Financial Advisor Links Directory
Find a Financial Advisor - Independent Fee-Only Financial Advisor Firms
National Association of Personal Financial Advisors Fee-only financial planners
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 CFP® professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management. www.longviewfa.com
Timberchase Financial, LLC - Comprehensive Financial Planning and Investment Management, fee-only, Birmingham, Alabama. http://www.timberchase.net/index.htm
ARIZONA
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. www.wealth-engineering.com
Financial Freedom Associates, Tucson, AZ - http://www.ffafinancial.com/index.html
CALIFORNIA
Oakland CA Financial Advisor - CFP Financial Planning for Savvy Women Curtis Financial Planning in Oakland CA provides Fee-only Financial Planning and Investment Management for savvy women, their families, and their businesses.www.curtisfinancialplanning.com
California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling - www.feeonlyadvisor.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. - www.tabr.net
San Diego Fee Only Advisor Independent CERTIFIED FINANCIAL PLANNER™ practitioner Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.www.sandiegofeeonly.com
Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego) Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974. www.bfadvisers.com
Fee-Only CFP® Financial Planning, Investment Management and Retirement Plans in El Dorado Hills, Folsom, and Sacramento Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA). www.veripax.net
Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay AreaInvestor'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
Orange County, CA Fee-Only Financial Advisor Weydert Wealth Management is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies. http://www.weydertwealth.com/
Sierra Wealth Advisors - Fee-Only Certified Financial Planner and Independent Investment Advisor in Sacramento, CA Sierra Wealth Advisors is a fee-only wealth management firm serving business owners, nonprofit organizations, individuals, and families in the Sacramento Valley, Gold Country, and throughout California. We are dedicated to research-proven investment practices and the highest ethical standards. http://www.sierrawealth.com
Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management - The firm is a NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice. http://www.mayflowercapital.com/
Savant Investment Group in San Francisco, CA - The Savant Investment Group is an independent fee-only wealth management firm headquartered in San Francisco, California. http://www.SavantIG.com
COLORADO
Highlands Ranch, Colorado Fee Only CERTIFIED FINANCIAL PLANNER™ practitioner Staib Financial Planning, LLC is a comprehensive fee-only financial planning and investment management firm located near Denver, Colorado www.staibfinancialplanning.com
FLORIDA
Joseph Capital Management, LLC - Fee-Only Financial Planner Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida, with offices in Raleigh and Atlanta. http://www.josephcapital.com
GEORGIA
JPH Advisory Group - Atlanta's Personal CFO for Integrated Wealth Management Jon Houk, a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta families that need an independent, holistic, and unbiased approach to achieving their most important financial goals. www.jphadvisory.com
ILLINOIS
Long & Associates, LLC - Independent Fee-Only Certified Financial Planner™ (CFP®) and Advisor in Chicago, IL. http://www.longfinancialplanning.com
KENTUCKY
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, CFP®, RLP™ has over 30 years financial experience and offers fee-only investment management and hourly financial, estate, and retirement planning services. http://www.milestonesfp.com/how-milestones-is-different
LOUISIANA
Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Ferro is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.www.FerroFinancial.com
Personal Financial Advisors is a comprehensive, fee-only planning firm with offices in Covington, LA and Tuscaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, and Baton Rouge. www.mypfa.com
MAINE
Maine based CERTIFIED FINANCIAL PLANNER™ practitioner
Bogue Asset Management specializes in comprehensive financial planning, wealth management and investment management. www.bogueassetmanagement.com
Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance. www.pfpg.com
MASSACHUSETTS
Fee-Only Financial Planner and Investment Adviser in Boston and Cambridge, Massachusetts - Fisher Financial Strategies is a Registered Investment Adviser firm providing advice on tax planning, investments, retirement, college planning, and other aspects of personal financial planning on a fee-only, as needed basis. - FFSCambridge.com
Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL - Nevils Financial offers different levels of service 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.nevilsfinancial.com/
New England Massachusetts, New Hampshire, Connecticut, Vermont & Maine Wealth Management Advisors, LLC is a comprehensive Fee-Only financial planning practice and a Registered Investment Advisor serving affluent clients Nationwide with a focus on Total Wealth Management for our clients. http://www.wmallc.com/
Fee-Only NAPFA Financial Planner in Franklin, MA 02038 and Newton, MA Kevin L. Nulton, as both a Certified Financial Planner™ professional and an attorney, provides a unique blend of independent financial, legal and tax expertise to address the various financial planning issues faced by our clients. www.TitaniumAdvisors.com
MICHIGAN
Ann Arbor MI Wealth Manager - CFP Financial Planning Vintage Financial Services offers comprehensive financial planning, investment management and income tax preparation services to individuals throughout the US. www.vintagefs.com
Y.D. Financial Services, Inc. Fee-only and NAPFA registered Certified Financial Planner ( CFP ), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee. http://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. http://www.thefeeonlyplanner.com
