Specializing in retirement planning and personalized investment management.

Financial Links - States A - E

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