Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.
List of Advice Only Planners
Here are a list of advice only planners!
But first, a few things.
- This list may change; there is no guarantee these advisors will always be advice only planners in the future.
- Please understand that this is not an endorsement of any particular company. Please conduct your own due diligence and come to your own decision.
- Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here.
- Although nobody paid me to be on this list, from time to time I may have a business relationship involving the sale of goods and services with the firms on this list.
- I can’t say it enough – you have to do your own research. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog.
- Also, there is selection bias inherent in this list. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. So this is limited to what I had access to given my resources. Again, conduct your own research; this list of advisors is intended to be a starting point but by no means is it exhaustive or conclusive.
- By no means would I claim this list to be comprehensive – it’s likely there are advice only planners I left off inadvertently.
- By the way, in no way does this serve as a recommendation to do business with any of these people listed below. Please conduct your own diligence. I did cursory research but did not verify by their ADV in all cases. I can’t say it enough – you have to do your own research. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. Also, there is selection bias inherent in this list. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. So this is limited to what I had access to given my resources.
Without further ado, here is the list of advice only planners!
Abramson Financial Planning – currently has a waitlist
Curious Crow Financial Planning
Generational Wealth Development
Holly Donaldson Financial Planning, LLC
Maura Madden Financial Planning
Measure Twice Financial – currently is closed to new clients
Mullaney Financial & Tax – has a month delay before first meeting
Stewardship Financial Planning
The Wealthy Parent – currently has a waitlist
Woodmont Financial Partners LLC
Join the Transparent Advisor Movement
What is a transparent financial advisor?
- A financial advisor who clearly discloses fees on the website and in all places where cost is discussed, in actual dollar amounts
- A financial advisor who does not charge AUM fees
- A financial advisor who does not charge commissions
- Charges on a flat fee, hourly, or advice-only basis
If you would like to learn more about joining our movement and fighting for higher logic, transparency, and fairness in financial advice, join the Transparent Advisor Movement.
Disclosures
Please understand that this is not an endorsement of any particular company. Please conduct your own due diligence and come to your own decision. Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here. Although nobody paid me to be on this list, from time to time I may have a business relationship involving the sale of goods and services with the firms on this list.
I can’t say it enough – you have to do your own research. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. Also, there is selection bias inherent in this list. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. So this is limited to what I had access to given my resources. Again, conduct your own research; this list of low fee advisors is intended to be a starting point but by no means is it exhaustive or conclusive.
Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use or mention in any of its content, or the success of any program it may mention in any of its content. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor.
