Fee-Only Advisors in the U.S.

Alabama

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, Baton Rouge and Birmingham as well. www.mypfa.com

Fee-Only Certified Financial Planner 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. www.longviewfa.com

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 (TM) Professionals in Birmingham, Hoover, Vestavia, AL

Fee-Only CERTIFIED FINANCIAL PLANNER (TM) McClain Lovejoy Financial Planning, LLC – McClain Lovejoy Financial Planning, LLC provides fee-only retirement planning, investment management, 401k and pension rollover management, and employer stock  management for boomer retirees and generation X pharmacists, nurse practitioners, and IT professionals. www.mcclainlovejoy.com

Alaska

Arizona

Fee-Only CFP CPA in Orland Park, IL, Scottsdale, AZ and Chandler, AZ.  Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services.  www.quinnfp.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. http://www.wealth-engineering.com

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. www.ogorek.com/custom_splash.asp

Fee Only Financial Advisor in Tucson, Arizona – retirement planning specialist – Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.

Fee Only CERTIFIED FINANCIAL PLANNER financial advisor in Phoenix, AZ Sensible Money’s advice is based on academic research, tax laws and old-fashioned number crunching. We show you the outcomes of decisions you can make, and help you make them in line with your values.

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor in Scottsdale, AZ
No one sets out on a trip by simply jumping into their car and driving down the road, hoping to end up at their desired destination. They plan the trip. They know where they want to go. They use a map to take the best route.

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale and Phoenix, Arizona – Craig Ritter, Certified Financial Planner™, of Continuum Wealth Management, provides investment management, retirement planning and financial planning to clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

Arkansas

California

Management, Investment Management, and Financial Planning for the Bay Area  Unbiased Financial Advice in Menlo Park, CA 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. http://www.feesonly.com/ http://richfp.blogspot.com/

Sierra Wealth Advisors – Fee-Only Certified Financial Planner and Independent Investment Advisor in Sacramento, CA Sierra Wealth Advisors is a fee-only wealth management firm serving business owners, nonprofit organizations, individuals, and families in the Sacramento Valley, Gold Country, and throughout California. We are dedicated to research-proven investment practices and the highest ethical standards.  www.sierrawealth.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

Fee Only Financial Planning – Roman Financial Advisors in San Diego CA. Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling. http://www.feeonlyadvisor.com

Independent, Fee-Only CERTIFIED Financial Planner in Portland, Oregon and Santa Cruz, California Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California. www.springwaterwealth.com

Independent, Fee-Only CERTIFIED Financial Planner in Portland, Oregon and Santa Cruz, California Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California. www.springwaterwealth.comThe Wealth Conservatory – Fee-only, Independent, NAPFA Registered, Certified Financial Planner  TM, (CFPR) wealth
management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH.  Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory’s team of Certified Financial Planner TM (CFPR) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire. www.wealthconservatory.com

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. http://www.tabr.net

Fee-Only CFP Investment Advisor for retirement money in San Diego County A Blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds. http://www.laidoffinsandiego.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. http://www.sandiegofeeonly.com

Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management. The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice. http://www.mayflowercapital.com

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. www.weydertwealth.com

San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only Independent Financial Advisor specializing in the financial issues facing women, their families, and their businesses.

El Dorado Hills, CA Fee Only CFP – Veripax Financial Management 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).

San Francisco CFP Fee-Only Financial Planner& Investment Advisor, Michelle Fait Michelle A Fait, founder ofSatori Financial LLC, is a fee-only CFP specializing in the financial,investment and tax planning needs of working professionals and single clients,particularly those beginning again after divorce. www.satorifin.com

Wealth Management in San Mateo, California – 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. http://goshofinancialgroup.com

Colorado

Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO. We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary — we do not sell products or collect commissions. www.strasbaughfinancial.com

Fee only Certified Financial Planner CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor. http://www.staibfinancialplanning.com/

Retirement Fee Only Financial Planning Advisor in Denver A fee-only financial planning and investment management firm, CFP, Certified Financial Planner, Fee-only financial planner, fee only financial planner, Fee-only, Financial Planning. http://www.salmiceli.com

Gold Medal Waters Fee Only Financial Advisor and CFP in Boulder and Denver Colorado – Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER ™ and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services. http://www.goldmedalwaters.com

Connecticut

Delaware

Florida

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

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. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm’s founder and president, Douglas P. Hanke, CFP & EA has more than 30 years experience and is a NAPFA-registered, independent financial planner. http://www.floridafinancialadvisors.com

