Financial Links to Affiliate Advisors Nationwide
We believe that fee-only financial planning is not only a better model for both clients and advisors—it is the wave of the future. And we want to support the growth of the fee-only industry in every way possible. To that end, below we have a listing of independent NAPFA-member firms nationwide.
Find an Advisor—the National Association of Personal Financial Advisors (NAPFA) search page.
NAPFA Firm Listing—a national listing of NAPFA firms
Alabama
Personal Financial Advisors—A Comprehensive, Fee-Only Planning Firm in Covington, LA and Tuscaloosa, AL
NAPFA members Robert Reed, CFP® and Lauren Lindsay, CFP® have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham as well.
Arizona
Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale and Phoenix, Arizona
Craig Ritter, Certified Financial Planner™, of Continuum Wealth Management, provides investment management, retirement planning and financial planning to clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.
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.
California
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.
Independent Fee Only Advisors – San Diego CERTIFIED FINANCIAL PLANNER® practitioners—The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a wide range of clients.
The Wealth Conservatory is a team of independent fee-only CERTIFIED FINANCIAL PLANNER® professionals with offices in California, Missouri and New Hampshire. We help each of our clients grow and protect their wealth and the lifestyle it supports.
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.
Georgia
JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management
Jon Houk, a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience, founded JPH Advisory Group to provide integrated wealth management for families in the greater Atlanta area that need an independent, holistic, and unbiased approach to achieving their most important financial goals.
Illinois
Timothy J. Quinn CFP(r), CPA - Quinn Financial Planning, LLC
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.
Louisiana
Fee-Only CFP® Financial Planner and Financial Advisor serving 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.
Personal Financial Advisors—A Comprehensive, Fee-Only Planning Firm in Covington, LA and Tuscaloosa, AL—NAPFA members Robert Reed, CFP® and Lauren Lindsay, CFP® have over 4 decades of combined experience and service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham as well.
Maine
Portland Financial Planning Group in Portland, ME—Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
Maryland
Fee-Only CFP® Financial National Harbor, MD—Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition.
Massachusetts
Fee-only Independent Certified Financial Advisor in Franklin and Newton, Massachusetts. Kevin Nulton 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
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 and with an income meant to last a lifetime.
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.
Y.D. Financial Services, Inc.—A fee-only and NAPFA registered Certified Financial Planner®, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.
Minnesota
Fee-Only Financial Planner in Plymouth, Maple Grove, and Minnetonka, MN – Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.
Independent Fee-Only Financial Advisor – Tom Alf CERTIFIED FINANCIAL PLANNERTM 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.
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 Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
Nevada
Las Vegas Financial Advisors & Wealth Management—REDROCK WEALTH MANAGEMENT is an independent fee only CERTIFIED FINANCIAL PLANNER® firm in Las Vegas specializing in retirement wealth preservation and income strategies for affluent clientele.
Las Vegas CFP financial advisor – Retirement Architects - Retirement Architects is a Las Vegas based independent fee-only financial advisor firm specializing in retirement planning for individuals and 401k retirement plans for small to medium sized businesses.
New Hampshire
Solari Financial Planning, LLC – Independent & Transparent Financial Guidance — 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 from all walks of life.
North Carolina
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.
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 CERTIFIED FINANCIAL PLANNER TM 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.
New York
Long Island Fee Only Financial Advisor – Landmark Wealth Management, LLC 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.
Ohio
Cincinnati, OH, Fee-Only, Certified Financial Planner, Financial Advisor, Investment Advisor—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.
Canton Ohio Fee Only Financial Advisor JGR Financial Solutions–Justin Rush, a CFP professional, provides income tax, estate, investment, insurance, cash flow, and retirement planning solutions to clients throughout the country and Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas
Oregon
Fee Only Certified Financial Planner® Professionals, Beaverton, Oregon—Portland Financial advisors is a fee-only financial planning, tax, and investment management firm located near Portland, Oregon. We offer advice and guidance with the personal attention that only an independent, locally owned company can provide.
Fee-Only CERTIFIED FINANCIAL PLANNER® Retirement Planning 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
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.
Fee-Only Financial Advisor and CFP® Professional in 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.
Tennessee
Y.D. Financial Services, Inc.—A fee-only and NAPFA registered Certified Financial Planner®, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee.
Texas
Odyssey Wealth Management, a Fee Only NAPFA CFP®/CPA Financial Advisor—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).
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.
Utah
Fee-Only Financial Advisor and Independent CFP® in Salt Lake City, Utah—Net Worth Advisory Group is an independent fee-only investment advisor and financial planner serving Salt Lake City, Utah.
Salt Lake City, Utah Fee-Only Retirement Advisor and Financial Planner—Lon Jefferies of 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.
Virginia
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.
Fee-Only CFP® Financial National Harbor, MD—Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition.
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.
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.
