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Fee-only Advisors

Independent Financial Advisors in Las Vegas – Finacuity
An independent fee only fiduciary registered investment advisor firm providing financial planning and investment management services for those nearing retirement or currently retired.

 

Fee Only CFP Financial Advisor in Ann Arbor, Michigan…
Vintage Financial is an independent fee only investment advisory firm offering financial planning and investment management….

 

Fee Only CFP Financial Advisor in Hawaii… 
Pathfinder Financial Services, LLC, is a Limited Liability Company and organized in the State of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope…

 

Fee Only CFP Wealth Management Advisors from Tewksbury, Mass…. 
Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis…

 

Fee Only Financial Planning – Roman Financial Advisors in San Diego CA…
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling…

 

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…

 

Fee-Only CFP Independent Financial Advisor in Chicago… 
Long & Associates is a Fee-Only financial planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL…

 

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio…
Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH…

 

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…

 

Fee-Only CFP Investment Advisor for retirement money in San Diego County…
A Blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds…

 

Fee-Only Financial Advice and Investment Management in Highlands Ranch, CO…
Paul Staib is the founder of Staib Financial Planning, LLC (SFP), a Colorado based Registered Investment Advisor. SFP’s mission is simple: To help people achieve their financial goals by offering professional, independent, Fee-Only financial planning services, at a fair value…

 

Fee-Only Financial Planner in Boston and Cambridge, MA…
Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts…

 

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…

 

Fee-Only Financial Planning and Wealth Management in Atlanta, Georgia…
Thornton Wealth Management is a Fee-Only Financial Planning and Wealth Management firm in Atlanta, Georgia. We serve a select group of clients and take a comprehensive approach to wealth management…

 

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…

 

Joseph Capital Management, LLC – Florida Fee-Only Financial Planner…
Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals….

 

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…

 

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 wealth management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc…

 

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 PlannerTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

 

Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solution…
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)…

 

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire…
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…

 

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

 

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 (R) financial planning services and investment management in Newtown, PA.

 

Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL
Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm 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.

 

Fee-Only Financial Planner in Jacksonville
We are a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.

 

Gold Medal Waters Fee Only Financial Advisor and CFP in Boulder and Denver Colorado
Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER ™ and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services.

 

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.

 

Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA
We are a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.

 

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.

 

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.

 

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.

 

Portland Financial Planning Group (Portland, ME)
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

 

Fee Only CERTIFIED FINANCIAL PLANNER – Investment Advisor – Financial Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering investment management, retirement planning and financial planning to clients in Cincinnati and nationwide.

 

Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA
Sherwood Investment Services – over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis.

 

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.

 

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…

 

Capital Markets U.com Magazine
Investor Education for Main Street America

 

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.  Please explore our Web site at:

 

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.

 

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.

 

Investor’s Capital Management, LLC — Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
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.

 

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.

 

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.

 

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.

 

Honeycutt Financial, LLC
Chesapeake Va , FEE Only Wealth Management and Financial Planning, Honeycutt Financial, LLC

 

Mayflower Capital
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 Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered
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.

 

Independent Fee-Only CERTIFIED FINANCIAL PLANNER T practitioner in Austin and Round Rock
Vannoy Advisory Group located in Austin and is a Fee-Only retirement and wealth management firm that specializes in comprehensive fee-only financial planning with an emphasis on retirement planning.

 

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 families in the Atlanta area that need an independent, holistic, and unbiased approach to achieving their most important financial goals

 

The Wealth Conservatory – Fee-only, Independent, NAPFA Registered, Certified Financial PlannerTM, (CFP®) wealth management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH.
Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory’s team of Certified Financial Planner TM (CFP®) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire.

 

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 Certified Independent Financial Planner in Franklin, Massachusetts
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.

 

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.

 

Mentor Capital Management Inc.
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

 

Investment Plans – Investment Review Services
Investment Plan is an online investment review, investment plan design, and investment advice service where we create custom mutual fund and ETF investment portfolios for a flat fee only.

 

Financial Planning and Wealth Management, Fee-Only Financial Planning and Wealth Management in St. Charles, Geneva, and Batavia, IL
Investment advisor Craig Larsen, CFP®, is with AHC Advisors located in St. Charles, IL. AHC provides unbiased, objective, and independent Fee-Only financial planning and wealth management services. We serve clients in the Chicago suburbs and locally in Saint Charles, Geneva, Batavia, Naperville and Elgin.

