image
 
 

Financial Links


Alabama

Fee-Only Certified Financial Planner® in Huntsville, Alabama
West Financial Consulting, Inc., a firm located in Huntsville, Alabama, has a team of Certified Financial Planners™ that specializes in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.
www.thewestway.com
 

Alaska

Arizona

Certified Financial Planner TM Independent Investment Advisor in Scottsdale and Glendale, Arizona
Wealth Engineering is an independent, fee only, registered investment advisor firm. We provide customized investment management, retirement planning and financial planning. We serve the valley, working with clients in Glendale, Phoenix, Mesa, Chandler, and Scottsdale, Arizona
www.wealth-engineering.com

Arkansas

California

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.
www.curtisfinancialplanning.com

San Diego County Fee Only Financial Advisor
Charles Stanley CFP (R), ChFC, AIF (R) provides fee only estate planning and wealth management to high net worth families.
www.charleslstanley.com

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.
www.feeonlyadvisor.com

Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Orange County, California
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.
www.tabr.net

San Diego Fee Only Financial 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

Capital Markets U.com
Investor Education for Main Street America
www.capitalmarketsu.com

Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNER (TM) professional in Portland, Oregon and Santa Cruz, California
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
www.MaasCapital.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 manangement to help families better manage their current and future wealth since 1974.
www.bfadvisers.com

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
www.feesonly.com

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
http://richfp.blogspot.com

Colorado

Feeonly financial advisor CFP providing investment asset management and personal financial planning services in Higlands 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.
www.staibfinancialplanning.com

Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Durango, Colorado
Comprehensive Financial, Inc. is a comprehensive Fee-Only planning and investment advisory firm serving clients from Durango, Colorado. Specialty areas include: Retirement Planning, Investment Management, Tax Planning, and College Funding.
www.compfinancial.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. Thanks for your consideration. If you have questions, call Richard at 719-265-4600
www.strasbaughfinancial.com

Connecticut

Delaware

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, 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.
www.floridafinancialadvisors.com

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.
www.lifeplanningpartners.com

Fee-Only, CERTIFIED FINANCIAL PLANNER (tm) a 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 (TM) focusing on retirement Planning and Investment Advisory Services with offices located in Salem, NH, and Bonita Springs, Florida. Bostonn Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience
www.investwithpaul.com

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.
www.josephcapital.com

Georgia

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.
www.minervaplanninggroup.com

Sanders Financial Management in Norcross, Georgia
Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services.
www.SandersFinancial.com

Hawaii

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.
www.pathfinderfs.com

Idaho

Illinois

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.
www.longfinancialplanning.com

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.
www.bfponline.com

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
www.mentoradvisers.com

Indiana

Iowa

Kansas

Kentucky

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 Tuscaloosa, 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.
www.mypfa.com

Maine

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 planning, estate planning, and money management serving individuals across the state of Maine.
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

Maryland

Massachusetts

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.
www.wmallc.com

Fee-Only Certified Financial Planner (TM) Professional and Investment Advisor in Boston and Cambridge, Massachusetts
Fisher FinancialStrategies is a Registered Investment Adviser firm providing advice on tax planning, retirement planning, investments, college planning, stock options, and other financial concerns on a fee-only, hourly, as needed basis. The web site features an informative financial planning web log. The FFS Blog.
www.FFSCambridge.com

Fee-Only CFP (R) CPA Independent Financial Advisor Massachusetts
Advocate Financial Management Registered Investment Advisory Firm located in Greater Boston. Timothy J Haley Certified Financial Planner (TM) certificant fee only retirement planning eldercare planning legacy and life planning investment management Dimensional Fund Advisers DFA serving Arlington Belmont Cambridge Lexington Winchester MA
www.advocatefinancialmanagement.com

Massachusetts Greater Boston Daily Money Management Firm
Organize and manage personal finances Quickbooks bookkeeping document management financial statements monthly bill paying tax payments serving elderly and senior market estate planning legacy CFP (R) certificant CPA Certified Public Accountant serving Arlington Belmont Cambridge Lexington Winchester MA AADMM
www.eldermoneycare.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.
www.iam-financial.com

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.
www.vintagefs.com

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Mangager 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.
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.
www.ColleenWeber.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 and investments.
www.EppleFinancial.com

