- 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.
- Aegis Financial Advisory, LLC Client-Centered Planning for Life�, Fee-Only Financial Planner in Santa Clara, CA
CERTIFIED FINANCIAL PLANNER™ professional and
NAPFA-Registered Financial Advisor. I am a Fee-Only
financial planner offering comprehensive financial
planning services to individuals, families and small
business owners. I take a client-centered approach and
craft solutions that are technically sophisticated and
artfully structured to truly reflect your priorities and values.
- Baehr Family Financial, LLC, Fee Only Financial Planning serving the Stroudsburg, PA area (Poconos) and Northwest NJ
Baehr Family Financial, LLC is a fee only
personal and business financial planning
firm specializing in Financial Advice for Everyday
Life. With our independent, fee only approach,
you can be sure that your best interest is our
only interest.
- Cambridge Financial & Tax Advisors, LLC (Central Ohio): Independent, NAPFA registered CERTIFIED FINANCIAL PLANNER�, serving the Columbus Metro area
As a Registered Investment Advisor and
fiduciary offering holistic, Fee-Only financial
planning, and tax planning/preparation
services since 1988, the advice I dispense
is based strictly on your particular situation
and financial goals. I receive no commissions
or kickbacks, and therefore, am able to
provide objective recommendations that
are custom tailored to best fit your financial needs.
- Financial Pathways Independent Financial Planning Services in Londonderry NH, Serving New Hampshire from North Conway to the Mass Border
At Financial Pathways, our focus is
on the real-life financial needs of our
clients. We believe that you cannot
maximize your stock and mutual fund
investments without consideration of other
important areas of your financial life. We
specialize in a Fee-Only approach which
looks at your financial plan as a whole
system with the various parts complementing,
adding power, and improving efficiency
throughout the greater whole.
- Fiscalis Advisory, Inc, Fee-Only, CERTIFIED FINANCIAL PLANNER� professional in San Juan Capistrano, CA
Fiscalis Advisory is a professional advisory
firm specializing in an integrative approach t
o personal financial planning, tax minimization,
and prudent money management, where all
advice is rendered in a non-commission, fiduciary
relationship.
- Folk Financial Planning: Helping you achieve Financial Independence serving Urbana and Champaign, IL
Folk Financial Planning provides holistic
Fee-Only financial planning, investment advice,
tax preparation and planning, to help residents
in the greater Urbana-Champaign, Illinois
area achieve financial independence.
- Frank Horton, CFP��Independent, Fee-Only Financial Planning Services in Oneonta, AL
Comprehensive advice designed to help
people achieve financial independence and
peace of mind.
- Fulbright Financial Consulting, PA Durham, NC Serving Clients in Person and Virtually
We focus on helping people create their
desired future thru the utilization of all
their resources.
- GLJ Financial Solutions - Real Solutions for Real People - Woodland Hills, CA
Do you have the right financial plan? Are you
paying only what you truly owe in taxes? Are you
making the best decisions about insurance,
estate planning, retirement planning, budgeting,
and your most important goals? Do you have the
investments and investment strategies that will a
llow you to reach your goals? We can help you integrate
money, goals and values. We are Fee-Only advisors
and you will get from us objective personal advice on
how to achieve your financial goals.
- Lawrence Financial Planning, LLC�Fee Only, CFPs in Lutz, North Tampa, FL
Fee-Only advisor, financial and investment
planning, NO COMMISSIONS from the purchase
or sale of products, serving the Tampa Bay
Florida area
- LifeStream Financial, Inc. Holistic Financial Planning and Wealth Advisory office in the heart of Silicon Valley, California
LifeStream Financial, Inc. is a Fee-Only,
comprehensive, financial planning, and wealth
advisory firm. We focus on providing proactive
planning and strategic implementation for clients
who trust our expertise and are willing to delegate
the money management to the professionals. Our
client-centered planning approach helps our clients
to focus on their life and what they do the best.
- Marion Financial Advisors, comprehensive, Fee-Only financial planning in Yorktown Heights, NY
Specializes in working with clients to
achieve financial independence and
peace of mind.
- Mark Stempel & Associates�Fee-Only, CERTIFIED FINANCIAL PLANNER� in Tucson, Arizona and San Francisco Bay Area
We integrate all the financial areas in your
life, including tax planning/preparation, estate
planning, will execution, insurance and investment
advice and implementation into one overall
comprehensive plan.
- Northeast Passage Financial Advisors LLC: Independent, Fee Only Financial Planning and Investment Management Services in Brentwood, NH and serving Southern NH and ME
We help our clients achieve financial
independence and peace of mind, one step
at a time. Objective, clear, and sensible financial
planning and investment guidance.
