Our team
Meet the team behind AdviceOnly
The people building a better way to deliver financial advice.
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Steven Fox , CFP®, EA
Founder
View full profile →Steven founded AdviceOnly to build an independent, advice-only platform for financial advisors — one that aligns the interests of clients, advisors, and the firm without the conflicts built into commission-based or AUM-based business models.
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Katie Balberchak
Operations Consultant
View full profile →Katie supports AdviceOnly as an operations consultant. With a background in IT, she works behind the scenes to keep the operational machinery of the platform running smoothly.
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Kingston Hollman
Compliance Officer
View full profile →Kingston serves as AdviceOnly's Compliance Officer via his external consultancy, Just Compliance. He previously worked as a Minnesota Securities Examiner and as a Compliance Consultant at XYPN, bringing deep regulatory expertise to the platform.
Join Us in Creating Change
Whether you're looking for financial advice or you're an advisor who shares our vision, you can be part of this positive transformation in financial services.