Why the Advice Only® app?

The Advice Only app is a financial education and advisory platform. Built by practicing financial advisors, our app offers users advisor-written courses and shares valuable experience. We aim to make the direct-to-consumer financial learning experience and overall financial planning process of higher quality, more personalized, reliable, and accessible to anyone from anywhere.

Why learn with us?

No new financial companies or products. Our courses are written without the influence or backing of any financial institutions or specific financial products. By consciously denying these influences, we ensure an objective environment and remove even the perception of outside influence.

Written by advisors. Experience is everything. Our content is created from the direct hands-on experience of advisors who form our network. We find the best insights into financial planning come from those who do plans for living.

Self-help you control. The content contained in our app is designed for the user to input their personal thoughts, expressions, and perspectives on the financial matters that pertain to them. Users can share the experience with whomever they want - or not at all.

As a planning aid. Getting exposure to financial concepts and being able to privately answer questions, comment, and later review is unique to our service. Much of the material we have developed we design to be readily utilizable on an ongoing basis, in conjunction with formal planning, and without the need to maintain a subscription or make any additional purchases beyond the initial course. Specifically, our app’s courses feature original written and video-based content, amusing anecdotes, exercises, assessments, and quizzes. Users can feel comfortable recording, sharing, and reviewing entries into the system.

A paid resource. Nowadays, free means something other than free. Our services don't rely on other revenue sources to be profitable by instead being paid out of pocket by our users. Outside influence doesn't determine how we design our systems. Users can rest assured of our intentions when developing our system and that we aim to align with our users' interests.

Private. We generally consider a user's input into our system a personal journal. To maximize the experience, we know users need to trust the system and know it is for their eyes only.

Accessible. We create high-quality, affordable financial planning courses accessible by anyone. That's no matter who you are or the assets you own.

We pay the advisors. Our business model doesn't require advisors to pay us for client lead generation. Instead, we pass some or all course proceeds to the advisors for the content they create. We aimed to develop a sustainable system to reduce outside influences and ensure advisor incentives are aligned directly with Advice Only™ client incentives.

No middlemen. Our app directory is designed so the user can find their perfect advisor independently and as needed. If a user chooses to reach out to an advisor in our directory, they have direct access to that advisor's dedicated email, calendar booking system, or other contact information. Our work is done at that point, and your chosen advisor takes it from there.

Fill in the gaps. Everyone can benefit from exposure or re-exposure to fundamental financial concepts. Learn something new and gain perspective on existing knowledge.

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