NAPFA Links Fee Only Financial Planners in the US (NAPFA members)

ARIZONA

* Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Socially Responsible Investing in Tucson Arizona – AIO Financial in Tucson, AZ provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

* Asesoría en Finanzas, inversiones, acciones, bonos, retiro, jubilación – FinanzasAM es una compañía de asesoría en finanzas personales. Por medio de nuestro blog, videos y podcast compartimos información sin costo.

* Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale, Phoenix and Glendale, Arizona Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning with a fiduciary standard of care.  We serve the valley, working with clients in Glendale, Peoria, Phoenix, Mesa, Chandler and Scottsdale.

* Scottsdale and Phoenix Fee Only CFP Fiduciary Financial Advisors Continuum Wealth Management is a fee only fiduciary financial planning firm providing investment management, retirement planning and financial planning.

A Place for Mom a resource connecting seniors to assisted living in the Phoenix, Arizona area.

CALIFORNIA

* Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Socially Responsible Investing in Palm Springs, Ventura, Beverly Hills, CA – AIO Financial in Los Angeles, Ventura, and Palm Springs provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

* Impact Financial Planners – Los Angeles Fee Only Financial Advisors – is a fee only financial planning firm specializing in Sustainble, Responsible, Impact Investing.

* Fee Only Financial Planning – Roman Financial Advisors in San Diego CA – Roman Financial Advisors 619-669-1111 specializes in fee only financial planning including tax planning, risk management and investment counseling

* Independent Fee Only Advisors –CERTIFIED FINANCIAL PLANNER™ practitioners in San Diego – The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a wide range of clients.

* Orange County, CA Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor 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.

* Donna M. Phelan – A guide to help educate women with their finances by creating a Sisters Club with stackable income streams to empower retirement security. The site offers a free book chapter from Women, Money and Prosperity.

* Fee Only Financial Advisor in Los Angeles – Comprehensive wealth management specifically tailored for doctors, nurses, pharmacists, dentists, and other medical professionals.

* Reh Wealth Advisors LLC, A Fee Only Advisor serving  the Upland, Covina, and La Verne areas Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.

* Qubera Wealth Management is a fee-only Financial Planning and Investment Management firm in Los Angeles, California. Nirav Desai is the founder and financial planner helping physicians and digital media professionals plan for a better tomorrow.

COLORADO

* AIO Financial in Boulder, CO – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

* Fee Only Financial Planners in Highlands Ranch, Littleton, Denver and Aurora Colorado. At Staib Financial Planning our mission is to help our clients achieve their personal financial goals by providing them with objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.

FLORIDA

* AIO Financial in West Palm Beach, FL – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

Life Planning Partners, Inc. – A full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.

* Fee Only Investment Advisor, Financial Planner, Fiduciary in New York, Florida, Queens, Nassau, Long Island & Boynton Beach. Ray Mignone & Associates, Inc. works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management. Certified Financial Planner since 1989, member of NAPFA & FPA

GEORGIA

* JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management – Jon Houk, a Certified Financial Planner with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for families in the greater Atlanta area that need an independent, holistic, and unbiased approach to achieving their most important financial goals.

Paramount Investment Advisors, Inc.: Fee Only CERTIFIED FINANCIAL PLANNER that combines extensive knowledge of tax, estate, retirement, insurance, investment and wealth planning in Suwanee, Georgia. Paramount Investment Advisors, Inc is a comprehensive Fee Only financial planning Registered Investment Advisory Firm serving business owners and professionals throughout Metro Atlanta, Georgia.

Fee Only Financial Planners in Atlanta and Decatur – Minerva Planning Group. Our CFP® Practitioners offer comprehensive financial planning and wealth management with a particular focus on clients interested in retirement planning.

Atlanta Fee-Only Financial Planners. Resource Planning Group is an independent, fee-only fiduciary with office in Atlanta and St. Simons Island, Georgia.  Their team of Certified Financial Planner (CFP) advisors specialize in providing comprehensive financial planning advice to doctors, dentists, and corporate executives.

IDAHO

* AIO Financial in Boise, ID – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

ILLINOIS

* AIO Financial in Chicago, IL – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

* 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

* Johnston Investment Counsel : Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience. With Caterpillar in our home town, we serve client in Peoria, central Illinois, nationally, and internationally.

Fee Only Financial Planner in Orland Park, IL – A financial planner who’s on your side…with customized one-on-one solutions. Fee-only, not commission-driven: I receive no commissions, incentives, or other third-party compensation. I place your interests first.

Independent Fee Only Financial Advisor in Chicago. We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.

LOUISIANA

* Fee-Only CFP Financial Planner and Financial Advisor serving New Orleans, Metairie, Baton Rouge –Ferro Financial, LLC is an independent fee-only wealth management firm specializing in preparing individuals and families for retirement through a comprehensive approach which includes, investment advisory services, strategic financial planning, and tax services. Our philosophy integrates values centered in bringing financial peace to those seeking a secure and comfortable retirement. Our services are provided by a fee-only arrangement providing full disclosure and transparency to our clients.

* Lafayette Louisiana Financial Advisor – Broussard Financial Group is is an independent NAPFA registered Fee-Only financial planning and wealth management firm dedicated to providing personalized advice to pre-retirees, business owners and widows in and around the Acadiana area of Louisiana.

* Personal Financial Advisors, NAPFA, Fiduciary, fee-only planners in Covington, Louisiana Personal Financial Advisors, LLC is a comprehensive, fee-only financial planning firm based in Covington, LA offering retirement planning and wealth management.  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, Tuscaloosa and Birmingham, Alabama areas.

MAINE

* Portland Financial Planning Group, LLC – Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client’s financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

MASSACHUSETTS

* Fee Only Financial Advisor in Quechee, VT and Franklin, MA Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.

