SE-AWMA, CDAA, CBDA
Strateon Intelligent Wealth
Monthly$500/mo
Quarterly$1,500/qtr
Annual$6,000/yr
One-time$7,500
Hourly$375/hr
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Flat-fee fiduciary planner. Transform your complex finances into an actionable, comprehensive strategy to achieve financial independence and wealth.
Ideal for
DIY Investors • High Earners ($250k - $500k)
Specializes in
Retirement • Tax Strategies • Estate Planning
Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/mo
Hourly$200/hr
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Chris Reddick, CFP®, EA
Chris Reddick Financial Planning, LLC
Monthly$150/mo
Hourly$200/hr
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Chris Reddick helps professionals in corporate, education, and public service careers with advice-only investment, retirement, and tax planning—offeri...
Ideal for
Educators • Government Employees
Specializes in
Investments • Tax Strategies • Retirement Life Planning
Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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Sara Young, CFP®
Live and Give Financial
Annual$3,600+/yr
One-time$4,500
Hourly$350/hr
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I guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.
Ideal for
Medical Professionals • Healthcare Workers
Specializes in
Tax Strategies
Pre-Retirement Planning • College Savings
Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Andrew Kleinberg, CFP®, CFA
Grand Central Financial Planning
One-time$3,250
Hourly$400/hr
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Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.
Ideal for
Families with Children • Individual
Specializes in
Investments • Tax Strategies • Employee Benefits
Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/mo
One-time$4,950
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Kelly Palmer, CFA, CFP®
The Wealthy Parent
Monthly$750/mo
One-time$4,950
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I help millennial families with equity compensation enjoy life now and feel confident about the future.
Ideal for
Families with Children • FIRE
Specializes in
Investments
Mid-Career Planning
College Savings
Jim Mahaney, CFP®, MSFS
Mavericus Retirement Services
Not accepting clients
Annual$1,700/yr
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Not accepting clients
Jim Mahaney, CFP®, MSFS
Mavericus Retirement Services
Not accepting clients
Annual$1,700/yr
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Jim 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 for
Retirees • Pre-Retirees
Specializes in
Retirement • Pre-Retirement Planning • Tax Strategies
Kevin Burkle, CFP®
HCP Wealth Planning
One-time$2,400+
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Kevin Burkle, CFP®
HCP Wealth Planning
One-time$2,400+
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I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.
Ideal for
Pre-Retirees • FIRE
Specializes in
Tax Strategies
Pre-Retirement Planning
Investments
Thomas Hendrix
Hendrix Financial Planning
One-time$2,950
Hourly$150/hr
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Thomas Hendrix
Hendrix Financial Planning
One-time$2,950
Hourly$150/hr
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I 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 for
DIY Investors • Veterans/Military Personnel
Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/mo
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Lynn Anderson, CFP®
Abundo Wealth
Monthly$189/mo
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Empowering clients with clear, unbiased financial advice—because money shouldn’t be scary, boring, or stand between you and the life you actually want...
Ideal for
Women • Young Professionals
Specializes in
Budgeting • Employee Benefits • Tax Strategies
Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
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Rupa Pereira, CFP®,EA,CSLP®
FWJ Planning
Monthly$150/mo
Quarterly$125/qtr
Annual$1,200/yr
One-time$4,500+
Hourly$250+/hr
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I offer 'Tax-Optimal' financial planning for young families, women-led households and those with cross-border sensitivities - through hourly and compr...
Ideal for
Cross-Border • Female Breadwinner
Specializes in
Tax Strategies • College Savings • Pre-Retirement Planning
Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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Shannon Fleener, CFP®
Sage Financial
Monthly$200+/mo
Quarterly$600+/qtr
Annual$2,400+/yr
One-time$2,000+
Hourly$300+/hr
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I serve progressive professionals and values-based investors who want to achieve financial freedom while supporting their communities.
Ideal for
FIRE • DIY Investors
Specializes in
Investments • Home Purchase • Pre-Retirement Planning
Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+
Hourly$395+/hr
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Holly Donaldson, CFP®, MBA, MA
Step by Step for DIY Investors
One-time$2,765+
Hourly$395+/hr
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With 25 years' experience, Holly collaborates with clients to navigate their own version of financial independence.
Ideal for
DIY Investors • Engineers and Scientists
Specializes in
Retirement
Tax Strategies
Investments
Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow, CFA, CFP®
Bold Vision Financial (formerly Fearless Financial Planning)
One-time$2,750+
Hourly$350+/hr
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Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal for
Women • High Earners ($250k - $500k)
Specializes in
Investments • Employee Benefits • Retirement
Igor Aronov, CFP®
FAR Financial
One-time$5,000+
Hourly$300/hr
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Igor Aronov, CFP®
FAR Financial
One-time$5,000+
Hourly$300/hr
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Expert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.
Ideal for
Families with Children • DIY Investors
Specializes in
Mid-Career Planning
Insurance • College Savings