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Fee-Only Planners from around the US
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Our firm provides the following links as a convenience and the links to these firms should not be construed as an endorsement or recommendation as to the suitability of their services.
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| | | | NAPFA Members | California Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor
Ted Roman CFP ®
Roman Financial Advisors
3737 5th Avenue, Suite 201
San Diego, CA 92103
619 209-6565
| Nevada Fee-Only CERTIFIED FINANCIAL PLANNER ™ - CFP ® Certificant, Investment & Financial Advisor -
Greg Phelps CFP ® CLU AAMS
Red Rock Private Wealth Consulting, LLC
6817 S. Eastern Ave. Ste. 101
Las Vegas, NV 89119
702 987-1607
Red Rock Private Wealth Consulting, LLC is a comprehensive Fee-Only retirement planning Registered Investment Advisor Firm serving affluent clients & small business owners in Las Vegas & Henderson. | Portland/Beaverton/Oregon Fee Only Financial Advisor/Planner/Certified Financial Planner
Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon - | Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only NAPFA CFP Financial Planner & Invest
Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen. | http://www.ffplan.comFee-Only CFP Investment Advisor for retirement money in San Diego County…
A Blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds… | Independent Wealth Management LLC – Fee-Only Certified Financial Planners
Independent Wealth Management LLC – Fee-Only Certified Financial Planners
| Vintage Financial Services, LLC
is a fee only, independent wealth management firm based in Ann Arbor, Michigan. Founded in 1985, Vintage offers financial planning, investment management and income tax preparation services. | Fee-Only Financial Advisor and Retirement Specialist in Salt Lake City, Utah
Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc. | Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solutions
: Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Fund Advisors). | Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hamp
Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management. | CFP ® - Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylva
Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA. | Financial Planning and Investment Management Nevils Financial, LLC
Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management | Fee-Only Financial Planner in Jacksonville
We are a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida | Gold Medal Waters Fee Only Financial Advisor and CFP in Boulder and Denver Colorado
Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER (tm) and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services. | Minerva Planning Group
Website n Atlanta-based fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis. | http://www.raymignone.com
Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York. Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FP | Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER ™ practitioner in Las Vegas,
Palermo Financial Group is a Las Vegas based Fee-Only retirement and wealth management firm. We are a member of NAPFA and the Garrett Planning Network with CERTIFIED FINANCIAL PLANNER (TM) certification in Las Vegas, NV | NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, M
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon. | Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide. | Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue
Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide | Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle
Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington. | Fee-Only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary i
Paul R. Pignone, CFP, AIF, is Fee-Only, CERTIFIED FINANCIAL PLANNER Focusing on Retirement Planning and Investment Advisory Services with offices located in Salem, NH and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience……… | Capital Markets U.com Magazine
Investor Education for Main Street America | Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge
Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Ferro is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services. | Personal Financial Advisors is a comprehensive, fee-only planning firm with offices in Covington, LA
NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham as well. | Sierra Wealth Advisors - Fee-Only Certified Financial Planner™ and Independent Investment Advisor in
Sierra Wealth Advisors is a fee-only wealth management firm serving business owners, nonprofit organizations, individuals, and families in the Sacramento Valley, Gold Country, and throughout California. We are dedicated to research-proven investment practices and the highest ethical standards. | Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNER™ practitioner
The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients. | Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/
The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge. | Fee-Only CFP® Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Bu
Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses. | Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah. | Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan
George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning. Our clients are in Michigan, Ohio, Florida and North Carolina. | Investor's Capital Management, LLC--Fee-Only Wealth Management, Investment Management - Bay Area
Unbiased Financial Advice in Menlo Park, CA
Investor's Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.
http://www.feesonly.com/ http://richfp.blogspot.com/
| Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama
Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial PlannerTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management. | Maine fee-only CERTIFIED FINANCIAL PLANNER and investment management
Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine. | Fee Only Investment Advisor - Fiduciary - FPA Member - Chartered Financial Consultant (ChFC) Advisor in Raleigh, NC
Since 1992, a Raleigh, NC fee-only independent financial planning and investment management firm helping individuals, professionals and business owners make smart decisions about their money. Client-first means allegiance to our clients, not the bank, the brokerage firm or the insurance company. | Fee Only CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst - Financial Advisor in Hartford, CT area
Pinnacle Investment Management Inc. is a comprehensive Fee-Only retirement planning Registered Investment Advisor firm serving affluent clientele in the Hartford, CT area, across the U.S. and abroad. | Fee Only financial planning and investment management firm in Grand Rapids and Okemos, Michigan
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime. | Joseph Capital Management, LLC - Fee Only Financial Planner
Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida, with offices in Raleigh and Atlanta. | Fee-Only CERTIFIED FINANCIAL PLANNERTM, CFP, Independent Financial Advisor in Orange County, CA
TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange |County, CA. At TABR Capital Management, our purpose is to ensure that you're able to focus on living your life becuase we're focused on your financial goals. | Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berline Springfield)
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNERTM Professional and Enrolled Agent in New Berlin, IL. | Fee Only CFP Financial Advisor in Hawaii
Pathfinder Financial Services, LLC is a Limited Liability Company and organized in the state of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope. | Vancouver, Washington Fee Only Financial Advisor
Steve Wolfe, CFP® is founder and president of Pathfinder Financial Advisors LLC (PFA), a financial planning and Registered Investment Advisor firm in Vancouver, Washington. The firm specializes in providing objective financial planning and investment advice to individuals on an hourly, as-needed, or on-going basis. | Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey
We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ. We employ life planning to help our clients see the connection between their life goals and financial goals. We also specialize in planning for adult caregivers of aging parents. | Portland Financial Planning Group, LLC (Portland, ME)
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance. | Cambridge and Boston, MA Fee-Only, Independent CERTIFIED FINANCIAL PLANNERTM Professional
Fisher Financial Strategies is a Registered Investment Advisor firm providing advice on tax, investment, retirement, college planning and other aspects of personal finance. Site includes links to financial resources and The FFS Blog, a financial planning web log. | Certified Financial PlannerTM Independent Investment Advisor in Scottsdale and Glendale, Arizona
Wealth Engineering is an independent, fee only, registered investment advisor firm. We provide customizes investment management, retirement planning and financial planning. We serve the valley, working with clients in Glendale, Phoenix, Mesa, Chandler and Scottsdale, Arizona. | Independent, Fee-Only CERTIFIED FINANCIAL PLANNERTM professional in Portland, Oregon and Santa Cruz, California
Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations. | Fee-Only, NAPFA Registered Financial Advisor, CPA, Wealth Manager in Canton, MI and Franklin, TN
A Fee-only and NAPFA Registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee | Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO.
We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary - we do not sell products or collect commissions. | Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA
Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists. | Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado
Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor. | Milne Financial Planning in Burlington, Barre, and St. Johnsbury Vermont
Jamie Milne is a Certified Financial Planner, who offers independent, fee-only advice that specializes in retirement and investment planning. Milne Financial Planning has offices in Burlington, Barre, and St. Johnsbury Vermont. | Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind. | Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice. | Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC
Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clients in Raleigh, Durham, Research Triangle Park and nationwide. |
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