Independent Fee-Only Financial Advisor - CERTIFIED FINANCIAL PLANNER - Investment Advisor based in Mendota Heights, Minnesota
Clerestory Advisors, Inc. is an 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.
www.ClerestoryAdvisors.com

Mississippi

NAPFA, Fee-Only Fiduciary, Certified Financial Planner (TM), Independent financial advisor in Jackson, Mississippi
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified financial Planner (TM) 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

Missouri

Montana

Nebraska

Nevada

Financial Advisor & Independent Fee Only CERTIFIED FINANCIAL PLANNER (CFP) in Las Vegas, NV
Red Rock Wealth Management is a Las Vegas Based Fee Only Independent CERTIFIED FINANCIAL PLANNER & Wealth Management Firm in Las Vegas, NV.
www.RedRockWealth.com
 

New Hampshire

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.
www.azimuthplanning.com
 

New Jersey

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
www.kaplanfinancialadvisors.com
 

New Mexico

New York

Fee Only independent registered investment advisor in Little Neck Queens and Long Island New York
Ray Mignone & Co., Inc. 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

North Carolina

North Dakota

Ohio

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.
www.savvyoutcomes.com
 

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 Cincinatti and nationwide.
www.ritterdaniher.com

Oklahoma

Oregon

Oregon Fee Only Financial Advisor Certified Financial Planner
Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon.
www.pdxadvisors.com

Fee-Only CFP ® Retirement Planning in Portland, Oregon
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon.
www.cedaradvisors.com

Fee-Only CFP ® Personal Financial Planning, Retirement savings, Investments, Asset Management, and Business Advice 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 businesses
www.lfpadvisors.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 (R) financial planning services and investment management in Newtown, PA.
www.yardleywealth.net

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.
www.allbondportfolios.com

Rhode Island

South Carolina

South Dakota

Tennessee

A fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER(tm) CFP (R), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee
Allow us to become your unbiased, trusted financial coordinator and fiduciary in Michigan or Tennessee. Y.D. Financial Services, Inc.
www.ydfs.com

Texas

Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor
Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen).
www.ffplan.com

Life Strategies Financial Planning
Fee-only comprehensive financial planning and asset management. Life Strategies manages money based on life events, not market events. Featuring DFA (Dimensional Fund Advisers), and other no-load funds
www.caringfinancial.com

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 manangement, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge. Please explore our Web site at
www.poseycapital.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 wealth management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
www.utahfinancialadvisor.blogspot.com
 

Independent CFP (R) and Fee-Only Finacial 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.
www.networthadvice.com

Vermont

Virginia

Fee-Only NAPFA Registered 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.
www.brownplanning.com
 

Washington

Michael Pace, Independent Fee-Only CFP (R) Financial Advisor in Seattle
Michael Pace, CFP (R) offers fee-only retirement and financial planning services and investment management services to individual clients and families in Seattle, Washington.
www.MichaelPace.net
 

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.
www.pathfinderfa.com

Seattle Washington Eastside Fee-Only Investment Management & Financial Planning
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

West Virginia

Wisconsin

Retirement Planning Solutions - 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. We are an Independent Fee-Only Firm featuring DFA (Dimensional Funds).
www.retirementplanningsolutions.us
 

Wyoming

Financial Tools

Mortgage Calculator Savings Calculator Retirement Calculator Investment Calculator
ProCalcs is your calculator for personal financial planning, home loans & mortgage refinancing, retirement planning, investment & savings.
www.procalcs.com
 

Home Loan - Mortgage

Best Mortgage Home Loan Rate Quote Online - Compare Mortgage Rates & Quotes
Anonymously shop and compare the best real time mortgage, home loan, and refinance rates and quotes online from hundreds of competing lenders. You'll get the best mortgage home loan rate GUARANTEED!
www.loanexa.com
 

Blogs

Fee-Only Financial Planning Blog from Las Vegas Nevada
Get Investment Management, Rollover Advice, from a Fee-Only Financial Planner in Las Vegas, NV
www.commissionfreehelp.com
 

Fee-Only Financial Planning Blog highlighting the errors of commissioned financial advice
Why does it matter how you compensate your financial advisor? Read stories and find alternative solutions to commissioned advice.
www.commissionskill.com
 

 

 


How you work with and compensate your financial advisor matters to your success.







 
Disclaimer
Financial Links