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National Association of Personal Financial Advisors Official website of the National Associciation of Personal Finacial Advisors

Alabama
Alaska
Arizona

Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale, Phoenix and Glendale, Arizona Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides customized investment management, retirement planning and financial planning.  We serve the valley, working with clients in Glendale, Phoenix, Mesa, Chandler and Scottsdale.

Tucson Fee Only Financial Planners specializing in Socially Responsible Investing Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.

Arkansas
California

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....

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.

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

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, California.

Woodbridge New Jersey Financial Advisor / CERTIFIED FINANCIAL PLANNER™ (CFP®) - PORTNOFF FINANCIAL LLC is an independent Fee Only Registered Investment Advisor and member of NAPFA with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice.

Reh Wealth Advisors LLC, A Fee Only Advisor serving the San Gabriel Valley Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals. 

Los Angeles CFA, CFP® Financial Planner An excerpt from a recent Yelp review: "Finally, I have found financial advisors that work for me and put my interests first.  ACap doesn't sell any products, they charge a fee for service, and that is what you get, service: solid and sound advice, accessibility, a real person on the other end of the phone, and someone who knows my family and my financial needs." We provide comprehensive fee-only financial planning and tax services.

Colorado

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.

Connecticut
Delaware
Florida

Fee Only Investment Advisor, Financial Planner, Fiduciary in New York, Florida, Queens, Nassau, Long Island & Boyton Beach.  Ray Mignone & Associates, Inc. works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management.  Certified Financial Planner since 1989, member of NAPFA & FPA.

Georgia

JPH Advisory Group – Atlanta's Personal CFO for Integrated Wealth Management 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.

Paramount Investment Advisors, Inc. Fee Only CERTIFIED FINANCIAL PLANNER that combines extensive knowledge and expertise of tax, estate, retirement, insurance investment and wealth planning in Suwanee, Georgia.  Paramount Investment Advisors, Inc is a comprehensive Fee Only financial planning Registered Investment Advisory Firm serving business owners and professionals throughout Metro Atlanta, Georgia.

Hawaii
Idaho
Illinois

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(TM) Professional and Enrolled Agent in New Berlin, IL.

Johnston Investment Counsel Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally.  JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities.  JIC is employee owned with more than 25 years' experience and works with individuals, institutions, and retirement plans.

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.

Indpendent Fee Only Financial Advisor in Chicago We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.

Indiana
Iowa
Kansas
Kentucky
Louisiana

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

Fee-Only Financial Planner in Lafayette Louisiana Broussard Financial Group 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, NAPFA, Fiduciary, fee-only planners in Covington, Louisiana 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.

Maine

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

Maryland
Massachusetts

Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional in Boston and Cambridge, MA Fisher Financial Strategies provides personal financial planning services on an as-needed, hourly basis, including investment advice, cash flow management, retirement planning, income tax planning, estate planning, and college planning.

Michigan

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....

Novi, Michigan Independent Fee-Only NAPFA Wealth Manager 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.

Ann Arbor’s largest team of Fee Only CFPs offers investment management, financial planning and tax preparation services

Minnesota

Saint Paul, Minneapolis Financial Advisors - Independent - Fee-Only - CFP Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm.  We work with individuals offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.

Minnesota Financial Planner - 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. 

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

Mississippi

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 Participants who offer Fee-Only, fiduciary, comprehensive financial planning.  BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Missouri
Montana
Nebraska
Nevada

Las Vegas Financial Planners Finacuity is a fee only fiduciary financial planning firm providing hourly financial planning, project planning and ongoing wealth management.

New Hampshire
New Jersey

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.

Woodbridge New Jersey Financial Advisor / CERTIFIED FINANCIAL PLANNER™ (CFP®) - PORTNOFF FINANCIAL LLC is an independent Fee Only Registered Investment Advisor and member of NAPFA with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice.

