Links

FPA Financial Planning AssociationThe Financial Planning Association, Dallas / Ft. Worth Chapter Certified Financial PlannerCertified Financial Planner Established by the CFP Board in 1990, the CFP Board is an international forum for financial planning organizations seeking to advance the profession of personal financial planning worldwide.
NAPFA
Napfa.org has information on Fee-Only Advisors, including a guide to finding a Financial Planner.
BankrateBankrate Bankrate.com, an online publication, provides online consumers with financial data, research and editorial information on non-investment financial products.
Social Security OnlineSocial Security Admistration Social Security Admistration online contains forms and benefits statements. http://www.advisorsquare.com/advisors/nfplife/Finaid.gif FinAid FinAid was established in the fall of 1994 as a public service. This award-winning site has grown into the most comprehensive annotated collection of information about student financial aid on the web.
Saving For College
Savingforcollege.com
Information about 529 plans and financial aid.
My Stock Optionsmystockoptions.com An educational Web site containing information about options, ESPPs and SARs.

MEDICAL HELP

Mesothelioma.com features extensive financial consulting, clinical trial, and mesothelioma attorney resources for those who have been diagnosed with mesothelioma.

Healthlinks Directory: Links to medical resources for professionals and consumers.

Strategicfp.com is a…

INCOME TAX HELP

Need help with tax preparation and IRS representation? Chartered Financial Strategies LLC of Plano, Texas, provides tax planning, preparation and can represent you in IRS audits.

FEE-ONLY FINANCIAL ADVISORS NATIONWIDE

Arizona

Fee Only Financial Advisor in Scottsdale – Wealth Engineering
Wealth Engineering, is a Registered Investment Advisor located in Scottsdale, Arizona with a satellite office in Glendale, Arizona.   Wealth Engineering, was founded by Dave Fernandez, CFP®, a Phoenix native.  We provide fee-only financial planning and investment management services.

Social Responsible Investing Fee Only Financial Planner in Tucson, AZ
Financial Services in Tucson, AZ include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.

Fee Only CFP 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.

California

San Francisco CFP Fee-Only Financial Planner & Investment Advisor, Michelle Fait
Michelle A Fait, founder of Satori Financial LLC, is a fee-only CFP® specializing in the financial, investment and tax planning needs of working professionals and single clients, particularly those beginning again after divorce.

Independent Fee Only Advisors – San Diego CERTIFIED FINANCIAL PLANNER™ practitioners
The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a wide range of clients.

Wealth Coach and Fee-Only CFP® in Mountain View CA
Build Wealth with an Online Financial Plan developed by a fee-only CFP® and Wealth Coach with over 25 years experience.

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.

Fee Only Financial Planners in Orange, CA – TABR
Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.

Fee Only Financial Planner for Doctors – Encino
ACap Asset Management is a Fee-Only boutique wealth management firm in Los Angeles, CA. We provide comprehensive, unbiased financial advice specifically tailored for healthcare professionals, including doctors, dentists, nurses, veterinarians, medical sales representatives, and anyone within the healthcare industry.

Invest With Steve
Stephen Reh a Fee-Only Financial Planner, CFP® CFA® Charterholder

Unbiased Financial Advice in Menlo Park, CA
Investor’s Capital Management, LLC (ICM), providing 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.

Wealth Management in San Mateo, CA
Gosho Financial Group has been helping Californian clients through fee-only Financial Planning, Wealth & Retirement Planning. Carol Gosho is a Certified Financial Planner (CFP) with the experience to achieve your financial goals.

Colorado

Fee Only CERTIFIED FINANCIAL PLANNER™ CFP® in Highlands Ranch,Denver,Littleton,Parker, 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.

Florida

Fee Only Investment Advisor, Financial Planner, Fiduciary in New York, Florida
Queens, Nassau, Long Island & Boynton Beach. Ray Mignone & Associates, Inc. works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management. CERTIFIED FINANCIAL PLANNER™ since 1989, member of NAPFA & FPA.

