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 pplexperiencing a major life transition such as retirement, inheritance, career change, etc.

Las Vegas Fee Only CFP Financial Advisors – Finacuity. A wealth management firm specializing in retirement planning and investment management for individuals nearing or in retirement.

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.

www.FFSCambridge.com

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.

www.ffplan.com

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.

www.cedaradvisors.com

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.

www.iam-financial.com

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.

www.bogueassetmanagement.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.

www.yardleywealth.net

Portland Fixed Income Specialists LLC 
Beaverton, Oregon fee only financial planning and tax advisor with an emphasis in the safety of fixed income and bond investing. Our bond strategies will preserve your principal while minimizing taxes and the impact of inflation.

www.pdxfis.com

Fee only Certified Financial Planner CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado

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.

www.pathfinderfa.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

www.CharlesLStanley.com

Capital Markets U.com

Investor Education for Main Street America

www.capitalmarketsu.com

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.

www.bfponline.com

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

Timberchase Financial, LLC

Comprehensive Financial Planning & Investment Management in Birmingham, AL

www.timberchase.net

Long & Associates, LLC

Independent Fee-Only Certified Financial Planner (CFP) and Advisor in Chicago, IL

www.longfinancialplanning.com

NAPFA, Fee-Only, Fiduciary, CERTIFIED FINANCIAL PLANNER™, Independent Financial Advisor in

Jackson, Mississippi

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.

www.BerglandWealth.com

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.

www.sandiegofeeonly.com

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.

www.lifeplanningpartners.com

An independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in

Robbinsville, New Jersey.

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.

www.sirusresources.com

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.

www.brownplanning.com

Portland Financial Planning Group, LLC

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.

Sherwood Investment Services

Over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan for and invest for retirement on a fee-only basis.

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.

www.michaelpace.net

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.

www.clerestoryadvisors.com

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.

www.mypfa.com

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.

www.strasbaughfinancial.com

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.

www.lfpadvisors.com

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.

www.ColleenWeber.com

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

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

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.

Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California
Springwater 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.

Minnesota Fee Only Financial Advisor – Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.

RetirementArchitects.com – Las Vegas CFP financial advisor retirement architects – retirement architects is a Las Vegas based independent fee-only financial advisor firm specializing in retirement planning for individuals and 401k retirement plans for small to medium sized businesses.

Quinn Financial Planning LLC – Timothy J. Quinn CFP®, CPA/PFS is a Chicagoland Fee-Only financial advisor offering objective, professional, financial planning and investment management advice for over 20 years.

Ohio Fee Only Financial Planning and Investment Management. JGR Financial Solutions provides income tax, estate, investment, insurance, cash flow, and retirement planning solutions to clients throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.

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

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.  www.alphafa.com

Fee Only CERTIFIED FINANCIAL PLANNER TM professionals serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh, North Carolina
Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm specializing in low cost investment management, retirement planning, and financial goal planning.

Washington Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington 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 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