Other Fee-Only Financial Advisors from Around the US

When it comes to financial planning most people like to work with a local professional and we understand that.  To this end we have compiled a list of other fee-only financials planners from around the country.  All of the advisors on this list are Fee-Only to ensure you are receiving objective fiduciary advice and will not be sold financial "products" that are not in your best interest.

ARIZONA

Scottsdale and Phoenix Fee Only CFP Financial Advisors Continuum Wealth Management is a fee only fiduciary financial planning firm providing investment management, retirement planning and financial planning.
Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale and Phoenix Arizona Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning with a fiduciary standard of care.

CALIFORNIA

Fee-Only Certified Financial Planners in Orange County, CA – TABR Capital Management Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk. www.tabr.net
Investopedia ranked #1 Financial Advisory firm in Los Angeles. At ACap, we believe in investing, not speculating. Our goal is not to speculate on the direction of the market, but to achieve a healthy rate of return that allows our clients to achieve their financial dreams without exposing them to unreasonable risk. We specialize in working with healthcare professionals - Just as you help your patients achieve medical health, ACap Asset Management will help you achieve financial health.
San Diego Fee Only Financial Advisor and Investment Management Blue Water Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER (CFP) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.
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.

COLORADO

Fee-Only Investment Advisor and Certified Financial Planner in Highlands Ranch, Littleton, Denver, Colorado Staib Financial Planning, LLC is a comprehensive Fee-Only retirement planning Investment and Financial Advisor Firm providing objective, personal financial advice our clients can trust

ILLINOIS

Independent Fee Only Financial Advisors in Chicago. Long Financial Planning serves both individual clients with personal financial planning and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.
Timothy Quinn, CFP®, the founder of fee-only Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area. www.quinnfp.com

LOUISIANA

Personal Financial Advisors, NAPFA, Fiduciary, fee-only planners in Covington, Louisiana Personal Financial Advisors, LLC is a comprehensive, fee-only financial planning firm based in Covington, LA offering retirement planning and wealth management. NAPFA members Robert Reed, CFP ™, Joan Cox, CFP ™ and Lauren Lindsay, CFP ™ have over six decades of combined financial planning experience. We also serve clients on the Northshore, New Orleans, Baton Rouge, Tuscaloosa and Birmingham, Alabama areas.

MASSACHUSHETTS

Financial Planning in Franklin, MA Titanium Advisors provides fee-only financial planning and investment management services in the greater Boston area.

MICHIGAN

Novi, Michigan Independent Fee-Only NAPFA Wealth Manager 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 and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Canton, Michigan and Brentwood, Tennessee. YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.

MISSISSIPPI

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

NORTH CAROLINA

Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors 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.
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.
Focused on excellent client care, our team of Financial Advisors at Clearview Wealth Management are all CFP® professionals with the needed expertise in Wealth Management for our clients and their families. With a special focus on helping the generations of a client’s family, we believe in reducing risks to our client’s financial future through sound investment decisions and ongoing comprehensive financial 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.
Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994. Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls.

Jersey Shore Financial Advisors, LLC specializes in integrated financial planning and investment supervision for professionals contemplating retirement within the next 10 years.
Woodbridge New Jersey Financial Advisor / CERTIFIED FINANCIAL PLANNER™ (CFP®) - PORTNOFF FINANCIAL LLC is an independent Fee Only Registered Investment Advisor and member of NAPFA 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.

NEW YORK

Long Island Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) - Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office on Long Island in Melville, 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. www.altfest.com

NORTH CAROLINA

Alpha Financial Advisors – Charlotte fee-only NAPFA Registered - 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. www.alphafa.com

OHIO

Fee Only Financial Advisors in Columbus Ohio – 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.
Total Wealth Planning is an independent, fee-only wealth management firm in Cincinnati, Ohio that provides 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.
JGR Financial Solutions Providing fee only financial planning and investment management in North Canton, Canton, Akron, Cleveland, and Youngstown, Ohio, as well as to clients throughout the United States. As a CFP practitioner and financial advisor, Justin Rush specializes in working with young professionals, executives and educators to address their unique financial planning needs.

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.

PENNSYLVANIA

Yardley Wealth Management, LLC Independent Fee Only Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.

TENNESSEE

Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Brentwood, Tennessee and Canton, Michigan. YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.
Fee Only Financial Advisor in Memphis, TN – Cypress Wealth Management. Discover your true wealth and live the life you love! We are fiduciaries and provide comprehensive financial planning, and investment management services in Memphis, TN, North Mississippi, and eastern Arkansas.

TEXAS

Trinity Wealth Management – Financial Planning in Texas Trinity Wealth Management is a fee only Registered Investment Advisor based in Lubbock, TX and helping clients statewide. Brent Dickerson CFP® is the owner and financial planner at TWM where he helps young and mid-career professionals to plan for a better tomorrow.
Financial Advisor to individuals who live to travel Financial services offered in-person or online for clients around the world. We help clients balance their cash flow needs with their long-term goals so that they can fulfill their desires for travel or work abroad. We are fee-only fiduciary advisors with client needs always on the forefront.

UTAH

Financial Advisor and CFP in Salt Lake City – Independent Planner Lon Jefferies is a CERTIFIED FINANCIAL PLANNER and financial advisor for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee only basis.

WASHINGTON

Sherwood Investment Services. Fiduciary, fee only financial planning, specializing in retirement planning and investment management. Sherwood Investment Services. Fiduciary, fee only financial planning, specializing in retirement planning and investment management. No commissions. Serving clients in Bellevue, Redmond WA and Seattle East-Side
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. www.commencefp.com