Fee Only Financial Advisor in Monmouth County, New Jersey Jorie Johnson, CFP® is a fee only financial planner located in Monmouth County, New Jersey and serving clients nationwide.  Clients include corporate executives, small business owners and those contemplating the transition to retirement.

Financial Planner NJ Set up a free consultation today with Zynergy Retirement Planning, Red Bank's trusted fee-only financial planners, where we have one focus: your retirement.

New Mexico
New York

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

Fee Only Investment Advisor, Financial Planner, Fiduciary in New York, Florida, Queens, Nassau, Long Island & Boyton Beach.  Ray Mignone & Associates, Inc. works with medical professionals, physicians, retirees facilitating 401k/403b IRA rollovers & portfolios management.  Certified Financial Planner since 1989, member of NAPFA & FPA.  

Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™ Lee Investment Management is an independent financial planning and wealth management firm dedicated to helping clients achieve their best lives.

New York City based independent financial planning and investment management firm - Altfest Personal Wealth Management prepares diversified portfolios of select individual stocks, mutual funds, bonds and private investments, custom tailored to your indvidual needs, objectives and concerns.

North Carolina

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.

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 clients in Raleigh, Durham, Cary, Research Triangle Park, NC and nationwide.

Well diversified and cost conscious Investment Management and a transparent fee structure enables Clearview Wealth Management to serve our clients in North Carolina and South Carolina.  We partner with our clients to provide ongoing Financial Planning and Investment Management provided by our team of Certified Financial Planner (CFP®) Certificants and NAPFA Registered Financial Advisors.

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

Financial Symmetry Providing financial planning, investment and wealth management services to families in Raleigh, Apex, Cary and Morrisville, North Carolina.  Learn more about how we help with our latest blog updates.

North Dakota
Ohio

Fee Only Financial Advisor – Fiduciary – NAPFA Member – CERTIFIED FINANCIAL PLANNER – Investment Advisor in Cincinnati, OH Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive financial planning, retirement planning, and investment management to affluent clientele in Cincinnati and nationwide.  All advisors are members of NAPFA.

Canton Ohio Fee Only Financial Planning Justin Rush, CFP provides fee only financial planning and asset management to members of STRS Ohio, young professionals, and executives in Northeast Ohio.

Total Wealth Planning is a small boutique wealth management firm in Cincinnati, Ohio that provides 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.

Fee-Only CFP® Practitioner helping families attain their financial goals in Northeast Ohio and West Texas Trinity Wealth Management is a fee-only Registered Investment Advisor based in the Cleveland, OH area and helping clients nationwide.  Brent Dickerson CFP® is the owner and financial planner at TWM where he helps clients to plan for a better tomorrow.

Oklahoma
Oregon

Fee-Only CFP® Financial Advisor and Retirement Planner in Portland, Oregon 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 – Fee only fixed income bond specialists in Beaverton, Oregon.  We can design portfolios of high quality individual bonds and CD's that provide you with a consistent cash flow while preserving your principal.

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, California.

Pennsylvania

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....

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....

Rhode Island
South Carolina
South Dakota
Tennessee
Texas

Greater Dallas Area Christian Financial Planner Frisco Financial Planning LLC is a financial planning firm and registered Investment Adviser located in Frisco, Texas.  Offering objective financial planning and investment strategies on a fee-only basis from a Christian Worldview perspective.  Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Austin Fee Only Financial Planner – Advisor - 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 CFP® Practitioner helping families attain their financial goals in Northeast Ohio and West Texas Trinity Wealth Management is a fee-only Registered Investment Advisor based in the Cleveland, OH area and helping clients nationwide.  Brent Dickerson CFP® is the owner and financial planner at TWM where he helps clients to plan for a better tomorrow.

Utah

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT – Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner in Salt Lake City, Utah.  He 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....

Vermont
Virginia
Washington

Sherwood Investment Services - over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis.

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

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

Vancouver, Washington CERTIFIED FINANCIAL PLANNER 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.

West Virginia
Wisconsin

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).

Wyoming

 

 

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