Fee-Only Retirement Planning, Financial Planning & Investment Management

Resources

Washington State Department of Financial Institutions

Securities Division
PO Box 9033
Olympia, WA 98507-9033
877-746-4334

Certified Financial Planner Board of Standards, Inc.

1425 K Street NW
Suite 500
Washington, DC 20005
800-487-1497

NAPFA - National Association of Personal Financial Advisors

3250 North Arlington Heights Road
Suite 109
Arlington Heights, IL 60004
1-800-366-2732

FPA - Financial Planning Association

4100 East Mississippi Avenue, Suite 400
Denver, CO 80246
800-322-4237


Links to other advisors

Arizona

CFP Retirement Financial Advisor in Scottsdale and Phoenix, Arizona
Continuum Wealth Management provides investment management, retirement planning and financial planning. Craig Ritter, CFP® is a Fee Only Financial Advisor located in Scottsdale and serving the greater Phoenix area.

Fee Only CFP 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.

Tucson Fee Only Financial Planners specializing in Socially Responsible Investing
Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.

California

Capital Markets U.com Magazine
Investor Education for Main Street America

Fee-Only CERTIFIED FINANCIAL PLANNER™, CFP, Independent Financial Advisor in Orange County, CA
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.

Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNER™ practitioner.
The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.

Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.

Investor's Capital Management, LLC—Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
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. - See more at: Wealth Engineering

Colorado

Fee Only CERTIFIED FINANCIAL PLANNER in Denver, Colorado
Staib Financial Planning, LLC is an independent financial planning and investment advisory firm providing comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Denver and Highlands Ranch, Colorado.

Retirement Fee Only Financial Planning Advisor in Denver
A fee-only financial planning and investment management firm, CFP , Certified Financial Planner, Fee-only financial planner , fee only financial planner, Fee-only, Financial Planning.

Florida

Fee-Only Financial Planner in Jacksonville
Life Planning Partners, Inc. is a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.

Georgia

Minerva Planning Group
We are an Atlanta-based fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.

Illinois

AHC ADVISORS INC
Fee-Only Financial Planning and Wealth Management in St. Charles, Geneva, and Batavia, IL. Investment advisor Craig Larsen, CFP®, is with AHC Advisors located in St. Charles, IL. AHC provides unbiased, objective, and independent Fee-Only financial planning and wealth management services. We serve clients in the Chicago suburbs and locally in Saint Charles, Geneva, Batavia, Naperville and Elgin.

Chris Long, Chicago, IL
Independent Fee Only Certified Financial Planner (CFP) and Advisor in Chicago, IL Serving Individuals, Couples, and 401k Retirement Plans.

Johnston Investment Counsel
Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally.  JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities.  JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.

Mentor Capital Management Inc.
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Quinn Financial Planning LLC
Timothy J. Quinn CFP®, CPA/PFS is a Chicagoland Fee-Only financial advisor offering objective, professional, financial planning and investment management advice for over 20 years.

Maine

Bogue Asset Management, Independent Fee-Only CFP Financial Advisor in Maine
Bogue Asset Management LLC offers fee-only financial planning and investment management services to individuals and families across the State of Maine.

Portland Financial Planning Group LLC (Portland, Maine) fee only financial planners
Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client’s financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

Massachusetts

Fee-only NAPFA Independent Retirement and Financial Advisor in Franklin, MA.
Titanium Advisors, LLC is a fee-only financial advisor and retirement planning firm providing a unique blend of tax, financial, and legal expertise to address the various needs of our clients.

Independent Fee-only Certified Financial Planner Professional™ Professional in Boston and Cambridge, MA
Fisher Financial Strategies provides financial planning and investment advisory services on an hourly, as-needed basis. Web site features the FFS Blog, a personal financial planning web log.

Michigan

Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.

George Papadopoulos CPA/PFS CFP®
CFP® and CPA Fee Only Financial Advisor Wealth Management Tax Expert Ann Arbor & Detroit area Michigan NAPFA member. George Papadopoulos is a Fee-Only Certified Financial Planner CFP® and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals.

Vintage Financial Services, LLC
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.

