Other Fee-Only Advisors
Below is a list of Fee-only Financial Advisors who are members of NAPFA. Financial Futures LLC does not necessarily endorse any of these firms. You should exercise your own due diligence before hiring any advisor.
Alabama:
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 Tuscaloosa, AL. NAPFA members Robert Reed, CFP™, Joan Cox, CFP™ and Lauren Lindsay, CFP™ have over six decades of combined financial planning experience. We also serve clients on the Northshore, New Orleans, Baton Rouge, and Birmingham areas.
Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, AL.
Arizona:
Socially Responsible Investing Fee Only Financial Planner in Tuscon, AZ
Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.
Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale and Phoenix Arizona
Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning with a fiduciary standard of care. We serve the valley, working with clients in Glendale, Peoria, Phoenix, Mesa, Chandler and Scottsdale.
Fee Only CFP® Financial Advisor in Scottsdale and Phoenix
Continuum Wealth Management provides investment management, retirement planning and financial planning. Craig Ritter, CFP® is a fee only financial advisor and fiduciary.
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.
Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals.
California:
Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice.
Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.
Rothman Investment Management – We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment managment.
Portsalus.com – Navigating your way to Financial Security, Prosperity, Health and Wellbeing.
Point Loma Advisors – Financial planning and asset management firm focused on military, engineers, and child-free.
TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond.
Colorado:
Staib Financial Planning, LLC is a comprehensive Fee-Only retirement planning Investment and Financial Advisor Firm providing objective, personal financial advice our clients can trust.
BW Financial Planning – Financial planning and investment management for women and women-led households
Georgia:
Atlanta CFP Fee Only Financial Planners
Resource Planning Group is an independent, fee only fiduciary in Atlanta with a team of Certified Financial Planner (CFP) advisors who specialize in providing comprehensive financial planning advice to doctors, dentists, and corporate executives.
Sonas Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.
Paramount Investment Advisors – Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
Illinois:
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, Illinois, central Illinois, nationally, and internationally.
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.
Life Planning Solutions, LLC – Comprehensive financial planning and investment management.
Louisiana:
Financial Planner Lafayette Louisiana – Broussard Financial Group is a Fee-Only financial planning firm serving Kaplan and Lafayette Louisiana as well as the entire Gulf Coast region. Jerry Broussard is also a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Ferro Financial, LLC is a wealth management firm specializing in preparing individuals and families for retirement through a comprehensive approach which includes, investment advisory services, strategic financial planning, and tax services. Our philosophy integrates values centered in bringing financial peace to those seeking a secure and comfortable retirement. Our services are provided by a fee-only arrangement providing full disclosure and transparency to our clients.
Personal Financial Advisors, NAPFA, Fiduciary, fee-only planners in Covington, Louisiana – Personal Financial Advisors, LLC is a comprehensive, fee-only financial planning firm based in Covington, LA offering retirement planning and wealth management. NAPFA members Robert Reed, CFP™, Joan Cox, CFP™ and Lauren Lindsay, CFP™ have over six decades of combined financial planning experience. We also serve clients on the Northshore, New Orleans, Baton Rouge, Tuscaloosa and Birmingham, Alabama areas.
Maine:
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.
Robinson Smith Wealth Advisors, LLC. – Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
Maryland:
Provision Financial Planning – Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.
Arch Financial Advisors – Tax-Focused Retirement Planning and investment management
Massachusetts:
Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional in Cambridge, MA – Fisher Financial Strategies is a Registered Investment Adviser offering advice on college planning, retirement, investments, and other aspects of personal financial planning on a fee-only, hourly basis.
Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.
Michigan:
CPA and CFP Fee-Only Wealth Management Detroit area Michigan
George Papadopoulos is a Fee-Only CPA and Certified Financial Planner CFP providing completely independent wealth management, financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.
Mississippi:
Mississippi Fee-Only CERTIFIED FINANCIAL PLANNERTM – CFP® Certificant, Investment and Financial Advisor – Ridgeland, Madison, Jackson. – Bergland Wealth Management is a Fee-Only, Fiduciary, Registered Investment Advisor Firm serving affluent clients in Ridgeland, Mississippi.
Missouri:
White Sand Wealth Management is a fee-only firm focusing on asset management, retirement, risk , tax and estate planning.
Minnesota:
Phillip Christenson is a Plymouth, MN financial planner. He provides fee-only financial planning services to the state of Minnesota. – His services include wealth management, investment management, financial planning, and tax preparation. He is a fiduciary, which means he will always act in your best interest as the client. Reach out to schedule a meeting.
Plymouth Wealth Management – Phillip James Financial is an independent fee-only financial planning company offering comprehensive financial planning services and investment management to Plymouth, Maple Grove, and the Twin Cities. Phillip Christenson and James Sexton are the owners and financial advisors.
MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.
Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.
Nevada:
Fee Only Fiduciary Financial Advisors in Las Vegas – Finacuity – A Las Vegas-based fee-only financial planning and retirement plan firm serving individuals, families, and small to medium-sized businesses.
New Jersey:
Jersey Shore Financial Advisors, LLC specializes in integrated financial planning and investment supervision for professionals contemplating retirement within the next 10 years.
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.
