Useful Resources
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 - 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.
thomas | 
November 21, 2011 12:25 pm
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