Other US Fee Only Financial Advisors

 

Find a NAPFA Financial Advisor - Independent Fee Only CERTIFIED FINANCIAL PLANNER


ALABAMA
Timberchase Financial (Birmingham, AL)
Fee-only financial planning, investment management, and wealth management in Birmingham, Alabama.

Longview Financial Advisors, Inc. (Huntsville, Gadsden, AL)
Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of CERTIFIED FINANCIAL PLANNER professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

ARIZONA
AIO Financial - Fee Only Financial Advisor in Tucson, AZ - retirement planning specialist
Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.

Craig Ritter, Continuum Wealth Management (Scottsdale and Avondale, AZ)
Craig Ritter, Certified Financial Planner™, of Continuum Wealth Management, provides fee-only investment management and personal financial planning services for clients in Scottsdale and the greater Phoenix area.

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.

Fee-Only CFP CPA in Orland Park, IL, Scottsdale, AZ and Chandler, AZ.  Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services.  www.quinnfp.com

CALIFORNIA
Mayflower Capital (Los Altos, CA)
Mayflower Capital, a NAPFA-registered fee-only investment advisory and financial planning firm, provides an independent, professional alternative to commissioned planners and traditional stockbrokers, by offering fee-only financial planning and independent investment advice.

Qubera Wealth Management (Los Angeles, CA)
Qubera Wealth Management is a fee-only Registered Investment Advisor, providing comprehensive financial solutions for our clients.

San Diego, CA Fee Only Financial Planning and Investment Management
Blue Water Capital Management, LLC is an independent Fee-Only financial planning firm specializing in retirement planning and investment management in southern California.

The Wealth Conservatory (Livermore, CA/Bedford, NH/Lebanon, NH)
Fee-only, Independent, NAPFA Registered, Certified Financial PlannerTM, (CFP®) wealth management, investment management and financial planning. Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory's team of Certified Financial Planner (CFP®) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire.

Reh Wealth Advisors, LLC (La Verne, CA)
Stephen Reh, a financial advisor and founder of Reh Wealth Advisors, has been involved in financial planning, investing and management since 2003. As a Financial Advisor that is both a Certified Financial Planner CFP® and CFA® Charterholder, he helps people reach their financial goals using academically proven solutions.

Blankinship & Foster, LLC (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. 

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.

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.

Springwater Wealth Management, Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ (Capitola, CA & Portland, OR)
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services.

Portnoff Financial, LLC (Tustin and Ladera Ranch, CA)
An Independent Fee-for-Service Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent and professional financial advice.

Los Angeles Fee-Only Financial Advisor for Healthcare Professionals
ACap Asset Management is a highly regarded (see Yelp! and Investopedia ranking) financial advisory firm that focuses on helping healthcare professionals protect and grow their wealth. We work with our clients on portfolio design & management, retirement planning, tax preparation, insurance review, college planning, socially responsible investing and so much more.

Satori Financial LLC (San Francisco, CA)
Satori is an independent registered investment advisory firm offering objective strategic advice for investment and personal financial decision-making. Our clients are modern women, single, married or registered, who want a partner to help them organize, simplify, and manage their financial lives in today's chaotic world.

Fee Only CERTIFIED FINANCIAL PLANNER in Mountainview, CA
Wealth Coach Fern is a financial planner, coach, and enrolled agent.

COLORADO
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.

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.

FLORIDA
Ray Mignione & Associates (Boynton Beach, FL)
Ray Mignone & Associates, is an independent fee-only personal wealth management firm serving physicians, busy professionals, retirees and especially people transitioning into retirement.

GEORGIA
Fee only Financial Advisors in Atlanta and Decatur - Minerva Planning Group. Our CFP® Practitioners focus is on providing comprehensive financial planning to couples who are planning for or are in retirement.

JPH Advisory Group (Atlanta, GA)
Jon Houk, A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta area families that need independent, holistic, and unbiased approach to achieving their most important financial goals.

Paramountia (Suwanee, GA)
We provide comprehensive wealth management including financial planning, investment management, tax planning, estate planning, cash flow management, risk management, education planning and retirement planning.

Resource Planning Group - Fee-Only Registered Investment Advisory firm (Atlanta, GA)
Founded in 1991, Resource Planning Group, Ltd. provides wealth management and financial planning solutions. We serve families, entrepreneurs and executives through all stages of life: mid-career, late-career, and retirement.

