The following firms are some of the members of the National Association of Personal Financial Advisors (NAPFA). We provide this information as a resource for your use, in an effort to promote the fiduciary, fee-only approach that NAPFA advisors follow.
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.
Personal Financial Planning Blog Money Magnifi$ense
Money Magnifi$ense is a personal financial planning blog. The purpose of Money Magnifi$ense is to increase awareness of various personal financial planning issues that impact our lives. Topics focus primarily on retirement planning, tax planning, the economy, insurance, estate planning, college planning and number of other relevant topics.
Fee-Only Investment Advisor – Certified Financial Planner in Houston, TX
Posey Capital Management is a Fee-Only firm that provides comprehensive financial planning and investment management for high-net worth clients.
Fee Only Investment Advisor – NAPFA Member – Fiduciary – CERTIFIED FINANCIAL PLANNER – Financial Advisor – Retirement Planner in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive investment management, retirement planning, and financial planning services to clientele located in Cincinnati and nationwide. All advisors are members of NAPFA, the National Association of Personal Financial Advisors.
Investor’s Capital Management, LLC — Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
Unbiased Financial Advice in Menlo Park, CA
Investor’s Capital Management, LLC (ICM), providing 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. http://www.feesonly.com http://richfp.blogspot.com/
Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota
Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.
Saint Paul Financial Advisors – Independent – Fee-Only – CFP
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.
Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL
Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL. NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over four decades of combined financial planning experience. We also service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham areas.
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. http://www.lazarusfp.com
Fee-Only CFP Independent Financial Advisor in Las Vegas, Henderson
Red Rock Private Wealth Consulting is a Fee-Only retirement planning and wealth management firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Las Vegas, NV. http://www.redrockwealth.com
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. http://www.networthadvice.com
Fee-Only CFP Financial Planner and Financial Advisor serving 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(TM), providing independent, comprehensive financial planning, and investment advisory services. http://www.FerroFinancial.com
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. www.utahfinancialadvisor.blogspot.com
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
Fee Only Certified Financial Planner in Tucson Arizona, investment advisor, asset management – CFP financial planning in Tucson, AZ. Financial services include: asset managers, wealth management, retirement planning, estate planning, taxes, investment advice, independent financial consulting. www.aiofinancial.com.
Portland Fixed Income Specialists, LLC – Fee-only fixed income and bond specialists – Beaverton, Oregon. We can design portfolios of high quality individual bonds and CDs that balance risk with performance.
Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974. www.bfadvisors.com
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. www.azimuthplanning.com
WholeHeartedWay to Build Wealth and Wealth Beyond Money Build wealth with an online DIY Financial Plan and a Wealth Coach ( Fern Alix LaRocca CFP® EA )with over 26 years experience as a fee-only Financial Advisor. http://www.wholeheartedway.com
Fee Only CFP Financial Advisor in Scottsdale and Phoenix, Arizona
Continuum Wealth Management provides investment management, retirement
planning and financial planning. Craig Ritter, CFP® is a Fee Only Financial
Advisor. We serve Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa
and the greater Phoenix area.
Odyssey Wealth Management, a Fee Only NAPFA CFP/CPA Financial Advisor
Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).
Fee Only CFP Financial Planning Alexandria, VA
Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition.
Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally. Johnston Investment Counsel (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.
Fee Only Investment Advisor – Financial Planner – Retirement Planner in Knoxville, TN John Smartt, Jr., Financial Counseling & Administration is a fee-only financial planning and investment management firm offering continuing and one-time investment management advice to clients in East Tennessee and nationwide. John’s expertise with Vanguard–the lowest cost ETF and mutual fund company–has been accumulated over more than 20 years of satisfying clients.