Research a Financial Advisor
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We've provided these financial links and information as a resource. While we do offer some services via email, teleconference, and video chat, we recognize some people look to work with a local advisor. Here are some fee-only advisors across the country. We do not necessarily endorse these firms, but rather provide them as a resource. Use your personal discretion when visiting these other websites and before ever purchasing any products or services.
- 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 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
- Socially Responsible Investing Fee Only Financial Planner in Tucson, AZ - Financial Services in Tucson, AZ include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.
- 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.
- Los Angeles Fee Only Financial Advisor - At ACap Asset Management, we take time to gain a thorough understanding of our clients' financial objectives, risk-tolerance and investment-time-horizon; we help build a diversified portfolio using low cost and tax efficient stock index mutual funds and Exchange Traded Funds (ETFs). With a niche in health care, we work with our doctor clients to ensure their income is invested appropriately for their needs and working just as hard as they are.
- 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.
- 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.
- 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 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 CERTIFIED FINANCIAL PLANNER in Mountainview, CA - Wealth Coach Fern is a financial planner, coach, and enrolled agent.
- 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.
- Fee Only Financial Advisor in San Francisco. Satori Financial is 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.
- 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 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.
- Fee Only Financial Advisors in Orland Park, IL. In short, you want someone who's on your side. As founder of Quinn Financial Planning, LLC, I answer only to you - not brokers, dealers or mutual funds. I'm here to provide you with conflict-free financial solutions, specifically designed to your long-term strategy: saving for college, keeping your retirement secure, preserving your estate, or simply pursuing what you enjoy most in life.
- 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. We hold the leading industry designations and have 25+ years of experience.
- 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 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 a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
- 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.
- 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 the Greater New Orleans area and Baton Rouge, LA. We believe our most valuable asset is our client relationships.
- 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.
- 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.
- 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.
- Certified Financial Planner in Las Vegas - Finacuity. A wealth management firm specializing in retirement plans and planning for those nearing retirement, and small to medium sized business owners who want a fee-only financial fiduciary as a partner to accomplish their goals.
- Fee Only Financial Advisors in Portsmouth, NH. Azimuth Financial Planning (AFP) is an independent Fee-Only Financial Planning and Investment Management firm 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.
- 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.
- 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.
- Jersey Shore Financial Advisors - Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994. Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls.
- 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.
Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them. www.leemgt.com
- 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.
- 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 Financial Advisors - Clearview Wealth Management offers ongoing financial planning and investment management for clients in the Carolinas, as well as throughout the Southeast. As our client's fiduciary, we offer unbiased advice to the generations of our client families and become their financial partner to help them reach their long term goals.
- The Fee Only CERTIFIED FINANCIAL PLANNER ™ professionals of Blue Water Capital Management, LLC serve Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina Blue Water is an independent, fee-only financial advisory firm in North Carolina. We specialize in retirement planning, financial goal planning, and low cost investment management.
- 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.
- 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.
- 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.
- 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 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 to provide outstanding service and 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 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.
- 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.
- 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.
- 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 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. www.commencefp.com
- Fee Only Fiduciary Financial Advisors 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 sponsor of Dimensional Funds.
- Financial Fiduciaries is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin. Our mission is to zealously represent the interests of our clients in their financial dealings. Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.