Resources
Other NAPFA-member Firms and related sites
Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah
Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner dedicated to providing comprehensive financial planning and wealth management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
Financial Advisor&Independent Fee Only CERTIFIED FINANCIAL PLANNER ( CFP ) in Las Vegas, NV Red Rock Wealth Management is a Las Vegas Based Fee Only Independent CERTIFIED FINANCIAL PLANNER & Wealth Management Firm in Las Vegas, NV.
Wayzata Minnesota Fee-Only Investment Advisor
Rick Epple, CFP® has been working with business owners, dentists, doctors, and other professionals for many years. He helps them develop and implement a personalized plan to achieve financial independence. “My mission is to provide clients with peace of mind. I do this using a proprietary method I developed called The Smart Decision Process™. The process ensures nothing is overlooked and while helping you create a dynamic model for making smart financial decisions that are based on your most important goals.”
Cambridge, Massachusetts CERTIFIED FINANCIAL PLANNER® Professional
Fisher Financial Strategies provides fee-only, as-needed financial planning and investment advice on an hourly basis. Its web site features an informative financial planning web log, The FFS Blog.
Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale, Arizona
Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement.
Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor
Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen.
Fee-Only CERTIFIED FINANCIAL PLANNER™, Independent Financial Advisor in Orange County, CA TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you’re able to focus on living your life because we’re focused on your financial goals.
Fee-Only CFP® Retirement Planning in Portland, Oregon
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon.
Fee-Only Financial Planning & Investment Management – Grand Rapids, Okemos Michigan
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.
Maine fee-only CERTIFIED FINANCIAL PLANNER™ and investment management
Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine.
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.
NAPFA fee-only financial advisor specializing in safe all-bond portfolios
The 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.
www.allbondportfolios.com
Fee-Only Financial Advisor and CFP(R) Professional in Newtown, PA
Michael J. Garry, CFP(R), JD/MBA, owner of Yardley Wealth Management, LLC, is an independent Financial Advisor who provides Fee-Only financial planning services and investment management in Newtown, PA.
Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
www.azimuthplanning.com
Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York
Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA.
Portland Oregon Fee Only Financial Advisor
Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon
Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.
www.staibfinancialplanning.com
CERTIFIED FINANCIAL PLANNERT in Vancouver, Washington
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.
Independent, Fee-Only CERTIFIED FINANCIAL PLANNER™ professional in Portland, Oregon and Santa Cruz, California
Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
Fee-Only Financial Planning and Investment Management in New Jersey
We’re a Fee-Only planning firm that serves clients in New Jersey and NY. We have over 20 years of investment experience. We provide comprehensive financial planning and investment management.
We also serve the financial needs of adult caregivers of aging parents
www.kaplanfinancialadvisors.com
Fee Only Financial Advisor in San Diego County
Charles L Stanley CFP®ChFC AIF® provides Estate Planning and Wealth Management services to clients around the United States and is based in La Jolla, CA
Investor Education for Main Street America
Retirement Planning Solutions – Bill McDonald, Fee-Only Financial Planner in Madison, WI
Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Fund Advisors).
www.RetirementPlanningSolutions.us
Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield)
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL.
Fee-Only CERTIFIED FINANCIAL PLANNER® & Investment Advisor in Tampa Florida
Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm’s founder and president, Douglas P. Hanke, CFP®, EA has more than 30 years experience and is a NAPFA-registered, independent financial planner.
www.floridafinancialadvisors.com
Independent Fee Only Firm in Ann Arbor, MI
Vintage Financial offers investment management and financial planning services in Ann Arbor, Michigan
Comprehensive Financial Planning & Investment Management in Birmingham, AL
Independent Fee-Only Certified Financial Planner (CFP) and Advisor in Chicago, IL
NAPFA, Fee-Only, Fiduciary, CERTIFIED FINANCIAL PLANNER™, Independent Financial Advisor in
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNER™ practitioner
The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.
Fee-Only Financial Planner in Jacksonville
Life Planning Partners, Inc. is a full service fee-only financial life planning firm providing comprehensive financial life planning and investment management services located in Jacksonville, Florida.
An independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in
William B. Kelly (Bill), is the founding principal of Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey. The firm specializes in providing financial planning services and investment advice to individuals and families, on a Fee-Only basis.
Fee Only CERTIFIED FINANCIAL PLANNER™ – Financial Advisor – Investment Advisor in Cincinnati, OH
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 NAPFA Registered Advisor serving Newport News, Williamsburg, and Hampton Roads, VA
Katherine L. Brown offers fiduciary independent financial advice in investment management and financial planning. Katherine has over 10 years of experience and graduated from programs at Stanford University and UCLA.
Portland Financial Planning Group in Portland, ME
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. We accept clients nationwide.
http://www.sherwood-investments.com
Michael Pace, Independent Fee-Only CFP™ Financial Advisor in Seattle
Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
Saint Paul Financial Advisors – Independent – Fee-Only – CFP™
Clerestory 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.
Fee-Only, CERTIFIED FINANCIAL PLANNER™, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Springs, Florida
Paul R. Pignone, CFP, AIF, is a Fee-Only, CERTIFIED FINANCIAL PLANNER Focusing on Retirement Planning and Investment Advisory Services with offices located in Salem, NH and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience.
Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL
Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over four decades of combined financial planning experience. We also service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham areas.
Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis.
An initial consultation is free of charge.
Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO.
We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary — we do not sell products or collect commissions.
Fee-Only CFPT Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Business Advice in Portland, OR
Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
Fee-Only CFP CPA Independent Financial Advisor in Minnesota
Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota.
Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
Unbiased Financial Advice in Menlo Park, CA
Investor’s Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.
www.feesonly.com richfp.blogspot.com
Arcadia Investment Advisors, LLC is an independent, fee-only investment advisory firm headquartered in Vancouver, Washington on historic Officers Row, with offices in Portland, Oregon and Boise, Idaho.
Our mission is to provide investment management services of the highest quality by establishing personalized relationships based upon trust, integrity, knowledge, and communication so that our clients may successfully achieve their financial goals.
Summit Financial Planning, Inc. – 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.
www.summitfinancialplanning.com
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.
Retirement Advice Fee Only Financial Planner Oregon
Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon.
Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management. The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.
Fee Only Certified Financial Planner in Tucson, Arizona – CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, investment advice and 401k.
The Wealth Conservatory is a team of independent fee-only Certified Financial PlannerTM professionals with offices in California, Missouri and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.
Fee-Only Certified Financial Planners in Buffalo, NY - Ogorek Wealth Management LLC is an independent fee-only advisory firm whose services include asset management, wealth management, retirement planning, estate planning and investment advice.
Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina – Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.
Fee-Only CFP Independent Financial Advisor, Birmingham, Hoover
Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL.
Kentucky, Tennessee NAPFA Fee-Only CPA, CFP, Registered Life Planner, Hourly and Fixed-Price Planning
Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CERTIFIED FINANCIAL PLANNERTM, Registered Life Planner, has over 30 years’ financial experience and offers fee-only investment management and hourly financial, estate, and retirement planning services.