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Links to other Fee-Only Financial Advisors in the US and Foreign Countries:
This is a list of financial planners in other states who are not compensated by commission. The majority of these Fee-Only Certified Financial Planners (TM) are members of the National Association of Personal Financial Advisors (NAPFA). Fee-Only compensation means that an advisor never accepts commissions or compensation of any kind related to the products he or she recommends. In addition, members of NAPFA must meet stringent continuing education requirements and uphold the highest Fiduciary Obligations in the financial services industry.
We recommend you perform your own due diligence to see if a planner is right for you. Kaplan Financial Advisors, LLC provides this list for your information only; we cannot accept responsibility for the quality of advice or services provided by any other financial advisor.
ALABAMA
Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama. www.longviewfa.com 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.
ARIZONA
Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement. http://www.wealth-engineering.com
CALIFORNIA
Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor in Orange County, CA http://www.tabr.net 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 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 Fee-Only CFP Investment Advisor for retirement money…in San Diego County.
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 (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/
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. http://www.staibfinancialplanning.com/
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. www.StrasbaughFinancial.com or call Richard at 719-265-4600.
FLORIDA
Fee-Only Financial Planner in Jacksonville www.lifeplanningpartners.com We are a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.
GEORGIA
Description: 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
MAINE
Maine Fee-Only CERTIFIED FINANCIAL PLANNER and investment management B ogue 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
MASSACHUSETTS
Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL 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 hourly financial planning to more comprehensive financial management. http://www.nevilsfinancial.com/
Independent Massachusetts Fee-Only Financial Planning Company
Advocate Financial Management is a Registered Investment Advisory firm based in Greater Boston, serving clients in Arlington, Belmont, Cambridge, Lexington and Winchester, MA. As a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and trusted fee only advisor, founder Timothy J. Haley takes a holistic approach, specializing in retirement planning, elder planning and investment management. Offering DFA Funds from Dimensional Fund Advisors.
Eldermoney.com Massachusetts Daily Money Management Firm
Located in Greater Boston providing bill paying, bookkeeping and personal financial management services to the elder and senior markets in Arlington, Belmont, Cambridge, Winchester and surrounding towns. Certified Public Accountant (CPA), QuickBooks Pro Advisor and AADMM member. Serving with a high level of compassion and integrity.
MICHIGAN
Vintage Financial Services, LLC is a fee only, independent wealth management firm based in Ann Arbor, Michigan. Founded in 1985, Vintage offers financial planning, investment management and income tax preparation services. http://www.vintagefs.com
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. http://www.iwmusa.com
MINNESOTA
Independent Fee-Only Financial Advisor – CERTIFIED FINANCIAL PLANNER – 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.
http://www.clerestoryadvisors.com
Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota. E pple 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. www.EppleFinancial.com
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 (TM) Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon. www.BerglandWealth.comNEVADA
Redrock Private Wealth Consulting, Las Vegas, Nevada Fee Only NAPFA CFP Financial Planner & Investment Advisory Firm operated by Greg Phelps, CFP(R), CLU, AAMS http://www.redrockwealth.com
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. NEW HAMPSHIRE
Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire. www.azimuthplanning.com
Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. The firm offers different levels of service ranging from hourly financial planning to more comprehensive financial management.
Fee-Only, Certified Financial Planner and Independent Fiduciary in Salem, NH and Bonita Springs, Florida. Paul R. Pignore, CFP, AIF, is a Fee-Only Certified Financial Planner focusing on retirement planning and investment advisory services, with offices in Salem NH and Bonita Springs, FL. boston Retirement Advisors, LLC is a Registered Investment Advisor. Paul has over 25 years industry experience. http://www/investwithpaul.com
NEW YORK
www.raymignone.com 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.
OHIO
www.ritterdaniher.com Fee Only Investment Advisor – CERTIFIED FINANCIAL PLANNER – Financial Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management and retirement planning to clients in Cincinnati and nationwide.
OREGON
Fee-Only CERTIFIED FINANCIAL PLANNER™ Retirement and Life Planning, Investment Management for Women’s Personal Finances 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. http://www.lfpadvisors.com/
TEXAS
Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only NAPFA CFP Financial Planner & Investment Advisor. Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm . Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen.
http://www.ffplan.com
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 Web site at www.poseycapital.com
UTAH
Independent 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 investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.www.utahfinancialadvisor.blogspot.com and http://networthadvice.com
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. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide. http://www.sherwood-investments.com
Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington. www.michaelpace.net Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle
WISCONSIN
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).
INDIA - MUMBAI (BOMBAY)
Devang Shah, one of India’s first CFP certificants and also the first to hold the certification across USA and India, pioneered financial planning in India by setting up Right Returns. With more than 1.6 millions Indians living in America and thousands of Americans living in India, Right Returns aims at making personal finance a non-issue for such people. More information can be found at www.rightreturns.com
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