| Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificants Around the U.S.
Note: These firms are members of NAPFA - National Association of Personal Financial Advisors, and have at least one CERTIFIED FINANCIAL PLANNER™ professional on staff.
Alabama Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Huntsville, Alabama Larry K. West, CFP ® MBA EA
West Financial Consulting, Inc.
220B Rhett Avenue
Huntsville, AL 35801
256-534-1196
West Financial Consulting, Inc. is a comprehensive Fee-Only planning and Wealth Management Registered Investment Advisor Firm serving affluent clients in Huntsville, Alabama.
Specialty areas include: Retirement Planning, Tax Planning Estate Planning, Risk Management, Cash Flow Planning, and Investment Management.
Arizona Fee-Only CERTIFIED FINANCIAL PLANNER™ Financial Advisor and Retirement Planner in Scottsdale, 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
Arizona Fee Only Certified Financial Planner
CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, investment advice, 401k
http://www.ffafinancial.com
California Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
Rich Chambers
650-323-4701
richc@feesonly.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.
http://www.feesonly.com
California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in San Diego, California
Ted Roman CFP ®
Roman Financial Advisors
2245 San Diego Ave, Suite 221
San Diego, CA 92110
619-669-1111
http://www.feeonlyadvisor.com
California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Orange County, California
Steven W. Medland, CFP ®
TABR Capital Management, LLC
500 N State College Blvd., Suite 1320
Orange, CA 92868
714 704-9180 tel
714 937-1886 fax
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.
http://www.tabr.net
California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor Near San Jose, California
Don Martin, CFP®
Mayflower Capital
1000 Fremont Ave. Ste. 135
Los Altos, CA 94024
(650)949-0775
http://www.mayflowercapital.com/
Colorado Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Durango, Colorado
Stan Johnson, CFP ®
Comprehensive Financial Inc.
1075 Main Ave., Suite 216
Durango, Colorado 81301
918 385-5227
Comprehensive Financial, Inc. is a comprehensive Fee-Only planning and investment advisory firm serving clients from Durango, Colorado. Specialty areas include: Retirement Planning, Investment Management, Tax Planning, and College Funding.
http://www.compfinancial.com
Colorado Fee-Only CERTIFIED FINANCIAL PLANNER™ in Denver, Colorado
Paul Staib, CFP ®
Staib Financial Planning, LLC
10082 S Fairgate Way
Highlands Ranch, Colorado 80126
303 346 5336
Staib Financial Planning is a comprehensive Fee-Only planning and investment advisory firm serving clients from Denver, Colorado. Specialty areas include: Retirement Planning, Investment Management, Tax Planning, and College Funding.
www.staibfinancialplanning.com
Colorado Pinnacle Financial Concepts, Inc., Independent, Fee Only Financial Planning Services in Colorado Springs, CO
Jane Young and Linda Leitz
Pinnacle Financial Concepts, Inc is a fee-only personal financial advisory firm providing comprehensive financial and investment planning services that are in the best interests of our clients.
www.PinnacleFinancialConcepts.com
Colorado Fee-Only CERTIFIED FINANCIAL PLANNER™ and CFP® in Boulder and Denver, Colorado
Gold Medal Waters Fee Only Financial Advisor and CFP in Boulder and Denver Colorado - Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER (tm) and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services. Financial Planning is a comprehensive Fee-Only planning and investment advisory firm serving clients from Denver, Colorado. Specialty areas include: Retirement Planning, Investment Management, Tax Planning, and College Funding.
Matthew J. Kelley, CFP ®, AIF ®
President and CEO
720.887.1299 tel
720.208.0605 fax
http://www.goldmedalwaters.com
Connecticut Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Centerbrook, Connecticut
Jeffrey N. Mehler, CFP ®
Jeffrey N. Mehler, CFP ® LLC
90 Main Street, Suite 105
Centerbrook, CT 06409
860 767-9700
http://www.jnmehler.com
Iowa Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor in Des Moines, Iowa
Wayne Van Heuvelen CFP ®
Horizon Consulting & Investment Services, Inc.
2400 86th Street, Suite 19
Des Moines, IA 50322
515 252-0796
Idaho Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Boise, Idaho
Michael J. Ling, CFP ®
Berkeley, Inc.
6001 W State Street
Suite B
Boise, ID 83703
208-853-6980
www.berkeleyinc.com
Indiana Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Indianapolis, Indiana
Susan Elser CFP ®
Elser Financial Planning
10752 Tallow Wood Lane
Indianapolis, IN 46236
317-823-5999
http://www.susanelser.com
Maine Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Portland, Maine
Portland Financial Planning Group, LLC specializes in retirement planning, estate planning, investments and insurance.
