Specializing in retirement planning and personalized investment management.

Financial Links

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.


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.

Fee Only Financial Services, Asset Management, Retirement Plan, Investing, CFP Financial Planners in Tucson, Arizona – AIO Financial in Tucson, AZ provides financial services including: wealth management, retirement planning, insurance review, tax planning and estate planning.

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.


Blue Water is an independent, fee-only financial planning firm in San Diego.  We specialize in financial goal planning, retirement planning, and low cost investment management.

Oakland CA Financial Advisor - CFP Financial Planning for Savvy Women
Curtis Financial Planning in Oakland CA provides Fee-only Financial Planning and Investment Management for savvy women, their families, and their businesses. www.curtisfinancialplanning.com


Fee-Only CERTIFIED FINANCIAL PLANNER™, CFP, Independent Financial Advisor in Orange County, CA
TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. - www.tabr.net

Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.

Fee Only Financial Advisory Firm serving health care professionals across the country Whether you are doctor, dentist, nurse, or medical technician, your patients trust you because you are an expert in your field. Similarly, because ACap Asset Management specializes is in advising health care professionals, are are our clients' trusted financial experts focused on their specific needs. In addition to portfolio design and management, we also help our clients navigate their employers 403b, 457b, and DCP plans. While we recognize no two physicians are the same, our medical industry knowledge allows us to provide exceptional service and consultative advice.    

Fee Only Financial Advisor in San Mateo California - Gosho Financial Group has been helping California-based clients through fee-only Financial Planning, Wealth and Retirement Planning as well as Eldercare Planning.  Carol Gosho is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA) of San Francisco and Silicon Valley.

Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, 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 – 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. www.salmiceli.com/index.cfm


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.  www.jphadvisory.com


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 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.

Johnson 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. www.jicinvest.com

Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services. 


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™ providing independent, comprehensive financial planning, and investment advisory services. www.FerroFinancial.com/

Personal Financial Advisors - Wealth Management & Comprehensive Fee-Only Financial Planning in Covington, Louisiana
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

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.


Fee-only, Certified Financial Planner (CFP) independent financial planning, retirement planning and investment advisor in Portland Maine
Bogue Asset Management, LLC is an independent fee only comprehensive financial planning firm that offers tax planning, investment management, retirement planning, estate planning, and money management serving individuals across the country, Jeff Bogue, Certified Financial Planner, CFP, financial advisor.

Portland Financial Planning Group, LLC – Maine fee-only advisors

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.


Fee-only Certified Financial Planner in Franklin, Massachusetts
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. www.TitaniumAdvisors.com


Cambridge and Boston, MA Fee-Only Financial Planner and Investment Adviser
Fisher Financial Strategies is a Registered Investment Adviser firm providing advice on tax planning, investments, retirement, college planning, and other aspects of personal financial planning on a fee-only, as needed basis.  http://FFSCambridge.com 


Vintage Financial Services, based in Ann Arbor, Michigan
Vintage Financial Services offers investment management, financial planning and tax preparation services. www.vintagefs.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


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


Maple Grove Fee-Only Financial Advisor
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.


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 Hampshire

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire – Azimuth Financial Planning (AFP) provides financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning.

New Jersey

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. www.weingartenassociates.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.  www.financial-futures-llc.com

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

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.

Fee-Only financial advisor in New Jersey

New Mexico
New York

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

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.


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.

New York City based independent financial planning and investment management firm - Altfest Personal Wealth Management prepares diversified portfolios of select individual stocks, mutual funds, bonds and private investments, custom tailored to your individual needs, objectives, and concerns. 

North Carolina

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina 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. http://www.alphafa.com 

401k Plan Advisor in Raleigh, NC – Beacon Financial Strategies.  A wealth management firm that specializes in retirement planning for those nearing retirement, and assists business owners who need a fiduciary to provide ongoing guidance to their employer sponsored 401k retirement plan.
North Dakota

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. www.ritterdaniher.com

Canton Ohio Financial Advisor
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

Fee Only Financial Advisors in Columbus Ohio – rebel Financialrebel 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.

NAPFA Fee-Only CERTIFIED FINANCIAL PLANNER™ professional located in Painesville, OH

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.



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

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


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. - www.yardleywealth.net

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. www.allbondportfolios.com

Rhode Island
South Carolina
South Dakota

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.

Cypress Wealth Management a Fee Only Financial Advisor in Memphis, TN – Cypress Wealth Management provides comprehensive planning and investment management to professionals, busy executives, and business owners in the Mid-South.  Let us help you discover your true wealth.


Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only CFP
Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a Christian worldview. www.ffplan.com

Trinity Wealth Management - Financial Advisors, Enrolled Agents, and Investment Managers
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.

NAPFA Fee-Only Financial Advisor in North Texas Strategic Financial Planning (SFP) is an independent, fee-only Registered Investment Advisor based in Plano, TX that offers financial planning and wealth management services to professionals, small business owners, physicians, divorcees and widows in the DFW Metroplex and abroad. Our goal is to help in Navigating Your Life JourneyTM and allow you to focus on areas that you enjoy most.

Austin Financial Planner for young professionals
We serve young professionals in Austin, San Antonio, and Dallas.  Our clients are work in: health care (doctors and nurses), technology (sales and programming), along with people who are small business owners in many different fields. 

Financial Fiduciary helping clients to Go More and Live Happy
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.


Milne Financial Planning, Vermont
Jamie Milne is a Certified Financial Planner, who offers independent, fee-only advice that specializes in retirement and investment planning.  Milne Financial Planning has offices in Burlington, Barre, and St. Johnsbury Vermont. www.milnefeeonly.com


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. 

Fee-Only NAPFA Registered Advisor, Newport News, VA - Visit The Advisory Firm of Katherine L. Brown at brownplanning.com to find a fee-only financial planner in Hampton Roads, Virginia for your investment management and financial planning needs.  Serving clients since 2005.


CERTIFIED FINANCIAL PLANNER in Vancouver, Washington - 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. www.pathfinderfa.com

Sherwood Investment Services in Seattle, Washington
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, 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/

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. 

West Virginia

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.

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). www.retirementplanningsolutions.us