Other US Fee Only Financial Advisors

 

Red Rock Wealth Management (Las Vegas, NV)

Red Rock Wealth Management is a Las Vegas based fee only independent Certified Financial Planner and Wealth Management firm in Las Vegas, NV.

 

Bergland Wealth Management (Jackson, MS)

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

 

Portland Financial Advisors (Beaverton, OR)

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

 

Timberchase Financial (Birmingham, AL)

Fee-only financial planning, investment management, and wealth management in Birmingham, Alabama.

 

Maas Capital (Portland, OR / Santa Cruz, CA)

Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNER™  professional in Portland, Oregon and Santa Cruz, California

 

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.

 

Cedar Financial Advisors (Portland, OR)
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving retirees and professionals in Portland, Oregon.

 

Epple Financial Advisors, LLC (Wayzata, MN)

Fee-Only Investment Advisor Rick Epple, CFP® has been working with business owners, dentists, doctors, and other professionals for many years. He helps them develop and implement a personalized plan to achieve financial independence. "My mission is to provide clients with peace of mind. I do this using a proprietary method I developed called The Smart Decision Process™. The process ensures nothing is overlooked and while helping you create a dynamic model for making smart financial decisions that are based on your most important goals." 

 

Kaplan Financial Advisors, LLC (Berkeley Heights, NJ)

We're a full service investment advisory firm with access to Dimensional Fund Advisors mutual funds. We provide portfolio management and financial planning services. We're located in Central New Jersey: Berkeley Heights, NJ. Tel: 908-898-0549.

 
Wealth Engineering (Scottsdale and Glendale, AZ)

Wealth Engineering is an independent, fee only, registered investment advisor firm.  We provide customized investment management, retirement planning and financial planning.  We serve the valley, working with clients in Glendale, Phoenix, Mesa, Chandler and Scottsdale, Arizona.

 

Fisher Financial Strategies  (Cambridge and Boston, MA)

Providing financial planning advice on investments, stock options, retirement, insurance, taxes, college, etc.  Site features the FFS Blog, a personal financial planning web log.

 

Palermo Financial Group (Las Vegas, NV)

Palermo Financial Group is a Las Vegas based Fee-Only retirement and wealth management firm.  We are a member of NAPFA and the Garrett Planning Network, a CERTIFIED FINANCIAL PLANNER™ practitioner in Las Vegas, NV.

 

Long & Associates LLC (Chicago, IL)

Chris Long, CFP® Fee-Only™ Financial Advisor. No sales pitches, no hidden agendas.

 

Retirement Planning Solutions (Madison, WI)

Retirement Planning Solutions, 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 Fund Advisors).

 

Net Worth Advisory Group (Salt Lake City, UT)

Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah. Click here to view blog.

 

Florida Financial Advisors, Inc. (Tampa, FL)

Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm's founder and president, Douglas P. Hanke, CFP® and EA has more than 30 years experience and is a NAPFA-registered, independent financial planner.

 

TABR Capital Management, LLC (Orange County, CA)

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.

 

Sherwood Investment Services (Redmond, Bellevue, Kirkland, WA)

Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis.  Our clients are nationwide.

 

Ritter Daniher Financial Advisory, LLC (Cincinnati, OH)

Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide.

 

Minerva Planning Group (Atlanta, GA)

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.

 

IAM Financial (Grand Rapids and Okemos, MI) 

A low cost, fee-only financial planning and investment management firm in Grand Rapids and Okemos, Michigan . There is more to financial planning and investing than crunching numbers. Thinking Beyond Numbers is the blog for IAM Financial.

 

Blankenship Financial Planning (New Berlin, IL)

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.


Staib Financial Planning, LLC (Highlands Ranch, Denver, CO)

Staib Financial Planning, LLC is a comprehensive Fee-Only retirement planning Investment and Financial Advisor Firm providing objective, personal financial advice our clients can trust at an affordable price.

 

Pathfinder Financial Services, LLC (Honolulu, HI)

David Jacobs, CFP provides investment management and financial planning to Honolulu, Hawaii (Oahu). A Fee-Only firm specializing in risk management

 

Yardley Wealth Management (Newtown, PA)

Michael J. Garry, CFP®, JD/MBA, owner of Yardley Wealth Management, LLC, is an independent Financial Advisor who provides Fee-Only financial planning services and investment management in Newtown, PA.

 

The Advisory Firm of Katherine L Brown, LLC (Newport News,

Williamsburg, and Hampton Roads, VA)

Katherine L. Brown offers fiduciary independent financial advice in investment management and financial planning. Katherine has over 10 years of experience and graduated from programs at Stanford University and UCLA.

 

Michael Pace, CFP® (Seattle, WA)

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

 

Boston Retirement Advisors, LLC (Salem, NH and Bonita Springs, FL)

Boston Retirement Advisors, LLC is a Fee-Only Retirement Planning and Investment Advisory Firm with offices located in Salem, NH and Bonita Springs, FL.  Paul R. Pignone, CFP®, AIF, a Registered Investment Advisor, has over 25 years experience.

 

Savvy Outcomes Inc. (Columbus, OH)

Savvy Outcomes is a Fee-Only retirement planning firm with Certified Financial Planner™ Professionals in Columbus, OH.

 

Blue Water Capital Management, LLC (San Diego, CA)

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

 

Strasbaugh Financial Advisory, Inc. (Colorado Springs, CO)

Fee-Only Advisor. We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary -- we do not sell products or collect commissions.

 

Colleen Weber CPA, LLC (Minneapolis / St. Paul, MN)

Independent Fee-Only CFP® CPA Financial Advisor in Minneapolis/St. Paul, Minnesota.

 

Posey Capital Management  (Houston, TX)

Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area.  The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis.  An initial consultation is free of charge.  Please explore our Web site at www.poseycapital.com.  

 

Lifestyle Financial Planning, LLC (Portland, OR)

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.

 

Investor’s Capital Management, LLC (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. Click here for Rich Chambers’ blog.

 

Summit Financial Planning, Inc. (Richmond, VA)

Fee-Only Wealth Management, Investment Management, and Financial Planning. 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.

 

Weingarten Associates, L.L.C (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.