AdviceOnly

AdviceOnly is an SEC-registered investment adviser (RIA) headquartered in San Diego, California, serving clients nationwide. AdviceOnly is a network of advice-only, fee-only financial planners who provide comprehensive financial planning, tax planning, and investment advice for a flat fee. Advisors in the network do not sell financial products, do not earn commissions, and do not charge fees based on assets under management. Financial planning is available on an ongoing, hourly, or project basis.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.