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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.

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
3737 5th Ave, Suite 201
San Diego, CA 92103 Email: ted@feeonlyadvisor.com