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Other NAPFA-Registered Fee-Only Financial Planners

Net Worth Advisory Group’s NAPFA Profile
Learn more about Net Worth Advisory Group and our financial advisors.

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.

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.

Portland Fixed Income Specialists
Fee only financial advisor in Beaverton, Oregon. We design fixed income portfolios for retirees and pre-retirees who are concerned about stock market volatility and preserving their investment portfolio.

Fee-Only CERTIFIED FINANCIAL PLANNER(TM), 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.

Kaplan Financial Advisors, LLC Fee-Only Financial Planning in Central NJ
1-908-898-0549 We’re a client-centric firm backed by a team of “best in class” experts in the area of tax planning, insurance, estate planning, financial planning and investments.

Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solutions
Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm.

Long & Associates, LLC
Independent Fee-Only Certified Financial Planner (CFP) and Advisor in Chicago, IL

San Diego Fee Only Advisor – Independent CERTIFIED FINANCIAL PLANNER™ practitioner
Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.

Fee-Only Financial Advisor and CFP(R) Professional in Newtown, PA.
Michael J. Garry, CFP(R), JD/MBA, owner of Yardley Wealth Management, LLC, is an independent Financial Advisor who provides Fee-Only financial planning services and investment management in Newtown, PA.

Fee-Only Financial Planner in Jacksonville
Life Planning Partners is a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.

Independent Wealth Management LLC – Fee-Only Certified Financial Planners
We are committed to developing conservative wealth management strategies customized to meet your needs. You’ll work with an experienced team that’s focused on your unique situation. Located in Traverse City, Michigan.

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.

Minerva Planning Group
An Atlanta-based 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.

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona
Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona.

Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor
Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner.

Wayzata Minnesota Fee-Only CERTIFIED FINANCIAL PLANNER Certificant and Investment Advisor
Rick Epple, CFP® has been working with business owners, dentists, doctors, and other professionals for years. He helps them develop and implement a personalized plan to achieve financial independence.

Portland, Oregon and Santa Cruz, California Independent Fee Only Financial Advisors and Certified Financial Planner™ Professionals
Mass Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.

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

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi
Bergland Wealth Management is an independent Registered Investment Advisor firm located in Ridgeland, MS, north of Jackson near Madison and Brandon.

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.

Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA
Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning.

A fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee
Allow us to become your unbiased, trusted financial coordinator. Y.D. Financial Services, Inc.

Mentor Capital Management Inc.
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Independent Fee-Only Financial Advisor – Tom Alf CERTIFIED FINANCIAL PLANNER TM Professional – 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.

Fee-Only Wealth Management in Atlanta, Georgia
Thornton Wealth Management is a Fee-Only Wealth Management firm in Atlanta, Georgia. We serve a select group of clients and take a personalized approach to wealth management.

Capital Markets University – An investor education site.

Thinking Beyond Numbers
Changing the way the world thinks about money. Thinking Beyond Numbers is the blog for IAM Financial.

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 goals. We act as a Fiduciary — we do not sell products.

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

Investor’s Capital Management, LLC — Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
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. Offices in Menlo Park, CA.

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 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, outside of New Orleans. We provide independent, comprehensive financial planning, and investment advisory services.

Personal Financial Advisors is a comprehensive, fee-only planning firm with offices in Covington, LA and Tuscaloosa, AL
NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham as well.

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.

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 provide exceptional financial planning, investment management, and tax advice.

Retirement Advice Fee Only Financial Planner Oregon
Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon.

Ray Mignone & Co., Inc. 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.

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

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
An independent, fee-only wealth management firm that has provided financial planning and investment management to help families better manage their current and future wealth since 1974.

Fee Only Financial Advisor CERTIFIED FINANCIAL PLANNER™ Retirement Planning in Minneapolis, Minnesota
Hornquist Financial is a Fee Only Financial Planning Registered Investment Advisor Firm serving retirees and business owners in Minneapolis, Minnetonka, St. Louis Park, St. Paul, Edina, Minnesota.

Fee-Only CFP Independent Financial Advisor in Williamsville, Amherst, NY
Ogorek Wealth Management LLC is a fee-only comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Buffalo, Western New York and nationwide.

Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management in Los Altos, CA
A NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.

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.

The Wealth Conservatory – Fee-only, Independent, NAPFA Registered , Certified Financial Planner™ (CFP®), wealth management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH
Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory’s team of Certified Financial Planner™ (CFP®) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire.

Fee-only, Certified Financial Planner for Socially Responsible 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 Independent NAPFA Financial Planner in Franklin, MA.
Titanium Advisors, LLC is a fee-only financial planning firm providing a unique blend of unbiased expertise to address the various financial and retirement planning needs of 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 PALNNER (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 and offers fee-only investment management and hourly financial, estate, and retirement planning services.

Investment Plans – Investment Review Services
Investment Plan is an online investment review, investment plan design, and investment advice service where we create custom mutual fund and ETF investment portfolios for a flat fee only.

Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC
Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagement to discerning clients in Raleigh, Durham, Cary, Research Triangle Park, NC and nationwide.

Fee-Only Financial Planning and Wealth Management in St. Charles, Geneva, and Batavia, IL
Investment advisor Craig Larsen, CFP, is with AHC Advisors located in St. Charles, IL. AHC provides unbiased, objective, and independent Fee-Only financial planning and wealth management services. We serve clients in the Chicago suburbs and locally in Saint Carles, Geneva, Batavia, Naperville, and Elgin.

Tucson Financial Planner, CFP, Asset Management, Retirement Plan, Invest, Financial Services
AIO Financial in Tucson, AZ, provides financial services including: investment management, tax planning, retirement planning, insurance review and estate planning.

CFP Retirement 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 located in Scottsdale and serving 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 Planner 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.

Serenity Financial Consulting, LLC Milwaukee, WI
Serenity Financial Consulting provides fee-only, hourly financial planning and investment management services in Shorewood, WI.

Johnston Investment Counsel
Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally. JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.

Independent, Fee-Only, NAPFA Registered Financial Advisor in Vancouver, Washington
Fort Vancouver Investment Management, LLC is an independent, fee-only Registered Investment Advisor located just across the Columbia River from Portland, Oregon on historic Officers Row in Vancouver, Washington. Fort Vancouver Investment Management provides objective financial planning and investment management services.

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