Find a Financial Advisor - Independent Fee-Only Financial Advisor Firms
Below is a list of some NAPFA fee-only financial advisers who have inspired me to join NAPFA and encouraged me to continue the fight for quality fiduciary financial advice. This is not a testimonial about them, nor has due diligence been done on these people, so this list is not something that you should rely on. Rather it is an expression of gratitude that these fellow NAPFA members have selflessly shared information about the profession of financial advising with me, encouraged me and inspired me. Some I know only from anonymous social conversations or from passive reading of their writings, others I am familiar with due to listening to their lectures, reading their books, etc. Thanks, NAPFA members, for inspiring me to think about the quality experience of fee-only planning versus commissioned financial advice. It has been said that if you can see what someone is reading then you can read their thoughts. Well an analogy would be that if you see a list of fellow NAPFA members that I am inspired by then you can get an idea of how I think.
- Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
- Boston Retirement Advisors, LLC Fee only financial advisor with offices in Salem, NH and Bonita Springs, FL.
- Fee-Only Financial Planner in Boston and Cambridge, MA Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.
- 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 that provide secure investment growth.
- Yardley Wealth Management, LLC Independent Fee Only Financial Advisor Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.
- Fee-Only CFP Independent Financial Advisor in Buffalo, Williamsville, Amherst, NY – Ogorek Wealth Management LLC is an independent fee-only financial planning and investment advisory firm committed to helping you achieve a more fulfilling life through coordinated wealth management services.
- 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.
South:
- New Orleans, Metairie, Baton Rouge Independent CFP Financial Advisor Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Fero is a CERTIFIED FINANCIAL PLANNER(TM)providing independent, comprehensive financial planning, and investment advisory services.
- 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.
- Joseph Capital Management, LLC - Florida Fee-Only Financial Planner Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals.
- Minerva Planning Group - Fee Only Financial Planner in Atlanta Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.
- Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)
Central:
- Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield) Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL
- 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.
- 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.
- Wayzata, Minnesota Fee Only CFP Financial Advisor Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments.
- 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.
- Cincinnati, OH Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor 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.
- Mendota Heights, Minnesota Independent Fee-Only Financial Planning Firm Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families to help identify what is most important to them and develop a financial/investment plan to support these key goals/values.
West:
- 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.
- Portland, OR Fee-Only CERTIFIED FINANCIAL PLANNER Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
- Portland, Oregon and Santa Cruz, California Independent Financial Advisor Maas 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.
- Cascade Wealth Management, LLC Passive Investment Management Advisor 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.
- Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA 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.
- Seattle Eastside Fee-Only Investment Management & Financial Planning Sherwood Investment Services in Redmond, WA has 25+ years experience providing independent investment management and retirement planning. Clients are nationwide.
- Vancouver, Washington CERTIFIED FINANCIAL PLANNER Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis
- Las Vegas Financial Advisors - Investment Management REDROCK WEALTH MANAGEMENT is a Las Vegas registered investment advisor providing fee only CFP certified financial advisor services and investment management.
- Orange County, CA Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you're able to focus on living your life because we're focused on your financial goals.