Financial Links

Other fee-only financial advisors across the country:

Alabama

Alaska

Arizona

  • Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona...
    Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement. www.wealth-engineering.com

  • Fee Only Financial Services, Asset Management, Retirement Plan, Investing, CFP Financial Planners in Tucson, Arizona – AIO Financial in Tucson, AZ provides financial services including: wealth management, retirement planning, insurance review, tax planning and estate planning. www.aiofinancial.com

  • Fee Only CFP Financial Advisor in Scottsdale and Phoenix, Arizona

    Continuum Wealth Management provides investment management, retirement planning and financial planning.  Craig Ritter, CFP® is a Fee Only Financial Advisor.  We serve Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area. http:continuum-wealth.com

Arkansas

California

  • Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area

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. www.feesonly.com

  • Oakland CA Financial Advisor - CFP Financial Planning for Savvy Women

Curtis Financial Planning in Oakland CA provides Fee-only Financial Planning and Investment Management for savvy women, their families, and their businesses.www.curtisfinancialplanning.com

 

  • Fee-Only CERTIFIED FINANCIAL PLANNER™, 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. - www.tabr.net

Reh Wealth Advisors LLC, A Fee-Only Advisor serving  the Claremont, Glendora, and La Verne areas Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.

  •  Fee Only Financial Advisor in San Mateo California - Gosho Financial Group has been helping California-based clients through fee-only Financial Planning, Wealth and Retirement Planning as well as Eldercare Planning. Carol Gosho is a Certified Financial Planner (CFP) and a member of Financial Planning Association (FPA) of San Francisco and Silicon Valley.

 

Colorado

  • Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, 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 advisorwww.staibfinancialplanning.com

  • Retirement Fee Only Financial Planning Advisor in Denver...
    A fee-only financial planning and investment management firm, CFP, Certified Financial Planner, Fee-only financial planner, fee only financial planner, Fee-only, Financial Planning. www.salmiceli.com/index.cfm

Connecticut

Delaware

Florida

Georgia

  • JPH Advisory Group - Atlanta's Personal CFO for Integrated Wealth Management

Jon Houk, a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for families in the Atlanta area that need an independent, holistic, and unbiased approach to achieving their most important financial goals.  www.jphadvisory.com

 

  • Fee-Only Financial Planner and Wealth Manager in Atlanta and St. Simons Island, GA
    We are a 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.  www.minervaplanning group.com

 

  • Paramount Investment Advisors, Inc.Fee Only CERTIFIED FINANCIAL PLANNER that combines extensive knowledge of tax, estate, retirement, insurance, investment and wealth planning in Suwanee, Georgia. Paramount Investment Advisors, Inc is a comprehensive Fee Only financial planning Registered Investment Advisory Firm serving business owners and professionals throughout Metro Atlanta, Georgia.

Hawaii

Idaho

Illinois

  • Mentor Capital Management Inc.
    Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs. www.mentoradvisers.com

  • Johnson Investment Counsel
    Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally.  JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities.  JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.  www.jicinvest.com
  • Timothy J. Quinn, CFP, CPA
    Fee-Only advisor in Orland Park, Illinois.  www.quinnfp.com

Indiana

Iowa

Kansas

Kentucky

Louisiana

  • 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™ providing independent, comprehensive financial planning, and investment advisory services. www.FerroFinancial.com/

  • Personal Financial Advisors - Wealth Management & Comprehensive Fee-Only Financial Planning in Covington, Louisiana
    We believe that Fee-Only financial planning provides our clients with the best approach to comprehensive financial planning. We don't sell products or accept commissions, allowing us to provide financial advice in the best interests of our clients. www.mypfa.com
  • Lafayette Louisiana Financial Advisor - Broussard Financial Group is is an independent NAPFA registered Fee-Only financial planning and wealth management firm dedicated to providing personalized advice to pre-retirees, business owners and widows in and around the Acadiana area of Louisiana.

Maine

  • Fee-only, Certified Financial Planner (CFP) independent financial planning, retirement planning and investment advisor in Portland Maine
    Bogue Asset Management, LLC is an independent fee only comprehensive financial planning firm that offers tax planning, investment management, retirement planning, estate planning, and money management serving individuals across the country, Jeff Bogue, Certified Financial Planner, CFP, financial advisor. www.bogueassetmanagement.com

  • Portland Financial Planning Group, LLC – Maine fee-only advisors

    Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

Maryland

 

Massachusetts

  • Fee-only Certified Financial Planner in Franklin, Massachusetts

Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.  www.TitaniumAdvisors.com

 

  • Cambridge and Boston, MA Fee-Only Financial Planner and Investment Adviser

Fisher Financial Strategies is a Registered Investment Adviser firm providing advice on tax planning, investments, retirement, college planning, and other aspects of personal financial planning on a fee-only, as needed basis. -  http://FFSCambridge.com

Michigan

  • Vintage Financial Services, based in Ann Arbor, Michigan

Vintage Financial Services offers investment management, financial planning and tax preparation services. www.vintagefs.com

  • 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. www.thefeeonlyplanner.com

Minnesota

  • Fee-Only CFP CPA Independent Financial Advisor in Minnesota....
    Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota. www.ColleenWeber.com

  • Maple Grove Fee-Only Financial Advisor
    Phillip Christenson, owner of Phillip James Financial, provides comprehensive, fiduciary based financial planning and investment management services to the Twin Cities and Surrounding Suburbs.  We work with individuals and families to make sure they are on track to achieve all of their financial goals.  Reach out for a free consultation today.