Fee Only Financial Planning and Investment Management in Princeton Junction, NJ
Ajay Kaisth CFP®, CRPC® – ajay@kaiadvisors.com
New York:
Landmark Wealth Management, LLC is an independent firm, registered with NAPFA as a Fee Only financial advisor, with an office in Melville on Long Island, and in Brooklyn, New York. – The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations. The firm’s principals are Joseph M. Favorito, CFP®, Christopher N. Congema, CFP® and Brian R. Cohen.
Fee-Only CERTIFIED FINANCIAL PLANNER™ in Saratoga Springs, NY – LEE INVESTMENT MANAGEMENT – Lee Investment Management is a comprehensive financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their best lives.
Ray Mignone & Associates, Inc. – Fee Only investment advisor, financial planner, fiduciary in Queens, Nassau, Long Island, New York and Boynton Beach Florida works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers and portfolios management. Certified Financial Planner since 1989, member of NAPFA and FPA.
Clarity is a fee-only solo RIA that does AUM & project planning.
North Carolina:
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.
Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC – Beacon Financial Strategies is an independent financial planning, tax planning and investment management firm offering wealth management services to discerning clients in Raleigh, Durham, Cary, Chapel Hill, Research Triangle Park, NC and nationwide.
Clearview Wealth Management – Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients. Our team of CFP® certificants care for generations of families in an unbiased manner that helps them reach their financial goals. We believe proactive conversations can help to more effectively plan for and achieve client’s desired futures.
Blue Water Portfolios – Fee Only CERTIFIED FINANCIAL PLANNER® professionals serving Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina, North Carolina – Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm. We specialize in financial goal planning, retirement planning, and low cost investment management.
Ark Royal Wealth Management – We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.
Ohio:
Total Wealth Planning is an independent, fee-only wealth management firm in Cincinnati, Ohio that provides objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to its individual and institutional clients. – Founded in 2013 by W Phil Ratcliff, rebel Financial is an Independent Fee-Only firm in Columbus, OH that is that is a fiduciary dedicated to serving the best interests of its clients 1st.
Fee-Only Financial Planning and Investment Management in Canton Ohio. – Justin Rush is a CFP and Financial Advisor serving young professionals, executives, and educators throughout the country. His financial planning services may include cash flow, estate, insurance, income tax, investment, college savings, and retirement planning.
F2 Wealth – Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.
Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.
Gateway Financial – Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments.
Truly Prosper Financial Planning – Flat-Fee retirement planning and investment management for people over 50.
Oklahoma:
Fee Only Holistic Financial Planning in Tulsa and Broken Arrow, Oklahoma
Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CERTIFIED FINANCIAL PLANNER Professional and IRS Enrolled Agent, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Coweta, Catoosa, Jenks, Muskogee and Oklahoma City.
Oregon:
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.
Fee Only CERTIFIED FINANCIAL PLANNER Retirement Planning in Portland, Oregon
Cedar Financial Advisors, LLC is a comprehensive Fee Only financial planning Registered Investment Advisor Firm serving retirement and professionals in Portland, Oregon.
Pennsylvania:
Fee-Only Financial Advisor and CFP® Professional in Newtown, PA.
Michael J. Garry, CFP®, 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.
NAPFA Fee-Only financial advisor specializing in high quality 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.
Tennessee:
Fee Only Financial Advisor in Memphis, TN – Cypress Wealth Management – Discover your true wealth and live the life you love! We are fiduciaries and provide comprehensive financial planning, and investment management services in Memphis, TN, North Mississippi, and eastern Arkansas.
E|Financial Alliance, LLC – Financial Planning for Business Owners.
Retirement Planning Solutions – We provide customized portfolio management for middle income retirees, pre-retirees, and families.
Texas:
Trinity Wealth Management clients benefit from Brent’s knowledge of issues that trouble many who populate the Gen X and Gen Y communities. He also extends his passion for charitable estate planning to those who desire to leave a lasting legacy. Brent’s goal as a financial planner is to help his clients plan for a better tomorrow.
Financial Planner in Austin TX and San Antonio TX – Fee Only Financial Advisor CFP specializing in financial planning for generation x and y
CFP Servicing the Plano, McKinney and Allen, TX Areas – Frisco Financial Planning LLC offers fiduciary, objective financial planning and investment strategies on a fee-only basis to clients all across Texas. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.
Waymaker Financial Planning – We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.
Financial Elgon Advisors – Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas.
Next Step Financial Transitions – From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.
ATX Portfolio Advisors – Fee-Only (When You’re Up) Wealth Management
Vermont:
Fee Only Independent Financial Advisor in Franklin, MA and Quechee, VT – Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.
Virginia:
Stock Plan Advisory Group – RIA focused on retirement planning and equity compensation for individuals and families.
Bay Capital Advisors – Fee-Only Financial Planning and Wealth Management in Virginia.
At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP®.
Bowen Financial Services, LLC. – We work every day towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.
Washington:
Seattle Independent Fee-Only CFP® Financial Advisor Michael Pace
Michael Pace, CFP® offers fee-only retirement planning and financial planning services and investment management services to individual clients and families in Seattle, Washington.
Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA
Sherwood Investment Services specializes in retirement planning and investment management. They provide independent financial planning and fee-only investment management with no commissions.
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.
Wisconsin:
Retirement 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 provider of Dimensional Funds.
Bill McDonald – Bill@RetirementPlanningSolutions.us