Financial Links

Below Are Links to Other Independent Fee Only Fiduciary Financial Planners and Investment Advisors Nationwide

Find a Financial Advisor – Independent Fee Only CERTIFIED FINANCIAL PLANNER – links to Registered Financial Advisor Websites via the National Association of Personal Financial Advisors

NAPFA – Official website of the National Association of Personal Financial Advisors

Fee Only Financial Advisors List – Another list of NAPFA Fee Only Financial Advisors

Alabama

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.

Alaska

Arizona

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, Sun City, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

Tucson Fee Only Financial Planners specializing in Socially Responsible Investing – Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.

Arkansas

California

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.

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.

San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis…
Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only Independent Financial Advisor specializing in the financial issues facing women, their families, and their businesses….

Fee Only Financial Planning – Roman Financial Advisors in San Diego CA…
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling….

Sierra Wealth Advisors – Fee-Only Certified Financial Planner™ and Independent Investment Advisor in Sacramento, CA
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.

Fee-Only CERTIFIED FINANCIAL PLANNER(TM), 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 because we’re focused on your financial goals….

Fee-Only CERTIFIED FINANCIAL PLANNER® in San Diego County
Charles L. Stanley CFP® ChFC AIF® provides Estate Planning and Wealth Management through the SEC Registered Investment Advisor, Trovena, LLC.

Capital Markets U.com
Investor Education for Main Street America

Investor’s Capital Management, LLC — Fee-Only Wealth Management, Investment Management, and Financial Planning for the 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.

Woodbridge New Jersey Financial Advisor / CERTIFIED FINANCIAL PLANNER™ (CFP®) – PORTNOFF FINANCIAL LLC is an independent Fee Only Registered Investment Advisor and member of NAPFA 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.

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

Colorado

Fee Only, CERTIFIED FINANCIAL PLANNER™ and Independent Investment Advisor in Denver and Boulder, Colorado
Gold Medal Waters is a Fee Only wealth management firm that offers financial planning and investment management to individuals in Boulder, Denver, Fort Collins, Colorado Springs and the Mountain areas of Colorado.

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….

Fee only Certified Financial Planner 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.

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.

Connecticut

Delaware

Florida

Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida…
Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm’s founder and president, Douglas P. Hanke, CFP & EA has more than 30 years experience and is a NAPFA-registered, independent financial planner….

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.

Georgia

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.

Fee-Only Financial Planning and Wealth Management in Atlanta, Georgia…
Thornton Wealth Management is a Fee-Only Financial Planning and Wealth Management firm in Atlanta, Georgia. We serve a select group of clients and take a comprehensive approach to wealth management….

Hawaii

Fee Only CFP (Certified Financial Planner) providing investment advice and financial planning to Honolulu, Hawaii (Oahu)
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.

Idaho

Illinois

Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.

Johnston Investment Counsel:  With Caterpillar in our home town, JIC serves clients in Peoria and central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. Firm professional hold the following professional designations:  Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Portland Financial Planning Group (Portland, ME)
Independent fee-only financial planners specializing in retirement planning, estate planning, investments and insurance.

Maryland

Massachusetts

Financial Planner and Fee-Only Advisor in Franklin, MA. Kevin Nulton, founder of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney, provides independent financial, legal and tax expertise to address the various financial planning issues faced by our clients.

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 CERTIFIED FINANCIAL PLANNER® in Boston and Cambridge, MA…
Fisher Financial Strategies provides Fee-Only, as-needed financial planning and investment advice on an hourly basis in Cambridge, Massachusetts.  The site provides links to financial resources and the financial planning web log, The FFS Blog.

Michigan

Fee-only financial planning & 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….

Fee Only Financial Planners and Wealth Management Services in Traverse City, Michigan
We are committed to developing conservative wealth management strategies customized to meet your needs. You’ll work with an experienced team that’s focused on your unique situation. Located in Traverse City, Michigan….

CFP CPA Fee Only Financial Advisor Wealth Management Michigan George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals. NAPFA member since 2001.

Minnesota

 Saint Paul Financial Advisors – Independent – Fee-Only – CFP
Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm.  We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.

Phillip James Financial is an independent financial advisor located in Maple Grove and Plymouth Minnesota. We provide wealth management services including comprehensive financial planning, investment management, and tax planning/preparation. We also help with estate planning, insurance needs analysis, college planning, and whatever other financial needs you may have. Phillip Christenson is the owner and financial advisor. You can go to his website at http://phillipchristenson.net

Mississippi

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner Participants who offer Fee-Only, fiduciary, comprehensive financial planning.  BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Missouri

Montana

Nebraska

Nevada

Las Vegas Financial Advisors – Finacuity. A fee only fiduciary wealth management firm specializing in financial planning and retirement plans (401k) for those nearing retirement and small to medium sized businesses.

