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About AdviceOnly
AdviceOnly is an innovative advisory platform headquartered in San Diego, California. Launched in 2024, it is registered with the SEC as an investment adviser but distinguishes itself by offering only advice rather than asset custody or management. The firm’s mission is to make professional financial guidance accessible through a fee‑for‑service model that replaces asset‑based percentages with transparent hourly or subscription fees. Advisors using the platform provide budgeting support, cash‑flow analysis, tax guidance, retirement planning and investment recommendations without selling products or earning commissions.
Pricing options
Regulatory filings
Areas of specialty
- Advice‑Only Financial Planning
- Fee‑For‑Service Advising
- Subscription Financial Planning
- Hourly Financial Advice
- Budgeting & Cash‑Flow Planning
- Retirement Planning
- Investment Guidance
- Tax Planning
More about AdviceOnly
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 334039 | 6 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than AdviceOnly.