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Financial Links

Fee-Only Planners

Las Vegas Financial Advisor-CFP Retirement Planning Specialist
Red Rock Private Wealth Consulting, LLC is a Las Vegas based Registered Investment Advisor Firm specializing in retirement planning for affluent retirees. www.redrockwealth.com

Oakland CA Financial Advisor - CFP Financial Planning for Savvy Women
Curtis Financial Planning in Oakland CA provides Fee-only Financial Planning and Investment Management for savvy women, their families, and their businesses. www.curtisfinancialplanning.com

Ann Arbor MI Wealth Manager - CFP Financial Planning
Vintage Financial Services offers comprehensive financial planning, investment management and income tax preparation services to individuals throughout the US. www.vintagefs.com

San Diego CA Financial Planner - CFP
Charles L. Stanley is a Fee-Only CFP Investment Advisor for retirement money. laidoffinsandiego.wordpress.com

Frisco Financial Planning LLC, Dallas Fort Worth (DFW) Fee Only CFP
Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a Christian worldview. www.ffplan.com

Maine based CERTIFIED FINANCIAL PLANNER™ practitioner
Bogue Asset Management specializes in comprehensive financial planning, wealth management and investment management.
www.bogueassetmanagement.com

California Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor
Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling. www.feeonlyadvisor.com

Independent Wealth Management LLC – Fee-Only Certified Financial Planners
IWM provides Fee-Only conservative Financial Planning and Wealth Management . Located in Traverse City, Michigan. www.iwmusa.com

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. www.tabr.net

Fee-Only Financial Planner and Investment Adviser in Cambridge, Massachusetts
Fisher Financial Strategies is a Registered Investment Adviser firm providing advice on tax planning, investments, retirement, college planning, and other aspects of personal financial planning on a fee-only, as needed basis. FFSCambridge.com

Fee-Only Financial Planner and 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 individuals who are preparing for or experiencing a major life transition. www.utahfinancialadvisor.blogspot.com

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. www.sandiegofeeonly.com

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire
Azimuth Financial Planning (AFP) provides financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. www.azimuthplanning.com

Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL
Nevils Financial 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. www.nevilsfinancial.com

CFP® - 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® financial planning services and investment management in Newtown, PA. www.yardleywealth.net

Fee Only CERTIFIED FINANCIAL PLANNER – in Boston Massachusetts
Wealth Management Advisors, LLC is a comprehensive Fee-Only financial planning practice and a Registered Investment Advisor serving affluent clients in the Boston North area of Massachusetts and in Southern New Hampshire. www.wmallc.com/new/wmallc/default.asp

Gold Medal Waters - Fee Only Financial Advisor and CFP in Boulder and Denver Colorado
Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER (tm) and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services. www.goldmedalwaters.com

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. www.wealth-engineering.com

Minerva Planning Group
Atlanta-based 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. www.minervaplanninggroup.com

Portland, Oregon Fee-Only Financial Planning and Investment Management
If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon. www.cedaradvisors.com

CERTIFIED FINANCIAL PLANNER™; in Las Vegas, Nevada
Palermo Financial Group is a commission free financial planner in Las Vegas, NV. Fee Only financial advisors remove commissions and conflicts of interest to create a better financial planning environment for the client. www.palermofinancialgroup.com

Capital Markets U.com
Investor Education for Main Street America
www.capitalmarketsu.com

Seattle, Washington. King County, Eastside – Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, Woodinville, Bothell WA
Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning. We manage investments and specialize in helping clients plan for retirement on a Fee-Only basis (no commissions). Our clients are nationwide. www.sherwood-investments.com

Independent Fee-Only Financial Advisor – Tom Alf CERTIFIED FINANCIAL PLANNER™ Professional – Investment Advisor based in Mendota Heights, 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. www.clerestoryadvisors.com

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. www.ritterdaniher.comm

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. www.feesonly.com

Fee-Only CFP® Financial Planning, Investment Management and Retirement Planning in El Dorado Hills, Folsom, and Sacramento
Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA). www.veripax.net

Fee-Only Certified Financial Planner 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. www.staibfinancialplanning.com

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. www.weingartenassociates.com/

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. www.summitfinancialplanning.com/

This page last updated on 073010.