Resource Links
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.
ALABAMA
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.
http://www.thefeeonlyplanner.com
ARIZONA
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.
Tucson Fee Only Financial Planners specializing in Socially Responsible Investing – Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
CALIFORNIA
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/
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
COLORADO
Fee Only Financial Planners in Lone Tree, Littleton, Denver and Aurora Colorado. At Staib Financial Planning our mission is to help our clients achieve their personal financial goals by providing them with objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.
ILLINOIS
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 CFP CPA in Orland Park, IL, Scottsdale, AZ and Chandler, AZ. Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services.
LOUISIANA
Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL
Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide. NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP® and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience.
Fee-Only CFP Financial Planner and Financial Advisor serving New Orleans, Metairie, Baton RougeFerro 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
MAINE
Our Maine-based firm, Portland Financial Planning Group, LLC 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.
MICHIGAN
Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan …
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime…
MINNESOTA
Fee-Only Retirement Planning in Minnesota – Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.
MISSISSIPPI
Fee-Only Financial Advisor in Ridgeland, Mississippi – Bergland Wealth Management is a Fee-Only, fiduciary, Registered Investment Advisory firm providing financial planning and investment management services.
NEVADA
Financial Advisors in Las Vegas – Finacuity. A wealth management and investment management firm focused on being a fee only fiduciary and solving complex financial problems for both individuals and families near or in retirement.
NEW HAMPSHIRE
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
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
NEW YORK
Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. 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.
Long Island Financial Advisor – Landmark Wealth Management, LLC is a Registered Investment Advisor firm and member of NAPFA as a Fee Only financial advisor, with an office in Melville and Brooklyn, New York. They have CERTIFIED FINANCIAL PLANNERS™ (CFP®) to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
NORTH CAROLINA
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
Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors Alpha Financial Advisors is a fee-only, independent financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we create a customized plan that will help you achieve your goals and address your needs.
Blue Water Portfolios – Fee Only CERTIFIED FINANCIAL PLANNER TM professionals serving Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina, North Carolina Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm. We specialize in financial goal planning, retirement planning, and low cost investment management.
OHIO
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.
http://www.ritterdaniher.com
JGR Financial Solutions, Ohio Fee Only Financial Advisor. Justin Rush, a CFP practitioner and member of NAPFA, provides fee only financial planning and investment management to young professionals, executives, and educators. Located in Canton Ohio, Justin serves clients throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.
Columbus Ohio Fee Only Financial Advisors rebel Financial - rebel 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.
OREGON
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.
TENNESSEE
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.
TEXAS
Fee-Only Certified Financial Planner, Frisco, TX
Frisco Financial Planning LLC is a fee-only firm offering independent financial planning and estate planning services in the greater Dallas area. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.
Financial Advice from Brent D Dickerson in Texas WildBlue works with independent professionals who spend weeks, months, or even years on-the-go. Many clients of WB work abroad while retaining their American citizenship, while others take extended holidays away from home, so they need a trusted professional to help them along the way.
WASHINGTON
Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA Sherwood Investment Services, specializing in retirement planning, has served families for 20 years. They provide independent financial planning and fee-only investment management with no commissions.
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.
WISCONSIN
Fee Only Fiduciary Financial Advisor in Madison, WI – Bill McDonald Retirement Planning Solutions is an independent Fee Only fiduciary investment advisory firm specializing in retirement planning for middle income families and retirees. We are also an approved provider of Dimensional Funds.