HAWAII
Pathfinder Financial Services, LLC (Kailua, HI)
David Jacobs, CFP provides concierge-level services in investment management and financial planning with deeper, more thorough expertise focused on your specific needs.

ILLINOIS
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.

Long & Associates LLC (Chicago, IL)
Chris Long, CFP® Fee-Only™ Financial Advisor. No sales pitches, no hidden agendas.

Quinn Financial Planning, LLC (Orland Park, IL)
Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC, is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.

Johnston Investment Counsel (Peoria, IL)
Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience.

Mentor Capital Management Inc. (Chicago - Western Suburbs, IL)
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Johnston Investment Counsel (Peoria, IL)
Johnston Investment Counsel (JIC) is an independent, fee-only investment management, comprehensive financial planning, and investment consulting firm that has been in business since 1997.

AHC Advisors, Inc (St. Charles, IL / Des Moines, IA)
At AHC Advisors, Inc., we provide the unbiased, objective, and independent Fee-Only financial planning and investment advice that will help you achieve your goals. Our objective is to put you on a path toward financial security.  We aim to become a long-term partner with you, helping simplify your finances and giving you the freedom to focus on the things that are important to you. For over fifteen years we have helped our clients with their unique financial planning and investment needs including: retirement planning, social security planning, and wealth management, and 401k, 403b, and 457 plans.

LOUISIANA
Broussard Financial Group, LLC (Lafayette, LA)
Serving the entire Gulf Coast region. Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Jerry Broussard is also a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Personal Financial Advisors, LLC (Covington, LA)
We provide planning and wealth management services to individuals and families who demand the objective, unbiased advice that can be so difficult to find. We look forward to serving you from our offices in Covington, Louisiana.

Ferro Financial, LLC (New Orleans, Metairie, Baton Rouge, LA)
Ferro Financial, LLC, is a fee-only financial planning and investment advisory firm with offices in the Greater New Orleans area and Baton Rouge, LA. We believe our most valuable asset is our client relationships.

MASSACHUSETTS
Fisher Financial Strategies (Cambridge, 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.

Fee Only Financial Advisor in Franklin, MA and Quechee, VT
Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.

MICHIGAN
IAM Financial LLC (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.

CFP & CPA Fee Only Financial Advisor Wealth Management, Michigan
George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals.

Vintage Financial Services, LLC (Ann Arbor, MI)
Vintage Financial Services of Ann Arbor, Michigan offers wealth management services including investment management, financial planning and tax preparation to clients throughout the US.

MINNESOTA
Independent Fee-Only Financial Advisor – Tom Alf CERTIFIED FINANCIAL PLANNER TM Professional – Investment Advisor based in Mendota Heights, St. Paul, Minneapolis, Minnesota
Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.

Phillip James Financial, (Plymouth, MN)
Phillip Christenson is an advisor in financial wealth management in Plymouth, MN.  He provides fee-only financial planning services to the state of Minnesota. His services include wealth management, investment management, financial planning, and tax preparation. He is a fiduciary, which means he will always act in your best interest as the client. Reach out to schedule a meeting.

Colleen Weber CPA, LLC (Minneapolis / St. Paul, MN)
Independent Fee-Only CFP® CPA Financial Advisor in Minneapolis/St. Paul, Minnesota.

MISSISSIPPI
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.

NEVADA
Finacuity (Las Vegas, NV)
Fee Only CFP Certified Financial Advisor in Las Vegas. An independent fee only registered investment advisor firm specializing in retirement planning for those near retirement and retirement plans for small to medium sized business owners who are 401k fiduciaries.

NEW HAMPSHIRE
Boston Retirement Advisors, LLC (Salem, NH; Guilford, CT; Bonita Springs, FL; Woburn, MA)
Boston Retirement Advisors, LLC is a Fee-Only Retirement Planning and Investment Advisory Firm with offices located in Salem, NH and Bonita Springs, FL. 

Solari Financial Planning, LLC (Bedford & Nashua, NH, Boston, MA)
We provide hourly as-needed advice that is customized to fit your life. We believe that trust starts with transparency and that is why we provide Fee-Only financial guidance for clients from all walks of life.

Azimuth Financial Planning - Independent Fee-Only FinancialPlanning and Investment Management (Portsmouth, NH)
Providing solutions to budgeting and cash flow, investments, retirement planning, education planning, estate planning, tax planning, risk management and insurance, and special projects such as real estate purchases, stock option analysis, business plan development, and collaborative divorce.