 

Fee Only CFP Financial Advisor in Scottsdale and Phoenix, Arizona
Continuum Wealth Management provides investment management, retirement planning and financial planning. Craig Ritter, CFP® is a Fee Only Financial Advisor. We serve Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

 

Portland Fixed Income Specialists
Fee only financial advisor in Portland, Oregon. We design portfolios of high quality individual bonds and CDs for retirees and pre-retirees who are concerned about preserving their investment portfolio from the volatility of the stock market.

 

Tucson Financial Planner, CFP, Asset Management, Wealth Management, Invest, Financial Services
AIO Financial in Tucson, AZ provides financial services including: investment management, tax planning, retirement planning, insurance review and estate planning.

 

Shakespeare Wealth Management, Inc.
Planning for Life. That’s our tagline and our mission. It’s about planning our clients’ entire life, and their families’ best life, through smart, comprehensive financial advice. We’re the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know that we keep their best interests first.

 

Fee-Only CFP Financial National Harbor, MD
Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition

 

Odyssey Wealth Management, a Fee Only NAPFA CFP/CPA Financial Advisor
Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).

 

Serenity Financial Consulting, LLC Milwaukee WI
Serenity Financial Consulting provides fee-only, hourly financial planning and investment management services in Shorewood, WI.

 

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.

McClain Lovejoy Financial Planning, LLC
McClain Lovejoy Financial Planning, LLC provides fee-only retirement planning, investment management, 401k and pension rollover management, and employer stock management for boomer retirees and generation X pharmacists, nurse practitioners, and IT professionals.

 

Solari Financial Planning, LLC – Independent & Transparent Financial Guidance
We provide hourly-as needed advice that is customized to fit your life. We believe that trust starts with transparency and that is why we provide Fee-Only financial guidance from all walks of life.

 

Wealth Management Ann Arbor
White House Financial & Settlement Consulting is a financial planning, consulting and investment management firm consisting of Financial Advisors and Financial Planners in Ann Arbor and Chelsea, Mi.

 

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.

 

Investment Management and Financial Planning in Minnesota
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.

 

Socially Responsible Investing (SRI) Hub – ethical, green, sustainable, value, socially conscious, impact
Created to help make SRI easy for socially conscious investors.

 

Quinn Financial Planning LLC
Timothy Quinn, CFP®, the founder of Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.

 

Painesville Ohio and Lubbock Texas Fee-Only, Independent Wealth Manager and  Financial Advisor
Trinity Wealth Management is a Fee-Only investment advisor, financial planning and wealth management firm located in Ohio and Texas and serving clients nationwide and internationally. At TWM we help our clients to Plan for a Better Tomorrow!

 

Clearview Wealth Management
In-depth, ongoing Financial Planning and disciplined Investment Management by our experienced Financial Advisors makes Clearview Wealth Management the right choice for our clients.  We pledge to be fiduciaries for our clients, serving them as Fee-Only Advisors and partnering with them for their financial futures.  Our proactive approach allows conversations to occur which empower our clients to strive to live out their preferred futures.

 

Fee Only Financial Advisors in Columbus Ohio – rebel Financial
rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.

 

Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) on Long Island – Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York.  They provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.

 

CFP CPA Fee Only Financial Advisor Wealth Management Michigan
George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals. NAPFA member since 2001.

 

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

 

Reh Wealth Advisors LLC, A Fee Only Advisor serving the Claremont, Glendora, and La Verne areas
Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.

 

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.

 

New York City based independent financial planning and investment management firm – Altfest Personal Wealth Management prepares diversified portfolios of select individual stocks, mutual funds, bonds and private investments, custom tailored to your individual needs, objectives, and concerns.

 

Texas Best Financial Advisor and Planner We help clients to realize their life-long travel goals while also taking into account their need for long-term financial planning. WildBlue helps to balance a desire to travel today while never forgetting about retirement, insurance, investments, and other financial matters at home. We work with clients around the globe by harnessing technology so that they don’t have to be stressed about being thousands of miles away.

 

Phillip Christenson is a financial advisor in Plymouth, MN  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.

 

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.

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