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Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.

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Financial advisors with XY Planning Network are fee-for-service and do not earn commissions.

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Our advisors are focused on providing financial planning services — not on selling unnecessary products.

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We believe everyone deserves professional financial advice, regardless of age or assets.

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Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.

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Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.

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Brian Hanks, CFP®

Hanks Capital Management

Lehi, UT

Client Specialties: Business Planning, Gen Y/Millennials, Medical Professionals, Recent Graduates

Quick Bio:

Brian is an MBA and CFP® and works exclusively with dentists. He provides financial planning and investment services on an independent, and fee-only basis.

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Trace Tisler, CFP®

Epic Financial, LLC

Hudson, OH

Client Specialties: Divorced Women, Entrepreneurs, Gen Y/Millennials

Quick Bio:

I’m not your typical suit-and-tie advisor. I’m an outdoorsman at heart with hillbilly tendencies. I work face-to-face and virtually with smart and active people in their 20s, 30s, and 40s. I started Epic Financial because I think that you should have access to a financial advisor even if you don’t have a multi-million dollar portfolio.

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Justin Waller, CFP®

Waller Financial Coaching

Chico, CA

Client Specialties: Charitable Giving, Gen X, Travel Enthusiasts

Quick Bio:

Justin Waller is a fee-only financial planner located in Chico, CA serving clients locally and across the state. Waller Financial Coaching provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Justin Waller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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Daniel Pichardo, CFP®, CRPC

Bridge Capital Consulting, LLC

Irvine, CA

Client Specialties: Business Owners, Couples, Established Professionals, Gen Y/Millennials

Quick Bio:

Are you getting married or recently married? I’m your guy! I love helping couples in their 30’s and 40’s get a better grasp of their financial life

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Andrew Tudor, CFP®, RICP

Alchemist Wealth

Cincinnati, OH

Client Specialties: African Americans, Gen Y/Millennials, Women Professionals

Quick Bio:

Alchemist Wealth was created to help Black individuals and families transform their relationship with money. Started by two brothers, Fred and Andrew, who collaborate to create dynamic, forward-thinking strategies, delivered with efficiency and precision.

The Alchemist Wealth process uses unique experiences to uncover values, hopes, and fears to design a specialized plan for each client, and coach them to success. We are all chasing freedom, and financial freedom is at the heart of this desire.

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Patrick Logue, CFP®, CSLP®

Prudent Financial Planning LLC.

Naples, FL

Client Specialties: Attorneys, Gen Y/Millennials, Medical Professionals, Student Loan Debt

Quick Bio:

PFP is a fee-only financial planning firm based in Naples, FL. We are not your father’s financial advisor! We are focused on helping clients find the best solutions for paying off their student loans. We focus on serving young professionals who care more about creating their best life than they do about just investing. We don’t receive any kinds of commissions or kickbacks for selling financial products. Acting as a fiduciary for our clients means that we are committed to always putting YOUR best interests first. We do not sell products or earn commissions. We provide advice in the areas of student loan planning, tax planning, insurance analysis, and every area of your financial life. Schedule a free initial consultation today to find out whether working with Prudent Financial Planning is the right fit for you.

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Brad Bobb, CFP®

Bobb Financial

Springfield, Illinois

Client Specialties: College Planning, Gen X, Government Employees, Medical Professionals

Quick Bio:

I do my best to make my client’s lives easier by helping them through the financial planning process. It is my job to worry about the details of finances so my clients can spend more time doing what they enjoy.

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David Wattenbarger, CFP®, CAP®

DRW Financial

Chattanooga, TN

Client Specialties: Charitable Giving, Gen X, Self-Employed Individuals, Women's Finance

Quick Bio:

David Wattenbarger, CFP® and CAP®, is focused on delivering highly tailored and actionable advice fully informed by each client’s unique values and circumstance. David and DRW Financial enjoy working with interesting people!

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Colin Chase, CFP®

Mindful Money Financial Counsel, LLC

Chicago, IL

Client Specialties: Cash Flow/Budgeting, Gen X, Holistic Financial Planning, Parents

Quick Bio:

I am a deep listener with a passion for asking questions and learning about you and your financial goals and concerns. I like solving problems, creating holistic strategy, and providing you with clear action steps to empower and energize you, your life, and your money. If you were born in the 1980’s or a surrounding decade and are looking for more clarity, peace, and fulfillment in your life, reach out to me and let’s talk.

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John Robert Holman, CFP®, CFA

Holman Wealth Management

Dallas, Texas

Client Specialties: Attorneys, Business Owners, Entrepreneurs, Gen X

Quick Bio:

You’re smart. You want somebody you can exchange ideas with. You want real wealth. You know how much you need to feel comfortable. You want someone who can get you there, someone good with markets. You don’t want to watch your account decline; you want an active advisor. Call me. Email me. Get moving.

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Adam Beaty, CFP®

Bullogic Wealth Management

Pearland, TX

Client Specialties: Baby Boomers, Established Professionals, Retirement Planning, Social Security

Quick Bio:

Hi, I’m Adam Beaty. With my expertise, I can help you achieve your short-term goals and plan for the future. I have a knack for structuring retirement portfolios to make sure you don’t outlive your assets. By using social security maximization, asset allocation, and tax diversification we can give you the retirement you’ve always dreamed of..

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Robert Stoll, CFP®, CFA

Financial Design Studio

Deer Park, IL

Client Specialties: Business Owners, Christian Faith Based, Family Financial Planning, Gen X

Quick Bio:

With retirement and college education costs accelerating, it’s important for every family to have a financial plan in place. I work with busy Christian families, helping them create a plan of action to meet their family’s goals.

Every financial plan I do is customized to each family’s needs. And as a Christian, I help you steward the resources God has blessed you with for His glory. Please see my profile for more information.

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From the Blog

January 15, 2021

Good Financial Reads: Is Life Insurance Worth It?

How Much Life Insurance is Enough?

by Jim Bradley, Penobscot Financial Advisors

Life insurance is contrastingly both easily understood and the object of much misunderstanding. The basic premise is simple: If you die and have a life insurance policy, the insurance company will give money to your survivors. Used properly, life insurance is a crucial element in a financial plan, keeping things on track financially in case a death removes a breadwinner’s income from the plan. Mess it up, and it can be the cause of undue expense and confusion. Worse yet, you can risk not leaving your loved ones with the means to carry on without you.

Read the full post →

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You Deserve Trusted Financial Advice.

No Commissions

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CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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Brian Hanks, CFP®

Trace Tisler, CFP®

Justin Waller, CFP®

Daniel Pichardo, CFP®, CRPC

Andrew Tudor, CFP®, RICP

Patrick Logue, CFP®, CSLP®

Brad Bobb, CFP®

David Wattenbarger, CFP®, CAP®

Colin Chase, CFP®

John Robert Holman, CFP®, CFA

Adam Beaty, CFP®

Robert Stoll, CFP®, CFA

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From the Blog

Good Financial Reads: Is Life Insurance Worth It?

How Much Life Insurance is Enough?

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You Deserve Trusted Financial Advice.

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CFP® Standard

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Virtual Services

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From the Blog

How Much Life Insurance is Enough?

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