Georgia

CFP® Certified Financial Planners in Atlanta – Paramount Investment Advisors, Inc
Fee Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.

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.

Atlanta CFP® Fee Only Financial Planners
Resource Planning Group is an independent, fee-only fiduciary in Atlanta and St. Simons with a team of Certified Financial Planners (CFP®) who specialize in providing comprehensive financial planning advice to doctors, dentists, and corporate executives.

Atlanta Fee Only Financial Advisors
Minerva Planning Group. A wealth management firm whose CFP®’s are focused on providing retirement planning to couples.

Illinois

Johnston Investment Counsel
Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally. JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities. JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.

Independent Fee Only Financial Advisor in Chicago
We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.

Financial Planning Advisors in Elmhurst, IL
Mentor Capital has successfully managed client investments for more than 20 years. With more than $60 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.

Quinn Financial Planning, LLC
In short, you want someone who’s on your side. As founder of Quinn Financial Planning, LLC, I answer only to you – not brokers, dealers or mutual funds. I’m here to provide you with conflict-free financial solutions, specifically designed to your long-term strategy: saving for college, keeping your retirement secure, preserving your estate, or simply pursuing what you enjoy most in life.

Fee Only Financial Advisors in St. Charles
At AHC Advisors, Inc., we provide the unbiased, objective, and independent Fee-Only financial planning and investment advice that will help you achieve your goals. Our objective is to put you on a path toward financial security.  We aim to become a long-term partner with you, helping simplify your finances and giving you the freedom to focus on the things that are important to you.

Louisiana

Financial Planner in Lafayette Louisiana
Broussard Financial Group is a Fee-Only financial planning firm providing comprehensive fee-only financial planning services to business owners, pre-retirees, retirees and widows since 1982. Jerry Broussard is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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™, providing independent, comprehensive financial planning, and investment advisory services.

Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL
Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide. NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP® and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience.

Massachusetts

Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional – Boston and Cambridge, MA
Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts. The site includes The FFS Blog, an informative personal finance blog.

Maine

Portland Financial 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.

Michigan

Fee Only Wealth Management in Ann Arbor – Vintage
Vintage Financial Services of Ann Arbor, Michigan offers wealth management services including investment management, financial planning and tax preparation to clients throughout the US.

CFP® CPA Fee Only Financial Advisors in Detroit area
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.

IAM Finanacial
IAM Financial helps self employed  business owners and professionals, and frugal gen X, Y, and millenniums organize their finances so that they can retire on time. 

Minnesota

Independent Fee-Only Financial Advisors in Mendota Heights, St. Paul, Minneapolis, MN
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.

Independent Fee-Only Financial Planner in Plymouth and Maple Grove 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.

Fee Only Financial Advisor in Chanhassen, MN
Colleen Weber is a fee only financial planner in Minnesota.

Mississippi

Jackson Mississippi NAPFA Fee-Only Fiduciary and Certified Financial Planner 
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of CERTIFIED FINANCIAL PLANNER™ Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Nevada

CFP® Financial Advisors in Las Vegas – Finacuity
An investment management and financial planning firm providing hourly financial services, project based services, and retainer based financial services for individuals, as well as 401k plan fiduciary services for small to medium sized businesses on a fee only basis.

New Hampshire

Fee Only Financial Advisors in Portsmouth, NH
Azimuth Financial Planning (AFP) is an independent Fee-Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire. The firm’s name, Azimuth (az·i·muth), is based on the navigational term meaning the way, or compass bearing. This symbolizes what the firm does; simply stated, we help you find your financial bearing.

New Jersey

Jersey Shores Financial Advisors
Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994.  Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls.

Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC

Fee Only Financial Advisors in Woodbridge – PORTNOFF FINANCIAL LLC
An Independent Fee-for-Service Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent and professional financial advice.

Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ
Weingarten Associates LLC 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.

Financial Advisor NJ
Zynergy Retirement Planning is a trusted fee-only financial planner in Red Bank, NJ.

New York

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

Capital District, NY 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.

