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Financial Resources & Sites

Financial Planning is very personal and while we work with clients all over the country, you may prefer to work with someone who is local to you. In order to help you find the help you are seeking, we have complied the following list of financial planners from around the country. Because of our deep belief that financial advice should be given in your best interest, all of the advisors on this list are Fee-Only and hold themselves to the highest standards.

If we were looking to find an advisor, this list is where we would start. However, we do not necessarily endorse these third party sites or services, but simply provide them as a resource for you. As always, use your judgement and discretion when visiting these sites and when purchasing any product or services.

Find an Advisor - Independent Fee-Only Financial Advisor Firms

Alabama

Alaska

Arizona

Arkansas

California

Colorado

  • www.staibfinancialplanning.com
    Staib Financial Planning, LLC is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice in the Highlands Ranch, Centennial, Aurora, and Denver metropolitan areas.

Connecticut

Delaware

Florida

Georgia

Hawaii

Idaho

Illinois

  • Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC
    Quinn Financial Planning, LLC is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.
  • Johnston Investment Counsel
    With Caterpillar in our home town, JIC serves clients in Peoria and central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. Firm professional hold the following professional designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Maryland

Massachusetts

Michigan

Minnesota

Mississippi

Missouri

Montana

Nebraska

Nevada

New Hampshire

New Jersey

New Mexico

New York

North Carolina

  • Clearview Wealth Management
    Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients. Our team of CFP® certificants care for generations of families in an unbiased manner that helps them reach their financial goals. We believe proactive conversations can help to more effectively plan for and achieve client’s desired futures.

North Dakota

Ohio

  • Fee Only Financial Advisors in Columbus Ohio – 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. .

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

  • Fee-Only Certified Financial Planner, Frisco, TX
    Frisco Financial Planning LLC is a fee-only firm offering independent financial planning and estate planning services in the greater Dallas area. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Utah

Vermont

Virginia

Washington

West Virginia

Wisconsin

Wyoming