Portland Financial Planning Group, LLC CFP ®
477 Congress Street, Suite 814
Portland, ME 04101
207-771-8821 tel
866-855-8210 fax
http://www.pfpg.com
Maine Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Ellsworth, Maine
Anne Gibson MBA CFP ®
Gibson Financial Solutions, LLC
3 Franklin Street
Ellsworth, ME 04605
207 667-9993
http://www.gibsonfinancialsolutions.com
Massachusetts Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Lynnfield, Massachusetts with an office in Stuart, Florida
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.
Barbara C. Nevils, CFP ®
877.552.2638 toll-free
781.334.2248 direct
http://www.nevilsfinancial.com
Massachusetts Fee-Only CERTIFIED FINANCIAL PLANNER™ Firm Massachusetts-Based CFP CPA
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
Massachusetts Fee-only Certified Financial Planner in Franklin, Massachusetts
Kevin Nulton of Titanium Advisors
As both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.
www.TitaniumAdvisors.com
Michigan Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Ann Arbor, Michigan
Frank Moore MS, CFP ®
101 N Main St, Suite 800
Ann Arbor, MI 48104
734 688-4040
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/
Michigan Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Franklin, Michigan
Christine Isham CFP ®
26111 West 14 Mile Road
Suite 100
Franklin, MI 48025
866 947-6321
Northern Financial Advisors, is a comprehensive Fee-Only Financial Advisory Firm with five financial advisors serving middle-income clients and small business owners across the country.
ChristineI@nfa1040.com
Minnesota Saint Paul Financial Advisors - Independent - Fee-Only - CFP
Tom Alf, CFP®, CPA
Clerestory Advisors, Inc.
750 Main Street, Suite 215
Mendota Heights, MN 55118
651-209-2610 tel
651-209-0840 fax
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.
www.clerestoryadvisors.com
Minnesota Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Wayzata, Minnesota
Rick Epple CFP ®
Epple Financial Advisors LLC.
1000 Twelve Oaks Center Dr., Suite 101
Wayzata, MN 55391
952 470-5049
www.EppleFinancial.com
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™, providing independent, comprehensive advice, and investment advisory services
Mississippi NAPFA, Fee-Only, Fiduciary, CERTIFIED FINANCIAL PLANNER™ Independent Financial Advisor in Jackson, Mississippi
Tiffan Ballard, CFP®, AIF®
Bergland Wealth Management, Inc.
P.O. Box 1318
Ridgeland, MS 39158-1318
601-956-5181 direct
601-956-5374 fax
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.
http://www.berglandwealth.com
Missouri Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Brixey, Missouri
Steven Young CFP ®
Steven Young Financial Planning
HC2 Box 30
Brixey, MO 65618
877 679-3746
www.stevenyoungfp.com
Montana Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Bozeman, Montana
Bob Frey CFP ® CLU M.S.
Professional Financial Management, Inc.
945 Technology Blvd., Suite 102
Bozeman, MT 59718
406 587-1604
bob.pfm@bridgeband.com
Nevada Fee-Only CERTIFIED FINANCIAL PLANNER™ - CFP ® Certificant, Investment & Financial Advisor in Las Vegas, Henderson, Nevada
Greg Phelps CFP ® CLU AAMS
Red Rock Private Wealth Consulting, LLC
6817 S. Eastern Ave. Ste. 101
Las Vegas, NV 89119
702 987-1607
Red Rock Private Wealth Consulting, LLC is a comprehensive Fee-Only retirement planning Registered Investment Advisor Firm serving affluent clients & small business owners in Las Vegas & Henderson.
www.redrockwealth.com
New Jersey Fee-Only NAPFA CERTIFIED FINANCIAL PLANNER™ and Investment Advisor in Robbinsville, New Jersey
Bill Kelly, CCPS, CMFC, MS, CFP®
Sirius Resources, Inc.
