Other Fee-Only NAPFA Advisors

1     National Association of Personal Financial Advisors – Fee-Only Planners NAPFA is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
2     CFP Financial Planning Advisors in Las Vegas Finacuity is an independent Las Vegas based fee only fiduciary wealth management firm specializing in financial planning and investment management for affluent clients.
3     Vintage Financial Services, LLC in Ann Arbor, Michigan Vintage Financial Services, LLC is a fee only, independent wealth management firm based in Ann Arbor, Michigan. Founded in 1985, Vintage offers financial planning, investment management and income tax preparation services.
4     Fee-Only Financial Planner & Retirement Advisor in Salt Lake City, Utah Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
5     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.
6     Fee-Only CFP Investment Advisor for Retirement Money in San Diego County A blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds.
7     Independent Fee Only Financial Planning & Investment Management firm based in Lynnfield, MA with an office in Stuart, FL Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
8     Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA.
9     Gold Medal Waters – Fee Only Financial Advisor and CFP in Boulder and Denver Colorado Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER ™ and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services.
10     Fee Only independent Registered Investment Advisor in Little Neck Queens & Long Island New York Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios.  Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA.
11     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.
12     NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner(TM) Certificants who offer Fee-Only, fiduciary, comprehensive financial planning.  BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
13     Fisher Financial Strategies – Independent Fee-only CERTIFIED FINANCIAL PLANNER™ Professional, Boston and Cambridge, MA Registered Investment Adviser providing financial planning and investment advice on an hourly basis.  Web site features the FFS Blog, a personal financial planning web log.
14     Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
15     Fee Only CERTIFIED FINANCIAL PLANNER – Investment Advisor – Financial Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a fee only, wealth management firm offering comprehensive financial planning, retirement planning, and investment management to affluent clientele in Cincinnati and nationwide.
16     Sherwood Investment Services (Redmond, WA) – Sherwood Investment Services has over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a fee-only basis
17     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.
18     Capital Markets U.com Magazine Investor Education for Main Street America
19     Fee-Only Financial Advisor in San Diego County Charles L Stanley CFP® ChFC AIF® provides estate planning and wealth management to clients throughout the United States. He is a Wealth Manager with Trovena, LLC, a SEC Registered Investment Advisor with offices in La Jolla, CA, Redondo Beach, CA and Roseland, NJ.
20     Posey Capital Management is a fee-only investment advisor located in Houston, Texas in the Village/Rice University area The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis.  An initial consultation is free of charge.
21     Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNER™ Practitioner The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.
22     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.
23     CERTIFIED FINANCIAL PLANNER™ Fee-Only Comprehensive Financial Planning, Asset Management, and Retirement Planning 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.
24     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.
25     Investor’s Capital Management, LLC – Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area Unbiased Financial Advice in 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.
26     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.
27     Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ Weingarten Associates make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
28     Independent Fee-Only CERTIFIED FINANCIAL PLANNER™in Portland, Oregon and Santa Cruz, California 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, Californi.
29     Fee-Only Certified Financial Planners in Buffalo, NY Ogorek Wealth Management LLC is an independent fee-only advisory firm whose services include asset management, wealth management, retirement planning, estate planning and investment advice.
30     Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.
31     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.
32     Fee-only NAPFA Financial Planner in Franklin and Newton, MA Kevin L. Nulton, as a Certified Financial Planner™ professional and an attorney, provides a unique blend of tax, financial, and legal expertise to address the various financial planning issues faced by our clients.
33     Fee Only CERTIFIED FINANCIAL PLANNER in Denver, Colorado Staib Financial Planning, LLC is an independent financial planning and investment advisory firm providing comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Denver and Highlands Ranch, Colorado.
34     Fee-Only CFP Financial Planning 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.
35     Fee-Only CFP Financial Planning 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.
36     CFP Wealth Management Team Charlotte, NC The Clearview Wealth Management team act as financial partners with our clients, providing unbiased Financial Planning and Investment Management to help ensure their families’ successful financial future.
37     Independent Fee-Only CFP Investment Counsel Peoria, Illinois, Central Illinois, Nationally, & Internationally Johnston Investment Counsel combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization.
38     Financial Advisor / Fee-Only CFP Long Island, Melville, Brooklyn, NY Landmark Wealth Management, LLC provides comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
39     Fee Only Financial Advisor in Tucson, Arizona – retirement planning specialist – Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
40     Fee Only CERTIFIED FINANCIAL PLANNER professionals serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh, North Carolina – Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm specializing in low cost investment management, retirement planning, and financial goal planning.
41     Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™ – Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them.
42     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.
43     Fee Only Fiduciary Financial Advisor in Scottsdale and Phoenix – A retirement planning wealth management firm focused on your retirement goals.
44     Amarillo, Texas and Panhandle Fee Only Financial Adviser – WildBlue – Financial services offered in-person or virtually for clients across the country. We help clients balance their cash flow needs with their long-term goals so that they can fulfill their desires for travel or life abroad. We are fee-only fiduciary advisors with your needs always on the forefront.
45     Lubbock’s only NAPFA registered fee-only advisor – Trinity Wealth Management – Providing fiduciary financial advice to 401(k) qualified retirement plans for small businesses and independent contractors, as well as, personal financial planning and wealth management to individuals.
46     Phillip Christenson – is a Plymouth financial planner who 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.

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