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 first. 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

Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of CERTIFIED FINANCIAL PLANNER professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

Alaska

Arizona

Fee Only CERTIFIED FINANCIAL PLANNER in Tucson, AZ CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice to clients in Tucson, Arizona and throughout the United States.

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor in Scottsdale, AZ – No one sets out on a trip by simply jumping into their car and driving down the road, hoping to end up at their desired destination. They plan the trip. They know where they want to go. They use a map to take the best route.

Socially Responsible Investing SRI Hub – ethical, green, sustainable, value, socially conscious, impact – created to help make SRI easy for socially conscious investors.

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.

Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale and Phoenix Arizona Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning with a fiduciary standard of care. 

Arkansas

California

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.

PORTNOFF FINANCIAL LLC in an independent Fee-for-Service Registered Investment Advisor 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.

San Diego, CA Fee Only Financial Planning and Investment Management Blue Water Capital Management, LLC is an independent Fee-Only financial planning firm specializing in retirement planning and investment management in southern California.

CFA, CFP, Fee Only Planner in Los Angeles – ACap Asset Management is a comprehensive financial advisory firm that works with healthcare professionals and small business owners. Our services include Tax, Retirement, Education & College Planning, as well as 401K, IRA, insurance review, socially responsible investing, risk management, and bookkeeping. No commissions.

Reh Wealth Advisors LLC, A Fee Only Advisor serving  the Glendora, West Covina, and La Verne areas Investwithsteve.com, founded by Stephen Reh CFA, MBA, CFP®, helps business owners, corporate executives and families reach their financial goals.

TABR Capital Management, LLC TABR Capital is a fee-only Registered Investment Advisor based in Orange County, California. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.

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

Boston Retirement Advisors, LLC Fee only financial advisor with offices in Salem, NH, Guilford, CT and Bonita Springs, FL.

Delaware

Florida

Boston Retirement Advisors, LLC Fee only financial advisor with offices in Salem, NH, Guilford, CT and Bonita Springs, FL.

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

Fee-Only Financial Planner in Boston and Cambridge, MA Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.

Boston Retirement Advisors, LLC Fee only financial advisor with offices in Salem, NH, Guilford, CT and Bonita Springs, FL.

Fee Only Financial Advisor in Franklin, Massachusetts Kevin Nulton, President 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

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.

Canton, Michigan and Franklin Tennessee Fee-only NAPFA registered Certified Financial Planner Allow us to become your unbiased, trusted financial coordinator.

Fee Only Wealth Management in Ann Arbor. Vintage Financial Services’ team of CFPs® offers wealth management services including investment management, financial planning and tax preparation services to clients throughout the US.

Minnesota

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

Jackson Mississippi NAPFA Fee-Only Fiduciary and Certified Financial Planner 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.

Missouri

Montana

Nebraska

Nevada

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.

Key Financial Solutions, LLC  We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York.

PORTNOFF FINANCIAL LLC in an independent Fee-for-Service Registered Investment Advisor 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 Advisors in Monmouth County, NJ, Fiduciary Financial Planners in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC

Certified Financial Planner NJ – Zynergy Retirement Planning is a Fee-Only Financial Planner based in Red Bank, NJ, serving clients throughout Monmouth, Ocean, and Middlesex Counties.

New Mexico

New York

Ray Mignone & Co., Inc. 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.

Landmark Wealth Management, LLC An independent firm, registered with NAPFA as a Fee Only financial advisor, with an office in Melville on Long Island, and in Brooklyn, New York.  The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.  The firm’s principals are JOSEPH M. FAVORITO, CFP®CHRISTOPHER N. CONGEMA, CFP® and BRIAN R. COHEN.

Albany, 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.

North Carolina

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.

Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors 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.

Independent Fee-Only Financial Advisors & Planners in Chapel Hill, NC – Woodward Financial Advisors is a Fee-Only wealth management firm offering comprehensive financial planning. We serve clients in Raleigh, Durham, Cary and Chapel Hill, NC

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

North Dakota

Ohio

Total Wealth Planning is an independent, fee-only 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.

Canton Ohio CERTIFIED FINANCIAL PLANNER Financial Advisor and Investment Management. JGR Financial Solutions provides fee only financial planning and asset management services. Justin Rush, a CFP practitioner and member of NAPFA, serves professionals, executives, and educators throughout Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.

Oklahoma

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.

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 retirement and professionals in Portland, Oregon.

Portland, OR Fee-Only CERTIFIED FINANCIAL PLANNER 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.

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 Independent Fee Only Financial Advisor Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Yardley, 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.

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

Salt Lake City, Utah Independent CFP and Fee-Only Financial Advisor Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.

Financial Advisor and CFP in Salt Lake City – Independent Planner Lon Jefferies is a CERTIFIED FINANCIAL PLANNER and financial advisor for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee only basis.

Vermont

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.

Washington

Financial Planning and Investment Management.  Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA Sherwood Investment Services specializes in fee-only retirement planning and investment management for people of all ages.  They serve the East-Side of Seattle and clients nationally.

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