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We work with other professionals to develop your financial plan and manage your investments to best fit your objectives. Regardless of where you live, we can work with you since we are registered nationwide with the SEC. Our clients reside in over a dozen different states.
If you prefer a more local non-fee investment advisor, the following are members of the National Association of Personal Financial Advisors (NAPFA).
Nationwide
Seattle, Washington -- King County, Eastside. Fee-Only Investment Advisor & Financial Planner for Redmond, Bellevue, Kirkland, Woodinville, Bothell and Eastside, Washington.
Sherwood Investment Services has 25+ years experience providing completely independent financial planning and investment management. They manage investments and specialize in helping clients plan, prepare and enjoy retirement on a fee-only basis (no commissions). Their clients are nationwide.
http://www.sherwood-investments.com
Alabama
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.
http://www.longviewfa.com
Arizona
Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, AZ
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.
http://www.wealth-engineering.com
California
Independent Fee Only Advisor - San Diego Certified Financial Planner
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.
http://www.sandiegofeeonly.com
Fee-Only Certified Financial Planner, CFP, 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.
http://www.tabr.net
San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis
Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only independent financial advisor specializing in the financial issues facing women, their families, and their businesses.
http://www.curtisfinancialplanning.com
Capital Markets U.com Magazine
Investor Education for Main Street America.
http:/www.capitalmarketsu.com
FeeFee-Only Financial Advisor in San Diego County
Charles L Stanley CFP ChFC AIF provides Estate Planning and Wealth Management to individuals and families around the United States. He is a Wealth Manager with Trovena, LLC with offices in La Jolla, CA, Redondo Beach, CA and Roseland, NJ.
http://www.CharlesLStanley.com
Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
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.
http://www.feesonly.com
Colorado
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.
http://www.staibfinancialplanning.com
Fee Only Certified Financial Planner and Investment Advisor in Colorado - Gold Medal Waters
Gold Medal Waters is a Fee Only Financial Planning and Investment Management firm located in Boulder and Denver Colorado.
http://www.goldmedalwaters.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.
http://www.strasbaughfinancial.com
Florida
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.
http://www.floridafinancialadvisors.com
Boston Retirement Advisors, LLC
Boston Retirement Advisors, LLC is a Fee-Only Retirement Planning and Investment Advisory Firm with offices located in Salem, NH and Bonita Springs, Florida. Paul R. Pignone, CFP, AIF, a Registered Investment Advisor, has over 25 years experience.
http://www.investwithpaul.com
Georgia
Minerva Planning Group - Fee Only Financial Planner in Atlanta
Minerva Planning Group is a fee-only financial planning firm. We do not sell commissionable products, split fees, or accept referral fees.
http://www.minervaplanninggroup.com
Sanders Financial Management , Norcross, GA
Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services.
http://www.sandersfinancial.com
Hawaii
David Jacobs, CFP provides investment management and financial planning to Honolulu, Hawaii (Oahu)
A Fee-Only firm specializing in risk management and helping you achieve your goals.
http://www.pathfinderfs.com
Illinois
Fee-Only CFP Independent Financial Advisor in Central Illinois
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a certified financial planner professional and enrolled agent in New Berlin, IL.
http://www.bfponline.com
Fee-Only CFP Independent Financial Advisor in Chicago
Long & Associates is a Fee-Only financial planning firm with certified financial planner professionals in Chicago, IL
http://www.longfinancialplanning.com
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs
Mentor Capital Management Inc..
http://www.mentoradvisers.com
Louisiana
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 with over four decades of combined financial planning experience. Also serve the Northshore area, New Orleans, Baton Rouge and Birmingham.
http://www.mypfa.com
Maine
Portland Financial Planning Group LLC (Portland, Maine) fee only financial planners
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
http://www.pfpg.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.
http://www.bogueassetmanagement.com
Massachusetts
Independent Massachusetts Fee-Only Financial Planning Company
Advocate Financial Management is a Registered Investment Advisory firm based in Greater Boston, serving clients in Arlington, Belmont, Cambridge, Lexington and Winchester, MA. As a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and trusted fee only advisor, founder Timothy J. Haley takes a holistic approach, specializing in retirement planning, elder planning and investment management. Offering DFA Funds from Dimensional Fund Advisors.
http://www.advocatefinancialmanagement.com
Independent Fee-only Certified Financial Professional (TM) Professional in Boston and Cambridge, MA
Fisher Financial Strategies provides financial planning and investment advisory services on an hourly, as-needed basis. Web site features the FFS Blog, a personal financial planning web log.
http://www.fscambridge.com
Michigan
Fee-only financial planning & investment management firm in Grand Rapids and 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.
http://www.iam-financial.com
Independent Wealth Management LLC - Fee-Only Certified Financial Planners
We are committed to developing conservative wealth management strategies customized to meet your needs. You'll work with an experienced team that's focused on your unique situation. Located in Traverse City, Michigan.
http://www.iwmusa.com
Fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee
Allow us to become your unbiased, trusted financial coordinator.
http://www.ydfs.com
Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan
George 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. Our clients are in Michigan, Ohio, Florida and North Carolina.
http://www.thefeeonlyplanner.com
Minnesota
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.
