Fee-Only Investments & Financial Planning

Our Certified Financial Planners build investment portfolios
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Links & Resources

NAPFA Fee-Only Advisors

The links below are listed as a convenience to our visitors. ICM takes no responsibility and gives no guarantees, warranties or representations, implied or otherwise, for the content or accuracy of these third-party sites.

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<p><a href="http://www.feesonly.com" target="_blank">Investor’s Capital Management, LLC (ICM) — Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area.</a><br /> Investor’s Capital Management, LLC (ICM) can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected. ICM has been providing financial guidance to the Bay Area since 1999. Get unbiased financial advice in Menlo Park, CA.</p>

Step 2: Send us a verification e-mail. In the email send a link to our listing so we can verify it. Also in the email, specify how you want your listing to look on our web site.

Step 3: Read our disclosures.

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.

Quinn Financial Planning LLC
Tim Quinn is a NAPFA member and Fee-Only Financial Planner in the north central part of Illinois

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan
George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning. Our clients are in Michigan, Ohio, Florida and North Carolina.

Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge
Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Ferro is a CERTIFIED FINANCIAL PLANNER , providing independent, comprehensive financial planning, and investment advisory services.

Financial Advisor & Independent Fee Only CERTIFIED FINANCIAL PLANNER ( CFP ) in Las Vegas, NV
Red Rock Wealth Management is a Las Vegas Based Fee Only Independent CERTIFIED FINANCIAL PLANNER & Wealth Management Firm in Las Vegas, NV.

Independent CFP and Fee Only 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.

Fee Only Financial Planner in Minnesota
Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.

Fee-Only CERTIFIED FINANCIAL PLANNER, Retirement and Life Planning, Investment Management for Women’s Personal Finances in 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.

Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO
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.

Personal Financial Advisors - Wealth Management & Comprehensive Fee-Only Financial Planning in Covington, Louisiana
We believe that Fee-Only financial planning provides our clients with the best approach to comprehensive financial planning. We don’t sell products or accept commissions, allowing us to provide financial advice in the best interests of our clients.

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)
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.

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

Mentor Capital Management Inc.
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.
Allow us to become your unbiased, trusted financial coordinator.

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.

Seattle Eastside Fee-Only Investment Management & Financial Planning
Sherwood Investment Services in Redmond, WA has 25+ years experience providing independent investment management and retirement planning. Clients are nationwide.

Fee Only CERTIFIED FINANCIAL PLANNER | Financial Advisor | Investment Advisor in Cincinnati, OH
Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.

Independent Fee-Only Financial Planning Firm based in Mendota Heights, Minnesota
Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families to help identify what is most important to them and develop a financial/investment plan to support these key goals/values.

Portland Financial Planning Group (Portland, ME)
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

San Diego Fee Only Advisor | Independent CERTIFIED FINANCIAL PLANNER practitioner
Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.

Step By Step Tax & Financial Planning - Fee-only CERTIFIED FINANCIAL PLANNER near Tulsa, OK
Step By Step Tax And Financial Planning is a fee only financial planning firm owned by a CFP (Certified Financial Planner) offering tax planning, tax preparation, financial planning, estate planning, wealth management, retirement planning, investments and other financial services in Broken Arrow, OK and Tulsa, OK.

CERTIFIED FINANCIAL PLANNER Professional in Vancouver, WA and Portland, OR
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.

Key Financial Solutions, LLC
We are an independent fee-only investment management and financial planning firm offering services by Roger Streit, Certified Financial Planner® to residents of New Jersey and New York.

Bogue Asset Management, LLC - Jeff Bogue, CFP® - Independent, Fee Only Financial Advisor in Maine
Bogue Asset Management, LLC is a fee-only financial planning and investment advisory firm located in Maine, specializing in comprehensive wealth management, retirement planning and investment management in Southern Maine.

Independent Massachusetts Fee-Only Financial Planning Company
Advocate Financial Management is a Registered Investment Advisory firm based in Greater Boston, serving clients in Arlington, Belmont, Cambridge, Lexington and Winchester, MA. As a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and trusted fee only advisor, founder Timothy J. Haley takes a holistic approach, specializing in retirement planning, elder planning and investment management. Offering DFA Funds from Dimensional Fund Advisors.

Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona
Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement.

Fee Only CFP Financial Advisor in Wayzata, Minnesota
Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments.

Fee Only Financial Planning - Roman Financial Advisors in San Diego CA
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.

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, 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 Independent Financial Advisor in Central Illinois (New Berlin Springfield)
Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER Professional and Enrolled Agent in New Berlin, IL.

Long & Associates, LLC.
Long & Associates is a Independent Fee-Only financial planning firm with CERTIFIED FINANCIAL PLANNER Professionals in Chicago, IL.

Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado
Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP®, financial advisor.

Fee-Only Financial Planner in Boston and Cambridge, MA
Fisher Financial Strategies provides fee-only planning advice from a CERTIFIED FINANCIAL PLANNER Professional on retirement, taxes, investments, college planning, and other aspects of personal finance. The site features links to financial resources and The FFS Blog, a personal finance web log.

Fee-only financial planning & investment management firm in Grand Rapids and 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.

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).

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 with offices in Atlanta and Raleigh. 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.

Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey
We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ.

Minerva Planning Group - Fee Only Financial Planner in Atlanta
Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.

NAPFA Fee-Only financial advisor specializing in safe all-bond portfolios
The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.

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

Retirement Fee Only Financial Planning Advisor in Denver
A fee-only financial planning and investment management firm.

Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI
Retirement Planning Solutions, LLC 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 Funds).

Yardley Wealth Management, LLC
Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.

Milne Financial Planning
Jamie Milne is a Certified Financial Planner, who offers independent, fee-only advice that specializes in retirement and investment planning. Milne Financial Planning has offices in Burlington, Barre, and St. Johnsbury Vermont.

Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA
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. is an independent, fee-only Registered Investment Advisor in 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.

Beacon Financial Strategies - Fee-Only Investment Advisor - Certified Financial Planner - CPA - Retirement Planner in Raleigh, NC
Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clietns in Raleigh, Durham, Reseaerch Triangle Park and nationwide. http://www.MoneyMagnifisense.com

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