NEW JERSEY
Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC
Fee-Only Financial Planner in Central New Jersey. Our mission is to give you peace of mind regarding your finances and to advise and guide you through making the on-going financial decisions in your life as you and your family grow and change.

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 in Central New Jersey.

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.

Tom Duffy is a NAPFA-Registered Financial Advisor, earning the CERTIFIED FINANCIAL PLANNER™ designation in 1994. Tom is the owner of Jersey Shore Financial Advisors, a Fee-Only Financial Planning company serving all of New Jersey with principal offices located in Tinton Falls. Jersey Shore Financial Advisors, LLC specializes in integrated financial planning and investment supervision for professionals contemplating retirement within the next 10 years. “Protecting your family’s wealth from predators, creditors and Senators since 1994.”SM

Portnoff Financial, LLC (Woodbridge, NJ)
An Independent Fee-for-Service Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent and professional financial advice.

Zynergy Retirement Planning (Red Bank, NJ)
Whether you are just getting started or have been saving for years, our Lifetime Enrichment Acceleration Program (LEAP) provides financial freedom at every level of net worth.

NEW YORK
Fee Only Long Island Financial Advisor - Landmark Wealth Management, LLC (Melville, Brooklyn, NY)
Landmark Wealth Management is a Registered Investment Advisor firm and member of NAPFA, with an office in Melville and Brooklyn, New York.  They have CERTIFIED FINANCIAL PLANNERS™ (CFP®) to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.

Lee Investment Mangement (Saratoga Springs, NY)
Lee Investment Management is an independent, comprehensive financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their best lives.

Altfest Fee Only Financial Advisors in New York, NY
At Altfest Personal Wealth ManagementSM, we want to help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance – we listen to what you really want, and really don’t want.

NORTH CAROLINA

Clearview Wealth Management (NC, SC, Southeastern US)
Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients.  Our team of CFP® certificants care for generations of families in an unbiased manner that helps them reach their financial goals.  We serve clients throughout NC and SC, as well as the Southeastern U.S.

Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC
Beacon Financial Strategies is an independent financial planning, tax planning and investment management firm offering wealth management services to discerning clients in Raleigh, Durham, Cary, Chapel Hill, Research Triangle Park, NC and nationwide.

Charlotte NAPFA Registered Fee Only - Alpha Financial Advisors
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.

Woodward FInancial Advisors, Inc (Chapel Hill, NC)
Woodward Financial Advisors is a Fee-Only wealth management firm offering comprehensive financial planning. We serve clients in Raleigh, Durham, Cary and Chapel Hill, NC.

Blue Water Portfolios - Fee Only CERTIFIED FINANCIAL PLANNER™ professionals serving Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina, NC
Blue Water Capital Management, LLC is an independent, fee-only advisory firm. We specialize in financial goal planning, retirement planning, and low cost investment management.

Financial Symmetry - Fee-only Financial Advisors in the Triangle area of North Carolina
Independent, employee-owned financial advisory firm that provides financial services on a fee-only basis. Our team of financial advisors help our clients with hourly financial planning, wealth management services, investment management, retirement planning, investment advice, college planning, 401k allocation and portfolio management.

OHIO
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.

Savvy Outcomes Inc. (Dublin, OH; Tucson, AR)
At Savvy Outcomes, we focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, money management, and more.

JGR Financial Solutions, Ohio Fee Only Financial Planning and Asset Management (Northeast Ohio)
Justin Rush, a CFP practitioner and member of NAPFA, serves professionals, executives, and educators throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.

Fee Only Financial Advisors in Columbus Ohio – rebel Financial
rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.

Cincinnati based Total Wealth Planning acts as a Fiduciary with an independent, fee-only wealth management approach to provide objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.

Legacy Financial Advisors LLC (Beachwood, OH)
Customized, competent, conflict-free financial advice and services. Legacy Financial Advisors LLC was created with the mission of helping you to achieve your goals in spite of marketing forces that may work against your interests and a lack of familiarity with the subject matter.

Comprehensive Financial Planner and Investment Manager serving Sherwin-Williams employees as clients in the Cleveland Metro area and throughout the nation
Brent Dickerson, Certified Financial Planner™ and Enrolled Agent, provides fiduciarywealth management services and advice to a range of clients, including many employed by Sherwin-Williams in Cleveland and throughout the country.

