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Fee-Only Personal Financial Advisors
The links below are provided only as a convenience, not an endorsement.

Alabama

Frank Horton, CFP®—Independent, Fee-Only Financial Planning Services in Oneonta, AL

Comprehensive advice designed to help people achieve financial independence and peace of mind.

Arizona

Cambridge Connection, Inc. — Fee-only Financial Planners Serving Clients in Southeast Michigan, Tucson, San Francisco and Orlando

Comprehensive tax-efficient financial advisors. If we can save you more than our fee, you should hire us! We sell sleep.

Encore Wealth Advisors—The Best of Life is Yet to Come

Since 1989, Encore Wealth Advisors has helped hundreds of professionals retire successfully and live the life of their dreams. If you are concerned about your retirement, we can help you design and implement a comprehensive financial plan that results in lifetime security. As a fiduciary we do not sell products or collect commissions.

Friedrichs Financial Alliance—Fee-only financial Planner—Mesa, AZ

Financial planning to achieve your long-term financial goals.

Stratton Advisors—Fee-Only Certified Financial Planner® in Oro Valley and Tucson, AZ

Stratton Advisors offers Fee-Only financial planning to help you make the most of the opportunity to live life better.

California

Aegis Financial Advisory, LLC Client-Centered Planning for Life™, Fee-Only Financial Planner in Santa Clara, CA

CERTIFIED FINANCIAL PLANNER™ professional and NAPFA-Registered Financial Advisor. I am a Fee-Only financial planner offering comprehensive financial planning services to individuals, families and small business owners. I take a client-centered approach and craft solutions that are technically sophisticated and artfully structured to truly reflect your priorities and values.

C.J. Rylant Wealth Management—Fee-only Financial Planner in Santa Maria, CA

Wealth Management and Marketing Consultant. I help small business owners arrange their finances and marketing so can focus on their job and live extraordinary lives.

LifeStream Financial, Inc. Holistic Financial Planning and Wealth Advisory office in the heart of Silicon Valley, California

LifeStream Financial, Inc. is a Fee-Only, comprehensive, financial planning, and wealth advisory firm. We focus on providing proactive planning and strategic implementation for clients who trust our expertise and are willing to delegate the money management to the professionals. Our client-centered planning approach helps our clients to focus on their life and what they do the best.

Lynch Financial Advisors — Fee-Only, Comprehensive Financial Advisors in Roseville, CA

Based in Roseville, California (and serving clients throughout California, Oregon, Washington, Kansas, Colorado and Virginia), Lynch Financial Advisors is a Fee-Only advisory firm that provides comprehensive financial planning for individuals, couples and small business owners. Our comprehensive financial planning includes goal setting, budgeting, insurance review, portfolio analysis, investment strategy, education/retirement planning, as well as tax projection and planning.

Natural Bridges Financial Advisors is a Fee-Only, comprehensive financial planning services firm located in Santa Cruz, CA

We provide personal financial advisory and investment management services for clients to help them achieve financial independence and help take the worry out of their financial future.

Roman Financial Advisors - Fee Only, CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor, San Diego, California

Providing Financial Planning, Investment and Tax Advice for a fee. I don't sell products or receive commissions. My focus is on helping people make smart financial decisions. I believe Financial Planning is a process and not a one-time event.

Stewart Financial Services—Fee Only Financial Planner in Carlsbad, CA

Personal financial planning so that you can live an extraordinary life.

Veritana Financial Planning, Inc.

Comprehensive advice to help you achieve financial independence.

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Colorado

Alpers Financial Planning, Inc. — Financial Planner for Colorado Springs and Surrounding Areas

Fee-Only Financial Planning for professional and retired clients who want to achieve and maintain financial independence and reach important goals along the way. Services include strategic and personal financial planning, investment analysis and management, proactive tax planning strategies, small business consulting, and estate analysis.

McNary Financial Planning—Because No One wants to Work Forever®

Providing fee-only planning to families, professional women, and entrepreneurs seeking financial independence

Pikes Peak Financial Planning LLC

Providing financial counsel for midlife and beyond.

