Other Fee-Only Financial Planners
If you are in the Dallas-Fort Worth (DFW) area, it would be our privilege to begin a conversation with you to see if our services are a good fit for you.
If you are looking for a self-executed, “plug and play” investment solution, but don’t need face-to-face guidance, check out Turnkey Portfolios.
If you are not in the Dallas-Fort Worth (DFW) area and prefer a planner or investment firm closer to you, check out our colleagues:
Find a financial advisor – Independent, Fee Only, CFP CERTIFIED FINANCIAL PLANNER Nationwide
CFP Financial Advisor & DFA Funds Investment Management in Las Vegas & Henderson
Greg Phelps is a CFP in Las Vegas and Henderson, NV providing comprehensive wealth management services, financial planning and investment management using DFA Dimensional Funds and the Edelman Managed Asset Program.
Beaverton Oregon Fee Only Financial Advisor…
Portland Financial Advisors is a full service tax and financial planning firm located near Portland, Oregon…
Fee Only CFP Financial Advisor in Ann Arbor, Michigan…
Vintage Financial is an independent fee only investment advisory firm offering financial planning and investment management….
Fee Only CFP Financial Advisor in Wayzata, Minnesota…
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….
Pathfinder Financial Services, LLC, is a Limited Liability Company and organized in the State of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope. …
Fee Only CFP Wealth Management Advisors from Tewksbury, Mass….
Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. …
Fee Only Financial Planning – Roman Financial Advisors in San Diego CA…
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling….
Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida…
Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm’s founder and president, Douglas P. Hanke, CFP & EA has more than 30 years experience and is a NAPFA-registered, independent financial planner….
http://www.floridafinancialadvisors.com
Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Cary, North Carolina….
Improving the financial health of physicians and dentists….
Fee-Only CFP CPA Independent Financial Advisor in Minnesota….
Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota….
Fee-Only CFP Independent Financial Advisor in Chicago…
Long & Associates is a Fee-Only financial planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL…
http://www.longfinancialplanning.com
Fee-Only CFP Independent Financial Advisor in Columbus, Ohio…
Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH….
Fee-Only CFP Investment Advisor for retirement money in San Diego County…
A Blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds….
http://www.LaidOffinSanDiego.com
Kaplan Financial Advisors, LLC – Fee-Only Independent DFA Funds Advisor in New Jersey…
We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ….
http://www.KaplanFinancialAdvisors.com
Life Strategies Financial Planning…
Fee-only comprehensive financial planning and asset management. Life Strategies manages money based on life events, not market events. Featuring DFA (Dimensional Fund Advisers), and other no-load funds….
http://www.caringfinancial.com
Portland Fee-Only Financial Planning and Investment Management …
If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon….
Retirement Fee Only Financial Planning Advisor in Denver…
A fee-only financial planning and investment management firm, CFP , Certified Financial Planner , Fee-only financial planner , fee only financial planner , Fee-only , Finanial Planning….
http://www.salmiceli.com/index.cfm
Maine fee-only CERTIFIED FINANCIAL PLANNER and investment management
Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine.
http://www.bogueassetmanagement.com
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. 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.
Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.
www.staibfinancialplanning.com
Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama
Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial PlannerTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.
Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah
Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and wealth management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
http://www.utahfinancialadvisor.blogspot.com
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 featuring DFA (Dimensional Fund Advisors).
http://www.RetirementPlanningSolutions.us
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.
http://www.sandiegofeeonly.com
Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
http://www.azimuthplanning.com
Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA.
Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
http://www.nevilsfinancial.com/
Gold Medal Waters Fee Only Financial Advisor and CFP in Boulder and Denver Colorado - Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER ™ and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services.
http://www.goldmedalwaters.com
Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA
We are a 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.
http://www.minervaplanninggroup.com
Fee-only advisor in Little Neck Queens & Long Island New York
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.
Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA
Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.
http://www.advocatewealthmanagement.com
Jim Corbeau, MBA, CFP® is an independent, fee-only financial advisor and CERTIFIED FINANCIAL PLANNERTM professional with offices in Portland, Oregon and Santa Cruz, California.
CERTIFIED FINANCIAL PLANNER(TM) in Vancouver, Washington
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.
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial PlannerTM Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
Fee Only Financial Advisor – CERTIFIED FINANCIAL PLANNER – Investment Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a wealth management firm, offering comprehensive financial planning, investment management, and retirement planning on a fee only basis to clients in Cincinnati and nationwide.
Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. We accept clients nationwide.
http://www.sherwood-investments.com
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.
http://www.clerestoryadvisors.com
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.
YD Financial Services, Inc. Canton, Michigan and Franklin, Tennessee
A fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.
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.
Capital Markets U.com Magazine
Investor Education for Main Street America
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.
Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge.
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.
Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
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
Unbiased Financial Advice in Menlo Park, CA
Investor’s Capital Management, LLC, offering 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.
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.
http://www.summitfinancialplanning.com
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.
http://www.weingartenassociates.com/
Independent Investment Advisor Lake Oswego Portland Oregon Fee Only
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.
Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.
The firm is a NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.
http://www.mayflowercapital.com
Orange County, CA Fee-Only Financial Advisor
Weydert Wealth Management is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies.
Fee Only Certified Financial Planner in Tucson, Arizona
CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, investment advice, 401k
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.
Fee-Only Certified Financial Planners in Buffalo, NY
Ogorek Wealth Management LLC is an independent fee-only advisory firm whose services include asset management, wealth management, retirement planning, estate planning and investment advice.
Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER ™ professional in Austin, TX
Vannoy Advisory Group: A fee-only retirement planning and wealth management firm. Vannoy Advisory Group 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.
http://www.austinfeeonlyfinancialplanner.com
The Wealth Conservatory is a team of independent fee-only Certified Financial PlannerTM professionals with offices in California, Missouri and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.
http://www.wealthconservatory.com
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.
Fee-only NAPFA CFP Financial Advisor in Franklin, MA 02038
Titanium Advisors, LLC is a fee-only financial planning and investment management firm providing a unique blend of tax, legal, and financial expertise to address the various financial planning concerns faced by our clients.