Financial Advisor Links Directory

Find a Financial Advisor – Independent Fee-Only Financial Advisor Firms

• National Association of Personal Financial Advisors
  Official website of the National Association of Personal Financial Advisors
• NAPFA find a financial advisor
  National Association of Personal Financial Advisors links to Registered Financial Advisor websites

Financial Links – General

• Investment Advisors
  Portfolio Architect is an online unbiased investment asset allocation, portfolio management, mutual fund and ETF review service.
• Mutual Funds Investing
  Mutual funds investing tips, mutual fund advice and resources.
• Investment Plans Review Services
  Investment Plan creates custom flat fee only mutual fund and ETF investment portfolios that you manage, and provides expert fiduciary investment reviews, investment advisor and consulting services.
• Investment Advice
  Investment Advice .ORG is an independent investment advice, investing advice, and investor advice free financial planning website with resources and tips.
• Best Mutual Funds – Top Performing
  BestMutualFund.org is a list of the top performing mutual funds in stocks, bonds, and commodities with resources, tools and information.
• Asset Allocation
  Asset Allocation .net is a resource site for asset allocation planning, advice, resources and tools.  Our goal with asset allocation .net is to give users a unique experience with free asset allocation advice and guidance to help them make better investment decisions with their investment portfolio.
• Investment Review
  Investment Review is an online investment portfolio review tools and resources website for investors seeking ongoing management and review investment advice.
• FINRA
  FINRA is the largest independent regulator for all securities firms doing business in the United States. We oversee nearly 4,435 brokerage firms, 161,450 branch offices and 630,155 registered securities representatives. Our chief role is to protect investors by maintaining the fairness of the U.S. capital markets.
• AICPA
  National professional association for CPAs in the United States.

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.
• Fee-Only CFP Independent Financial Advisor, Birmingham, Hoover
  Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL.

Arizona

• Fee Only CERTIFIED FINANCIAL PLANNER financial advisor in Phoenix, AZ
  Sensible Money’s advice is based on academic research, tax laws and old-fashioned number crunching. We show you the outcomes of decisions you can make, and help you make them in line with your values.
• 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.
• AIO Fee-Only Financial Advisor and Investment Management Tucson
  AIO provides investment advice and management, retirement planning, and wealth management with CERTIFIED FINANCIAL PLANNER (CFP) professionals for a flat fee.
• Fee Only CFP Financial Advisor in Scottsdale and Phoenix, Arizona
  Continuum Wealth Management provides investment management, retirement planning and financial planning.  Craig Ritter, CFP (R) is a Fee Only Financial Advisor.  We serve Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

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.
• 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.
• 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).
• 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.
• Portland, Oregon and Santa Cruz, California Independent Financial Advisor
  Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
• 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.
• The Wealth Conservatory
  The Wealth Conservatory has assembled a staff with over forty years of combined financial experience, and which collectively exemplifies competence through an impressive array of credentials. Livermore, California.

Florida

• Joseph Capital Management, LLC – Florida Fee-Only Financial Planner
  Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals.

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

Lousiana

• Personal Financial Advisors – Wealth 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.
• New Orleans, Metairie, Baton Rouge Independent CFP Financial Advisor
  Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Fero is a CERTIFIED FINANCIAL PLANNER(TM)providing independent, comprehensive financial planning, and investment advisory services.

Maine

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

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 and Bonita Springs, FL.
• Fee Only Financial Advisor in Franklin, Massachusetts
  Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER(TM) 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.
• Fee-Only Financial Planning and Investment Advisory firm - We assist our clients with the creation and preservation of wealth strategies by custom tailored and individually managed portfolios which are unique to their risk/return profile and investment time horizon.

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.
• Canton, Michigan and Franklin Tennessee Fee-only NAPFA registered Certified Financial Planner
  Allow us to become your unbiased, trusted financial coordinator.
• 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.
• Ann Arbor Michigan Fee Only Financial Advisor - Welcome to Vintage Financial, a fee-only, independent-wealth management firm. For over two decades, we have taken a proactive role in providing sound financial planning and investment management for individuals throughout the U.S.

Minnesota

• 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.
• Wayzata, Minnesota Fee Only CFP Financial Advisor
  Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments.
• Minnesota Fee-Only CFP CPA Independent Financial Advisor
  Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota.

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) Certificants 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

• 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.
• Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina
  - Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.

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

• 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 Fixed Income Specialists - Fee only fixed income bond specialists in Beaverton, Oregon.  We can design portfolios of high quality individual bonds and CD’s that provide you with a consistent cash flow while preserving your principal.
• Cascade Wealth Management, LLC Passive Investment Management Advisor
  Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and 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

• Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor
  Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)
• 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

• 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 PlannerLon 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.
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Virginia

• 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.
• 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.
• Fee Only CFP Financial Advisor in Alexandria, VA - Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning and income generation.

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 25+ years experience helping families and individuals of all ages reach their financial goals.  They provide completely independent financial planning, investment management and retirement planning on a fee-only basis with absolutely no commissions.  They serve clients locally and nationwide in over 12 states.
• 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

Wisconsin

• Retirement Planning Solutions – 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. We are an Independent Fee-Only Firm featuring DFA (Dimensional Funds)
• Serenity Financial Consulting, LLC Milwaukee WI – Serenity Financial Consulting provides fee-only, hourly financial planning and investment management services in Shorewood, WI.