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 fee only advisors websites and before ever purchasing any products or services.
Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor in Scottsdale, AZ – Continuum Wealth Management is a fee-only fiduciary financial planning firm providing investment management, retirement planning, and financial planning.
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.
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.
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.
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.
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.
Financial Planning Advisors in Elmhurst, IL
Mentor Capital has successfully managed client investments for more than 20 years. With more than $60 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.
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.
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.
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.
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.
Independent Fee-Only Financial Planning and Investment Management in Lynnfield, MA – Nevils Financial, LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm 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, implementation, and long-term investment management.
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.
Fee-Only CERTIFIED FINANCIAL PLANNER™ (CFP®) in Novi, MI. Pathway Financial Planning of Novi, Michigan is an independent, fiduciary wealth management firm providing investment management, retirement planning, college planning, and financial planning services to clients in Novi, Northville, Farmington, Birmingham, MI, and nationwide.
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.
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.
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.
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.
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.
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.
Cleveland, Ohio Fiduciary Financial Planner – Kelley Financial Planning. Michael Kelley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and founder of Kelley Financial Planning, a Fee-Only, Registered Investment Advisory (RIA) firm located in Cleveland, Ohio.
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.
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.
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.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
