Link Partners

Here is a list of other financial planners who are located in various parts of the country that are members of the National Association of Personal Financial Advisors (NAPFA).






  • Qubera Wealth Management is a fee-only Financial Planning and Investment Management firm in Los Angeles, California Nirav Desai is the founder and financial planner helping physicians and digital media professionals plan for a better tomorrow.
  • Fee Only Financial Advisor in San Francisco Satori Financialis a boutique fee-only financial advisory firm based in San Francisco and works with clients along the tech corridor from Seattle to Silicon Valley. The Firm offers objective financial planning and investment management, with a special emphasis on reinvention.
  • Young Wealth Management
  • Fee Only Financial Planners in Orange, CA – TABR Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.
  • Fee Only Financial Planner for Doctors – Encino ACap Asset Management is a Fee-Only boutique wealth management firm in Los Angeles, CA. We provide comprehensive, unbiased financial advice specifically tailored for healthcare professionals, including doctors, dentists, nurses, veterinarians, medical sales representatives, and anyone within the healthcare industry.
  • Reh Wealth Advisors LLC and is a fee only firm founded by Stephen Reh CFA, MBA, CFP to help business owners, corporate executives, retirees, and families reach their financial goals. Steve is local to the San Gabriel Valley serving La Verne, San Dimas, Claremont, and Glendora.
  • Mission Viejo, California Financial Advisor / CERTIFIED FINANCIAL PLANNER™ (CFP®) – PORTNOFF FINANCIAL LLC is an independent Fee Only Fiduciary Registered Investment Advisor and member of NAPFA with offices in Mission Viejo California and Metuchen New Jersey offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice.














  • Financial Planner in Lafayette Louisiana Broussard Financial Group is a Fee-Only financial planning firm providing comprehensive fee-only financial planning services to business owners, pre-retirees, retirees and widows since 1982. Jerry Broussard is aNAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.


  • Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners in Portland, ME 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.




  • Fee Only Wealth Management in Ann Arbor – Vintage Vintage Financial Services of Ann Arbor, Michigan offers wealth management services including investment management, financial planning and tax preparation to clients throughout the US.
  • CFP CPA Fee Only Financial Advisors in Detroit area 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.







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New Jersey

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New York

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  • 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.
  • 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.
  • Canton Ohio Fee Only Financial Advisor and Investment Management Justin Rush, founder of JGR Financial Solutions, provides fee only financial planning and investment management solutions to professionals, executives, and educators. A CFP professional and member of NAPFA, Justin Rush provides objective financial advice related to income tax, estate, investment, insurance, college, retirement, and cash flow planning. In addition to serving clients in North Canton, Canton, Akron, Cleveland, and Youngstown Ohio, he meets remotely with many clients across the country.
  • Total Wealth Planning
  • Legacy Financial Advisors, LLC  Legacy Financial Advisors, LLC is a fee-only financial planning and investment advisory firmthat provides the planning and investment advise you need.




Rhode Island

South Carolina

South Dakota



  • 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.
  • 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
  • Fee Only Financial Planner in Plano, TX – Strategic Financial Planning Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions.




  • Fee Only Financial Advisor in Newport News, VA If you are looking for objective financial planning or investment advice from a trusted advisor with a broad range of expertise, you are in the right place. We are a fee-only financial planning firm that has adopted the Code of Ethics of the National Association of Personal Financial Planners. While some firms offer advice as a benefit for buying their products (insurance or financial), we offer advice, period.
  • Fee Only Fiduciary Financial Advisors in Onancock, VA Financial Solutions provides intelligent wealth management services, truly objective advice, and comprehensive or modular financial planning. Our goals are toprovide outstanding serviceand to give you objective advice to help you reach your goals and find peace of mind. We are confidential, competent, comprehensive, fee-only, client-centered and offer complete disclosure of fees and potential conflicts of interest.
  • 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.


West Virginia