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Financial LinksFee-Only Planners Las Vegas Financial Advisor-CFP Retirement Planning Specialist 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.www.curtisfinancialplanning.com Ann Arbor MI Wealth Manager - CFP Financial Planning San Diego CA Financial Planner - CFP Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only CFP Maine based CERTIFIED FINANCIAL PLANNER™ practitioner California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor Highlands Ranch, Colorado Fee Only CERTIFIED FINANCIAL PLANNER™ practitioner – Staib Financial Planning, LLC is a comprehensive fee-only financial planning and investment management firm located near Denver, Colorado – www.staibfinancialplanning.com 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 CERTIFIED FINANCIAL PLANNER™, 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. - www.tabr.net 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. - FFSCambridge.com Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah - 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 individuals who are preparing for or experiencing a major life transition. www.utahfinancialadvisor.blogspot.com 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. www.sandiegofeeonly.com Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire - Azimuth Financial Planning (AFP) provides 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. www.azimuthplanning.com Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL - Nevils Financial 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. www.nevilsfinancial.com/ 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® financial planning services and investment management in Newtown, PA. www.yardleywealth.net/ Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor in Boston Massachusetts - Wealth Management Advisors, LLC is a comprehensive Fee-Only financial planning practice and a Registered Investment Advisor serving affluent clients in the Boston North area of Massachusetts and in Southern New Hampshire www.wmallc.com/new/wmallc/default.asp Gold Medal Waters - Fee Only Financial Advisor and CFP in Boulder and Denver Colorado - Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER (tm) and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services. www.goldmedalwaters.com 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. www.wealth-engineering.com Minerva Planning Group Atlanta-based 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. www.minervaplanninggroup.com Key Financial Solutions is a Registered Investment Advisor & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York. www.keyfeeonly.com 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. www.berglandwealth.com/ Fee-Only CERTIFIED FINANCIAL PLANNER ™ CFP Financial Advisor in Las Vegas and Summerlin, 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 www.palermofinancialgroup.com 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. www.raymignone.com Huntsville, Alabama Certified Financial Planner® West Financial Consulting, Inc., a firm located in Huntsville, Alabama, has a team of Certified Financial Planners TM that specializes in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management. www.thewestway.com 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. www.ritterdaniher.com Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide www.Sherwood-Investments.com Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance. www.pfpg.com Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. 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. www.poseycapital.com 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. www.FerroFinancial.com 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. www.mypfa.com Capital Markets U.com Magazine 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. www.investwithpaul.com 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. www.bfadvisers.com Y.D. Financial Services, Inc. Fee-only and NAPFA registered Certified Financial Planner ( CFP ), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee. http://ydfs.com 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. http://www.michaelpace.net Fee-Only CFP® Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Business Advice in Portland, ORLifestyle 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. www.lfpadvisors.com/ 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 CFP® professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management. www.longviewfa.com Arcadia Investment Advisors, LLC - Fee-Only Financial Advisor with offices in Portland, Oregon, Vancouver, Washington, and Boise, Idaho.Arcadia Investment Advisors, LLC is an independent, fee-only investment advisory firm headquartered in Vancouver, Washington on historic Officers Row, with offices in Portland, Oregon and Boise, Idaho. Our mission is to provide investment management services of the highest quality by establishing personalized relationships based upon trust, integrity, knowledge, and communication so that our clients may successfully achieve their financial goals. www.arcadiaia.net this page last updated on 10/02/22 |
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