Absolutely. There’s no secret in how to find Advice-Only financial advisors nor any shortcut. You just have to look at each advisor and determine whether the services are Advice-Only. The following organizations are good starting points for fee-only advisors but keep in mind only a small subset of them are Advice-Only. Many members of these organizations still charge asset under management fees.
- National Association of Personal Financial Advisors (NAPFA)
- Financial Planning Association
- Garrett Planning Network
- Fee-Only Network
- XY Planning Network
If you see one advisor isn’t Advice-Only you move on to the next one. After you find one Advice-Only financial advisor you keep going to find the second and the third.
If you found a candidate you think is Advice-Only, I can help you validate whether the advisor is indeed Advice-Only. Validating a candidate you found on your own is free but I can only do one candidate per person. Please use the contact form.