Financial Advisor Links Directory

Other Independent Fee-Only Financial Advisor Firms

Disclaimer: These web site links are listed as a convenience to our visitors. We are not recommending or endorsing any business listed below or their representatives. We have conducted no independent due diligence on these business and take no responsibility for any information posted on their websites or any actions they take. We encourage you to conduct your own due diligence prior to engaging their services and/or acting upon their representations.

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

NAPFA find a financial advisor National Association of Personal Financial Advisors links to Registered Financial Advisor websites

Alabama

Longview Financial Advisors, Inc. – Fee-Only CERTIFIED FINANCIAL PLANNER^TM Practitioners 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. www.longviewfa.com.

Fee-Only CFP Independent Financial Advisor, Birmingham, Hoover. Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL.

Arizona

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale and Phoenix, Arizona  Craig Ritter, Certified Financial Planner™, of Continuum Wealth Management, provides investment management, retirement planning and financial planning to clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

Tucson Financial Planner, CFP, Asset Management, Retirement Plan, Invest, Financial Services – AIO Financial in Tucson, AZ provides financial services including: investment management, tax planning, retirement planning, insurance review and estate planning.

California

San Diego Fee Only Financial Advisor and Investment Management Blue Water Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER (CFP) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.

El Dorado Hills, CA Fee Only CFP – Veripax Financial Management Plans in El Dorado Hills, Folsom, and Sacramento Veripax Financial Management specializes in fee-only financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA).

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.

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA 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.

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

Orange County, CA Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor 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.

Los Altos NAPFA-registered fee-only investment advisory and financial planning firm Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice.

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.

Colorado

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.

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™ 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.

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.

Florida

Joseph Capital Management, LLC – Florida Fee-Only Financial Planner Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals.

Boston Retirement Advisors, LLC. Fee only financial advisor with offices in Salem, NH and Bonita Springs, FL.

Georgia

JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management Jon Houk, A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta area families that need independent, holistic, and unbiased approach to achieving their most important financial goals.

Minerva Planning Group – Fee Only Financial Planner in Atlanta Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.

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.

Illinois

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

Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL

Fee-Only Financial Planning and Wealth Management in St. Charles, Geneva, and Batavia, IL. Investment advisor Craig Larsen, CFP®, is with AHC Advisors located in St. Charles, IL. AHC provides unbiased, objective, and independent Fee-Only financial planning and wealth management services. We serve clients in the Chicago suburbs and locally in Saint Charles, Geneva, Batavia, Naperville and Elgin.

Johnston 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.

Kentucky

Kentucky, Tennessee NAPFA Fee-Only CPA, CFP, Registered Life Planner, Hourly and Fixed-Price Planning.Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CFP®, RLP™ has over 30 years’ financial experience and offers fee-only investment management and hourly financial, estate, and retirement planning services.

Louisiana

New Orleans, Metairie, Baton Rouge Independent CFP Financial Advisor 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 financial planning, and investment advisory services.

Personal Financial Advisors – Wealth Management & 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.

Maine

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

Massachusetts

Fee-Only Financial Planner in Boston and Cambridge, MA Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, 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.

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….

Michigan

Novi, Michigan Independent Fee-Only NAPFA Wealth Manager 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.

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.

A fee-only and NAPFA registered Certified Financial Planner, ( CFP ) CPA and wealth manager in Canton, Michigan and Franklin, Tennessee Y.D. Financial Services Inc.

Minnesota

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

Saint Paul, Minneapolis 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.

Wayzata, Minnesota Fee Only CFP Financial Advisor Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments.

Mississippi

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

Nevada

Las Vegas Financial Advisor-CFP Retirement Planning Specialist
Red Rock Private Wealth Consulting, LLC is a Las Vegas based Registered Investment Advisor Firm specializing in retirement planning for affluent retirees.

New Jersey

Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJWeingarten 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

North Carolina

Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors 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.

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, Cary, Research Triangle Park, NC and nationwide.

Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina – Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.

New York

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

Ohio

Cincinnati, OH Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor 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.

Oregon

Portland, Oregon and Santa Cruz, California Independent Financial Advisor 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.

Retirement Advice Fee Only Financial Planner Oregon Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon. http://www.cascadewealth.com

Comprehensive, Fee-Only Certified Financial 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.

Portland Fixed Income Specialists - Fee only financial advisor in Portland, Oregon. We design fixed income portfolios to provide you with a consistent cash flow while preserving your principal.

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

Tennessee

Canton, Michigan and Franklin Tennessee Fee-only NAPFA registered Certified Financial Planner Allow us to become your unbiased, trusted financial coordinator.

Texas

Independent Fee-Only Financial Advisor and Investment Management firm in Round Rock and Austin Vannoy Advisory Group, Inc. is a Fee Only retirement financial planner and wealth management firm. We offer comprehensive financial planning and investment management in Austin, TX.

Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)

Austin Fee Only Financial Planner – Advisor – We offer personalized financial planning and ongoing asset management.   There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.

Utah

Salt Lake City, Utah Independent CFP and Fee-Only Financial Advisor 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 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.

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

Washington

Seattle Independent Fee-Only CFP® Financial Advisor Michael Pace Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.

Seattle Eastside Fee-Only Investment Management & Financial Planning Sherwood Investment Services in Redmond, WA has 25+ years experience providing independent investment management and retirement planning. Clients are nationwide.

Vancouver, Washington CERTIFIED FINANCIAL PLANNER 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

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

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)

Shakespeare Wealth Management, Inc. Planning for Life. That’s our tagline and our mission. It’s about planning our clients’ entire life, and their families’ best life, through smart, comprehensive financial advice. We’re the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know that we keep their best interests first.