Pinnacle Financial Concepts, Inc. — Fee-only Financial Advisors Doing Business in Colorado Springs and Denver

Comprehensive, fee-only financial planning specializing in widows, post divorce and baby boomer households

Simmons & Associates

Simmons & Associates is a member of the fee-only NAPFA organization, the Paladin Registry and the Alliance of Cambridge Advisors.

Strasbaugh Financial Advisory, Inc.—Fee-Only Financial Advisor, Investment Advisor- Retirement Planning, Colorado Springs, CO

We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals as they approach their retirement years. We act as a Fiduciary—we do not sell products or collect commissions.

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Connecticut

Lifestyle Financial Strategies, LLC—Comprehensive Fee-Only Financial Planning and Investment Advisory Services

Helping You Achieve Financial Independence through Greater Clarity, Better Control and Higher Confidence in your Financial Lifestyle

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Florida

Lawrence Financial Planning, LLC—Fee Only, CFPs in Lutz, North Tampa, FL

Fee-Only advisor, financial and investment planning, NO COMMISSIONS from the purchase or sale of products, serving the Tampa Bay Florida area

Rehl Financial Advisors — Helping You Enjoy a Better Life, Richer in all Respects

Have you reached that stage in life where you want professional guidance and support from a coach who puts your interests first? Kathleen Rehl, Ph.D., is a comprehensive, Fee-Only, CERTIFIED FINANCIAL PLANNER™ who helps you deal with all your money issues during these complex times. She specializes in assisting widows and is passionate about helping them make progress in their new financial situation. As a widow herself, Kathleen is the author of the book, Moving Forward on Your Own: A Financial Guidebook for Widows.

Sterling Wealth Advisors—Fee-Only Financial Planner in Ft. Lauderdale, FL

Sterling Wealth Advisors is a fee-only, fiduciary wealth management firm offering comprehensive investment management, retirement planning, and financial planning services to clients in Florida and nationwide. We assist clients in realizing their life goals through defining, planning, and protecting their long-term financial security. All advisors are members the National Association of Personal Financial Advisors.

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Illinois

Bluestem Financial Advisors, LLC

Bluestem Financial Advisors provides holistic Fee-Only financial planning, investment advice, tax preparation and planning, to help residents in the greater Urbana-Champaign, Illinois area achieve financial independence.

Essential Financial Strategies — Fee-only Financial Planning in Orland Park, IL

Essential Financial Strategies is dedicated to helping you rid worry from your life, achieve success as you define it, and ultimately build the life you want!

Sophie Kaluziak, Vista Financial Planning, Independent, Fee-Only Financial Planning in Oak Park, IL serving Chicago, IL and the near west suburbs of Chicago, IL

Sophie Kaluziak with Vista Financial Planning provides independent, Fee-Only advice utilizing a comprehensive holistic approach to the financial planning process. Sophie has provided financial planning and investment management to individuals and couples in Oak Park, IL and the near western suburbs of Chicago, IL since 2003.

Sullivan Mermel, Inc., Independent, Fee Only Financial Planning in Chicago, Illinois

Providing fee only financial advising and specializing in helping clients feel calm, confident and in control.

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Indiana

Piedmont Financial Advisors, LLC

Expert financial planning for people who have to work for a living.

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Marland

SunRay Advisors- Fee—Only Financial Planning and Registered Investment Advisor in the Owings Mills, Baltimore, MD

SunRay Advisors is an independent financial advisory firm that provides comprehensive planning advice on all aspects of a client’s financial life including taxes, investments, insurance, estate planning, and more. We sell no products and accept no commissions, so clients can be assured of receiving unbiased financial advice without conflicts of interest. With no asset minimums, and as members of the Alliance of Cambridge Advisors, we are a firm that specializes in serving the needs of middle income families, small business owners, and individuals.

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Massachusetts

Demers Financial Planning — Fee-only Financial Planners in Methuen, MA

Comprehensive advice to help you achieve financial independence.

