We have clients in a variety of states, however, we recognize that some people may prefer to work with a local financial planner. Below is a list of other fee-only financial advisors across the country. The list is simply a resource and does not constitute any endorsements.Alabama
Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement.
Fee-Only CERTIFIED FINANCIAL PLANNER™, CFP, Independent Financial Advisor in Orange County, CA
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. www.salmiceli.com/index.cfm
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.minervaplanning group.com
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.
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. www.jicinvest.com
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™ providing independent, comprehensive financial planning, and investment advisory services. www.FerroFinancial.com/
We believe that Fee-Only financial planning provides our clients with the best approach to comprehensive financial planning. We don't sell products or accept commissions, allowing us to provide financial advice in the best interests of our clients. www.mypfa.com
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.
Cambridge and Boston, MA Fee-Only Financial Planner and Investment Adviser
Phillip Christenson, owner of Phillip James Financial, provides comprehensive, fiduciary based financial planning and investment management services to the Twin Cities and Surrounding Suburbs. We work with individuals and families to make sure they are on track to achieve all of their financial goals. Reach out for a free consultation today.
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. www.weingartenassociates.com
Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey - Financial Futures LLC. www.financial-futures-llc.com
Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) on Long Island - Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York. They provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
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. www.ritterdaniher.com
JGR Financial Solutions provides fee only financial planning and investment management services. Justin Rush, a CFP practitioner and member of NAPFA, serves young professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas. www.jgrfinancial.com
Trinity Wealth Management is an independent, fee-only, registered investment advisor helping clients to plan for a better tomorrow. TWM helps clients in northeast Ohio and west Texas with their personal financial planning needs.Oklahoma
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
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. www.allbondportfolios.com
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.
Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a Christian worldview. www.ffplan.com
Brent Dickerson, Certified Financial Planner™, provides investment management, comprehensive financial planning,and retirement plan services all with a fiduciary standard of care. He also provides representation and tax preparation services as an Enrolled Agent for the IRS. TWM helps clients in Lubbock, Amarillo, and the surrounding areas of Texas, as well as in Painesville, Mentor,a nd all of northeast Ohio.
Sherwood Investment Services in Redmond, WA has 20+ years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis. www.sherwood-investments.com
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/
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). www.retirementplanningsolutions.us