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Fee-Only Advisor Resources Links

 

Lifetime Wealth Planning and Management, LLC, is a registered investment advisor firm offices in Maryland and Virginia. The financial links below are provided as a resource for your financial and investment planning.  *We are not endorsing these third-party websites. Use your personal discretion when visiting these other websites and before ever purchasing any products or services.

Where and How to Find Independent Fee-Only Financial Advisor Firms

In addition to the list of fee-only financial advisors below, you can search for personal financial advisors on the website for the National Association of Personal Financial Advisors.

Alabama

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 professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

Arizona

Fee-only CERTIFIED FINANCIAL PLANNER in Tucson, AZ CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice to clients in Tucson, Arizona and throughout the United States.

Fee-only CERTIFIED FINANCIAL PLANNER Financial Advisor in Scottsdale, AZ
No one sets out on a trip by simply jumping into their car and driving down the road, hoping to end up at their desired destination. They plan the trip. They know where they want to go. They use a map to take the best route.

Fee-only Financial Planner specializing in Socially Responsible Investing in Tucson Arizona AIO Financial in Tucson, AZ provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management

Socially Responsible Investing SRI Hub – ethical, green, sustainable, value, socially conscious, impact – created to help make SRI easy for socially conscious investors.

California

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.

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.

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.

Los Altos NAPFA-registered fee-only investment advisory and financial planning firm Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee-only financial planning and independent investment advice.

Colorado

Fee-only Investment Management in Littleton Colorado At Staib Financial Planning, LLC (SFP), achieving your financial goals is our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations, or whatever your specific financial goals.

Connecticut

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

Florida

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

Georgia

Minerva Planning Group – Fee-only Financial Planner in Atlanta Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.

JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management Jon Houk, A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta area families that need independent, holistic, and unbiased approach to achieving their most important financial goals.

Illinois

Fee-only Financial Advisors in Orland Park, IL. In short, you want someone who’s on your side. As founder of Quinn Financial Planning, LLC, I answer only to you – not brokers, dealers or mutual funds. I’m here to provide you with conflict-free financial solutions, specifically designed to your long-term strategy: saving for college, keeping your retirement secure, preserving your estate, or simply pursuing what you enjoy most in life.

Louisiana

Personal Financial Advisors, wealth advisory firm based in Covington, Louisiana Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide. NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP® and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience.

Maine

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

Maryland

Lifetime Wealth Planning and Management, LLC  Independent, women-owned fee-only financial planning advisory firm specializing in retirement planning, estate planning, and investments.

Massachusetts

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.

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

Fee-only Financial Advisor in Franklin, Massachusetts Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.

Michigan

Novi, Michigan Independent Fee-Only NAPFA Wealth Manager 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.

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

Minnesota

Saint Paul, Minneapolis Financial Advisors – Independent – 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 Financial Planner in Plymouth, Minnesota – Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Twin Cities and surrounding Suburbs.  They work with individuals and families to make sure they are on track to achieve all of their financial goals.

Mississippi

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

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.

Key Financial Solutions, LLC We are an 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

Ray Mignone & Co., Inc. 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.

North Carolina

Fee-only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC – Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clients in Raleigh, Durham, Cary, Research Triangle Park, NC and nationwide.

Charlotte NAPFA Registered Fee-only – Alpha Financial Advisors 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.

Independent Fee-Only Financial Advisors & Planners in Chapel Hill, NC – Woodward Financial Advisors is a Fee-Only wealth management firm offering comprehensive financial planning. We serve clients in Raleigh, Durham, Cary and Chapel Hill, NC

Ohio

Cincinnati, OH Fee-only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment 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.

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.

Fee-only CERTIFIED FINANCIAL PLANNER Retirement Planning in Portland, Oregon Cedar Financial Advisors, LLC is a comprehensive Fee-only financial planning Registered Investment Advisor Firm serving retirement and professionals in Portland, Oregon.

Portland, OR Fee-Only CERTIFIED FINANCIAL PLANNER Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.

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.

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.

Texas

Austin Fee-only Financial Planner – Advisor – We offer personalized financial planning and ongoing asset management.   There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.

Fee-Only Financial Advisor in Austin, TX. Pioneer Wealth Management Group is an Austin based firm consisting of fee-only financial planners, providing advice to clients that is in their best interest with no outside influences. We sell no products, receive no commissions, and we abide by a strict fiduciary code.

Utah

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

Financial Advisor and CFP in Salt Lake City – Independent Planner Lon Jefferies is a CERTIFIED FINANCIAL PLANNER and financial advisor for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee-only basis.

Virginia

Lifetime Wealth Planning and Management, LLC  Independent, women-owned fee-only financial planning advisory firm specializing in retirement planning, estate planning, and investments.

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

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

Fee-Only Independent Advisor, Financial Planner. Bellevue WA, Seattle East Side, Redmond, Kirkland, Woodinville and Bothell Sherwood Investment Services has 20+ years of experience helping families and individuals reach their financial goals.  They provide completely independent financial planning and investment management on a fee-only basis (absolutely no commissions).  They serve clients in Washington state and nationwide.

Vancouver, Washington CERTIFIED FINANCIAL PLANNER 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

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