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Financial Resouces
Useful Sites:
Fee-Only Financial Advisors:
The following links are provided as a convenience and should not be construed as an endorsement.
- 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.
Stratton Advisors—Fee-Only Certified Financial Planner® in Oro Valley and
Tucson, AZ
Stratton Advisors offers Fee-Only financial planning to help you make the most of the opportunity to live life better.
- California
Aegis Financial Advisory, LLC, Client-Centered Planning for Life™, Santa Clara, CA
A Fee-Only CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor
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. Call me for a free initial consultation. I look forward to hearing from you and getting you started on the path to achieving your most cherished life goals.
Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.
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.
Wade Financial Advisory, Inc. Campbell, CA
Your Comprehensive Personal Financial Guides
Fiscalis Advisory, Inc. Fee-Only, integrative financial planning, tax & wealth
management, San Juan Capistrano, CA
Fiscalis Advisory 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.
Roman Financial Advisors - Fee Only, Certified Financial Planner, Registered
Investment Advisor, San Diego, California
Ted Roman, CFP ®, 2245 San Diego Ave, Suite 221
San Diego, CA 92110, 619-669-1111
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.
Lynch Financial Advisors is a fee-only financial planning and business consulting firm based 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.
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.
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.
Stewart Financial Services—Fee Only Financial Planner in Carlsbad, CA
Stewart Financial Services—Fee Only Financial Planner in Carlsbad, CA.
Veritana
Financial Planning, Inc.
Comprehensive advice to help you achieve financial independence.
- Colorado
Yellowstone Financial — Fee-Only, Certified Financial Planning in Boulder, CO
Yellowstone Financial, Inc., is a registered investment advisor based in Boulder, Colorado that provides fee-only financial planning, investment advice, and tax preparation and planning.
- 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
Rehl Financial Advisors—helping you enjoy a better life, richer in all respects. Located
in Land O'Lakes, FL.
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.
Sterling Wealth Advisors — Fee-Only Financial Planner in Ft. Lauderdale, FL
Sterling Wealth Advisors 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
Sullivan Mermel, Inc. Chicago, Illinois
Specializes in helping clients feel calm, confident, and in control of their finances.
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.
- Indiana
Piedmont Financial Advisors, LLC
Expert financial planning for people who have to work for a living.
- 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.
- Minnesota
Brown Wealth Management, LLC, Independent, Fee Only Financial Planning Services in
Eden Prairie, MN.
Brown Wealth Management, LLC is a fee-only personal financial advisory firm
providing comprehensive financial and investment planning services that are in
the best interests of our clients.
- Missouri
Heidi French & Associates, LLC — Fee-Only Financial Planning for Peace of Mind Located in St. Louis, MO — No Commissions NAPFA and ACA members
We provide comprehensive solutions for goal setting, budgeting, insurance review, portfolio analysis, investment implementation, education funding, retirement strategies, and tax planning. We will work with you as a fiduciary to help reduce worry and plan your finances.
- New Hampshire
Northeast Passage Financial Advisors LLC, Independent, Fee Only Financial Planning
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.
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.
- New Jersey
Lighthouse Financial Advisors, Inc., Red Bank, NJ
Lighthouse Financial Advisors, Inc. provides clients with sensible and ethical tax and
financial advice to help put their financial goals within reach. We believe guidance
and education are the building blocks of a sound financial plan. We will help you
develop a comprehensive plan that is based on your financial goals. Our fee-only
approach ensures you will receive objective, unbiased advice since we do not earn
commissions or take kickbacks in connection with any investment products we recommend.
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.
Wealth Management Group,
Inc.—Fee Only Financial Planning, Investment and Tax Advice in Winston
Salem, North Carolina
Providing Comprehensive Financial Planning, Investment, and Tax advice for
"Middle America."
Alpha Financial Advisors - Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered
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.
- Ohio
Ritter Daniher Financial Advisory, LLC - Fee Only Investment Advisor - NAPFA Member - Fiduciary – CERTIFIED FINANCIAL PLANNER –
Financial Advisor – Retirement Planner in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm
offering comprehensive investment management, retirement planning, and financial planning
services to clientele located in Cincinnati and nationwide. All advisors are members of
NAPFA, the National Association of Personal Financial Advisors.
Stepping Stone Financial, Inc. Independent. No Commission Financial Planning
Services in Northeast Ohio (Chagrin Falls)
NAPFA and ACA member Connie Stone, CFP® President of Stepping Stone Financial,
strongly believes that education helps clients make informed decisions.
Specializing in concerns with working with women over the age of 45, especially
widows, is something Connie is passionate about. Seasoned by over 30 years in the
financial industry, Connie taught personal financial planning as an adjunct
faculty member for the College of Financial Planning and various non-profit
organizations devoted to enhancing financial education and self-sufficiency.
For further information contact her at 480-247-4870.
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.
Practical Financial Planning—Holistic Fee-only Financial Planners in Cleveland, OH
Serving Professionals in the Public Sector, College
Professors, and Retired Women.
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.
- Oklahoma
Step By Step Tax & Financial Planning, LLC in Broken Arrow, OK.
Comprehensive, fee-only tax and financial advice based on a time-tested methodology
developed by the ACA, addressing the needs of everyday people with everyday needs.
- 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.
- Pennsylvania
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.
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.
- Texas
Pegasus Advisors, LLC, Independent Fiduciary, CERTIFIED FINANCIAL PLANNER™, NAPFA Registered Financial Advisor, Dallas Texas, Plano Texas, Grapevine
Texas
Pegasus Advisors, LLC is a money strategy firm that enables smart people
with better things to do than obsess about money to live more secure and
meaningful lives. Our innovative, no-sales system can help you increase the
probability of success and reduce the amount of stress involved in managing
your personal finances.
- Wisconsin
Trinity Financial
Planning, Middleton Wisconsin, Members of Alliance of Cambridge Advisors and
Financial Planning Association
Trinity Financial Planning is a comprehensive financial planning and
investment advisory firm that provides unbiased tax advice, Financial
Tune-Ups and holistic financial planning without the conflicts of interest
inherent in selling investments or insurance. Our services are designed to
serve those who believe strongly in minimizing their taxes and those who
want to be long-term investors rather than stock traders. We offer full
disclosure, fee-only advice all the time. No product sales, no commissions,
ever.
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