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).
- 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 PLANNER professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.
- Fee Only Financial Advisor in Scottsdale – Wealth Engineering Wealth Engineering, is a Registered Investment Advisor located in Scottsdale, Arizona with a satellite office in Glendale, Arizona. Wealth Engineering, was founded by Dave Fernandez, CFP, a Phoenix native. We provide fee-only financial planning and investment management services.
- Scottsdale and Phoenix Fee Only CFP Financial Advisors Continuum Wealth Management is a fee only fiduciary financial planning firm providing investment management, retirement planning and financial planning.
- 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.
- 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.
- 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.
- Young Wealth Management
- Fee Only CERTIFIED FINANCIAL PLANNER in Mountainview, CA Wealth Coach Fern is a financial planner, coach, and enrolled agent.
- 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 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 Investwithsteve.com 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.
- Fee Only CFP Financial Advisors in Menlo Park, CA Investors Capital Management, LLC is a NAPFA registered financial advisor firm in Menlo Park.We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.
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.
- Fee Only Financial Planners in Lone Tree, Littleton, and Aurora – Staib At Staib Financial Planning our mission is to help our clientsachieve their personal financial goalsby providing them with objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.
- CFP Certified Financial Planners in Atlanta – Paramount Investment Advisors, Inc. Fee Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
- 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.
- Atlanta CFP Fee Only Financial Advisors Resource Planning Group is an independent fee only fiduciary financial planner in Atlanta. Their team of Certified Financial Planner (CFP) advisors specializes in providing comprehensive financial planning advice to doctors, dentists, and corporate executives.
- Atlanta Fee Only Financial Advisors Minerva Planning Group. A wealth management firm whose CFP’s are focused on providing retirement planning to couples.
- 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. We hold the leading industry designations and have 25+ years of experience. With Caterpillar in our home town, we serve client in Peoria, central Illinois, nationally, and internationally
- Independent Fee Only Financial Advisor in Chicago We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.
- Financial Planning Advisors in Elmhurst, IL Mentor Capital has successfully managed client investments for more than 20 years. With more than $60 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.
- Fee-Only CFP CPA in Orland Park, IL, Scottsdale, AZ and Chandler, AZ Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services. www.quinnfp.com
- Fee Only Financial Advisors in St. Charles, IL At AHC Advisors, Inc., we provide the unbiased, objective, and independent Fee-Only financial planning and investment advice that will help you achieve your goals. Our objective is to put you on a path toward financial security. We aim to become a long-term partner with you, helping simplify your finances and giving you the freedom to focus on the things that are important to you.
- 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.
- Financial Advisors in New Orleans, Metairie, Baton Rouge – Ferro Financial Ferro Financial, LLC,is a fee-only financial planning and investment advisory firm with offices in theGreater New Orleansarea andBaton Rouge, LA. We believe our most valuable asset is our client relationships.
- Fiduciary Financial Planners in Covington, LA – My PFA Personal Financial Advisors, LLC – We provide planning and wealth management services to individuals and families who demand the objective, unbiased advice that can be so difficult to find. We look forward to serving you from our offices in Covington, Louisiana
- 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 Financial Planner in Boston and Cambridge, MA Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.
- Retirement Planning in Franklin, MA Fee-only retirement planning and investment management provided by Titanium Advisors and its President, Kevin Nulton.
- 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.
- Independent Fee-Only Financial Advisorsin 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.
- Fee Only Financial Advisor in Plymouth, Minnesota Phillip James Financial is an independent offering comprehensive financial planning and investment management in the Twin Cities and surrounding suburbs. Phillip Christenson and James Sexton are the owners and financial advisors.
- Fee Only Financial Advisor in Chanhassen, MN Colleen Weber is a fee only financial planner in Minnesota
- 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.
- Fee Only Financial Advisors in Portsmouth, NH Azimuth Financial Planning (AFP) is an independentFee-Only Financial Planning and Investment Managementfirm based in Portsmouth, New Hampshire. The firm’s name, Azimuth (az·i·muth), is based on the navigational term meaning the way, or compass bearing. This symbolizes what the firm does; simply stated, we help you find your financial bearing.
- Financial Advisors in Monmouth County, NJ, – Financial Futures LLC. Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey.
- Fee Only Financial Advisors in Woodbridge – PORTNOFF FINANCIAL LLC. An Independent Fee-for-Service Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent and professional financial advice.
- 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.
- Certified Financial Planner, NJ, – Zynergy Retirement Planning is Red Bank New Jersey’s trusted fee-only certified financial planner and retirement expert.
- Long Island CERTIFIED FINANCIAL PLANNERS™(CFP) / Financial Advisors – Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York.They provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
- Fee-Only CERTIFIED FINANCIAL PLANNER™ in Saratoga Springs, NY – LEE INVESTMENT MANAGEMENTis an independent, comprehensive financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their best lives. www.leemgt.com
- 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.
- Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients. Our team of CFP certificants care for generations of families in an unbiased manner that helps them reach their financial goals. We believe proactive conversations can help to more effectively plan for and achieve client’s desired futures.
- 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.
- Financial Symmetry – Financial Symmetry is an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis.
- 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.
- 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.
- Fee Only CERTIFIED FINANCIAL PLANNER Retirement Planning in Portland, Oregon Cedar Financial Advisors, LLC is a comprehensive Fee Only financial planning Registered Investment Advisor Firm serving retirement and professionals in Portland, Oregon.
- 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.
- Fiduciary Fee Only Financial Advisor in Germantown, TN – Cypress Wealth Management At Cypress Wealth Management, our goal is to help you discover your true wealth and live the life you love. With your best interest at the heart of every decision, we provide financial, retirement, and college planning along with investment management services.
- Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Brentwood, Tennessee and Canton, Michigan YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques
- 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.
- Fee Only Fiduciary Financial Advisor in Lubbock, TX -Trinity Wealth Management Clients benefit from Brent’s knowledge of issues that trouble many who populate the Gen X and Gen Y communities. He also extends his passion for charitable estate planning to those who desire to leave a lasting legacy. Brent’s goal as a financial planner is to help his clients plan for a better tomorrow.
- 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.
- Financial Advisor and CFP in Salt Lake City – Independent Planner Lon Jefferies is a CERTIFIED FINANCIAL PLANNER and financial advisor for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee only basis.
- 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.
- Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA Sherwood Investment Services specializes in fee-only retirement planning and investment management for people of all ages. They serve the East-Side of Seattle and clients nationally.
- 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.
- 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
- Fee Only Fiduciary Financial Advisor in Madison, WI – Bill McDonald Retirement Planning Solutions is an independent Fee Only fiduciary investment advisory firm specializing in retirement planning for middle income families and retirees. We are also an approved provider of Dimensional Funds.