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Financial Advisor Links Directory
Find a Financial Advisor – Independent Fee-Only Financial Advisor Firms
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 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.
National professional association for CPAs in the United States.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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).
- 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