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Other Fee Only Financial Planners

NAPFA Fee Only Financial Planners

The following is a list of other NAPFA member Fee-Only Financial Advisors around the country.

These web site links are listed as a convenience to our visitors.  If you use these links, we take no responsibility and give no guarantees, warranties or representations, implied or otherwise, for the content or accuracy of these third-party sites.

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.

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.

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.

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.
CALIFORNIA

San Diego Fee Only Advisor – Independent CERTIFIED FINANCIAL PLANNER™ practitioner – Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.

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.

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.

InvestWithSteve.com, A Fee Only Advisor serving La Verne, San Dimas, and Glendora  founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.

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.

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.

Fee Only Financial Advisor in Los Angeles, CA – Our investment philosophy is to achieve a healthy rate of return without exposing our clients to unreasonable risk. We use asset-class investing to build a broadly diversified portfolio inline with each client’s goals, risk tolerance, and time-horizon.

FLORIDA

Fee-Only Financial Planner in Jacksonville
We are a full service fee-only financial life planning firm providing comprehensive financial life planning and investment management services located in Jacksonville, Florida.

GEORGIA

Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA – Minerva Planning Group is 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.

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.

Atlanta CFP Fee-Only Financial Advisors. Resource Planning Group is an independent, fee-only fiduciary with office in Atlanta and St. Simons, Georgia.  Their team of Certified Financial Planner (CFP) advisors specialize in providing comprehensive financial planning advice.

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.

Financial Advisors in Peoria, IL – Johnston Investment Counsel. Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA.

Timothy Quinn, CFP®, the founder of 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.

LOUISIANA

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.

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

CFP Certified Financial Planner in Lafayette Louisiana – Jerry Broussard is a NAPFA Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional with Broussard Financial Group a Fee-Only financial planning and Investment Advisory firm serving Lafayette Louisiana and the surrounding Acadiana area.

MAINE

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, Jeff Bogue, Certified Financial Planner, CFP, financial advisor.

Portland Financial Planning Group, LLC – 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.

MASSACHUSETTS

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 Planner and Investment Adviser in Cambridge, Massachusetts– 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.  Its web site features an information financial planning web log, The FFS Blog.

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 Advisor in Quechee, VT and Franklin, MA    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.

MICHIGAN

Vintage Financial Services, a Wealth Management firm based in Ann Arbor, Michigan offers fee only investment management, financial planning and tax preparation with a staff of Certified Financial Planners

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan– Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, 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.

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

Retirement Planning – Phillip James Financial is a comprehensive financial planning company. We focus on retirement planning for pre-retirees. We also provide investment management on a Fee-Only basis. We serve Plymouth, Maple Grove and the other Twin Cities Suburbs. The two partners/owners are Phillip Christenson and James Sexton. Investing with Purpose.

Independent Fee-Only Financial Advisors in Mendota Heights, St. Paul, Minneapolis, MN 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.

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 PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning.  BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

NEVADA

CERTIFIED FINANCIAL PLANNER in Las Vegas – Finacuity.  A fee only CFP certified financial planner and advisor firm in Las Vegas, specializing in 401k plans for small businesses and retirement planning for those near or in retirement.

NEW HAMPSHIRE

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire – 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.

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.

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

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

PORTNOFF FINANCIAL LLC in 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 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.

Fee-Only CERTIFIED FINANCIAL PLANNER™ in Saratoga Springs, NY.  Lee Investment Management is an independent financial planning and wealth management firm dedicated to helping clients achieve their best lives.  www.leemgt.com

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.

Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC – Beacon Financial Strategies is an independent financial planning, tax planning and investment management firm offering wealth management services to discerning clients in Raleigh, Durham, Cary, Chapel Hill, Research Triangle Park, NC and nationwide.

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.

With CFP® Certificants and a NAPFA Registered Firm in Charlotte, NC, the Clearview Wealth Management team act as financial partners with our clients, providing unbiased Financial Planning and Investment Management to help ensure their families’ successful financial future.

OHIO

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio – Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH

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.

Canton Ohio Fee Only Financial Advisor. JGR Financial Solutions provides fee only financial planning and investment management services to clients throughout the country and Northeast Ohio, including Canton, North Canton, Akron, Cleveland, and Youngstown. Founded by Justin Rush, financial planning services may include income tax, estate, investment, insurance, college, retirement, and cash flow planning.

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.

Total Wealth Planning is an independent, fee-only wealth management firm in Cincinnati, Ohio that provides objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.

OREGON

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.

Fee Only Financial Planning Firm in Beaverton, Oregon – Portland Financial Advisors, Inc. is an independent financial planning and investment advisory firm providing comprehensive financial planning, retirement planning, and investment management services near Portland, Oregon.

Beaverton, Oregon CFP Fee Only Financial Advisor – Cedar Financial Advisors is a Fee-Only independent financial planning and investment management firm located near Portland, Oregon.

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

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

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.

NAPFA Fee-Only financial advisor specializing in high quality 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.
http://www.allbondportfolios.com

TENNESSEE

Fee Only Financial Planning in Memphis, TN – Cypress Wealth Management provides financial planning and investment management to professionals, busy executives, and business owners.

TEXAS

Fee-Only CFP in Texas – Strategic Financial Planning is an independent firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions through the use of life planning philosophies. Based in the Plano/Dallas area, SFP strives to allow you to devote more time and attention to what truly matters in your life, secure in the knowledge that your financial matters are addressed.
Fee Only Fiduciary Financial Advisor in Lubbock, TX -Trinity Wealth Management. 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.
Austin and San Antonio Fee Only Financial Planner and Investment Management – Palermo Wealth Management works with young families and sales professionals in generation x and y.

Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only NAPFA CFP Financial Planner & Investment Advisor– Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a Christian worldview.

Fee Only CERTIFIED FINANCIAL PLANNER in Austin, Texas – Life Strategies Financial Planning provides comprehensive financial planning and investment advisory services to individuals, families, businesses, and not-for-profit organizations.

Greater Dallas Area Christian Financial Planner Frisco Financial Planning LLC is a financial planning firm and registered Investment Adviser located in Frisco, Texas. Offering objective financial planning and investment strategies on a fee-only basis from a Christian Worldview perspective. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

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 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.

VIRGINIA

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

Seattle, Washington.  King County, Eastside.  Fee-Only Investment Advisor & Financial Planner for Redmond, Bellevue, Kirkland, Woodinville, Bothell and Eastside, Washington – Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning.  We manage investments and specialize in helping clients plan for retirement on a Fee-Only basis (no commissions).  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.

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

WISCONSIN

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).

 

Areas We Serve

Staib Financial Planning, LLC strives to make meeting with us convenient and easy. We offer many locations around the Denver area other than our main office, serving Highlands Ranch, Lone Tree, Centennial, Littleton, Parker, Aurora, Denver and surrounding communities.

Click Here for more details about alternate locations from our main office.

Where We Are