3 Eisenhower Drive
Robbinsville, NJ 08691
609 426-0413 tel
609 426-4665 fax
Sirus Resources, Inc., an independent, Fee-Only financial planning and Registered Investment Advisory firm headquartered in Robbinsville, New Jersey, specializes in providing financial planning services and investment advice to individuals and families, on a Fee-Only basis.
http://www.sirusresources.com
New Jersey Weingarten Associates, L.L.C is an independent, fee-only Registered
Investment Advisor
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/
New Hampshire Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Registered Investment Advisor in Salem, New Hampshire
Paul R. Pignone, CFP®, CLU, ChFC, AIF, CSA
Boston Retirement Advisors, LLC
85 Stiles Road, Suite 202
Salem, NH 03079
603-896-6400 tel
888-408-6400 toll-free
866-557-0155 fax
http://www.investwithpaul.com
New Hampshire Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Registered Investment Advisor in Portsmouth, New Hampshire
Bill Simpson, MBA, CFP®
Azimuth Financial Planning, LLC
One New Hampshire Avenue
Suite 125
Portsmouth, NH 03840
603 373-8793
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
New Mexico Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Registered Investment Advisor in Rio Rancho, New Mexico
Cary Carbonaro CFP ®
Family Financial
4200 Meadowlark Lane SE
Suite 7
Rio Rancho, NM 87124
888 212-8767
www.familyfinancialresearch.com
North Carolina Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Cary, North Carolina
Jeff Seymour CFP ®, Engineer
Triangle Wealth Management LLC
Doctorwealth.com LLC
201 Shannon Oaks Circle, Suite 200
Cary, NC 27511
919 654 7321
Triangle Wealth Management LLC is a Fee-Only Financial Planning and Registered Investment Advisor practice that works with the "middle market" in North Carolina. The business unit - Doctorwealth.com LLC supports Physicians and Dentists in North Carolina.
North Carolina Charlotte, NC NAPFA Registered Fee Only - Alpha Financial Advisors
John Gugle CFP ®, Engineer
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
http://www.alphafa.com/
Ohio CERTIFIED FINANCIAL PLANNER™ Fee-Only Comprehensive Financial Planning, Asset Management and Retirement Planning in Cincinatti, Ohio
John K. Ritter, CFP®, CFS
Ritter Daniher Financial Advisory, LLC
7529-A State Road
Cincinatti, OH 45255
513-233-0715
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.
http://www.ritterdaniher.com
Oregon CERTIFIED FINANCIAL PLANNER™ Fee-Only Comprehensive Financial Planning, Asset Management and Retirement Planning in Portland, Oregon
Peggy Kessinger, CFP®, MBA
Lifestyle Financial Planning, LLC
503-610-8628
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
Oregon Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Portland, Oregon
Tim Kober CFP ®
Cedar Financial Advisors
168 NW 93rd Pl
Portland, OR 97229
503 206 6222
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon
http://www.cedaradvisors.com
Oregon Passive Investment Management Advisor CFP® Portland 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.
http://www.cascadewealth.com/
Pennsylvania Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Newtown, Pennsylvania
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.Cedar Financial Advisors
Michael J. Garry, CFP ®, JD/MBA
41 University Drive, Suite 400
Newtown, PA 18940
877.251.4393 toll-free
267.573.1019 tel
267.397.2003 fax
http://www.yardleywealth.net
Texas Fee-Only NAPFA CERTIFIED FINANCIAL PLANNER™ and Investment Advisor in Frisco, Texas
John Gay, CFP®
Frisco Financial Planning LLC
9555 Lebanon Road, Suite 303
Frisco, TX 75035
469 252 1249
Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. 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
Texas Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant, in Austin, and Round Rock
Chris Baum CFP ®
Vannoy Advisory Group, Inc.
3101 Bee Caves Rd. Suite 301
Austin, TX 78746
Phone: (512) 515-1163
Fax: (888) 366-0035
Vannoy Advisory Group is a Fee-Only retirement and investment management firm. We are a member of 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.
www.VannoyAdvisoryGroup.com
Washington Fee-Only CERTIFIED FINANCIAL PLANNER™ in Vancouver, Washington
Steve Wolf, CFP®
Pathfinder Financial Advisors, LLC
360.718.6380 direct
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.
http://www.pathfinderfa.com
Wisconsin Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in Madison, Wisconsin
Bill McDonald
Retirement Planning Solutions, LLC
10 Doty Street, Suite 800
Madison, WI 53703
608 831 9788 tel
800 593 1403 toll-free
608 831 9858 fax
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
Virginia
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.
http://www.summitfinancialplanning.com
Vermont
Jamie Milne
Phone: (800) 360-0662
Jamie Milne is a Certified Financial Planner, who offers independent, fee-only advice that specializes in retirement and investment planning. Milne Financial Planning has offices in Burlington, Barre, and St. Johnsbury Vermont.
www.milnefeeonly.com
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