Fee-Only Financial Planning Investment Management Firm in Grand Rapids and Okemos, MI - 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
MINNESOTA
Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services. www.EppleFinancial.com
Fee-Only CFP CPA Indepdendent Financial Advisor in Minnesota - Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm. http://www.ColleenWeber.com
Fee-Only CFP® Financial Advisor Independent. 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 Financial Advisor CERTIFIED FINANCIAL PLANNER™ Retirement Planning - Hornquist Financial is a Fee Only Financial Planning Registered Investment Advisor Firm serving retirees and business owners in Minneapolis, Minnetonka, St. Louis Park, St. Paul, Edina, Minnesota. http://www.hornquist.com/
MISSISSIPPI
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/
NEVADA
Las Vegas Financial Advisor-CFP Retirement Planning Specialist Red Rock Private Wealth Consulting, LLC is a Las Vegas based Registered Investment Advisor Firm specializing in retirement planning for affluent retirees.www.redrockwealth.com
NEW HAMPSHIRE
Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire - Azimuth Financial Planning (AFP) provides 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. www.azimuthplanning.com
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 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. www.investwithpaul.com
NEW JERSEY
Key Financial Solutions is a Registered Investment Advisor & financial planning firm offering services by Roger Streit, Certified Financial Planner®. www.keyfeeonly.com
Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. 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. http://www.weingartenassociates.com/
Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor. We are a full service investment advisory firm providing portfolio management and financial planning services. http://www.KaplanFinancialAdvisors.com
NEW YORK
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. www.raymignone.com
Fee-Only Certified Financial Planner 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. http://www.ogorek.com
NORTH CAROLINA
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. http://www.lazarusfp.com/
Fee Only Investment Advisor - Certified Financial Planner - CPA - Retirement Planner in Raleigh, NC - Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clients in Raleigh, Durham, Research Triangle Park and nationwide. http://www.BeaconFinancialStrategies.com
OHIO
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. www.ritterdaniher.com
OREGON
Fee-Only CFP® Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Business Advice in Portland, ORLifestyle 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/
Passive Investment Management Advisor CFP® Portland 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. http://www.cascadewealth.com/
Portland, Oregon 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. www.cedaradvisors.com
Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional in Portland, OR and Santa Cruz, CA. 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. http://www.maascapital.com
Fee Only Financial Advisor in Beaverton, OR - Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax and investment management firm located near Portland, Oregon. http://pdxadvisors.com/
PENNSYLVANIA
CFP® - Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania - Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP® financial planning services and investment management in Newtown, PA. www.yardleywealth.net/
Fee-Only Financial Advisor, College Funding, Retirement and Investment Management in Suburban Philadelphia/Main Line in Pennsylvania - Amrein Financial is a suburban Philadelphia fee only independent financial advisor firm specializing in educational finance, retirement planning and money management on the Main Line. http://www.amreinfinancial.com/
TEXAS
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. www.poseycapital.com
Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ professional in Austin, TX - Vannoy Advisory Group is a Texas based Fee-Only retirement and wealth management firm. Vannoy Advisory Group, Inc. is a member of NAPFA and a CERTIFIED FINANCIAL PLANNER (TM) practitioner in Austin and Round Rock. http://www.austinfeeonlyfinancialplanner.com/
UTAH
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 who is dedicated to providing comprehensive financial planning and investment management to individuals individuals who are preparing for or experiencing a major life transition. www.utahfinancialadvisor.blogspot.com
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://www.networthadvice.com/
VIRGINIA
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
Chesapeake, VA Fee-Only Wealth Management and Financial Planning, Honeycutt Financial, LLC - Honeycutt Financial is a Fee Only comprehensive planning and investment management practice. Comprehensive planning explores goals related to all facets of your financial life and incorporates your values in compiling a workable plan for the long term. http://www.honeycuttfinancial.com
Fee-Only NAPFA Registered Financial 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. http://www.brownplanning.com/
WASHINGTON
Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning Redmond, Bellevue, Kirkland, WA 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. Our clients are nationwide 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. http://www.michaelpace.net
Arcadia Investment Advisors, LLC - Fee-Only Financial Advisor with offices in Portland, Oregon, Vancouver, Washington, and Boise, Idaho.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. www.arcadiaia.net
CERTIFIED FINANCIAL PLANNER Professional in Vancouver, WA & Portland, OR 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
Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ - CFP® Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington. www.commencefp.com
WISCONSIN
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