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.
- Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, AlabamaLongview 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, AZQuinn 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 EngineeringWealth 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 AdvisorsContinuum Wealth Management is a fee only fiduciary financial planning firm providing investment management, retirement planning and financial planning.
- Los Angeles Fee Only Financial AdvisorAt 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 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.
- Los Altos NAPFA-registered fee-only investment advisory and financial planning firmMayflower 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 – 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.
- Fee Only CERTIFIED FINANCIAL PLANNER in Mountainview, CAWealth Coach Fern is a financial planner, coach, and enrolled agent.
- Fee Only CFP Financial Advisors in Menlo Park, CAInvestors 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 FranciscoSatori 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 – EncinoACap 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 Planners in Lone Tree, Littleton, and Aurora – StaibAt Staib Financial Planning our mission is to help our clients achieve their personal financial goals by 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.
- Atlanta Fee Only Financial AdvisorsMinerva Planning Group. A wealth management firm whose CFP’s are focused on providing retirement planning to couples.
- JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth ManagementJon 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.
- CFP Certified Financial Planners in Atlanta – Paramount Investment Advisors, IncFee Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
- Atlanta CFP Fee Only Financial AdvisorsResource 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.
- 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.
- Independent Fee Only Financial Advisor in ChicagoWe 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, 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.
- Fee Only Financial Advisors in St. Charles, ILAt 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 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.
- Fiduciary Financial Planners in Covington, LA – My PFAPersonal 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 FinancialFerro 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.
- Fee-Only Financial Planner in Boston and Cambridge, MAFisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.
- 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.
- Fee Only Wealth Management in Ann ArborVintage. Vintage Financial Services of Ann Arbor, Michigan offers wealth management services including investment management, financial planning and tax preparation to clients throughout the US.
- 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.
- Fee Only Financial Advisor in Chanhassen, MNColleen Weber is a fee only financial planner in Minnesota.
- Independent Fee-Only Financial Advisors in Mendota Heights, St. Paul, Minneapolis, MNClerestory 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.
- Jackson Mississippi NAPFA Fee-Only Fiduciary and Certified Financial PlannerBergland 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.
- 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.
- Fee Only Financial Advisors in Portsmouth, NHAzimuth 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, NJWeingarten 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 LLCFinancial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey.
- Jersey Shore Financial AdvisorsTom 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 LLCAn 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, NCBeacon 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 AdvisorsAlpha 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
- The Fee Only CERTIFIED FINANCIAL PLANNER ™ professionals of Blue Water Capital Management, LLC serve Holly Springs, Raleigh, Cary, Apex, and Fuquay VarinaBlue 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 AdvisorInvestment 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 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.
- Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, CaliforniaSpringwater 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, OregonCedar Financial Advisors, LLC is a comprehensive Fee Only financial planning Registered Investment Advisor Firm serving retirement and professionals in Portland, Oregon.
- NAPFA Fee-Only financial advisor specializing in safe all-bond portfoliosThe Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.
- Yardley Wealth Management, LLC Independent Fee Only Financial AdvisorYardley 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 ManagementAt 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 Financial Planners in Franklin, TennesseeY.D. Financial Services has been helping clients plan their financial future since 1980. It all began with tax compliance and planning services and has evolved to more comprehensive financial and investment planning.
- 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 Fiduciary Financial Advisor in Lubbock, TX -Trinity Wealth ManagementClients 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.
- 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.
- Frisco Texas Fee Only Fiduciary Financial AdvisorsFFP offers advice on investments, insurance, education funding, employee benefits, and retirement and estate planning.
- Salt Lake City, Utah Independent CFP and Fee-Only Financial AdvisorNet Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
- Financial Advisor and CFP in Salt Lake City – Independent PlannerLon 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 Wealth Management, Investment Management, and Financial Planning in Richmond VASummit 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, 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.
- Fee Only Financial Advisor in Newport News, VAIf 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.
- Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WASherwood 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.
- Washington Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-OlympiaWashington 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 McDonaldRetirement 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 Fiduciariesis 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.