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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.

Alabama

Arizona

California

  • San Diego Fee Only Financial Advisor and Investment ManagementBlue 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.
  • 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 – TABROur 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.

Colorado

Georgia

Illinois

  • Fee Only Financial Advisors in Orland Park, ILIn 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 CounselFinancial 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.
  • Financial Planning Advisors in Elmhurst, ILMentor 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.

Lousiana

  • Financial Planner in Lafayette LouisianaBroussard 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

Michigan

  • CFP CPA Fee Only Financial Advisors in Detroit areaGeorge 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, MinnesotaPhillip 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.

Mississippi

 

Nevada

  • Certified Financial Planner in Las Vegas – FinacuityA 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.

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

 

New York

North Carolina

Ohio

  • Fee Only Financial Advisors in Columbus Ohio – rebel FinancialRebel 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 ManagementJustin 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

Pennsylvania

Tennessee

Texas

  • Austin Fee Only Financial Planner – AdvisorWe 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 PlanningStrategic 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.

Utah

Virginia

  • Fee Only Fiduciary Financial Advisors in Onancock, VAFinancial 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.

Washington

Wisconsin