OKLAHOMA
Step By Step Financial LLC (Broken Arrow, OK)
Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years.

OREGON
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.

Portland Fixed Income Specialists (Beaverton, OR)
Beaverton, Oregon fee only financial planning and tax advisor with an emphasis on the safety of fixed income and bond investing. Our bond strategies will preserve your principal while minimizing taxes and the impact of inflation.

Springwater Wealth (Portland, OR and Santa Cruz, CA)
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.

PENNSYLVANIA
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.

NAPFA Fee-Only financial advisor specializing in high quality all-bond portfolios (Blue Bell, PA)
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.

TENNESSEE
Cypress Wealth Management (Germantown, TN)
At Cypress Wealth Management, our goal is to help you discover your true wealth and live the life you love. With your best interest at the heart of every decision, we provide financial, retirement, and college planning along with investment management services.

Y. D. Financial Services, Inc. (Franklin and Brentwood, TN; Canton, MI)
Y.D. Financial Services has been helping clients plan their financial future since 1980. It all began with tax compliance and planning services and has evolved to more comprehensive financial and investment planning.

TEXAS
Trinity Wealth Management (Lubbock, TX)
Clients benefit from Brent Dickerson's knowledge of issues that trouble many who populate the Gen X and Gen Y communities. He also extends his passion for charitable estate planning to those who desire to leave a lasting legacy. Brent’s goal as a financial planner is to help his clients plan for a better tomorrow.

Strategic Financial Planning, Inc. (Plano, TX)
Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions.

Palermo Wealth Management (Austin and San Antonio, TX)
We offer personalized financial planning and ongoing asset management. There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.

Fee-Only Certified Financial Planner, Frisco, TX
Frisco Financial Planning LLC is a fee-only firm offering independent financial planning and estate planning services in the greater Dallas area. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Odyssey Weath Management, a Fee Only NAPFA CFP/CPA Financial Advisor (Dallas/Fort Worth, Texas) Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).

Vannoy Advisory Group (San Antonio and Round Rock, TX)
Vannoy Advisory Group is a Fee-Only retirement and wealth management firm that specializes in comprehensive fee-only financial planning with an emphasis on retirement planning.

UTAH
Net Worth Advisory Group (Salt Lake City, UT)
Lon Jefferies, a Certified Financial Planner™ (CFP), is a fee-only financial advisor and trusted fiduciary at Net Worth Advisory Group in Salt Lake City, Utah. He is dedicated to providing comprehensive financial planning and investment management on a fee-only basis.

VIRGINIA
American Capital Planning LLC (Leesburg, VA)
Bonnie A. Sewell, CFP®, CDFA™, AIF®, serves clients across the country. We are a Fee-only, Flat Fee, & Fiduciary woman owned wealth management shop serving clients three ways: traditional wealth management, divorce financial planning, and for those with less complicated needs, our LAUNCH program. .

Financial Solutions (Onancock, VA)
Financial Solutions provides intelligent wealth management services, truly objective advice, and comprehensive or modular financial planning. Our goals are to provide outstanding service and to give you objective advice to help you reach your goals and find peace of mind. We are confidential, competent, comprehensive, fee-only, client-centered and offer complete disclosure of fees and potential conflicts of interest.

Summit Financial Planning (Glen Allen, 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.

Lifetime Wealth Planning (National Harbor, MD; Alexandria, VA)
Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition.

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.

WASHINGTON
Commencement Financial Planning, LLC (Tacoma, WA)
Commencement Financial Planning, LLC, Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ - CFP® Certificant, Investment and Financial Advisor, offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

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.

Sherwood Investment Services (Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA)
Sherwood Investment Services has helped families for 20 years reach their financial goals. They provide fee-only financial planning and investment management with no commissions. They specialize in retirement planning.

Pathfinder Financial Advisors, LLC (Vancouver, WA; Hillsboro, 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

WISCONSIN
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).

Shakespeare Wealth Management, Inc. (Pewaukee, WI)
Planning for Life. That's our tagline and our mission. It's about planning our clients' entire life, and their families' best life, through smart, comprehensive financial advice. We're the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. Our clients know that we keep their best interests first.

Financial Fiduciaries
Financial Fiduciaries is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin.  Our mission is to zealously represent the interests of our clients in their financial dealings.  Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.