start an advice-only practice 3

https://mag-wiki.win/index.php/Why_Independent_Advisors_Need_Reliable_RIA_Compliance_Support

Starting an advice-only practice means you focus solely on giving guidance without managing assets or making trades. You meet with clients to clarify their goals, review their finances, and recommend strategies, but they handle transactions themselves. This model lets you stay objective, avoid conflicts of interest, and keeps overhead low since you do not need custody or compliance infrastructure.