Financial Links

Other NAPFA-Registered Fee-Only Financial Planners

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.

Oregon Fee Only Certified Financial Planner
Portland Financial Advisors, Inc. is a comprehensive fee-only financial planning, tax, and investment management firm located near Portland, Oregon.

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.

Independent Fee-Only CFP in Las Vegas, NV
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 PLANNER (TM) certification in Las Vegas, NV.

Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNER (TM) professional in Portland, Oregon and Santa Cruz, California
Maas Capital is an investment management practice that provides clients with integrated financial planning designed to help them 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.

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. Our clients are in Michigan, Ohio, Florida and North Carolina.

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