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Fee Only Advisors

Here, you’ll find a listing of Fee-Only financial advisors throughout the country.

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients. Founded in 2013 by W Phil Ratcliff, rebel Financial is an Independent Fee-Only firm in Columbus, OH that is that is a fiduciary dedicated to serving the best interests of it’s clients 1st. We’ve provided these financial links and information as a resource for your financial and investment planning.  As such, we do not necessarily endorse these third party websites, but rather provide them as a resource.  Use your personal discretion when visiting these other websites and before ever purchasing any products or services.

 

Find a Financial Advisor – Independent Fee-Only Financial Advisor Firms

Alabama

Alaska

Arizona

Arkansas

California

Colorado

  • Fee Only Investment Management in Littleton Colorado
    At Staib Financial Planning, LLC (SFP), achieving your financial goals is our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations, or whatever your specific financial goals.

Connecticut

Delaware

Florida

Georgia

  • Minerva Planning Group – Fee Only Financial Planner in Atlanta Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.
  • 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 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.
  • Atlanta CFP Fee Only Financial Planners. Resource Planning Group is an independent, fee-only fiduciary in Atlanta and St. Simons Island, Georgia with a team of Certified Financial Planner (CFP) financial advisors who specialize in providing comprehensive financial planning advice to retirees, doctors, dentists, and corporate executives.

Hawaii

Idaho

Illinois

  • Fee Only Financial Advisors in Orland Park, IL. In short, you want someone who’s on your side. As founder of Quinn Financial Planning, LLC, I answer only to you – not brokers, dealers or mutual funds. I’m here to provide you with conflict-free financial solutions, specifically designed to your long-term strategy: saving for college, keeping your retirement secure, preserving your estate, or simply pursuing what you enjoy most in life.
  • Johnston Investment Counsel 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. With Caterpillar in our home town, we serve client in Peoria, Illinois, central Illinois, nationally, and internationally.

Indiana

Iowa

Kansas

Kentucky

Louisiana

  • Personal Financial Advisors, wealth advisory firm based in Covington, Louisiana Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide. NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP® and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience.
  • Fee-Only Financial Planner in Lafayette Louisiana 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.

Maine

  • Portland Financial Planning Group, LLC – Maine fee-only advisor Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client’s financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

Maryland

Massachusetts

Michigan

Minnesota

  • Saint Paul, Minneapolis Financial Advisors – Indepedent – Fee Only CFP 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.
  • Fee-Only Financial Planner in Plymouth, Minnesota – Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Twin Cities and surrounding Suburbs.  They work with individuals and families to make sure they are on track to achieve all of their financial goals.
  • Phillip Christenson is a Independent Financial Advisor 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.

Mississippi

Missouri

Montana

Nebraska

Nevada

  • 401k Plan Advisors in Las Vegas, Henderson – Finacuity is a Las Vegas based registered investment advisor firm specializing in 401k plan installation, management, and maintenance for small to medium sized businesses both in Las Vegas and in the Southwest.

New Hampshire

New Jersey

New Mexico

New York

North Carolina

North Dakota

Ohio

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

  • 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 Financial Advisor in Austin, TX. Pioneer Wealth Management Group is an Austin based firm consisting of fee-only financial planners, providing our clients advice that is in the their best interest with no outside influences. We sell no products, recieve no commissions, and we abide by a strict fiduciary code.
  • 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.
  • Financial Planning for nurse practitioner professionals throughout Texas  Trinity Wealth Management is a fee-only Registered Investment Advisor based in Lubbock and helping clients statewide. Brent Dickerson CFP® is the owner and financial planner at TWM where he helps young and mid-career nurse practitioners and other professionals to plan for a better tomorrow.

Utah

Vermont

Virginia

Washington

West Virginia

Wisconsin

  • Fee Only Financial Advisor in Madison, WI – Bill McDonald. Retirement Planning Solutions is an independent Fee Only fiduciary investment advisory firm specializing in retirement planning for middle income families and retirees.   We are also an approved provider of Dimensional Funds.
  • 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.

Wyoming

 

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