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Fee-Only Financial Planning firms

We work with other professionals to develop your financial plan and manage your investments to best fit your objectives.  Regardless of where you live, we can work with you using our advanced technology and paperless system.  Our clients reside in various states throughout the U.S.

If you prefer a more local fee-only investment advisor, the following financial advisors are members of the National Association of Personal Financial Advisors (NAPFA).
Alabama ARIZONA CALIFORNIA COLORADO FLORIDA GEORGIA ILLINOIS LOUISIANA
  • Fee-Only CFP Financial Planner and Financial Advisor serving New Orleans, Metairie, Baton Rouge
    Ferro Financial 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 financial planning, and investment advisory services.
     
  • Personal Financial Advisors
    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.
     
MAINE MICHIGAN MINNESOTA MISSISSIPPI NEVADA NEW HAMPSHIRE NEW JERSEY NEW YORK NORTH CAROLINA OREGON PENNSYLVANIA
  • Addis & Hill Financial Advisors
    In 2000, after an eleven year career with a large financial services institution, our co-founder, Chip Addis, decided it was time to operate differently - reflecting more of his core values and beliefs. Together with Justin Hill they formed a company that revolves around their personal values, unique abilities, talents, and they developed an authentic culture that thrives more today than ever.
     
TENNESSEE
  • Y.D. Financial Services, Inc.
    A fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee. Allow us to become your unbiased, trusted financial coordinator.
     
UTAH VIRGINIA
  • Independent CFP and Fee-Only 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.
  • Marotta Wealth Management, Inc.
    Marotta Wealth Management, Inc. is an independent, comprehensive wealth management firm offering a complete range of investment management and financial planning services.
     
WASHINGTON
DISCLOSURE:
At certain places on this Milestones Financial Planning Internet site, live "links" to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Milestones Financial Planning. Milestones Financial Planning does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Milestones Financial Planning.
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P: 270-247-0555 | F: 270-247-2080 | advisor@milestonesfp.com |
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