Specializing in retirement planning and personalized investment management.

Financial Links - States K - O

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 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.
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

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