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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.
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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.
California Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor in San Diego, California
Ted Roman CFP ®
Roman Financial Advisors
3737 5th Avenue, Suite 201
San Diego, CA 92103
619 209-6565
http://www.feeonlyadvisor.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
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 Ellsworth, Maine
Anne Gibson MBA CFP ®
Gibson Financial Solutions, LLC
3 Franklin Street
Ellsworth, ME 04605
207 667-9993
http://www.gibsonfinancialsolutions.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 Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor in Minnetrista, Minnesota
Rick Epple CFP ®
Epple Financial Advisors LLC.
5920 Lakeview Dr.
Minnetrista, MN 55364
952-470-5049
www.EppleFinancialAdvisors.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 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 ® B.Sc. Eng.
Triangle Wealth Management LLC
108 Preston Ridge Ct
Cary, NC 27513
919 469 3600
Triangle Wealth Management LLC is a Fee-Only Financial Planning and Registered Investment Advisor practice that supports Physicians and Dentists, and their practices in North Carolina and Virginia.
www.doctorwealth.com
Virginia Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor in Virginia
Jeff Seymour CFP ® B.Sc. Eng.
Triangle Wealth Management LLC
108 Preston Ridge Ct
Cary, NC 27513
919 469 3600
Triangle Wealth Management LLC is a Fee-Only Financial Planning and Registered Investment Advisor practice that supports Physicians and Dentists, and their practices in North Carolina and Virginia.
www.doctorwealth.com
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