Other NAPFA-member Firms and related sites
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.
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.
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 (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.
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon.
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.
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.
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.
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.
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.
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 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.
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.
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.
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
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, 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).
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
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 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.
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.
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.
Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota.
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
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.
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 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.
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.
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.
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.
Johnston Investment Counsel – Financial 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. With Caterpillar in our home town, we serve client in Peoria, central Illinois, nationally, and internationally.
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
Tucson Fee Only Financial Planners specializing in Socially Responsible Investing – Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
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