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NAPFA Fee Only Financial Planners


The following is a list of other NAPFA member Fee-Only Financial Advisors around the country.

These web site links are listed as a convenience to our visitors.  If you use these links, we take no responsibility and give no guarantees, warranties or representations, implied or otherwise, for the content or accuracy of these third-party sites.

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 PlannerTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

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 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


San Diego Fee Only Advisor – Independent CERTIFIED FINANCIAL PLANNER™ practitioner – Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.

California Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor - Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.

San Francisco Bay Area based Fee-Only CFP specializing in the finances of women, their families and their businesses.  Services include comprehensive financial planning and investment management.
 
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.

Independent, Fee-Only CERTIFIED FINANCIAL PLANNER(TM) professional in Portland, Oregon and Silicon Valley, California
Jim Corbeau, MBA, CFP® is an independent, fee-only financial advisor and CERTIFIED FINANCIAL PLANNERTM professional with offices in Portland, Oregon and Santa Cruz, California.

Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area - Investor's Capital Management, LLC, offering 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.

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.

Business Coach and Financial Planner Monterey San Benito California
Fee-Only CFP Independent Financial Adviser in Central Coast California.  Mary Lacey Gibson is a Fee-Only retirement planning and wealth management consultant providing financial planning and business coaching in Monterey and San Benito Counties

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).

Oakland CA Financial Advisor - CFP Financial Planning for Savvy Women Curtis Financial Planning in Oakland CA provides Fee-only Financial Planning and Investment Management for savvy women, their families, and their businesses.

Fee-Only DFA Funds Financial Advisor and Wealth Management Firm in Orlando, FL - Welcome to ORRGROUP, where fee-only financial planning, education, and advice is always objective.  We are a DFA approved advisor.  Let Andrew Orr help you to prepare for your future.

Fee-Only Financial Planner in Jacksonville
We are a full service fee-only financial life planning firm providing comprehensive financial life planning and investment management services located in Jacksonville, Florida.

Joseph Capital Management, LLC - Fee-Only Financial Planner
Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida, with offices in Raleigh and Atlanta.

Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida -  Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc.

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.

Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA - Minerva Planning Group is a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.

Certified Financial Planner and Investment Advisor serving Honolulu, Hawaii (located in Kailua, Oahu) - Pathfinder Financial Services is dedicated to helping its clients achieve their most rewarding lives. As a fee-only financial planner and fiduciary, I deliver concierge-level service with deeper, more thorough expertise focused on your specific needs, helping you navigate the major transitions and challenges you face.

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.

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.

Pe
rsonal Financial Advisors - Wealth Management & Comprehensive Fee-Only Financial Planning in Covington, Louisiana
We believe that Fee-Only financial planning provides our clients with the best approach to comprehensive financial planning. We don't sell products or accept commissions, allowing us to provide financial advice in the best interests of our clients.

Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge - Ferro Financial, LLC 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 advice, and investment advisory services

Portland Financial Planning Group (Portland, ME) - Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

Maine fee-only CERTIFIED FINANCIAL PLANNER and investment management - Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine, Jeff Bogue, Certified Financial Planner, CFP, financial advisor.


Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA - Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP,  Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.

Fee-Only Financial Planner and Investment Adviser in Cambridge, Massachusetts - Fisher Financial Strategies is a Registered Investment Adviser firm providing advice on tax planning, investments, retirement, college planning, and other aspects of personal financial planning on a fee-only, as needed basis.  Its web site features an information financial planning web log, The FFS Blog.

Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL  - Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.

Greater Boston Fee-only Financial Planning Firm - Massachusetts based Advocate Financial Management Registered Investment Advisory Timothy J. Haley Certified Financial Planner retirement planning eldercare legacy life planning investment management fee only Dimensional Fund Advisers serving Belmont Arlington Lexington Cambridge Winchester MA CFP CPA DFA

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.

Vintage Financial Services, a Wealth Management firm based in Ann Arbor, Michigan offers fee only investment management, financial planning and tax preparation with a staff of Certified Financial Planners

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan -

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan


Independent Wealth Management LLC – Fee-Only Certified Financial Planners - IWM provides Fee-Only conservative Financial Planning and Wealth Management . Located in Traverse City, Michigan.

