- 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.
- Veripax Financial Management – Fee-Only CFP, Financial Planning and Investment Management in El Dorado Hills, CA 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).
- 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.
- 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 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
- CERTIFIED FINANCIAL PLANNER™ Fee-Only Comprehensive Financial Planning, Asset Management, and Retirement Planning in Portland, OR Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and wealth management. We provide services to professionals, their families and their businesses.
- 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 Fee-Only CERTIFIED FINANCAL PLANNER™ Lake Oswego 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.
- Fee-Only CFP- Independent Financial Advisor in Chesapeake, VA 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.
- 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 Tucaloosa, 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.
- 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.
- Beaverton Oregon Fee-Only Financial Advisors Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon.
- 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.
- Seattle Eastside Fee-Only Investment Management & Financial Planning Sherwood Investment Services in Redmond, WA has 25+ years experience providing independent investment management and retirement planning. Clients are nationwide.
- 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.
- Independent Fee-Only Financial Planning Firm based in Mendota Heights, Minnesota Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families to help identify what is most important to them and develop a financial/investment plan to support these key goals/values.
- Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
- San Diego Fee-Only Advisor-Independent CERTIFIED FINANCIAL PLANNER near Tulsa, OK Fee-only financial planning firm owned by a CFP (Certified Financial Planner) offering tax planning, tax preparation, financial planning, estate planning, wealth management, retirement planning, investments and other financial services in Broken Arrow, OK and Tulsa, OK.
- 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.
- Key Financial Solutions, LLC We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York.
- 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.
- Bogue Asset Management LLC – Jeff Bogue – Independent Fee-Only CFP Financial Advisor in Maine Bogue Asset Management LLC is a fee-only financial planning and investment advisory firm located in Maine, specializing in comprehensive wealth management, retirement planning and investment management in Southern Maine.
- 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 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.
- 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 CERTIFIED FINANCIAL PLANNER(TM), 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. 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.
- 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.
- Long & Associates, LLC Independent Fee-Only Certified Financial Planner (CFP) and Advisor in Chicago, IL
- Fee-only financial advisor CFP providing investment asset management and personal financial planning services in Highlands 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.
- Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT 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 who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
- 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, 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).
- Independent Wealth Management LLC – Fee-Only Certified Financial Planners We are committed to developing conservative wealth management strategies customized to meet your needs. You’ll work with an experienced team that’s focused on your unique situation. Located in Traverse City, Michigan.
- 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.
- Minerva Planning Group – Fee-Only Financial Planner in Atlanta Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.
- 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.
- Fee-Only CERTIFIED FINANCAL PLANNER™ 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.
- 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).
- 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.
- The Advisory Firm of Katherine L. Brown, LLC Katherine Brown is a Fee-Only NAPFA Registered Advisor in Newport News, VA. She offers Fee-Only investment management and financial planning. Katherine has over 10 years of experience in finance and has attended both Stanford University and UCLA.
- Timberchase Financial, LLC Comprehensive Financial Planning & Investment Management.
- Yardley Wealth Management, LLC Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.
- 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.
- 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, Fern Alix LaRocca, with over 25 years experience.
- 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.
- 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.
- 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.
- Fee Only Certified Financial Planner in Tucson, Arizona CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, investment advice, 401k.
- Fee-Only CFP Independent Financial Advisor in Williamsville, Amherst, NY Ogorek Wealth Management LLC is a fee-only comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Buffalo, Western New York and nationwide.
- 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 The Wealth Conservatory is a team of independent fee-only Certified Financial PlannerTM professionals with offices in California, Missouri and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.
- 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 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.
- Select Documents, LLC provides document imaging services We scan documents into quality files so that they can be electronically stored and retrieved. Our daily capacity is 20,000 images. Documents are stored securely and returned along with high quality digital files to the customer.
- Fee-only Independent NAPFA Financial and Retirement Planner in Franklin, MA. Titanium Advisors, LLC is a fee-only financial and retirement planning firm providing a unique blend of unbiased expertise to address the needs of our clients.Retu
