Resources
Research a Financial Advisor
Professional Associations
Tax Information
Social Security & Pension Information
Employee Benefits
Credit Score
General Information
Other NAPFA Fee Only Financial Advisors Around The Country
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.
Arizona
- 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 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.
California
- 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.
- 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.
- Rothman Investment Management: We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment management.
Georgia
- Atlanta Fee Only Financial Advisors Minerva Planning Group. A wealth management firm whose CFP’s are focused on providing retirement planning to couples.
- CFP Certified Financial Planners in Atlanta – Paramount Investment Advisors, Inc Fee Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
Illinois
- 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.
Louisiana
- 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.
Maine
- 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.
- Robinson Smith Wealth Advisors, LLC: A Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
Massachusetts
- 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.
Michigan
- 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.
Minnesota
- 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.
- Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.
New Hampshire
- Robinson Smith Wealth Advisors, LLC: A Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
New Jersey
- 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.
- 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 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.
- Zynergy Retirement Planning located in Red Bank, New Jersey is a trusted fee-only financial planner and experienced fiduciary. Read our Comprehensive Guide to Retirement Planning in New Jersey
North Carolina
- 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.
- 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.
Ohio
- 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.
- Steady Climb Financial Planning – Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.
Oregon
- 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.
Tennessee
- 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 Fiduciary Financial Advisor in Nolensville, TN – Bill McDonald Retirement Planning Solutions is an independent Fee Only fiduciary investment advisory firm specializing in retirement planning for middle income families and retirees.
Texas
- 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 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.
Washington
- Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA Sherwood Investments specializes in fee-only retirement planning and investment management for people of all ages. They serve the East-Side of Seattle and clients nationally.
Wisconsin
- 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.