Mississippi

 

Missouri

Montana

Nebraska

Nevada

A financial planning and investment management firm in Las Vegas specializing in low cost fee-only investing and small business 401(k) plan management.

New Hampshire

 

New Jersey

  • 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.www.weingartenassociates.com

  • Key Financial Solutions, LLC
    We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York. www.keyfeeonly.com

  • Financial Advisors in Monmouth County NJ
    Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey - Financial Futures LLC. www.financial-futures-llc.com
  • Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994.  Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls. 

    Jersey Shore Financial Advisors, LLC specializes in integrated financial planning and investment supervision for professionals contemplating retirement within the next 10 years. 

  • PORTNOFF FINANCIAL LLC is an independent Fee-for-Service Registered Investment Advisor with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice

New Mexico

New York

  • Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER

Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them.  www.leemgt.com

  • Altfest Personal Wealth Management is an independent fee-only financial planning and investment management firm in New York City. Altfest professionals understand the issues facing widows and divorced persons, the challenges that business executives have in diversifying their investments and retirement planning, and the hurdles couples (married and unmarried) face in estate planning. 

 

North Carolina

Blue Water Portfolios specializes in retirement planning and investment management.  We serve Holly Springs, Cary, Apex, Raleigh and the greater Triangle area. 

  • Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals. http://www.alphafa.com

 

North Dakota

Ohio

  • Fee Only Investment Advisor - CERTIFIED FINANCIAL PLANNER™ - Financial Advisor in Cincinnati, OH
    Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide. www.ritterdaniher.com

  • Canton Ohio Financial Advisor
    JGR Financial Solutions provides fee only financial planning and investment management services.  Justin Rush, a CFP practitioner and member of NAPFA, serves young professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas. www.jgrfinancial.com
  • Fee Only Financial Advisors in Columbus Ohio – rebel Financial. rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.

Oklahoma

Oregon

  • Portland Fee-Only Financial Planning and Investment Management

If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon. http://www.cedaradvisors.com

  • Independent Fee Only CERTIFIED FINANCIAL PLANNER in Portland, Oregon and Santa Cruz, California
    Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California. www.springwaterwealth.com

 

Pennsylvania

  • CFP® - Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania

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. - www.yardleywealth.net

  • NAPFA Fee-Only financial advisor specializing in safe all-bond portfolios...
    The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth. www.allbondportfolios.com

Rhode Island

South Carolina

South Dakota

Tennessee

  • Fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.
    Allow us to become your unbiased, trusted financial coordinator. http://ydfs.com

Texas

 
  • Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only CFP
    Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a Christian worldview. www.ffplan.com

  • Personal Financial Planner helping GenX Professionals in Texas
    Trinity Wealth Management is a fee only Registered Investment Advisor based in Lubbock, TX and helping clients statewide.  Brent Dickerson CFP is the owner and financial planner at TWM where he helps young and mid-career professionals to plan for a better tomorrow. www.TrinityWM.com
  • Financial Fiduciary helping clients to Go More and Live Happy - Our clients are avid travelers who spend extended periods away from home on vacation, work, or both. They desire help with their financial matters to balance the need for current travel and future goals. From cash flow management and investments to saving and estate planning, WildBlue is here to be our client’s trusted partner at home.

Utah

  • Fee-Only Financial Planner and Retirement Advisor 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 individuals who are preparing for or experiencing a major life transition. www.utahfinancialadvisor.blogspot.com

Vermont

  • Milne Financial Planning, 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. www.milnefeeonly.com

Virginia

 

Washington

  • CERTIFIED FINANCIAL PLANNER in Vancouver, Washington - Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area.  Owner Steve Wolfe, CFP specializes in financial planning and investment advice customized to your needs on an hourly fee basis. www.pathfinderfa.com

  • Sherwood Investment Services in Seattle, Washington
    Sherwood Investment Services in Redmond, WA has 20+ years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis. www.sherwood-investments.com

  • 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. www.michaelpace.net/

West Virginia

Wisconsin

  • Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI...
    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 Funds). www.retirementplanningsolutions.us

 

Other Professionals

  • San Diego Attorney handling Bankruptcy, Debt Settlement, and Probate Law - Specializing in bankruptcy for the consumer and small business, Attorney Toby Shanner has been helping clients with their legal financial decisions for years and can get results in the following areas: 2nd mortgage foreclosure settlements, chapter 7, chapter 13, chapter 11, and many areas of estate planning. www.shannerlaw.com

  • Donna M. Phelan - A guide to help educate women with their finances by creating a Sisters Club with stackable income streams to empower retirement security.  The site offers a free book chapter from Women, Money and Prosperity. www.donnamphelan.com