- Pegasus Advisors, LLC, Independent Fiduciary, CERTIFIED FINANCIAL PLANNER�, NAPFA Registered Financial Advisor, Dallas Texas, Plano Texas, Grapevine Texas
Pegasus Advisors, LLC is a money strategy
firm that enables smart people with better
things to do than obsess about money to live
more secure and meaningful lives. Our innovative,
no-sales system can help you increase the
probability of success and reduce the amount
of stress involved in managing your personal
finances.
- Plans to Prosper, LLC: Fee-Only NAPFA-Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER�, and Registered Investment Advisor for Pittsburgh, Wexford, Cranberry and Allegheny, PA
Plans to Prosper, LLC provides objective
financial planning and investment advisory
services in the Pittsburgh, Wexford, Cranberry,
Allegheny and surrounding areas of Pennsylvania.
The firm is a Registered Investment Advisor and
fiduciary—placing client interests first. Each
professional is a CERTIFIED FINANCIAL
PLANNER™ and NAPFA-Registered Financial
Advisor.
- Precise Financial Planning, LLC � Fee-Only, Financial Planner in Las Vegas, NV
Audry Batiste is a Fee-Only financial planner in
Las Vegas, NV and he is the founder of Precise
Financial Planning, offering Fee-Only financial
planning services in Southern Nevada including
Las Vegas, Henderson, North Las Vegas, and
Boulder City. Audry passed the CFP® exam in
2008 and is a Candidate for CERTIFIED FINANCIAL
PLANNER™ certification.
- Rehl Financial Advisors�helping you enjoy a better life, richer in all respects
Have you reached that stage in life where you
want professional guidance and support from a
coach who puts your interests first? Kathleen
Rehl, Ph.D., is a comprehensive, Fee-Only, CERTIFIED
FINANCIAL PLANNER™ who helps you deal with all your
money issues during these complex times. She
specializes in assisting widows and is passionate
about helping them make progress in their new
financial situation. As a widow herself, Kathleen
is the author of the forthcoming book, Moving
Forward on Your Own: A Financial Guidebook for
Widows.
- Roman Financial Advisors - Fee Only, CERTIFIED FINANCIAL PLANNER�, Registered Investment Advisor, San Diego, California
Providing Financial Planning, Investment
and Tax Advice for a fee. I don't sell products
or receive commissions. My focus is on
helping people make smart financial decisions.
I believe Financial Planning is a process
and not a one-time event.
- Savvy Outcomes Inc.�Fee-Only, CERTIFIED FINANCIAL PLANNER� practitioner in Columbus, OH
Savvy Outcomes is a Fee-Only financial planner
firm in Dublin, Ohio offering money management,
investment and retirement plans, risk
management, and tax planning.
- Sophie Kaluziak, Vista Financial Planning, Independent, Fee-Only Financial Planning in Oak Park, IL serving Chicago, IL and the near west suburbs of Chicago, IL
Sophie Kaluziak with Vista Financial
Planning provides independent, Fee-Only
advice utilizing a comprehensive holistic
approach to the financial planning process.
Sophie has provided financial planning and
investment management to individuals and
couples in Oak Park, IL and the near western
suburbs of Chicago, IL since 2003.
- Step By Step Tax and Financial Planning�Fee-Only CERTIFIED FINANCIAL PLANNER� near Tulsa, OK
Fee only financial planning firm owned by a
CFP (Certified Financial Planner) offering tax
planning, tax preparation, financial planning, estate
planning, wealth management and other financial
services in Broken Arrow, OK and Tulsa, OK.
- Sullivan Mermel, Inc., Independent, Fee Only Financial Planning in Chicago, Illinois
Providing fee only financial advising
and specializing in helping clients feel
calm, confident and in control.
- The Practical Planner. Holistic, Fee-Only, independent advice in Maynard, MA
If you are looking for a holistic approach
to your investments and taxes, one that is
based on your personal goals and values,
circumstances, and aspirations, I invite you to
browse through my web site to learn more
about working together.
- Thompson Advisory Services � Comprehensive, Fee-Only CERTIFIED FINANCIAL PLANNER� practitioner in Portland, OR
Thompson Advisory Services is an independent,
Fee-Only advisory firm providing holistic guidance
on all aspects of your financial life. Serving
Northern California and the Pacific Northwest,
with locations in Portland and San Francisco.
- 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
- Investor's Capital Management, LLC -- Fee Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
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.
- Wade Financial Advisory, Inc.
