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How it works
Learn from and collaborate with practicing financial advisors through our platform. Our AdviceOnly™ methodology ensures an objective and consistent planning experience.
Our range of services includes
Our Services
Financial Planning and Counseling
RPB
Curriculum
Different Financial Planning Courses
FAQs
How the Advice-Only™ process works
- Step 1 — Paid Consultation: Engage under a fiduciary agreement with no product sales, AUM fees, or referral incentives.
- Step 2 — Present Position: Build a factual, math-based snapshot of assets, liabilities, cash flow, risks, and policies.
- Step 3 — Strategy & Deployment: Model scenarios; finalize allocation, tax, income, and action steps with a written plan.
- Step 4 — Post-Planning Review: Optional ongoing support to adapt your plan as life changes—still free of sales incentives.
Prefer a quick overview? Watch the 1-minute explainer:
Four-Step Planning Process (video).
For full details, see What Is Advice-Only?
There are two core services when using the Advice Only™ process:
1) Select a course. Our courses are written by practicing financial advisors. Each course is individually priced and includes quizzes, assessments, videos, and exercises. Course topics are designed to complement a student’s lifestyle, stage of life, and financial interests.
To get started, visit adviceonly.org and register.
2) Find an advisor instructor. Each Advice Only™ advisor sets their own pricing for courses, standalone financial plans, and paid consultations.
That’s the idea! Our courses are written by practicing financial advisors who can also assist 1-to-1 with planning. We find clients prefer planning with their instructors rather than being referred to someone else.
Please visit the Contact page if you have questions, comments, suggestions, or concerns. If appropriate, we’ll do our best to respond within 72 hours.