Resources
Washington State Department of Financial Institutions
Securities Division
PO Box 9033
Olympia, WA 98507-9033
877-746-4334
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Suite 500
Washington, DC 20005
800-487-1497
NAPFA - National Association of Personal Financial Advisors
3250 North Arlington Heights Road
Suite 109
Arlington Heights, IL 60004
1-800-366-2732
FPA - Financial Planning Association
4100 East Mississippi Avenue, Suite 400
Denver, CO 80246
800-322-4237
Links to other advisors
California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor
Ted Roman CFP®
Roman Financial Advisors
3737 5th Avenue, Suite 201
San Diego, CA 92103
619-209-6565
Minnesota Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor:
Rick Epple, CFP®, Creator of "The Smart Decision Process"
Epple Financial Advisors LLC.
1000 Twelve Oaks Center Dr., Suite 101
Wayzata, MN 55391
952-470-5049
Nevada Fee-Only CERTIFIED FINANCIAL PLANNER™ - CFP® Certificant, Investment & Financial Advisor - Las Vegas, Henderson, Nevada
Greg Phelps CFP® CLU AAMS
Red Rock Private Wealth Consulting, LLC
6817 S. Eastern Ave. Ste. 101
Las Vegas, NV 89119
702-987-1607
Red Rock Private Wealth Consulting, LLC is a comprehensive Fee-Only retirement planning Registered Investment Advisor Firm serving affluent clients & small business owners in Las Vegas & Henderson.
Portland/Beaverton/Oregon Fee Only Financial Advisor/Planner/Certified Financial Planner-
Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon
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 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.
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
Capital Markets U.com Magazine
Investor Education for Main Street America
Fee Only Financial Advisor in San Diego County
Charles Stanley is a Fee Only CERTIFIED FINANCIAL PLANNER™ Professional based in La Jolla California serving clients around the United States.
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.
Bogue Asset Management, Independent Fee-Only CFP Financial Advisor in Maine
Bogue Asset Management LLC offers fee-only financial planning and investment management services to individuals and families across the State of Maine.
Vintage Financial Services, LLC
A fee only, independent wealth management firm based in Ann Arbor, Michigan. Founded in 1985, Vintage offers financial planning, investment management and income tax preparation services.
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. 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.
Fee Only CERTIFIED FINANCIAL PLANNER in Denver, Colorado
Staib Financial Planning, LLC is an independent financial planning and investment advisory firm providing comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Denver and Highlands Ranch, Colorado.
Fee-Only Financial Advisor and Retirement Specialist 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 who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
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 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).
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.
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 Financial Planner in Jacksonville
Life Planning Partners, Inc. is a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.
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.
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.
Minerva Planning Group
We are an 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.
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.
Austin and Round Rock Financial Advisors - CERTIFIED FINANCIAL PLANNERTM
Vannoy Advisory Group, Inc. is an independent fee only investment management and CERTIFIED FINANCIAL PLANNER TM specializing in comprehensive wealth management for financially secure families.
Bergland Wealth Management
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
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.
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.
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.
Boston Retirement Advisors, LLC
Fee only financial advisor with offices in Salem, NH and Bonita Springs, FL.
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. 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.
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. 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.
Sanders Financial Management , Norcross, GA
Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services.
David Jacobs, CFP provides investment management and financial planning to Honolulu, Hawaii (Oahu)
A Fee-Only firm specializing in risk management and helping you achieve your goals.
Fee-Only CFP Independent Financial Advisor in Central Illinois
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a certified financial planner professional and enrolled agent in New Berlin, IL.
Portland Financial Planning Group LLC (Portland, Maine) fee only financial planners
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
Independent Fee-only Certified Financial Planner Professional™ Professional in Boston and Cambridge, MA
Fisher Financial Strategies provides financial planning and investment advisory services on an hourly, as-needed basis. Web site features the FFS Blog, a personal financial planning web log.
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.
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.
An independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, NJ
William B. Kelly (“Bill”), 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.
Key Financial Solutions, LLC
Independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner to residents of New Jersey and New York.
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.
Fee Only Investment Advisor – Certified Financial Planner – Financial Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide.
Fee-Only CFP Independent Financial Advisor in Columbus, Ohio
Savvy Outcomes is a Fee-Only retirement planning firm with Certified Financial Planner professionals in Columbus, OH.
Step By Step Tax & Financial Planning LLC
Fee only financial consulting firm offering tax planning, tax preparation and financial planning in Broken Arrow, OK and Tulsa, OK.
Independent, Fee-Only CERTIFIED FINANCIAL PLANNER™ professional in Portland, Oregon and Silicon Valley, 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.
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.
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.
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.
Retirement Planning - 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, featuring DFA (Dimensional Funds).
Timber Chase Financial Bryan Hancock Birmingham, AL
Chris Long Chicago, IL
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.
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.
Fee Only CFP Financial Advisor in Hawaii
Pathfinder Financial Services, LLC is a Limited Liability Company and organized in the state of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope.
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.
Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNER™ practitioner.
The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.
CERTIFIED FINANCIAL PLANNER™ Professional in Vancouver, WA & Portland, OR
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.
Investor's Capital Management, LLC -- Fee-Only Wealth 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.
The Wealth Conservatory
A team of independent fee-only Certified Financial PlannerTM professionals with offices in California, Missouri and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.
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 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.
Fee-only NAPFA Independent Retirement and Financial Advisor in Franklin, MA.
Titanium Advisors, LLC is a fee-only financial advisor and retirement planning firm providing a unique blend of tax, financial, and legal expertise to address the various needs of our clients.