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. http://orrgroup.com

Joseph Capital Management, LLC – Florida Fee-Only Financial Planner Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals. http://www.josephcapital.com

Georgia

Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA We are 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. www.minervaplanninggroup.com

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. http://www.thorntonwealth.com

Sanders Financial Management Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services. http://www.sandersfinancial.com

JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management – Jon Houk, a CERTIFIED FINANCIAL PLANNER professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for families in the Atlanta area that need an independent, holistic, and unbiased approach to achieving their most important financial goals. http://www.jphadvisory.com/

Hawaii

Idaho

Illinois

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. http://www.mentoradvisers.com

Fee-Only CFP Independent Financial Advisor in Chicago Long & Associates is a Fee-Only financial planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL. http://www.longfinancialplanning.com

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. http://www.bfponline.com

Fee-Only Financial Planning and Wealth Management in St. Charles, Geneva, and Batavia, IL Investment advisor Craig Larsen, CFP, is with AHC Advisors located in St. Charles, IL. AHC provides unbiased, objective, and independent Fee-Only financial planning and wealth management services. We serve clients in the Chicago suburbs and locally in Saint Charles, Geneva, Batavia, Naperville and Elgin. www.ahcadvisors.com/

Johnston Investment Counsel Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally.  JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities.  JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans

Quinn Financial Planning A financial planner who’s on your side…with customized one-on-one solutions.

Indiana

Iowa

Kansas

Kentucky

Louisiana

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, Baton Rouge and Birmingham as well. www.mypfa.com

Maine

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

Maryland

Massachusetts

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. www.advocatefinancialmanagement.com

Fee Only CFP Wealth Management Advisors from Tewksbury, Mass. Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. http://www.wmallc.com

Fisher Financial Strategies – Fee-only Financial Planner and Investment Adviser in Cambridge and Boston, MA Providing advice on investments, planning for college, retirement, taxes, and other aspects of personal financial planning. The Fisher Financial Strategies web site features links to resources including the FFS Blog, a financial planning web log. http://ffscambridge.com

Fee-only NAPFA CFP Financial Planner in Franklin, MA 02038 Titanium Advisors, LLC is a fee-only financial advisor providing a unique blend of tax, legal, and financial expertise to address the various financial planning concerns faced by our clients. www.TitaniumAdvisors.com

Michigan

A fee-only and NAPFA registered Certified Financial Planner ( CFP ), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee. Allow us to become your unbiased, trusted financial coordinator. Y.D. Financial Services, Inc.

Fee Only CFP Financial Advisor in Ann Arbor, Michigan.Vintage Financial is an independent fee only investment advisory firm offering financial planning and investment management. http://www.vintagefs.com

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. http://www.iam-financial.com

Independent Wealth Management LLC – Fee-Only Certified Financial Planners We are committed to developing conservative wealth management strategies customized to meet your needs. You’ll work with an experienced team that’s focused on your unique situation. Located in Traverse City, Michigan. http://www.iwmusa.com

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning. www.thefeeonlyplanner.com

Fee Only Financial Advisor – Pathway Financial Planning. We are an independent, fee only, fiduciary wealth management firm providing investment management, retirement planning, college planning, and financial planning services to clients in Novi and Northville, Michigan and nationwide. Gain total control of you money and build wealth smarter by making the right choices today.

Minnesota

Independent Fee-Only Financial Advisor CERTIFIED FINANCIAL PLANNER Investment Advisor based in Mendota Heights, Minnesota 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. http://www.clerestoryadvisors.com

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. http://www.ColleenWeber.com

Minnesota Fee Only Financial Planning – Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Minnesota.  They work with individuals and families to make sure they are on track to achieve all of their financial goals. http://phillipjamesfinancial.com/

http://www.phillipchristenson.net/ Phillip Christenson is a Plymouth, MN financial advisor. He provides fee-only financial planning services to the state of Minnesota. His services include, wealth management, investment management, financial planning, and tax preparation. He is a fiduciary, which means he will always act in your best interest as the client. Reach out to schedule a meeting.

Mississippi

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

Missouri

The Wealth Conservatory – Fee-only, Independent, NAPFA Registered, Certified Financial Planner  TM, (CFPR) wealth
management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH.  Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory’s team of Certified Financial Planner TM (CFPR) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire. www.wealthconservatory.com

Montana

Nebraska

Nevada

Las Vegas CFP financial advisor retirement architects – retirement architects is a Las Vegas based independent fee-only financial advisor firm specializing in retirement planning for individuals and 401k retirement plans for small to medium sized businesses.

