Fee-Only Financial Planning firms |
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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.
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Alabama - 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 PLANNER™ professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.
- 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™ Professionals in Birmingham, Hoover, Vestavia, AL.
ARIZONA - 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.
- CFP Financial Services from Tucson, Arizona
CFP Financial Services from Tucson, Arizona is a Fee Only Certified Financial Planner that specializes in financial services, asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and 401k. CALIFORNIA - Los Altos NAPFA-registered fee-only investment advisory and financial planning firm
Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice.
- Orange County, CA Fee Only CERTIFIED FINANCIAL PLANNER (TM), CFP, Independent Financial Advisor
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.
- 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.
- San Diego CA Fee Only Financial Planning - Roman Financial Advisors
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.
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 - Saint Paul, Minneapolis Financial Advisors - Independent - Fee Only CFP
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.
- Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota
Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.
MISSISSIPPI NEVADA NEW HAMPSHIRE - Fee-Only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Sprints, FL
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, Woburn, MA, Guilford, CT and Bonita Springs, FL. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience.
NEW JERSEY NEW YORK - 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.
- Ray Mignone & Co., Inc. 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.
- 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.
NORTH CAROLINA OREGON - Portland, Oregon and Santa Cruz, California Independent Financial Advisor
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 panning and investment management advice, designed to help them achieve financial success and realize their aspirations.
- Fee-Only CERTIFIED FINANCIAL PLANNER Retirement Planning in Beaverton, Oregon
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon.
- Portland Financial Advisors, NAPFA Fee-Only Financial Planners
Portland Financial Advisors is a comprehensive fee-only financial planning, tax, and investment management firm located in Beaverton, 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
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