Altfest Personal Wealth Management
Altfest Personal Wealth Management is a fee-only wealth amangement firm in New York City that provides personali clients to help them meet their goals.

North Carolina

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.

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 introductory wealth management engagements to clients in Raleigh, Durham, Cary, Chapel Hill, Research Triangle Park, NC and nationwide.

Fee Only Financial Advisors – Clearview Wealth Management offers ongoing financial planning and investment management for clients in the Carolinas, as well as throughout the Southeast.  As our client’s fiduciary, we offer unbiased advice to the generations of our client families and become their financial partner to help them reach their long term goals.

Blue Water Portfolios – an Independent, Fee Only Financial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina
The CERTIFIED FINANCIAL PLANNER professionals of Blue Water Capital Management, LLC, a fee-only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment management.

Financial Symmetry
Financial Symmetry is an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis.

Ohio

Columbus Ohio Fee Only Financial Advisors 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.

Fee Only Investment Advisor – Fiduciary – CERTIFIED FINANCIAL PLANNER™ – NAPFA Member
Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive investment management, retirement planning, and financial planning services to clientele located in Cincinnati and nationwide. All advisors are members of NAPFA, the National Association of Personal Financial Advisors.

Canton Ohio Financial Advisor
JGR Financial Solutions provides fee only financial planning and investment management services. Justin Rush, a CFP® practitioner and member of NAPFA, serves young professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.

Cincinnati based Total Wealth Planning acts as a Fiduciary with an independent, fee-only wealth management approach to provide 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.

Legacy Financial Advisors, LLC
Legacy Financial Advisors, LLC is a fee-only financial planning and investment advisory firm that provides the planning and investment advice you need.

 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™ 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.

Pennsylvania

Yardley Wealth Management, LLC Independent Fee Only Financial Advisor
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP® services and investment management in Newtown, 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.

Tennessee

Fee Only Fiduciary Financial Advisor in Germantown, TN Cypress Wealth Management 
At Cypress Wealth Management, our goal is to help you discover your true wealth and live the life you love. With your best interest at the heart of every decision, we provide financial, retirement, and college planning along with investment management services.

Fee Only Financial Planners in Franklin, Tennessee
Y.D. Financial Services has been helping clients plan their financial future since 1980. It all began with tax compliance and planning services and has evolved to more comprehensive financial and investment planning.

Texas

Fee Only Financial Planner Advisor Austin
There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets. We offer personalized financial planning and ongoing asset management.

Fiduciary Fee Only Financial Advisor in Lubbock, TX 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.

Greater Dallas Area Christian Financial Planner
Frisco Financial Planning LLC is a financial planning firm and registered Investment Adviser located in Frisco, Texas. Offering objective financial planning and investment strategies on a fee-only basis from a Christian Worldview perspective. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Utah

CFP® Financial Advisor Independent Planner in Salt Lake City
Lon Jefferies is a financial advisor and CERTIFIED FINANCIAL PLANNER™ for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee only basis.

Virginia

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.

Washington

Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA
Sherwood Investment Services specializes in retirement planning and investment management.  We provide independent financial planning and fee-only investment management with no commissions.

Independent Fee-Only CFP Financial Advisor Michael Pace 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.

CERTIFIED FINANCIAL PLANNER™ 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.

Commencement Financial Planning, LLC
Commencement Financial Planning, LLC is an independent Fee-Only Registered Investment Advisor in Tacoma, Washington offering comprehensive financial planning services to individuals and families who wish to effectively manage their investment portfolio and other financial affairs.

Wisconsin

Financial Fiduciaries is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin.  Our mission is to zealously represent the interests of our clients in their financial dealings.  Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.

Fiduciary Fee-Only Financial Advisors Madison, Wisconsin Bill McDonald
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 sponsor of Dimensional Funds.

 

These web site links are listed as a convenience to our visitors. If you use these links, we take no responsibility and give no guarantees, warranties or representations, implied or otherwise, for the content or accuracy of these third-party sites. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner FPA Napfa Registered Financial Advisor Fee Only

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