Advice-Only Conference 2026

June 23-24, 2026 · Minneapolis, MN

The Advice-Only Conference serves the smallest and fastest-growing corner of the fee-only world: planners who charge for advice and do not manage assets at all. Removing AUM from the business model changes almost everything downstream — pricing, capacity, client selection and the technology a firm actually needs.

Who attends

Advice-only and flat-fee planners, hourly practitioners, planners considering a move away from an AUM model, and the small set of vendors building for firms that do not custody assets.

What was on the agenda

• Pricing an advice-only practice and setting fees that work

• Client capacity and service model design

• Marketing to clients who are actively looking for this model

• Technology for firms without assets under management

Why advice-only firms have a distinctive data problem

An advisor who does not custody assets sees none of their client's holdings through a feed. Every account is held away by definition, which means the complete picture that AUM firms get automatically has to be assembled deliberately — and kept current — for every client. It is the same problem the rest of the industry has at the edges, except here it is the whole job.

Milemarker is the data infrastructure layer for wealth management, unifying held-away, custodial and document data across 130+ systems.

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