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
David Barfield, CFP®
Datapoint Financial Planning, LLC
Hourly$300/hrHourly financial planning with no strings attached. Simply pay for the time you need when you need it.
Ideal forTechnology Professionals • Young ProfessionalsSpecializes inEmployee Benefits • Investments • Retirement
Megan Kiesel, CFP®
Livelihood
One-time$2,300+Hourly$175/hrAt Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.
Ideal forNon-profit professionals • Newlyweds/CouplesSpecializes inBudgeting • Retirement • Home Purchase
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
Amy Rosenow, CFA, CFP®
Bold Vision Financial
One-time$2,750+Hourly$350+/hrAmy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...
Ideal forWomen • High Earners ($250k - $500k)Specializes inInvestments • Employee Benefits • Retirement
Grady Moshay, MBA, Investor Advisor Representative, AFC®
Emanciparé Investment Advisors, LLC
One-time$1,950Hourly$199/hrGrady Moshay, MBA, Investor Advisor Representative, AFC®
Emanciparé Investment Advisors, LLC
One-time$1,950Hourly$199/hrWhether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...
Ideal forDIY Investors • Pre-RetireesSpecializes inPre-Retirement PlanningEarly Career Planning • Mid-Career Planning
Katherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrKatherine Edwards, CFP®
MainStreet Financial Planning
Monthly$210+/moAnnual$2,400+/yrOne-time$4,400+Hourly$425/hrI help individuals and families achieve financial peace of mind with personalized plans to help you meet your goals while enjoying life along the way!
Ideal forRetirees • Pre-RetireesSpecializes inRetirement • Pre-Retirement Planning • Investments
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
Christopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrChristopher Lazzaro, ChFC®, RICP®
Plan For It Financial, LLC
Monthly$400+/moOne-time$3,500+Hourly$350/hrI help individuals and families gain a deeper understanding of their personal finances and work collaboratively to develop a roadmap to financial inde...
Ideal forPre-Retirees • High Earners ($250k - $500k)Specializes inInvestments • Budgeting • Debt & Credit
Eric Smith, CFP®
Ridge Falls Financial Planning
Hourly$250+/hrHello! I'm Eric. I help aspiring DIY investors to and through retirement. Fee-Only Fiduciary, Transparent Pricing, Holistic Approach.
Ideal forEducators • Non-profit professionalsSpecializes inPre-Retirement PlanningRetirement • Retirement Life Planning
Brian Rhoads, CFA, EA
Checkpoint Financial Planning, LLC
One-time$3,000Hourly$375/hrI support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.
Ideal forDIY Investors • FIRESpecializes inInvestments • Insurance • Tax Strategies
Hourly$360/hrNot accepting clientsHourly$360/hrDiane Esser works with clients approaching retirement and already retired to ensure they obtain their best return on life.
Ideal forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
Riki Cooke, CFP®
Abundo Wealth
Monthly$189/moOn a mission to provide low-cost, conflict-free, comprehensive financial planning to everyone!
Ideal forTravelers • Newlyweds/CouplesSpecializes inEmployee Benefits • Retirement • Early Career Planning
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
Kate Wilusz, CFP®
Fiat Lux Financial Planning
One-time$6,000+Hourly$400/hrKate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.
Ideal forWomen • Female BreadwinnerSpecializes inInvestments • Insurance • Tax Strategies
Keith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrKeith Hensley, CFP®
Florida Financial Planning
Quarterly$1,500+/qtrOne-time$5,000+Hourly$300/hrI help pre-retirees and retirees make informed financial choices by building/updating a plan that is clear and actionable. I have a very transparent...
Ideal forPre-Retirees • RetireesSpecializes inRetirement • Social Security • Pre-Retirement Planning
Monthly$189/moNot accepting clientsI became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.
Ideal forYoung Professionals • FIRESpecializes inMid-Career Planning • Investments • Pre-Retirement Planning
Jorge Soriano, CFP®
Financial Optimist
Monthly$325+/moOne-time$3,200+Hourly$360/hrJorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...
Ideal forFIRE • Business OwnersSpecializes inRetirement • Tax Strategies • Small Business
Josh Gallogly, CFP®, EA
Milestones Financial, LLC
One-time$995+Hourly$199/hrI serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, and creating retirement income.
Ideal forPre-Retirees • RetireesSpecializes inRetirementPre-Retirement PlanningInvestments
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