Your Comprehensive Financial Guides
- 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.
- Portland Financial Advisors, Inc. an Oregon fee-only Financial Planning firm
Portland Financial Advisors is an Oregon
Registered Investment Advisor providing
fee-only financial planning, tax planning, and
investment management services. We offer a
high level of personal attention that only an
independent, locally-owned company can provide.
- CERTIFIED FINANCIAL PLANNER; Professional in Vancouver, WA & Portland, OR
Pathfinder Financial Advisors is a
fee-only financial planning firm serving
the Vancouver, WA and Portland, OR area.
Owner Steve Wolfe, CFPR specializes in
financial planning and investment advice
customized to your needs on an hourly
fee basis.
- 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.
- 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.
- Michael Pace, Independent Fee-Only CFP(r) Financial Advisor in Seattle
Michael Pace, CFPR offers fee-only
retirement planning & financial planning
services and investment management
services to individual clients and families
in Seattle, Washington
- www.KaplanFinancialAdvisors.com
We provide comprehensive Fee-Only
financial planning for individuals, small
business owners and special needs &
geriatric caregiver clients (and their families.
- The Advisory Firm of Katherine L Brown, LLC
Katherine Brown is a Fee-Only NAPFA Registered
Advisor in Newport News, VA. She serves all of
Hampton Roads including Newport News,
Williamsburg, Hampton, York County, Norfolk,
Virginia Beach, Surry, Chesapeake and Suffolk.
She offers Fee-Only investment management
and financial planning. Katherine has over
10 years of experience in finance and has
attended both Stanford University and UCLA.
- Minerva Planning Group
Minerva Planning Group is a fee-only financial
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 CFPR Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Business Advice in Portland, OR
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.
- 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.
- Financial Advisor and Independent Fee-Only CERTIFIED FINANCIAL PLANNER professional in Las Vegas, NV
Palermo Financial Group is a Las Vegas based
Fee-Only retirement and investment
management firm that specializes in,
fee-only financial planning, business, retirement,
estate planning and investment management.
- Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI
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 Funds).
- Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
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.
- 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.
- 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 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.
- IAM Financial, LLC
Fee-Only Certified Financial Planner
in Okemos and Grand Rapids Michigan
helping clients organize their finances so
that they can retire on time.
- Independent Fee-Only Financial Advisor Tom Alf CERTIFIED FINANCIAL PLANNERTM 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.
- NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi
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 Planner - Investment Advisor - Certified Financial Planner - NAPFA Member - Financial Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee
only, fiduciary wealth management firm offering
comprehensive investment management, retirement
planning, and financial planning services to clientele
located in Cincinnati and nationwide. All advisors are
members of NAPFA, the National Association of
Personal Financial Advisors.
- 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.
- Fee-Only Financial Planners Traverse City,MI -Independent Wealth Management
At Independent Wealth Management 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. Three Certified Financial
Planners with over fourteen years experience
will give you the edge in retirement and asset
management.
- Long & Associates, LLC
Independent, Fee-Only financial advisor in
Chicago, IL
- Bogue Asset Management LLC-Jeff Bogue, IndependentFee-Only CFP-Financial Advisor in Maine
Bogue Asset Management, LLC is a fee-only
financial planning and investment advisory firm
located in Maine, specializing in comprehensive
wealth management, retirement planning and
investment management in Southern Maine.
- Certified Financial PlannerT Independent Investment Advisor in Scottsdale and Glendale, Arizona
Wealth Engineering is an independent, fee only,
registered investment advisor firm. We provide
customized investment management, retirement
planning and financial planning. We serve the
valley, working with clients in Glendale, Phoenix,
Mesa, Chandler and Scottsdale, Arizona.
- Joseph Capital Management, LLC - Fee-Only Financial Planner
Joseph Capital Management, LLC is a
fee-only registered investment advisory
and wealth management firm located in
central Florida, with offices in Raleigh
- Seattle, Washington Fee-Only Investment Management &Financial Planning on the Eastside - Redmond, Bellevue, Kirkland,Woodinville, Bothel, WA
Sherwood Investment Services in Redmond, WA has
25+ years experience providing completely independent
investment management and retirement planning. We
manage investments and specialize in helping clients
plan for retirement on a Fee-Only basis (no commissions).
- Red Rock Wealth
Financial Advisor & Independent Fee Only CERTIFIED FINANCIAL PLANNER ( CFP ) in Las Vegas, NV
Red Rock Wealth Management is a Las Vegas Based Fee Only Independent CERTIFIED FINANCIAL PLANNER & Wealth Management Firm in Las Vegas, NV.
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