Fee-only Financial Planner serving Cambridge and Boston, MA:  Fisher Financial Strategies is a Personal Financial Planning firm in the Boston area offering independent financial advice to clients from all walks of life on a fee-only, hourly basis.

MICHIGAN

* CFP CPA Fee Only Financial Advisor Wealth Management Tax Expert Ann Arbor & Detroit area Michigan NAPFA – 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.

* 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.

Fee Only Wealth Management in Ann Arbor. Vintage Financial Services’ team of CFPs® offers wealth management services including investment management, financial planning and tax preparation services to clients throughout the US.

* Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Canton, Michigan and Brentwood, Tennessee YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.

MINNESOTA

* Investment Management in Plymouth, Minnesota – Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Twin Cities and surrounding Suburbs.  They work with individuals and families to make sure they are on track to achieve all of their financial goals.

* Independent Fee-Only Financial Advisors in Mendota Heights, St. Paul, Minneapolis, MN 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.

MISSISSIPPI

* Mississippi Fee-Only CERTIFIED FINANCIAL PLANNERTM – CFP® Certificant, Investment & Financial Advisor – Ridgeland, Madison, Jackson – Bergland Wealth Management is a Fee-Only, Fiduciary, Registered Investment Advisor Firm serving affluent clients in Ridgeland, Mississippi.

NEVADA

* AIO Financial in Las Vegas, NV – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

* Financial Advisors in Las Vegas – Finacuity. A financial planning and investment management firm in Las Vegas specializing in low cost fee-only investing and small business 401(k) plan management

NEW JERSEY

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

PORTNOFF FINANCIAL LLC is an independent Fee-for-Service Registered Investment Advisor with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice

* Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ  Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.

NEW MEXICO

* AIO Financial in Albuquerque, NM – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

NEW YORK

* AIO Financial in Rochester, NY – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. .  Lee Investment Management is an independent financial planning and wealth management firm dedicated to helping clients achieve their best lives.

Long Island Financial Advisor – Landmark Wealth Management, LLC is a Registered Investment Advisor firm and member of NAPFA as a Fee Only financial advisor, with an office in Melville and Brooklyn, New York.  They have CERTIFIED FINANCIAL PLANNERS™ (CFP®) to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.

NORTH CAROLINA

* AIO Financial in Charlotte, NC – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

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.

* 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.

CFP® Certificants and a NAPFA Registered Firm in Charlotte, NC, the Clearview Wealth Management team act as financial partners with our clients, providing unbiased Financial Planning and Investment Management to help ensure their families’ successful financial future

Blue Water Portfolios – Fee Only Financial Advisor serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh – Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm in North Carolina.  Our CERTIFIED FINANCIAL PLANNERTM professionals specialize in retirement planning, financial goal planning, and low cost investment management.

Financial Symmetry – Independent Financial Planning Firm serving Raleigh and Cary, NC – We are an independent, employee-owned financial advisory firm in the RDU Triangle area of North Carolina that provides financial services on a fee-only basis.

OHIO

* Fee Only Financial Planning and Investment Management Canton, Ohio. JGR Financial Solutions provides financial planning services to young professionals, executives, and educators. As Founder of JGR Financial Solutions, Justin Rush, CFP, serves clients across the country and throughout 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.

Cincinnati based Total Wealth Planning acts as a Fiduciary with an independent, fee-only wealth management approach to provide objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.

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.

OREGON

* AIO Financial in Portland, OR – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

* Portland Fixed Income Specialists – Fee only financial advisor in Portland, Oregon. We design fixed income portfolios to provide you with a consistent cash flow while preserving your principal.

Fee Only CERTIFIED FINANCIAL PLANNER Retirement Planning in Portland, Oregon Cedar Financial Advisors, LLC is a comprehensive Fee Only financial planning Registered Investment Advisor Firm serving retirement and professionals in Portland, Oregon.

* 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.

PENNSYLVANIA

* Fee-Only Financial Advisor and CFP(R) Professional in Newtown, PA – Michael J. Garry, CFP(R), JD/MBA, owner of Yardley Wealth Management, LLC, is an independent Financial Advisor who provides Fee-Only financial planning services and investment management in Newtown, PA.

* 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.

TENNESSEE

* Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Brentwood, Tennessee and Canton, Michigan YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.

TEXAS

* AIO Financial in El Paso, TX – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

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.

* Fee-Only Financial Advisor in Austin and Dallas, TX. Pioneer Wealth Management Group is an Austin based firm consisting of fee-only financial planners, providing our clients advice that is in the their best interest with no outside influences. We sell no products, receive no commissions, and we abide by a strict fiduciary code.

* Fee-Only CFP® Professional based in Lubbock and helping clients throughout Texas – Trinity Wealth Management is a fee only Registered Investment Advisor based in Lubbock, TX and helping clients statewide. Brent Dickerson CFP® is the owner and financial planner at TWM where he helps young and mid-career professionals to plan for a better tomorrow.

* Austin Financial Planner for generation x and y – Palermo Wealth Management helps generation x and y with investments, financial planning, stock option planning, and company benefits for retirement planning

UTAH

* AIO Financial in St George, UT – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

* 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.

* 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.

VIRGINIA

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.

WASHINGTON

* AIO Financial in Seattle, WA – Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Sustainable, Responsible, Impact Investing – AIO Financial provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

* Sherwood Investment Services – over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis.

* 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

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

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

WISCONSIN

* Fee Only Fiduciary Financial Advisor in Madison, WI Bill McDonald – Owner.  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.

* Financial Fiduciaries is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin.  Our mission is to zealously represent the interests of our clients in their financial dealings.  Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.

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