Fee Only Advisors


Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama
Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of Certified Financial Planner(TM) professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.


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.

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.


San Diego Fee Only Financial Advisor and Investment Management
Blue Water Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER (CFP) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.

El Dorado Hills, CA Fee Only CFP – Veripax Financial Management
Plans 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).

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA
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.

San Diego CA Fee Only Financial Planning – Roman Financial Advisors
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.

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

San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis
Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only Independent Financial Advisor specializing in the financial issues facing women, their families, and their businesses.

The Wealth Conservatory – Fee-only, Independent, NAPFA Registered, Certified Financial PlannerTM, (CFP®) wealth management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH.
Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory’s team of Certified Financial Planner TM (CFP®) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire.


Fee Only Financial Planners in Highlands Ranch, Littleton, Denver and Aurora Colorado
At Staib Financial Planning our mission is to help our clients achieve their personal financial goals by providing them with objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.


Boston Retirement Advisors, LLC
Fee only financial advisor with offices in Salem, NH and Bonita Springs, FL.


Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield)
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL

Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC
is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.

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.


Personal Financial AdvisorsWealth Management & Fee-Only Financial Planning in Covington, Louisiana
We believe that Fee-Only financial planning provides our clients with the best approach to comprehensive financial planning. We don’t sell products or accept commissions, allowing us to provide financial advice in the best interests of our clients.


Portland Financial Planning Group (Portland, ME)
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.


Fee-Only Financial Planner in Boston and Cambridge, MA
Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.


Independent Fee-Only NAPFA Registered Certified Financial Planner CFP®, CPA and Wealth Manager in Novi, Michigan
George Papadopoulos is a Fee-Only Certified Financial Planner CFP® and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.


Saint Paul, Minneapolis Financial Advisors – Indepedent – Fee Only CFP
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 CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Minneapolis, Minnesota
Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists.  Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.

http://phillipjamesfinancial.com and http://phillipchristenson.net.
Phillip James Financial serves the Twin Cities community with fee-only financial planning and investment management services. We are independent and a fiduciary. Phillip Christenson is the owner and financial advisor. For more information or to schedule a meeting visit our websites


Fee-Only Financial Advisor in Ridgeland, Mississippi
Bergland Wealth Management is a Fee-Only, fiduciary, Registered Investment Advisory firm providing financial planning and investment management services.


CFP Certified Financial Advisors in Las Vegas – Finacuity
A fee only fiduciary investment advisor and financial planner in Las Vegas, focused on retirement plans and planning for individuals and families.

New Jersey

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.

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

New York

Fee Only CFP® Independent Financial Advisor in Buffalo, Williamsville, Amherst, NY
Ogorek Wealth Management LLC is an Independent fee-only financial planning and investment advisory firm committed to helping you achieve a more fulfilling life through coordinated wealth management services.

Fee-only advisor in Little Neck Queens & Long Island 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.

Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) on Long Island – Landmark Wealth Management, LLC
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.

Manhattan – New York based financial planning and investment management firm Altfest Personal Wealth Management
Altfest works with high net worth individuals, including dentists, doctors, retirees, widows and divorced persons to help them develop a plan designed to achieve their personal financial goals. 

Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them.

North Carolina

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.

Clearview Wealth Management
In-depth, ongoing Financial Planning and disciplined Investment Management by our experienced Financial Advisors makes Clearview Wealth Management the right choice for our clients.  We pledge to be fiduciaries for our clients, serving them as Fee-Only Advisors and partnering with them for their financial futures.  Our proactive approach allows conversations to occur which empower our clients to strive to live out their preferred futures.

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 TM 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.


Cincinnati, OH Fee Only CERTIFIED FINANCIAL PLANNER Financial AdvisorInvestment Advisor
Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.

Canton Ohio Fee Only Financial Planning and Investment Management. 
Justin Rush, Founder of JGR Financial Solutions, is a CFP practitioner and member of NAPFA. He serves professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.


Portland Financial Advisors, Inc.
Portland Financial Advisors is a comprehensive fee-only financial planning, tax, and investment management firm located in Beaverton, 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.Pennsylvania

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

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.


CFP Servicing the Plano, McKinney and Allen, TX Areas
Frisco Financial Planning LLC offers fiduciary, objective financial planning and investment strategies on a fee-only basis to clients all across Texas. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.


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.

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT
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.


Honeycutt Financial LLC, Chesapeake, VA CFP Financial Advisor
Honeycutt Financial is a Fee Only comprehensive planning and investment management practice. Comprehensive planning explores goals related to all facets of your financial life and incorporates your values in compiling a workable plan for the long term.


Financial Planning and Investment Management.  Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA
Sherwood Investment Services has helped families for 20 years reach their financial goals.  They provide fee-only financial planning and investment management with no commissions.  They specialize in retirement planning.

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.

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


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.