Resources

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

• 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
• 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.

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.

Colorado

• 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.

Georgia

• Atlanta Fee Only Financial AdvisorsMinerva 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, 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.

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.

Massachusetts

• Fee-Only Financial Planner in Boston and Cambridge, MAFisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, 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.
• Fee Only Financial Advisor in Chanhassen, MNColleen Weber is a fee only financial planner in Minnesota.

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

New Jersey

• 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.
• Zynergy Retirement Planning located in Red Bank, New Jersey is a trusted fee-only financial planner and experienced fiduciary.

New York

• 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

North Carolina

• 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.
• 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.

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.

Oregon

• 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.

Pennsylvania

• 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.

Tennessee

• 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.

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

• 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 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.