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.
Fee Only Financial Planner, CFP, Asset Management, Financial Services, specializing in Socially Responsible Investing. AIO Financial provides comprehensive financial planning services.
Timberchase Financial, LLC is a comprehensive, fee-only financial planning and investment management company in Birmingham, Alabama.
Fisher Financial Strategies provides advice on retirement planning, investments, college planning, and other aspects of personal finance on an hourly, as-needed basis.
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.
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.
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.
Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning.
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.
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.
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.
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.
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.
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
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, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
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.
We help make SRI easy for socially conscious investors.
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.
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.”
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.