Nashoba Financial Planning—Fee Only Financial Planner in Massachusetts

Face the future with clarity and confidence! Comprehensive advice to help you achieve financial independence

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Michigan

Cambridge Connection, Inc.—Fee-only Financial Planners Serving Clients in Southeast Michigan, Tucson, San Francisco and Orlando

Comprehensive tax-efficient financial advisors. If we can save you more than our fee, you should hire us! We sell sleep.

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Minnesota

Shaw Financial Strategies, LLC - Fee-Only Financial Planners in Ann Arbor, MI

Comprehensive advice to help you achieve your goals.

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Missouri

Heidi French & Associates, LLC — Fee-Only Financial Planning for Peace of Mind Located in St. Louis, MO — No Commissions NAPFA and ACA members

We provide comprehensive solutions for goal setting, budgeting, insurance review, portfolio analysis, investment implementation, education funding, retirement strategies, and tax planning. We will work with you as a fiduciary to help reduce worry and plan your finances.

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Nevada

Precise Financial Planning, LLC—Fee-Only, Financial Planner in Las Vegas, NV

Audry Batiste is a Fee-Only financial planner in Las Vegas, NV and he is the founder of Precise Financial Planning, offering Fee-Only financial planning services in Southern Nevada including Las Vegas, Henderson, North Las Vegas, and Boulder City. Audry passed the CFP® exam in 2008 and is a Candidate for CERTIFIED FINANCIAL PLANNER™ certification

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New Hampshire

Financial Pathways Independent Financial Planning Services in Londonderry NH, Serving New Hampshire from North Conway to the Mass Border

At Financial Pathways, our focus is on the real-life financial needs of our clients. We believe that you cannot maximize your stock and mutual fund investments without consideration of other important areas of your financial life. We specialize in a Fee-Only approach which looks at your financial plan as a whole system with the various parts complementing, adding power, and improving efficiency throughout the greater whole.

Northeast Passage Financial Advisors LLC: Independent, Fee Only Financial Planning and Investment Management Services in Brentwood, NH and serving Southern NH and ME

We help our clients achieve financial independence and peace of mind, one step at a time. Objective, clear, and sensible financial planning and investment guidance.

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New Jersey

Baehr Family Financial, LLC, Fee Only Financial Planning serving the Stroudsburg, PA area (Poconos) and Northwest NJ

Baehr Family Financial, LLC is a fee only personal and business financial planning firm specializing in Financial Advice for Everyday Life. With our independent, fee only approach, you can be sure that your best interest is our only interest.
New York

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New York

Marion Financial Advisors, comprehensive, Fee-Only financial planning in Yorktown Heights, NY

Specializes in working with clients to achieve financial independence and peace of mind.

Taconic Advisors, Inc.—Fee-Only Financial Planning—NAPFA—CFP® Professional—Poughkeepsie, NY

Financial Planning/Investing without Product Sales. For Secure Retirements and Life's Transitions.

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North Carolina

Davis Financial Planning — Fee-only Financial Advisor — Asheville, NC

Al is a fee-only financial advisor providing comprehensive holistic tax and financial planning. Regardless of how much money you have, you have financial concerns — we can help.

Fulbright Financial Consulting, PA Durham, NC Serving Clients in Person and Virtually

We focus on helping people create their desired future thru the utilization of all their resources.

Wealth Management Group, Inc.—Fee Only Financial Planning, Investment and Tax Advice in Winston Salem, North Carolina

Providing Comprehensive Financial Planning, Investment, and Tax advice for "Middle America."

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Ohio

Cambridge Financial & Tax Advisors, LLC (Central Ohio): Independent, NAPFA registered CERTIFIED FINANCIAL PLANNER™, serving the Columbus Metro area

As a Registered Investment Advisor and fiduciary offering holistic, Fee-Only financial planning, and tax planning/preparation services since 1988, the advice I dispense is based strictly on your particular situation and financial goals. I receive no commissions or kickbacks, and therefore, am able to provide objective recommendations that are custom tailored to best fit your financial needs.

Practical Financial Planning—Holistic Fee-only Financial Planners in Cleveland, OH

Serving Professionals in the Public Sector, College Professors, and Retired Women.

