#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA

2025-06-17

A lot of financial planners don’t actually want to run a business. They just want to help people.But when the only way to do that is to launch your own firm… you end up becoming an accidental entrepreneur—juggling compliance, operations, tech, and marketing instead of focusing on clients.Stephen Fox saw that problem firsthand.Marine Corps veteran. Financial planner. Firm builder.And now, the founder of Advice Only—a platform built for planners who want to offer advice without managing assets or selling...

A lot of financial planners don’t actually want to run a business.
They just want to help people.

But when the only way to do that is to launch your own firm… you end up becoming an accidental entrepreneur—juggling compliance, operations, tech, and marketing instead of focusing on clients.

Stephen Fox saw that problem firsthand.

Marine Corps veteran. Financial planner. Firm builder.
And now, the founder of Advice Only—a platform built for planners who want to offer advice without managing assets or selling products.

Instead of taking a percentage of revenue, Advice Only charges a flat fee.
Instead of leaving you to build everything from scratch, it handles the RIA, compliance, and infrastructure.
Instead of forcing you into a traditional model, it gives you space to just be a planner.

It’s not just idealistic—it’s practical.

✅ Lower overhead
✅ Faster path to revenue
✅ Easier compliance
✅ Access to a broader client base

Stephen believes advice-only planning is the future—and after hearing his story, you might agree.

Catch the full conversation on the latest episode.
Then visit adviceonly.com or connect with Stephen to learn more.

Stephen's Social:

https://www.linkedin.com/in/stevenfox3/

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