NAPFA Fee-Only Financial Planners

The following is a list of other NAPFA member Fee-Only Financial Advisors around the country.

Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNERTM 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.

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 CERTIFIED FINANCIAL PLANNER in Denver, Colorado – Miceli Financial Planning is a independent financial planning and investment advisory firm providing comprehensive financial planning, retirement planning, and investment management services to clientele in Denver and Littleton, Colorado.

Fee Only CERTIFIED FINANCIAL PLANNER in Eugene, Oregon – Utley Financial Planning is an independent, fee-only planning firm dedicated to the financial health of families throughout Oregon.

Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor in Las Vegas – Red Rock Private Wealth Consulting, LLC is a comprehensive Fee-Only retirement planning Registered Investment Advisor serving affluent clients in Las Vegas and Phoenix.

Fee Only CERTIFIED FINANCIAL PLANNER in Morristown, New Jersey – Noyes Capital Management, LLC is a independent financial planning and investment advisory firm providing, retirement planning, college planning and investment management services to clientele in northern New Jersey.

Investor’s Capital Management, LLC — Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area – 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.

Fee-Only Certified Financial PlannerTM Professional , Ann Arbor, MI – Vintage Financial Services offers financial planning, investment management and income tax preparation services to individuals throughout Michigan.

Fee Only Financial Planning and Investment Management in Hawaii – Pathfinder Financial Services mission is to help you clarify and achieve your goals, make decisions from knowledge, feel organized and in control, strengthen your ties to family and community and rest easy knowing your best interests are being safeguarded.

Fee-only CERTIFIED FINANCIAL PLANNER – Financial Advisor in Boston Massachusetts – Belmont Financial, an independent Fee-Only firm, provides financial planning and investment management services to retirees and pre-retirees in the Boston area. In addition, we provide investment management services to non-profits.

Fee Only CERTIFIED FINANCIAL PLANNER -Financial Advisor in Miami – Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor in Miami -Comprehensive Money Management Services LLC is an independent, fee-only financial planning and investment management firm serving clients in South Florida and beyond. Our clients include professionals, retirees and ordinary (and not so ordinary) families of all shapes and sizes.

Maine Based Certified Financial Planner – Bogue Asset Management, LLC offers comprehensive financial planning, wealth management and investment management services.

Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, 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.

Fee-Only Financial Planning and Wealth Management in Atlanta, Georgia – Thornton Wealth Management is an Independent Fee-Only Financial Planning and Wealth Management firm in Atlanta, Georgia. We serve a select group of clients and take a comprehensive approach to wealth management.

Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor in Dallas – Strategic Financial Planning Inc. is an independent firm serving clients in Dallas, Fort Worth and Denton in addition to other areas of Texas. Our clients include doctors, business owners and executives. Our approach is one of life planning, helping clients envision their money as just one means toward creating a better life.

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.

Fee-Only CERTIFIED FINANCIAL PLANNERTM, 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 Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama – Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial PlannerTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

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.

Michael Pace, Independent Fee-Only CFP(R) Financial Advisor in Seattle – Michael Pace, CFP(R) offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.

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.

Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL – Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service 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.

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.

Independent Fee-Only CERTIFIED FINANCIAL PLANNERTM CFP Financial Advisor in Las Vegas and Southern Nevada – Palermo Financial Group is a Las Vegas based Fee-Only retirement and wealth management firm. We are a member of NAPFA and the Garrett Planning Network with CERTIFIED FINANCIAL PLANNERTM certification in Las Vegas, NV.

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.

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.

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi – Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Portland Financial Planning Group (Portland, ME) – Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor in Cincinnati, OH – Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.

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.

Seattle, Washington. King County, Eastside – Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, Woodinville, Bothell WA – Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We manage investments and specialize in helping clients plan for retirement on a Fee-Only basis (no commissions). Our clients are nationwide.

Fee-Only, CERTIFIED FINANCIAL PLANNER, and Independent Investment Advisor and Investment Fiduciary in Salem, NH, and Bonita Springs, Florida – Paul R. Pignone, CFP, AIF, is Fee-Only, CERTIFIED FINANCIAL PLANNER Focusing on Retirement Planning and Investment Advisory Services with offices located in Salem, NH and Bonita Springs, Florida. Boston Retirement Advisors, LLC is a Registered Investment Advisor, and Paul has over 25 years experience.

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT. – 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.

Certified Financial Planner in Burlington, Barre, and St. Johnsbury 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.

Summit Financial Planning, Inc. – 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.

Wealth Management, Financial Planning for Physicians – Dentists – Doctors, Boston, MA – Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.

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.

IJD Evergreen Financial Services LLC is a Fee-only, NAPFA registered financial planning advisor which offers hourly advice, investment portfolio design, retirement projections, comprehensive financial planning in the Seattle – Shoreline, WA area. Objective advice only. No commissions, no sales.

Fee-Only CERTIFIED FINANCIAL PLANNER(TM) Practitioner, Boston and Cambridge, MA – Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts. The site includes The FFS Blog, a personal finance web log.

Mayflower Capital – offers Investment Planning, Personal Financial Planning, Wealth Management. The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.

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.

Fee-Only Certified Financial Planners in Buffalo, NY – Ogorek Wealth Management LLC is an independent fee-only advisory firm whose services include asset management, wealth management, retirement planning, estate planning and investment advice.

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.

Fee-Only CERTIFIED FINANCIAL PLANNER (TM) and Registered Investment Advisor in Austin and Round Rock – Vannoy Advisory Group is a Fee-Only retirement and investment management firm. We are a member of NAPFA with CERTIFIED FINANCIAL PLANNER (TM) certification. We have offices in Austin, Waco, and the Round Rock area that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management – Jon Houk, a CERTIFIED FINANCIAL PLANNERTM professional with over 25 years experience, founded JPH Advisory Group in Atlanta, Georgia to provide integrated wealth management for families that need an independent, holistic, and unbiased approach to achieving their most important financial goals.

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 Tucson Arizona, Financial Services, Asset Management – CFP Financial Services from Tucson, Arizona financial planners include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, investment advice, 401k.

Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina – Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.

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 Certified Financial Planner in Franklin, MA and Newton, MA – Kevin L. Nulton, as founder of Titanium Advisors, provides a unique blend of expertise to address the various financial planning issues faced by our clients.

Fee-Only CFP Independent Financial Advisor, Birmingham, Hoover – Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL.

Kentucky, Tennessee NAPFA Fee-Only CPA, CFP, Registered Life Planner, Hourly and Fixed-Price Planning – Milestones Financial Planning, LLC, is located in Mayfield, KY and serves individuals and businesses nationwide. Johanna Fox Turner, CPA, CERTIFIED FINANCIAL PLANNERTM, Registered Life Planner, has over 30 years’ financial experience. We offer fee-only investment management and hourly financial, estate, and retirement planning services with a specialty in women’s finances.


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