Reed Financial Planning, LLC—Fee Only, CERTIFIED FINANCIAL PLANNER™ in Columbus, OH

I help middle-income people organize their financial life. Together we integrate all your finances (e.g., investments, taxes, insurance, real estate) into a personal plan that works toward your personal goals. No commissioned sales, just unbiased financial advice.

Savvy Outcomes Inc.—Fee-Only, CERTIFIED FINANCIAL PLANNER™ practitioner in Columbus, OH

Savvy Outcomes is a Fee-Only financial planner firm in Dublin, Ohio offering money management, investment and retirement plans, risk management, and tax planning.

Westlake Advisors—Independent, Fee-only Financial Planners in Westlake, OH

Westlake Advisors is an independent, fee-only financial advisory firm. I provide comprehensive financial planning services including sound advice on the topics of investments, retirement and estate planning, insurance, and general financial matters. Since taxes have a major impact on all of us, I place a special emphasis on tax planning and include tax preparation. As your trusted advisor, my mission is to help you make smart choices about your money so you can have the kind of life you want to live. As a NAPFA fee-only planner, I sell only my services, and receive no commissions from the purchase/sale of products.

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Oklahoma

Step By Step Tax and Financial Planning—Fee-Only CERTIFIED FINANCIAL PLANNER™ near Tulsa, OK

Fee only financial planning firm owned by a CFP (Certified Financial Planner) offering tax planning, tax preparation, financial planning, estate planning, wealth management and other financial services in Broken Arrow, OK and Tulsa, OK.

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Oregon

Thompson Advisory Services – Comprehensive, Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner in Portland, OR

Thompson Advisory Services is an independent, Fee-Only advisory firm providing holistic guidance on all aspects of your financial life. Serving Northern California and the Pacific Northwest, with locations in Portland and San Francisco.

Vaerdi, LLC — Fee-only financial advisor in Portland, OR.

No commission and no sales pitch Are you making the best decisions about taxes, insurance, estate planning, retirement planning, budgeting, and your most important goals in life? Do you have the investments and investment strategies that will allow you to reach your goals? Vaerdi LLC can help you integrate money, goals and values. Vaerdi , LLC is a professional advisory firm specializing in an integrative approach to personal financial planning, and money management, where all advice is rendered in a non-commission, fiduciary relationship.

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Pennsylvania

Baehr Family Financial, LLC, Fee Only Financial Planning serving the Stroudsburg, PA area (Poconos) and Northwest NJ

Baehr Family Financial, LLC is a fee only personal and business financial planning firm specializing in Financial Advice for Everyday Life. With our independent, fee only approach, you can be sure that your best interest is our only interest.

Pennsylvania Physician Advisors, Inc. – The Physician Financial Resource

Personalized financial services for physicians.

Templeton Financial Planning Fee-Only Advisors CERTIFIED FINANCIAL PLANNER™ located in Pittsburgh, PA

Steve Templeton is a CERTIFIED FINANCIAL PLANNER™, and principal of Templeton Financial Planning. We provide Fee-Only financial planning to individuals, families, and small business in and around the greater Pittsburgh, PA area.

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Texas

Pegasus Advisors, LLC, Independent Fiduciary, CERTIFIED FINANCIAL PLANNER™, NAPFA Registered Financial Advisor, Dallas Texas, Plano Texas, Grapevine Texas

Pegasus Advisors, LLC is a money strategy firm that enables smart people with better things to do than obsess about money to live more secure and meaningful lives. Our innovative, no-sales system can help you increase the probability of success and reduce the amount of stress involved in managing your personal finances.

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Washington State

Sound Passages Financial Advisors — Fee-only Financial Planners in Issaquah, WA

Comprehensive fee-only financial advice.

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Wisconsin

Trinity Financial Planning, Middleton Wisconsin. Members of Alliance of Cambridge Advisors and Financial Planning Association.

Trinity Financial Planning is a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, Financial Tune-Ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance. Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders. We offer full disclosure, fee-only advice all the time. No product sales, no commissions, ever.

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The links above are provided only as a convenience, not an endorsement

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