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Fee-Only Planners

Fee Only Fiduciary Financial Advisor in Madison, WI – Bill McDonald
Retirement Planning Solutions is an independent Fee-Only fiduciary investment advisory firm specializing in retirement planning for middle income families and retirees. We are also an approved provider of Dimensional Funds.

Las Vegas Financial Advisor-CFP Retirement Planning Specialist
Red Rock Private Wealth Consulting, LLC is a Las Vegas based Registered Investment Advisor Firm specializing in retirement planning for affluent retirees.

Oakland CA Financial Advisor - CFP Financial Planning for Savvy Women
Curtis Financial Planning in Oakland CA provides Fee-only Financial Planning and Investment Management for savvy women, their families, and their businesses.

Ann Arbor MI Wealth Manager - CFP Financial Planning
Vintage Financial Services offers comprehensive financial planning, investment management and income tax preparation services to individuals throughout the US.

San Diego CA Financial Planner - CFP
Charles L. Stanley is a Fee-Only CFP Investment Advisor for retirement money.

Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only CFP
Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a Christian worldview.

Maine based CERTIFIED FINANCIAL PLANNER™ practitioner
Bogue Asset Management specializes in comprehensive financial planning, wealth management and investment management.

California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.

Independent Wealth Management LLC – Fee-Only Certified Financial Planners
IWM provides Fee-Only conservative Financial Planning and Wealth Management . Located in Traverse City, Michigan.

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.

Fee-Only Financial Planner and Investment Adviser in Cambridge, Massachusetts 
Fisher Financial Strategies is a Registered Investment Adviser firm providing advice on tax planning, investments, retirement, college planning, and other aspects of personal financial planning on a fee-only, as needed basis.

Fee-Only Financial Planner and Retirement Advisor 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 individuals who are preparing for or experiencing a major life transition.

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

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire
Azimuth Financial Planning (AFP) provides 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.

Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL
Nevils Financial offers different levels of service 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.

Fee Only CERTIFIED FINANCIAL PLANNER – in  Boston Massachusetts
Wealth Management Advisors, LLC is a comprehensive Fee-Only financial planning practice and a Registered Investment Advisor serving affluent clients in the Boston North area of Massachusetts and in Southern New Hampshire.

Gold Medal Waters - Fee Only Financial Advisor and CFP in Boulder and Denver Colorado
Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services.

Fee Only CFP® Financial Advisor and Fiduciary Retirement Planner in Scottsdale and Phoenix, Arizona
Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning.

Minerva Planning Group
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.

Portland, Oregon 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.

Palermo Financial Group is a commission free financial planner in Las Vegas, NV. Fee Only financial advisors remove commissions and conflicts of interest to create a better financial planning environment for the client.

Capital Markets
Investor Education for Main Street America

Seattle, Washington. King County, Eastside – Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, Woodinville, Bothell WA
Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We manage investments and specialize in helping clients plan for retirement on a Fee-Only basis (no commissions). Our clients are nationwide.

Independent Fee-Only Financial Advisor – Tom Alf CERTIFIED FINANCIAL PLANNER™ Professional – Investment Advisor based in Mendota Heights, Minnesota
Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.

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

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.

Fee-Only CFP® Financial Planning, Investment Management and Retirement Planning in El Dorado Hills, Folsom, and Sacramento
Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA).

Fee-Only Certified Financial Planner CFP® providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado
Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.

Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.

Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ - CFP® Certificant, Investment & Financial Advisor – Seattle-Tacoma-Olympia, Washington
Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

Mayflower Capital offers Investment Planning, Personal Financial Planning, Wealth Management.
The firm is a Los Altos, California NAPFA-registered fee-only financial planning and investment advisory firm offering independent financial advice.

Orange County, CA Fee-Only Financial Advisor
Weydert Wealth Management is a Fee-Only investment management and retirement planning firm in Orange County, CA specializing in income optimization and goal planning strategies.

The Wealth Conservatory
is a team of independent fee-only Certified Financial Planner™ professionals with offices in California, Missouri and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.

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.

Fee-only CFP Retirement and Financial Planner in Franklin, MA
is a fee-only financial planning and investment management firm providing a unique blend of independent tax, financial, and legal expertise to address the various financial issues faced by our clients.

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

Investment Plans - Investment Review Services
Investment Plan is an online investment review, investment plan design, and investment advice service where we create custom mutual fund and ETF investment portfolios for a flat fee only.

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.

Scottsdale and Phoenix Arizona Fee Only CFP Financial Advisor
Craig Ritter, Certified Financial Planner™, of Continuum Wealth Management, provides investment management, retirement planning and financial planning services for clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

Yardley Wealth Management, LLC Independent Fee Only Financial Advisor
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP® services and investment management in Newtown, Pennsylvania.

Portland Fixed Income Specialists
Fee only financial advisor in Portland, Oregon. We design fixed income portfolios to provide you with a consistent cash flow while preserving your principal.

Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle
Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.

Tucson Financial Planner, CFP, Asset Management, Wealth Management, Invest, Financial Services
AIO Financial in Tucson, AZ provides financial services including: investment management, tax planning, retirement planning, insurance review and estate planning.

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.

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).

Serenity Financial Consulting, LLC
Milwaukee WI - Serenity Financial Consulting provides fee-only, hourly financial planning and investment management services in Shorewood, WI.

Solari Financial Planning, LLC - Independent & Transparent Financial Guidance
We provide hourly-as needed advice that is customized to fit your life. We believe that trust starts with transparency and that is why we provide Fee-Only financial guidance from all walks of life.

Investment Advisor and Fee-Only Financial Planning in Minnesota
Phillip James Financial is an independent fee-only financial planning company offering comprehensive wealth management in the Minnesota. Fee-Only makes a difference.

Fee-only financial planning and 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.

Johnston Investment Counsel
Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience. With Caterpillar in our home town, we serve client in Peoria, central Illinois, nationally, and internationally.

AIO Financial - Fee Only Financial Advisor in Tucson, Arizona – retirement planning specialist
Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice

This page last updated on 1/16/16.

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