Advice Only Financial Advisors

Advice Only Financial Advisors

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Advice Only™ Financial Advisors provides fiduciary, planning-only guidance. Clients pay by invoice; we don’t sell products or manage assets.

Structural Separation Complements Fiduciary Duty: Solving the Two Masters Problem - Advice Only 09/26/2025

💡 Fiduciary is fine print. Structural separation makes it real.

Ask most investors what protects them, and you’ll hear the same thing: “My advisor is a fiduciary.”

Here’s the problem: fiduciary duty is a standard — not a structure. And when advisors are asked to serve two masters (the client and the firm), even the strongest fiduciary promise can bend under pressure.

That’s one reason we built Advice Only™.

By structurally separating advice from all forms of sales and pairing it with a truth-in-advertising process, we help complement fiduciary duty. The client’s goals stay front and center — by design.

Just one master... The client.

Structural Separation Complements Fiduciary Duty: Solving the Two Masters Problem - Advice Only Structural separation complements fiduciary duty by reducing conflicts of interest. Advice Only™ strengthens fiduciary in practice by separating advice from all forms of sales.

05/31/2024

Will my instructor be my advisor? That’s the idea! Our courses are written by practicing financial advisors. We find clients prefer planning with their instructors versus being referred out to someone else. Content participation is a requirement as an Advice OnlyTM advisor.

https://adviceonly.info/frequently-asked-questions/

05/15/2024

Humility: Having a modest view of personal importance. Acknowledgment of what others have to offer. Freedom from arrogance.

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Address


520 Tamalpais Drive Suite 206B
Corte Madera, CA
94925

Opening Hours

Monday 8am - 7:30pm
Tuesday 8am - 7:30pm
Wednesday 8am - 7:30pm
Thursday 8am - 7:30pm
Friday 8am - 7:30pm
Saturday 8am - 2pm