Fee-Only CERTIFIED FINANCIAL PLANNER certificant and Registered Investment 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

Financial Advisor & Independent Fee Only CERTIFIED FINANCIAL PLANNER ( CFP ) in Las Vegas, NV. Red Rock Private Wealth Consulting is a Las Vegas Based Fee Only Independent CERTIFIED FINANCIAL PLANNER & Wealth Management Firm in Las Vegas, NV. http://www.redrockwealth.com

Investment Plans – Investment Review Services – Investment Plan is an online investment review, investment plan design, and
investment advice service where we create custom mutual fund and ETF investment portfolios for a flat fee only. www.investmentplan.com

New Hampshire

Solari Financial Planning, LLC – Independent & Transparent Financial Guidance – We provide hourly-as needed advice that is customized to fit your life. We believe that trust starts with transparency and that is why we provide Fee-Only financial guidance from all walks of life. www.solarifinancial.com/

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

The Wealth Conservatory – Fee-only, Independent, NAPFA Registered, Certified Financial Planner  TM, (CFPR) wealth
management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH.  Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory’s team of Certified Financial Planner TM (CFPR) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire. www.wealthconservatory.com

New Jersey

An independent, Fee-Only Certified Financial Planner in Roseland, New Jersey Founder of Key Financial Solutions, Roger Streit, Certified Financial Planner offers investment management and financial planning services to residents of New Jersey and New York. www.keyfeeonly.com

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.  http://www.weingartenassociates.com/

Jersey Shore Financial Advisors, LLC specializes in integrated financial planning and investment supervision for professionals contemplating retirement within the next 10 years.

Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994.  Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls.

Protecting your family’s wealth from predators, creditors and Senators since 1994.”SM

www.jerseyshorefa.com

Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC

New Mexico

New York

Landmark Wealth Management, LLC is an independent firm, registered with NAPFA as a Fee Only financial advisor, with an office in Melville on Long Island, and in Brooklyn, New York.  The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.  The firm’s principals are JOSEPH M. FAVORITO, CFP®, CHRISTOPHER N. CONGEMA, CFP® and BRIAN R. COHEN.

Fee Only independent registered investment advisor in Little Neck Queens and Long Island New York Ray Mignone & Co., Inc.  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.

New York Fee-Only CFP Independent Financial Advisor in Williamsville Ogorek Wealth Management LLC is a fee-only retirement planning and wealth management firm with Certified Financial Planner professionals in Buffalo, NY. www.thefeeonlyplanner.com

Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. .  Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them.  www.leemgt.com

Manhattan – New York based financial planning and investment management firm Altfest Personal Wealth Management works with high net worth individuals, including dentists, doctors, retirees, widows and divorced persons to help them develop a plan designed to achieve their personal financial goals. www.altfest.com

North Carolina

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered Alpha Financial Advisors is a fee-only financial planning and investment advisoryfirm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planningservices that will help you achieve your goals. http://www.alphafa.com

Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina – Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide. http://www.lazarusfp.com

Fee Only Investment Advisor Certified Financial Planner CPA Retirement Planner in Raleigh, NC Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and introductory wealth management engagements to clients in Raleigh, Durham, Cary, Chapel Hill, Research Triangle Park, NC and nationwide. www.BeaconFinancialStrategies.com

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.

North Dakota

Ohio

Fee Only Financial Advisor CERTIFIED FINANCIAL PLANNER Investment Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a wealth management firm, offering comprehensive financial planning, investment management, and retirement planning on a fee only basis to clients in Cincinnati and nationwide. www.ritterdaniher.com

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. http://www.savvyoutcomes.com

Ohio, North Canton. Ohio Fee Only Financial Planning. Canton Financial Advisor. Storey &Associates is a fee-only, comprehensive financial planning firm with over 25 years of experience. We provide financial planning and investment management solutions to individuals and families, designed to help them achieve their short-term and long-term goals and objectives. http://www.storeycapital.com

Total Wealth Planning, LLC is a registered investment advisor firm located in Cincinnati, Ohio. Since 1989, Total Wealth Planning has provided objective guidance to clients on their financial concerns, and provided solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.  www.twpteam.com

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.