Independent Fee-Only Financial Advisor and Retirement Planner in Las Vegas and Southern Nevada
Palermo Financial Group is a Las Vegas based Fee-Only financial planner and investment management firm. We are a member of NAPFA and a CFP® practicioner in Las Vegas, NV.

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.

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….

Fee-Only Certified Financial Planner® in Roseland, New Jersey
Key Financial Solutions is a Registered Investment Advisor & financial planning firm offering advisory services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York.

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

Woodbridge New Jersey Financial Advisor / CERTIFIED FINANCIAL PLANNER™ (CFP®) – PORTNOFF FINANCIAL LLC is an independent Fee Only Registered Investment Advisor and member of NAPFA 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

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, FPA.

Long Island Financial Advisor – Landmark Wealth Management, LLC is a Registered Investment Advisor firm and member of NAPFA as a Fee Only financial advisor, with an office in Melville and Brooklyn, New York.  They have CERTIFIED FINANCIAL PLANNERS™ (CFP®) to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.

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.

New York City based independent financial planning and investment management firm – Altfest Personal Wealth Management prepares diversified portfolios of select individual stocks, mutual funds, bonds and private investments, custom tailored to your individual needs, objectives, and concerns.

North Carolina

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered 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.

Focused on excellent client care, our team of Financial Advisors at Clearview Wealth Management are all CFP® professionals with the needed expertise in Wealth Management for our clients and their families.  With a special focus on helping the generations of a client’s family, we believe in reducing risks to our client’s financial future through sound investment decisions and ongoing comprehensive financial planning.

Blue Water Portfolios – Fee Only Financial Advisor serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm in North Carolina.  Our CERTIFIED FINANCIAL PLANNERTM professionals specialize in retirement planning, financial goal planning, and low cost investment management.

North Dakota

Ohio

Fee Only Financial Advisor – Fiduciary – NAPFA Member – CERTIFIED FINANCIAL PLANNER – Investment Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive financial planning, retirement planning, and investment management to affluent clientele in Cincinnati and nationwide. All advisors are members of NAPFA.

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.

Trinity Wealth Management is a Personal Financial Planning and Asset Management firm located in the Cleveland, OH area Brent Dickerson, Certified Financial Planner™, provides investment management, comprehensive financial planning, and retirement plan services all with a fiduciary standard of care.  TWM helps clients in Lubbock, Amarillo, and the surrounding areas of Texas, as well as, in Painesville, Mentor, and all of northeast Ohio.

Oklahoma

Oregon

Fee-Only CFP® Financial Advisor and Retirement Planner in Portland, Oregon
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon

Fee-Only  CERTIFIED FINANCIAL PLANNER™ Investment Management, Financial Life Planning for Personal Finances and Small Businesses in Portland, OR
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.

Beaverton Oregon Fee Only Financial Advisor…
Portland Financial Advisors, Inc. is a full service tax and financial planning firm located near Portland, Oregon….

Portland Fixed Income Specialists LLC
Beaverton, Oregon Fee-Only Registered Investment Advisor specializing in construction of fixed income portfolios for retirees and pre-retirees who want to generate income, while reducing taxes and market volatility.

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.

Pennsylvania

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….

Yardley Wealth Management, LLC…
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania….

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

CFP Servicing the Plano, McKinney and Allen, TX Areas Frisco Financial Planning LLC offers fiduciary, objective financial planning and investment strategies on a fee-only basis to clients all across Texas. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

 Trinity Wealth Management is a Personal Financial Planning and Asset Management firm located in the Cleveland, OH area Brent Dickerson, Certified Financial Planner™, provides investment management, comprehensive financial planning, and retirement plan services all with a fiduciary standard of care.  TWM helps clients in Lubbock, Amarillo, and the surrounding areas of Texas, as well as, in Painesville, Mentor, and all of northeast Ohio.

Helping passionate travelers command their finances  WildBlue helps clients realize their life-long travel goals while also taking into account their need for long-term financial planning. WildBlue helps to balance a desire to travel today while never forgetting about retirement, insurance, investments, and other financial matters at home. We work with clients around the globe by harnessing technology so that they don’t have to be stressed about being thousands of miles away.

Utah

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT – Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner in Salt Lake City, Utah. He 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….

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.

Virginia

Fee-Only CFP Financial Planning Alexandria, VA Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition.

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.

Washington

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ – CFP® Certificant, Investment & Financial Advisor – Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

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

Sherwood Investment Servicesover 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis.

West Virginia

Wisconsin

Wyoming