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Financial Advisor Links Directory


I believe strongly that fee-only financial planning best matches the needs of individuals seeking objective and trustworthy financial advice. With a NAPFA-registered financial advisor, you know you’re hiring an advisor who has your interests first and foremost, 100% of the time. Help spread the word by telling those you care about that there is a NAPFA-advisor in their state! 


Nationwide

  1. ‣National Association of Personal Financial Advisors (NAPFA) - Organization website which offers a “find an advisor” search by location and planning specialty.  Search here for a full list of all NAPFA members nationwide.


Alabama

  1. ‣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 Planner(TM) professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

  2. ‣Timberchase Financial in Birmingham, AL - Fee Only Wealth Management to Widows, Women in Transition, Physicians and Expats. Based in Birmingham, Alabama.


Arizona

  1. ‣Fee-Only Certified Financial Planners in Tucson, Arizona - CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, investment advice.   


California

  1. ‣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.

  2. ‣Orange County, CA Fee-Only Financial Advisor - Weydert Wealth Management, LLC is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies.

  3. ‣Independent Fee-Only Advisors - San Diego CERTIFIED FINANCIAL PLANNER (TM) practitioners - The advisors at Blue Water Capital Management, LLC provide independent, fee-only financial planning, investment management, and retirement plan consulting services to a wide range of clients.

  4. ‣Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management - The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.

  5. ‣Unbiased Financial Advice in Menlo Park, CA - 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. http://www.feesonly.com http://richfp.blogspot.com/

  6. ‣Blankinship & Foster LLC: Independent, Fee-Only Wealth Advisory Firm in Solana Beach, CA (North County of 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.


Colorado

  1. ‣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 financial goals. We act as a Fiduciary - we do not sell products or collect commissions.

  2. ‣Fee-only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado - 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.


Florida

  1. ‣Life Planning Partners, Inc.- Located in Jacksonville, Florida, Life Planning Partners provides unbiased financial life planning. We are professionals who are committed to acting as a fiduciary in a client-centered relationship.


Georgia

  1. ‣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.       

  2. ‣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 Atlanta families that need an independent, holistic, and unbiased approach to achieving their most important financial goals.


Illinois

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


Louisiana

  1. ‣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, just outside of New Orleans. Shelley Ferro is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive financial planning, and investment advisory services.

  2. ‣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. 


Maine

  1. ‣Bogue Asset Management LLC - Jeff Bogue - Independent Fee-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.


Massachusetts

  1. ‣Fee-Only CERTIFIED FINANCIAL PLANNER(TM) Professional - Boston and Cambridge, MA - Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts. The site includes The FFS Blog, an informative personal finance web log.


Michigan

  1. ‣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.

  2. ‣Michigan, Grand Rapids and Okemos. 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. Thinking Beyond Numbers - IAM Financial blog.

  3. ‣Vintage Financial Services offers financial planning, investment management and income tax preparation services to individuals in Ann Arbor, Michigan and throughout the US.


Minnesota

  1. ‣Saint Paul, Minneapolis Financial Advisors - Independent - Fee-Only - CFP - 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.

  2. ‣Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Minneapolis, Minnesota - Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER (TM), providing independent, comprehensive advice, and investment advisory services.

  3. ‣Fee-Only Financial Advisor CERTIFIED FINANCIAL PLANNER(TM) 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.


Mississippi

  1. ‣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 Planner Certificants who offer Fee-only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.


Nevada

  1. ‣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.


New Jersey

  1. ‣Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ - Weingarten Associates LLC 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.


New York

  1. ‣Fee-Only independent registered investment advisor in Little Neck, Queens and Long Island, New York - Ray Mignone & Associates, Inc. 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.

  2. ‣Fee-Only CFP Independent Financial Advisor in Buffalo, Williamsville, Amherst - 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.


North Carolina

  1. ‣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 engagements to discerning clients in Raleigh, Durham, Research Triangle Park and nationwide.

  2. ‣Charlotte NAPFA Registered Fee Only - Alpha Financial Advisors - 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.


Ohio

  1. ‣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.      


Oregon

  1. ‣Portland Financial Advisors, Inc. - Portland Financial Advisors is a comprehensive fee-only financial planning, tax and investment management firm located in Beaverton, Oregon.        

  2. ‣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.

  3. ‣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.

  4. ‣Fee-Only Certified Financial Planner® in Portland, Oregon - Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon


Pennsylvania

  1. ‣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.     

  2. ‣Yardley Wealth Managment, 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.

  3. ‣Fee-only Financial Advisor, College Funding, Retirement and Investment Management in Suburban Philadelphia/Main Line in Pennsylvania - Amrein Financial is a suburban Philadelphia fee only independent financial advisor firm specializing in educational finance, retirement planning and money management on the Main Line.


Tennessee

  1. ‣Y.D. Financial Services, Inc. - A fee-only and NAPFA registered Certified Financial Planner (CFP), CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.


Texas

  1. ‣Strategic Financial Planning. Fee-only independent Certified Financial Planner in Dallas metro area providing complete wealth management.

  2. ‣Frisco Financial Planning LLC, a Fee-Only NAPFA CFP Financial Advisor - Frisco Financial Planning LLC is a financial planning firm and registered investment advisor located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen).

  3. ‣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. Please explore our website at www.poseycapital.com.

  4. ‣Fee-Only CERTIFIED FINANCIAL PLANNER(TM) and Registered Investment Advisor in Austin and Round Rock - Vannoy Advisory Group is a Fee-Only retirement and investment management firm. We are a member of a NAPFA with CERTIFIED FINANCIAL PLANNER(TM) certification in Austin and Round Rock that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.


Utah

  1. ‣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.

  2. ‣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.


Virginia

  1. ‣Honeycutt Financial, LLC - Chesapeake Va , FEE Only Wealth Management and Financial Planning, Honeycutt Financial, LLC.   

  2. ‣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.


Washington

  1. ‣Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER (TM) - CFP (R) Certificant, Investment & Financial Advisor - Seattle-Tacoma-Olympia, Washington - Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.      

  2. ‣Seattle, Washington -- King County, Eastside. Fee-Only Financial Planner & Investment Advisor for Redmond, Bellevue, Kirkland, Woodinville, Bothell and Eastside, Washington - Sherwood Investment Services has 25+ years experience helping families and individuals of all ages reach their financial goals. They provide completely independent financial planning and investment management on a fee-only basis (absolutely no commissions). They serve clients nationwide in over 12 states.

  3. ‣Arcadia Investment Advisors, LLC - Fee-Only Financial Advisor with offices in Portland, Oregon, Vancouver, Washington, and Boise, Idaho. - Arcadia Investment Advisors, LLC is an independent, fee-only investment advisory firm headquartered in Vancouver, Washington on historic Officers Row, with offices in Portland, Oregon and Boise, Idaho. Our mission is to provide investment management services of the highest quality by establishing personalized relationships based upon trust, integrity, knowledge, and communication so that our clients may successfully achieve their financial goals.

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