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.

Wayzata Minnesota Fee Only Certified Financial Planner and Investment Advisor - 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

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.

Fee Only Financial Advisor Minneapolis - Dana James Hornquist of Hornquist Financial is an independent Fee Only Financial Advisor and CERTIFIED FINANCIAL PLANNER based in Minneapolis. 


Fee-Only CFP CPA Independent Financial Advisor in Minnesota - Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota

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.

Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor in Las Vegas - Red Rock Private Wealth Consulting, LLC is a comprehensive Fee-Only retirement planning Registered Investment Advisor serving affluent clients in Las Vegas and Phoenix.

Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER ™  CFP Financial Advisor in Las Vegas, NV - Palermo Financial Group is a Las Vegas based Fee-Only retirement and wealth management firm.  We are a member of NAPFA and the Garrett Planning Network with CERTIFIED FINANCIAL PLANNER (TM) certification in Las Vegas, NV.

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire - Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.

Fee-Only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Springs, Florida - 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 and Bonita Springs, Florida.  Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience

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.

Fee Only CERTIFIED FINANCIAL PLANNER in Morristown, New Jersey – Noyes Capital Management, LLC is a independent financial planning and investment advisory firm providing, retirement planning, college planning and investment management services to clientele in northern New Jersey.

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.

An independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey - William B. Kelly is the founding principal of Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey. The firm specializes in providing financial planning services and investment advice to individuals and families, on a Fee-Only basis.

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.

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio - Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH

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.

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.

Fee-Only CFP® Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Business Advice in Portland, OR - Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management.  We provide services to individuals, couples, their families and their businesses.

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.  
Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNER professional in Portland, Oregon and Santa Cruz, California - 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 planning and investment management advice, designed to help them achieve financial success and realize their aspirations.

Fee Only Financial Planning Firm in Beaverton, Oregon – Portland Financial Advisors, Inc. is an independent financial planning and investment advisory firm providing comprehensive financial planning, retirement planning, and investment management services near Portland, Oregon.

Beaverton, Oregon CFP Fee Only Financial Advisor - Cedar Financial Advisors is a Fee-Only independent financial planning and investment management firm located near Portland, Oregon.

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....

CFP ® - Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania - Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA.

Fee-Only CFP in Texas - Strategic Financial Planning is an independent firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions through the use of life planning philosophies. Based in the Plano/Dallas area, SFP strives to allow you to devote more time and attention to what truly matters in your life, secure in the knowledge that your financial matters are addressed.


Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only NAPFA CFP Financial Planner & Investment Advisor - Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a Christian worldview.

Fee Only CERTIFIED FINANCIAL PLANNER in Austin, Texas - Life Strategies Financial Planning provides comprehensive financial planning and investment advisory services to individuals, families, businesses, and not-for-profit organizations.

Posey Capital Management is a fee-only investment advisor located in Houston, Texas.  The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis.  An initial consultation is free of charge. 

Life Strategies Financial Planning
Fee-only comprehensive financial planning and asset management. Life Strategies manages money based on life events, not market events. Featuring DFA (Dimensional Fund Advisers), and other no-load funds....

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.

Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.

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....

Seattle, Washington.  King County, Eastside.  Fee-Only Investment Advisor & Financial Planner for Redmond, Bellevue, Kirkland, Woodinville, Bothell and Eastside, Washington - Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning.  We manage investments and specialize in helping clients plan for retirement on a Fee-Only basis (no commissions).  Our clients are nationwide.


Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle - Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.

Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solutions - 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 Fund Advisors).

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...Objective, personal financial advice you can trust, at an afforable price...

Staib Financial Planning, LLC
Highlands Ranch
, CO  80126
Phone 303.346.5336    Fax 303.496.6663
PStaib@StaibFinancialPlanning.com
Serving Highlands Ranch, Lone Tree, Centennial, Littleton, Parker, Aurora, Denver and surrounding communities

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