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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
- National Association of Personal Financial Advisors: The official website of the National Association of Personal Financial Advisors
- NAPFA find a financial advisor: National Association of Personal Financial Advisors links to Registered Financial Advisor websites
Alabama
Alaska
Arizona
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Tucson Fee Only Financial Planners - retirement planning specialist
Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
Arkansas
California
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San Diego, CA Fee Only Financial Planning and Investment Management
Blue Water Capital Management, LLC is an independent Fee-Only financial planning firm specializing in retirement planning and investment management in southern California. -
Certified Financial Planner in San Mateo, California - Gosho Financial Group
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
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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
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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
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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 Tuscaloosa, AL. NAPFA members Robert Reed, CFP ™, Joan Cox, CFP ™ and Lauren Lindsay, CFP ™ have over six decades of combined financial planning experience. We also serve clients on the Northshore, New Orleans, Baton Rouge, and Birmingham area
Maine
Maryland
Massachusetts
Michigan
- CFP CPA Fee Only Financial Advisor Wealth Management Michigan George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals. NAPFA member since 2001.
Minnesota
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Fee-Only Advisor in Minneapolis Minnesota - Phillip James Financial
We are an independent financial advice company working out of Maple Grove and Plymouth Minnesota. We serve the Minneapolis area with fee-only comprehensive planning and investment management services. Phillip Christenson is the owner and financial advisor.
Mississippi
- Fee-Only Financial Advisor in Ridgeland, Mississippi - Bergland Wealth Management is a Fee-Only, fiduciary, Registered Investment Advisory firm providing financial planning and investment management services.
Missouri
Montana
Nebraska
Nevada
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Fee Only Certified Financial Planner in Las Vegas
Finacuity. A fee only fiduciary wealth management firm specializing in financial planning and investment management for those near or in retirement.
New Hampshire
New Jersey
- Financial Planner NJ - Zynergy Retirement Planning is Red Bank’s trusted fee-only financial planner and retirement expert.
- Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore.
New Mexico
New York
- Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) on Long Island - Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York. They provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
North Carolina
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Charlotte NAPFA Registered Fee Only - Alpha Financial Advisors
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.
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Blue Water Portfolios – an Independent, Fee Only Financial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina
The CERTIFIED FINANCIAL PLANNERTM 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.
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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
- JGR Financial Solutions - Ohio Fee Only Financial Planning and Asset Management Justin Rush, a CFP practitioner and member of NAPFA, serves professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.
- 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. .
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Nationwide Fee Only Financial Planning based in Painesville, Ohio & Lubbock, TX
Brent Dickerson, CFP® EA, provides fiduciary wealth management and tax preparation services and advice to a range of clients throughout the country and internationally.
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
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Nationwide Fee Only Financial Planning based in Painesville, Ohio & Lubbock, TX
Brent Dickerson, CFP® EA, provides fiduciary wealth management and tax preparation services and advice to a range of clients throughout the country and internationally.
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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
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Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA
Sherwood Investment Services has helped families for 20 years reach their financial goals. They provide fee-only financial planning and investment management with no commissions. They specialize in retirement planning.
West Virginia
Wisconsin
- Fee Only Fiduciary Financial Advisor in Madison, WI – 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 provider of Dimensional Funds.
Wyoming