http://www.ColleenWeber.com
Independent Fee-Only Financial Advisor - Certified Financial Planner. Investment Advisor based in Mendota Heights, Minnesota
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.
http://www.clerestoryadvisors.com
Fee Only CFP Financial Advisor in Wayzata, Minnesota
Epple Financial Advisors, LLC (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing comprehensive fee-only financial planning services.
http://www.EppleFinancial.com
Mississippi
NAPFA, Fee-Only, Fiduciary, CFP, 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.
http://www.berglandwealth.com
New Hampshire
Independent Fee Only Financial Planning and Investment Management firm - Portsmouth, New Hampshire
Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire.
http://www.azimuthplanning.com
Boston Retirement Advisors, LLC
Boston Retirement Advisors, LLC is a Fee-Only Retirement Planning and Investment Advisory Firm with offices located in Salem, NH and Bonita Springs, Florida. Paul R. Pignone, CFP, AIF, a Registered Investment Advisor, has over 25 years experience.
http://www.investwithpaul.com
New Jersey
Key Financial Solutions, LLC
Independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner to residents of New Jersey and New York.
http://www.keyfeeonly.com
Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey
We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ.
http://www.KaplanFinancialAdvisors.com
New York
Queens, Nassau,Suffolk Long Island New York CFP -- Ray Migone
Fee Only investment advisor, financial planner,fiduciary in Queens, Nassau,Suffolk Long Island New York works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management. Certified Financial Planner since 1989 and VP of Ethics for the Long Island, FPA.
http://www.raymignone.com
Nevada
Red Rock Independent Fee-Only CFP Financial Advisor in Las Vegas, NV
Greg Phelps CFP, CLU, AAMS, the firm's president and retirement planning financial advisor specialist, has spent fourteen years serving the retirement, investment & financial planning needs for affluent clients.
http://www.redrockwealth.com
Independent Fee-Only Certified Financial Planner professional and Registered Investment Advisor in Las Vegas and Henderson, NV
Palermo Financial Group is a Las Vegas based Fee-Only retirement and wealth management firm that specializes in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.
http://www.PalermoFinancialGroup.com
Fee Only Investment Advisor -- Certified Financial Planner -- Financial Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide.
http://www.ritterdaniher.com
Fee-Only CFP Independent Financial Advisor in Columbus, Ohio
Savvy Outcomes is a Fee-Only retirement planning firm with Certified Financial Planner professionals in Columbus, OH.
http://www.savvyoutcomes.com
Oklahoma
Step By Step Tax & Financial Planning LLC
We offer comprehensive, fee-only financial advice. Our services are based on a time-tested methodology, developed by ACA (Alliance of Cambridge Advisors), a national network of advisors, that addresses the needs of everyday people with everyday needs.
http://stepbystepfinancialplanning.com
Oregon
Independent, Fee-Only certified financial planner professional in Portland, Oregon and Silicon Valley, California
Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, OR and Santa Cruz, CA. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
http://www.maascapital.com
Beaverton Oregon Fee Only Financial Advisors
Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon.
http://www.pdxadvisors.com
Portland Fee-Only Financial Planning and Investment Management
If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon.
http://www.cedaradvisors.com
Fee-Only Certified Financial Planner -- Retirement and Life Planning, Investment Management for Women 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.
http://www.lfpadvisors.com/
Pennsylvania
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.
http://www.allbondportfolios.com
Yardley Wealth Management, LLC
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP services and investment management in Newtown, PA.
http://www.yardleywealth.net
Tennessee
Fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee
Allow us to become your unbiased, trusted financial coordinator.
http://www.ydfs.com
Texas
Frisco Financial Planning LLC, Frisco, TX
Fee Only NAPFA CFP Financial Advisor. Financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen).
http://www.ffplan.com
Utah
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.
http://networthadvice.com
Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT
Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance or career change.
http://www.utahfinancialadvisor.blogspot.com
Virginia
The Advisory Firm of Katherine L. Brown, LLC
Katherine Brown is a Fee-Only NAPFA Registered Advisor in Newport News, VA. She offers Fee-Only investment management and financial planning. Katherine has over 10 years of experience in finance and has attended both Stanford University and UCLA.
http://www.brownplanning.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. Because we are a fee-only firm, our clients will never pay us commissions of any kind.
http://www.summitfinancialplanning.com
Washington
Seattle, Washington -- King County, Eastside. Fee-Only Investment Advisor & Financial Planner for Redmond, Bellevue, Kirkland, Woodinville, Bothell and Eastside, Washington.
Sherwood Investment Services has 25+ years experience providing completely independent financial planning and investment management. They manage investments and specialize in helping clients plan, prepare and enjoy retirement on a fee-only basis (no commissions). Their clients are nationwide.
http://www.sherwood-investments.com
Certified Financial Planner 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.
http://www.pathfinderfa.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.
http://www.michaelpace.net
Wisconsin
Retirement Planning - 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, featuring DFA (Dimensional Funds).
http://www.retirementplanningsolutions.us
United Kingdom
Independent Financial Advice
Professional Financial Services are independent financial advisors and mortgage financial service providers to Accountants, Lawyers, Barristers, Solicitors and associates in legal practice, in West Sussex, serving the Surrey and Sussex financial market.
http://www.professionalfs.com/
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