| 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.
Fee-Only Advisors
- Alabama
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.
- Arizona
Friedrichs Financial Alliance—Fee-only financial Planner—Mesa, AZ
Financial planning to achieve your long-term financial goals.
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.
- California
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.
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 to personal financial planning, tax minimization, and prudent money management, where all advice is rendered in a non-commission, fiduciary relationship.
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 allow 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.
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.
Lynch Financial Advisors - Fee-Only, Comprehensive Financial Advisors in Roseville, CA
Based in Roseville, California (and serving clients throughout California, Oregon, Washington, Kansas, Colorado and Virginia), Lynch Financial Advisors is a Fee-Only advisory firm that provides comprehensive financial planning for individuals, couples and small business owners. Our comprehensive financial planning includes goal setting, budgeting, insurance review, portfolio analysis, investment strategy, retirement/education/retirement planning, as well as tax projection and planning.
Natural Bridges Financial Advisors is a fee-only, CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor located in Santa Cruz, CA
We provide personal financial life planning, investment management and education services for clients to help them 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.
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.
Stewart Financial Services—Fee Only Financial Planner in Carlsbad, CA
Personal financial planning so that you can live an extraordinary life.
Veritana Financial Planning, Inc.
Comprehensive advice to help you achieve financial independence.
- Colorado
Pikes Peak Financial Planning LLC
Providing financial counsel for midlife and beyond.
Pinnacle Financial Concepts, Inc., Independent, Fee Only Financial Planning Services in Colorado Springs, CO
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.
Simmons & Associates
Simmons & Associates is a member of the fee-only NAPFA organization, the Paladin Registry and the Alliance of Cambridge Advisors.
Strasbaugh Financial Advisory, Inc.—Fee-Only Financial Advisor, Investment Advisor- Retirement Planning, Colorado Springs, CO
We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals as they approach their retirement years. We act as a Fiduciary—we do not sell products or collect commissions.
Alpers & Associates, Financial Planner for Colorado Springs and surrounding areas
Fee-Only Financial Planning for professional and retired clients who want to achieve and maintain financial independence and reach important goals along the way. Services include strategic and personal financial planning, investment analysis and management, proactive tax planning strategies, small business consulting, and estate analysis.
- Connecticut
Lifestyle Financial Strategies, LLC—Comprehensive Fee-Only Financial Planning and Investment Advisory Services
Helping You Achieve Financial Independence through Greater Clarity, Better Control and Higher Confidence in your Financial Lifestyle
- Florida
Cambridge Tax & Financial Consultants—Fee-Only Financial Planner in Ft. Lauderdale, FL
CTFC is a fee-only, fiduciary wealth management firm offering comprehensive investment management, retirement planning, and financial planning services to clients in Florida and nationwide. We assist clients in realizing their life goals through defining, planning, and protecting their long-term financial security. All advisors are members the National Association of Personal Financial Advisors.
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
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.
- Illinois
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.
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.
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.
Essential Financial Strategies - Fee-only Financial Planning in Orland Park, IL
R. Wallace Larson - Essential Financial Strategies is dedicated to helping you rid worry from your life, achieve success as you define it, and ultimately build the life you want!
- Massachusetts
Nashoba Financial Planning—Fee Only Financial Planner in Massachusetts
Face the future with clarity and confidence! Comprehensive advice to help you achieve financial independence
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.
Demers Financial Planning - Fee-only Financial Planners
in Methuen, MA
Maureen Demers - Comprehensive advice to help you achieve financial
independence.
- Minnesota
Brown Wealth Management, LLC—Fee-Only, CERTIFIED FINANCIAL PLANNERS™ in Eden Prairie, MN
Brown Wealth Management is a Fee-Only, CERTIFIED FINANCIAL PLANNER™, in Eden Prairie, MN. Brown Wealth Management provides comprehensive Fee-Only financial planning and investment advisory services with offices in Eden Prairie and Woodbury, MN.
- New Hampshire
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.
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.
- New Jersey
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.
- New York
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.
Taconic Advisors, Inc.—Fee-Only Financial Planning—NAPFA—CFP® Professional—Poughkeepsie, NY
Financial Planning/Investing without Product Sales. For Secure Retirements and Life's Transitions.
- Nevada
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.
- North Carolina
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.
Davis Financial Planning- Fee-only Financial Advisor- Asheville, NC
Al Davis - Al is a fee-only financial advisor providing comprehensive holistic tax and financial planning. Regardless of how much money you have, you have financial concerns - we can help.
- Ohio
Cambridge Financial & Tax Advisors, LLC (Central Ohio): Fee-Only, 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.
Reed Financial Planning, LLC—Fee Only, CERTIFIED FINANCIAL PLANNER™ in Columbus, OH
I help middle-income people organize their financial life. Together we integrate all your finances (e.g., investments, taxes, insurance, real estate) into a personal plan that works toward your personal goals. No commissioned sales, just unbiased financial advice.
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.
Westlake Advisors—Independent, Fee-only Financial Planners in Westlake, OH
Westlake Advisors is an independent, fee-only financial advisory firm. I provide comprehensive financial planning services including sound advice on the topics of investments, retirement and estate planning, insurance, and general financial matters. Since taxes have a major impact on all of us, I place a special emphasis on tax planning and include tax preparation. As your trusted advisor, my mission is to help you make smart choices about your money so you can have the kind of life you want to live. As a NAPFA fee-only planner, I sell only my services, and receive no commissions from the purchase/sale of products.
Stepping Stone Financial Inc. - Fee-Only Certified Financial Planner Professional in Chagrin Falls, OH
Constance Stone - Comprehensive Financial Planning to Reach Your Goals, One Step at a Time
- Oklahoma
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.
- Oregon
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.
Fee-only financial advisor in Portland, OR. No commission and no sales pitch
Thomas Jensen - Are you making the best decisions about taxes, insurance, estate planning, retirement planning, budgeting, and your most important goals in life? Do you have the investments and investment strategies that will allow you to reach your goals? Vaerdi LLC can help you integrate money, goals and values. Vaerdi , LLC is a professional advisory firm specializing in an integrative approach to personal financial planning, and money management, where all advice is rendered in a non-commission,
fiduciary relationship.
- Pennsylvania
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.
Templeton Financial Planning Fee-Only Advisors CERTIFIED FINANCIAL PLANNER™ located in Pittsburgh, PA
Steve Templeton is a CERTIFIED FINANCIAL PLANNER™, and principal of Templeton Financial Planning. We provide Fee-Only financial planning to individuals, families, and small business in and around the greater Pittsburgh, PA area.
Pennsylvania Physician Advisors, Inc. - The Physician Financial Resource
Dennis Hursh: Personalized financial services for physicians
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