Other Fee Only Planners

Here is a list of other fee only planners.

Illinois, Chicago – Fee-only, Certified Financial Planner
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

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

AIO Financial -Tucson, AZ

Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Socially Responsible Investing. AIO Financial provides comprehensive financial planning services.

Alabama Fee-Only Financial Planner

Timberchase Financial, LLC is a comprehensive, fee-only financial planning and investment management company in Birmingham, Alabama.

Boston and Cambridge, MA Fee-Only Financial Planner and Investment Adviser

Fisher Financial Strategies provides advice on retirement planning, investments, college planning, and other aspects of personal finance on an hourly, as-needed basis.

Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama

Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosaand Birmingham, Alabamaareas, has a team of Certified Financial PlannerTM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

Fee-Only CERTIFIED FINANCIAL PLANNER® & Investment Advisor in Tampa Florida

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® EA has more than 30 years experience and is a NAPFA-registered, independent financial planner.

Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor in 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.

Fee Only CFP® Financial Advisor and Fiduciary Retirement Planner in Scottsdale and Phoenix Arizona

Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning.

Fee-Only CFP Financial Advisor in Littleton, Colorado

We are a full service fee-only personal financial planning firm specializing in providing objective, comprehensive financial planning and investment management services located in Littleton, Colorado.

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 preparation firm with a CERTIFIED FINANCIAL PLANNERTM Professional and Enrolled Agent in New Berlin, IL.

Fee-Only Comprehensive Financial Planning/Investment Management in Berkeley Heights, NJ (Central NJ).

We have a high-touch approach to working closely with our clients to remove stumbling blocks that can prevent them from realizing their dreams. We work with Subject Matter Experts in the areas of insurance, estate planning, tax modeling, retirement planning and education planning. We’re an approved Dimensional Fund Advisors firm able to invest in these high-quality, low cost funds for our clients. Call us at 908-898-0549 for more information.

Fee-Only Financial Planner and NAPFA Member in Salt Lake City, Utah

Lon Jefferies is an independent financial planner and investment advisor with Net Worth Advisory Group, which provides comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Salt Lake City, Utah.

Fee-Only Financial Planner and Wealth Manager in Atlanta and St. Simons Island, GA

We are a 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.

Fee-Only Financial Planning & Investment Management – Grand Rapids, 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.

Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah

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

Louisiana fee-only planners, NAPFA, Fiduciary

Personal Financial Advisors, LLC is a comprehensive, fee-only financial planning firm based in Covington, LA offering retirement planning and wealth management.  NAPFA members Robert Reed, CFP ®, Joan Cox, CFP ® and Lauren Lindsay, CFP® have over six decades of combined financial planning experience.   We also serve clients on the Northshore, New Orleans, Baton Rouge, Tuscaloosa and Birmingham, Alabama areas.

Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle

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

Quinn Financial Planning, LLC – A Registered Investment Advisor

Timothy J. Quinn CFP®, CPA/PFS is a Chicagoland Fee-Only financial advisor offering objective, professional, financial planning and investment management advice for over 20 years.

Socially Responsible Investing (SRI) Hub – sustainable, socially conscious investment

We help make SRI easy for socially conscious investors.

Vintage Financial

Vintage Financial is a fee only, independent wealth management firm based in Ann Arbor, Michigan. Please visit our website at www.VintageFS.com for more information.

Washington Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington

Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

Wayzata Minnesota Fee-Only CERTIFIED FINANCIAL PLANNERTM Certificant and 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.”

Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA

Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.