Oklahoma

Fee Only Holistic Financial Planning in Tulsa and Broken Arrow, Oklahoma

Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CERTIFIED FINANCIAL PLANNER Professional and IRS Enrolled Agent, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Coweta, Catoosa, Jenks, Muskogee and Oklahoma City.

Oregon

CERTIFIED FINANCIAL PLANNER Fee-Only Comprehensive Financial Planning, Asset Management, and Retirement Planning 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. http://www.lfpadvisors.com/

Independent, Fee-Only CERTIFIED Financial Planner in Portland, Oregon and Santa Cruz, California Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California. www.springwaterwealth.com

Portland Fee-Only Financial Planning and Investment Management If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon. http://www.cedaradvisors.com

Portland Fixed Income Specialists – Fee only fixed income bond specialists in Beaverton, Oregon.  We can design portfolios of high quality individual bonds and CD’s that provide you with a consistent cash flow while preserving your principal.

Pennsylvania

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.

Rhode Island

South Carolina

South Dakota

Tennessee

A fee-only and NAPFA registered Certified Financial Planner ( CFP ), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee. Allow us to become your unbiased, trusted financial coordinator. Y.D. Financial Services, Inc.

John Smartt, Jr., Financial Counseling & Administration is a fee-only financial planning and investment management firm offering continuing and one-time investment management advice to clients in East Tennessee and nationwide.  John’s expertise with Vanguard–the lowest cost ETF and mutual fund company–has been accumulated over more than 20 years of satisfying clients. www.johnsmarttcpa.com

Texas

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. Please explore our Web site at: www.poseycapital.com.

Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen. http://www.ffplan.com

Fee-Only CERTIFIED FINANCIAL PLANNER and Registered Investment Advisor in Austin and RoundRock Vannoy Advisory Group is a Fee-Only retirement and investment management firm. We are a member of NAPFA with CERTIFIED FINANCIAL PLANNER (TM) certification in Austin,, and Round Rock that specializein comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management. http://www.vannoyadvisorygroup.com/

Austin Fee Only Financial Planner – Advisor – We offer personalized financial planning and ongoing asset management.   There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.

Odyssey Wealth Management, a Fee Only NAPFA CFP/CPA Financial Advisor – Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).

Financial Planning and Investment Management for Passionate Travelers – Our clients are avid travelers who spend extended periods away from home on vacation, work, or both. They desire help with their financial matters to balance the need for current travel and future goals. From cash flow management and investments to saving and estate planning, WildBlue is here to be our client’s trusted partner at home.

Utah

Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah  Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah. http://networthadvice.com

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. http://www.utahfinancialadvisor.blogspot.com

Vermont

Virginia

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. http://www.summitfinancialplanning.com

Honeycutt Financial LLC, Chesapeake, VA CFP Financial Advisor 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.

Fee-Only CFP Financial Planning Alexandria, VA Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition.

Washington

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. www.michaelpace.net

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. http://www.sherwood-investments.com

Seattle, Washington — King County, Eastside. Fee-Only Financial Planner & Investment Advisor for Redmond, Bellevue, Kirkland, Woodinville, Bothell and Eastside, Washington Sherwood Investment Services has 25+ years experience providing completely independent financial planning and investment management. They specialize in helping clients of all ages reach their financial goals on a fee-only basis (no commissions). Their clients are nationwide. http://www.sherwood-investments.com

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington. www.commencefp.com

Vancouver, Washington CERTIFIED FINANCIAL PLANNER 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

Fort Vancouver Investment Management – Independent, Fee-Only, NAPFA Registered Financial Advisor in Vancouver, Washington – Fort Vancouver Investment Management, LLC is an independent, fee-only Registered Investment Advisor located just across the Columbia River from Portland, Oregon on historic Officers Row in Vancouver, Washington. Fort Vancouver Investment Management provides objective financial planning and investment management services. www.fortvancouverim.com

West Virginia

Wisconsin

Retirement Planning Solutions – Bill McDonald, Fee-Only Financial Planner in Madison, WI 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 Funds). http://www.retirementplanningsolutions.us

Shakespeare Wealth Management, Inc. – Planning for Life. That’s our tagline and our mission. It’s about planning our clients’ entire life, and their families’ best life, through smart, comprehensive financial advice. We’re the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more.  We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know that we keep their best interests first.

Serenity Financial Consulting, LLC Milwaukee WI – Serenity Financial Consulting provides fee-only, hourly financial planning and investment management services in Shorewood, WI.

Wyoming