Minnesota

Fee Only Financial Advisor in Chanhassen, MN.
Colleen Weber is a fee only financial planner in Minnesota.

Minnesota Financial Planning
Phillip James Financial is an independent fee-only financial planning company offering comprehensive wealth management in the Minnesota. They work with individuals and families to plan for retirement and make sure they are on track to achieve all of their financial goals.

Mississippi

Bergland Wealth Management
Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Nevada

Las Vegas Fee Only Financial Advisors - Finacuity
A fee only fiduciary investment management and financial planning firm in Las Vegas focused on comprehensive financial and retirement planning for those near or in retirement.

New Hampshire

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire.
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.

New Jersey

Financial Futures
Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC

Key Financial Solutions, LLC
Independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner to residents of New Jersey and New York.

New York

Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York.
Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA.

Long Island CERTIFIED FINANCIAL PLANNERS™ (CFP®) / Financial Advisors - Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York. They provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.

North Carolina

Blue Water Portfolios – an Independent, Fee Only Financial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina
The CERTIFIED FINANCIAL PLANNER™ professionals of Blue Water Capital Management, LLC, a fee-only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment management.

Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients. Our team of CFP® certificants care for generations of families in an unbiased manner that helps them reach their financial goals. We believe proactive conversations can help to more effectively plan for and achieve client’s desired futures.

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.

Woodward Financial Advisors, Inc.

Ohio

Canton Ohio Fee Only Financial Planning and Investment Management
Justin Rush, Founder of JGR Financial Solutions, is a CFP® practitioner and member of NAPFA. As a Financial Advisor, he provides cash flow, investment, insurance, estate, college savings, and income tax planning services to clients throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.

Fee Only Financial Advisors in Columbus Ohio – rebel Financial
rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.

Fee Only Investment Advisor – Certified Financial Planner – Financial Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide.

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio
Savvy Outcomes is a Fee-Only retirement planning firm with Certified Financial Planner professionals in Columbus, OH.

Oregon

Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.

Portland Fee-Only Financial Planning and Investment Management
If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon.

Pennsylvania

CFP® - Independent Fee Only Financial Planning and Investment Management firm 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.

NAPFA Fee-Only financial advisor specializing in safe all-bond portfolios
The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.

Tennessee

Fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.
Allow us to become your unbiased, trusted financial coordinator.

Texas

Austin and Round Rock Financial Advisors - CERTIFIED FINANCIAL PLANNERTM
Palermo Wealth Management is an independent fee only investment management and CERTIFIED FINANCIAL PLANNER TM specializing in comprehensive wealth management for financially secure families.

Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only NAPFA CFP Financial Planner & Investment Advisor
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.

NAPFA Fee-Only Financial Advisor in North Texas
Strategic Financial Planning (SFP) is an independent, fee-only Registered Investment Advisor based in Plano, TX that offers financial planning and wealth management services to professionals, small business owners, physicians, divorcees and widows in the DFW Metroplex and abroad. Our goal is to help in Navigating Your Life Journey™ and allow you to focus on areas that you enjoy most.

Odyssey Wealth Management, a Fee Only NAPFA CFP/CPA Financial Advisor
Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).

Utah

Fee-Only Financial Advisor and Retirement Specialist in Salt Lake City, Utah
Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.

Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.

Virginia

Fee-Only CFP Financial Planning  Alexandria, VA

Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition

The Advisory Firm of Katherine L. Brown, LLC
Katherine Brown is a Fee-Only NAPFA Registered Advisor in Newport News, VA. She offers Fee-Only investment management and financial planning. Katherine has over 10 years of experience in finance and has attended both Stanford University and UCLA.

Washington

CERTIFIED FINANCIAL PLANNER™ Professional in Vancouver, WA & Portland, OR
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.

Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA
Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide.

Wisconsin

Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solutions
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).

Financial Fiduciaries is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin. Our mission is to zealously represent the interests of our clients in their financial dealings. Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.

Retirement Planning - Bill McDonald, Fee-Only Financial Planner in Madison, WI
Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees, featuring DFA (Dimensional Funds).