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- Find a financial advisor – Independent, Fee Only, CFP CERTIFIED FINANCIAL PLANNER Nationwide
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Plans in El Dorado Hills, Folsom, and Sacramento Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA).
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.
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
Investor’s Capital Management, LLC (ICM), providing 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.
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.
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.
Red Rock Private Wealth Consulting is a Fee-Only retirement planning and wealth management firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Las Vegas, NV.
Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota.
Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Fero is a CERTIFIED FINANCIAL PLANNER(TM)providing independent, comprehensive financial planning, and investment advisory services.
Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide. NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP® and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience.
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.
Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon.
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
Allow us to become your unbiased, trusted financial coordinator.
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 Services in Redmond, WA has 25+ years experience providing independent investment management and retirement planning. Clients are nationwide.
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.
Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families to help identify what is most important to them and develop a financial/investment plan to support these key goals/values.
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.
We offer comprehensive, fee-only financial advice. Our services are based on a time-tested methodology, developed by ACA (Alliance of Cambridge Advisors), a national network of advisors, that addresses the needs of everyday people with everyday needs.
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.
We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner Â® to residents of New Jersey and New York.
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.
Bogue Asset Management LLC is a fee-only financial planning and investment advisory firm located in Maine, specializing in comprehensive wealth management, retirement planning and investment management in Southern Maine.
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 with offices in Salem, NH and Bonita Springs, FL.
William B. Kelly (?Bill?), is the founding principal of Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey. The firm specializes in providing financial planning services and investment advice to individuals and families, on a Fee-Only basis.
Russell D. Francis, CPA, P.C. is a full service tax and financial planning firm located near Portland, Oregon.
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.
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.
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.
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.
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.
Long & Associates is a Fee-OnlyTM financial planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL.
Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH.
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.
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.
Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.
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.
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).
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.
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.
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.
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.
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).
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.
Katherine Brown is a Fee-Only NAPFA Registered Advisor in Newport News, VA. She offers Fee-Only investment management and financial planning. Katherine has over 10 years of experience in finance and has attended both Stanford University and UCLA.
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.
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.
Build Wealth with an Online Financial Plan developed by a fee-only CFP® and Wealth Coach with over 25 years experience.
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.
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.
CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, investment advice.
Weydert Wealth Management is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies.
Hornquist Financial is a Fee Only Financial Planning Registered Investment Advisor Firm serving retirees and business owners in Minneapolis, Minnetonka, St. Louis Park, St. Paul, Edina, Minnesota.
Ogorek Wealth Management LLC is an independent fee-only financial planning and investment advisory firm committed to helping you achieve a more fulfilling life through coordinated wealth management services.
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.
The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.
Vannoy Advisory Group is located in Austin, and is a Fee-Only retirement and wealth management firm that specializes in comprehensive fee-only financial planning with an emphasis on retirement planning.
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.
Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.
We help each of our clients grow and protect their wealth and the lifestyle it supports.
Titanium Advisors, LLC is a fee-only financial and retirement planning firm providing a unique blend of unbiased tax, financial, and legal expertise to address the various needs of our clients.
Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL.
Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CERTIFIED FINANCIAL PLANNERTM, Registered Life Planner, has over 30 years’ financial experience and offers fee-only investment management and hourly financial, estate, and retirement planning services. Specialty in financial planning and investing for women.
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
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.
Investment Plan is an online investment review, investment plan design, and investment advice service where we create custom mutual fund and ETF investment portfolios for a flat fee only.
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.
Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition
Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).
Johnston Investment Counsel is an 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.
McClain Lovejoy Financial Planning, LLC provides fee-only retirement planning, investment management, 401k and pension rollover management, and employer stock management for boomer retirees and generation X pharmacists, nurse practitioners, and IT professionals.
Description: We provide hourly-as needed advice that is customized to fit your life. We believe that trust starts with transparency and that is why we provide Fee-Only financial guidance from all walks of life.
Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.