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My Fee-only friends

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our Rich History began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.  It's all a part of the mission of NAPFA.  

 Our association provides support and education for over 2400 members all over the country and is governed by our national board and supported by our four region boards.

 NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

We call it the Power of Trust.

 

If you are not a New Jersey resident, I urge you to consider one of my NAPFA colleagues from the list below:

 

Alabama

Alaska

Arizona

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

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.  www.sandiegofeeonly.com

Invest with Steve

My role is to provide clients with quality analysis that will empower them to make informed decisions regarding their financial future.

Qubera Wealth Management is a fee-only Registered Investment Advisor, providing comprehensive financial solutions for our clients.

Unlike most major financial institutions, we are fiduciaries for our clients – which means we have the highest legal obligation to do what’s best for them.

Springwater Wealth Management

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.

Colorado

Fee Only Certified Financial Planners in Lone Tree, Littleton, Denver and Aurora Colorado.

At Staib Financial Planning our mission is to help our clients achieve their personal financial goals by providing them with objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.

Connecticut

Delaware

Florida

Georgia

Hawaii

Idaho

Illinois

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.  www.quinnfp.com

Johnston Investment Counsel:  With Caterpillar in our home town, JIC serves clients in Peoria and central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. Firm professional hold the following professional designations:  Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience. 

Indiana

Iowa

Kansas

Kentucky

Louisiana

Broussard Financial Group  We are 100% focused on our clients’ needs, and truly believe that your investment and financial plan should revolve around you. As a Fee-Only firm, we have a fiduciary responsibility to always place your interests ahead of our own.

Maine

Portland Financial Planning Group, LLC

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

CFP & CPA Fee Only Financial Advisor Wealth Management Michigan.

George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals

Minnesota

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.
http://www.clerestoryadvisors.com

Phillip James Financial is a Comprehensive Financial Planning, Investment, and Wealth Management company located in Plymouth Minnesota. http://phillipjamesfinancial.com We work on a Fee-Only basis and are Fiduciaries for all of our clients. Phillip Christenson and James Sexton are the owners and advisors. Contact us for a meeting.  

Mississippi

Fee-Only Financial Advisor in Ridgeland, Mississippi – Bergland Wealth Management is a Fee-Only, fiduciary, Registered Investment Advisory firm providing financial planning and investment management services.

Missouri

Montana Nebraska

Nevada

CFP Certified Financial Planners in Las Vegas - Finacuity. Fee Only financial planning specialists and investment advisors in Las Vegas.

New Hampshire

New Jersey

Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC

New Mexico

New York

Saratoga Springs, 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.  www.leemgt.com

Long Island Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) - 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.  

North Carolina

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.

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.   www.alphafa.com             

Focused on excellent client care, our team of Financial Advisors at Clearview Wealth Management are all CFP® professionals with the needed expertise in Wealth Management for our clients and their families.  With a special focus on helping the generations of a client’s family, we believe in reducing risks to our client’s financial future through sound investment decisions and ongoing comprehensive financial planning.

North Dakota

Ohio

Legacy Financial Advisors LLC was created with the mission of helping you to achieve your goals in spite of marketing forces that may work against your interests and a lack of familiarity with the subject matter.

Ohio Fee Only 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.

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.

Celebrating over 25 years, the company’s history is based on integrity and a culture of doing what's right for the client. Today, Total Wealth Planning is recognized as a leading, fee-only wealth management firm.

Oklahoma

Fee Only Holistic Financial Planning in Tulsa and Broken Arrow, Oklahoma

Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CERTIFIED FINANCIAL PLANNER Professional and IRS Enrolled Agent, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Coweta, Catoosa, Jenks, Muskogee and Oklahoma City

Oregon

Springwater Wealth Management

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

Rhode Island

South Carolina

South Dakota

Tennessee

At Cypress Wealth Management, our goal is to help you discover your true wealth and live the life you love. With your best interest at the heart of every decision, we provide financial, retirement, and college planning along with investment management services.

Texas

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.

Personal Financial Advisors, LLC. We believe in the power of personal financial planning and the process of tailored investment solutions. Because it’s personal, we help clients achieve their goals in a conflict free environment focused solely on our clients' objectives. We have years of planning and investment experience and a commitment to service.

WildBlue - Financial Planning for those who live to travel

WildBlue wants to help clients Go More and Live Happy. Financial advice for those who experience Wanderlust – a strong desire to travel or live abroad. Our clients desire to experience life through travel and not spend life organizing their financial lives themselves. 

My greatest passion comes when working with mid-career professionals, most of whom are referred to as Gen Xers.  Brent Dikerson - Trinity Wealth Management

Utah

Vermont

Virginia

American Capital Planning is the partner of high net worth families and individuals across the United States

Financial Solutions provides intelligent wealth management services, truly objective advice, and comprehensive or modular financial planning.

Washington

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

 

Financial Planning and Investment Management.  Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA  Sherwood Investment Services, specializing in retirement planning, has served families for 20 years.  They provide independent financial planning and fee-only investment management with no commissions.

http://www.sherwood-investments.com  

 

West Virginia

Wisconsin

Wyoming

 

 

For a free, no-obligation consultation click the “Book a Meeting” button on the right.

Thomas J Duffy, CFP®, MBA is a NAPFA registered fee-only financial advisor.  The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

Jersey Shore Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Financial Advisors LLC is a registered investment advisor in the State of New Jersey. Jersey Shore Financial Advisors LLC may only transact business or render personalized investment advice in New Jersey and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this video is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Jersey Shore Financial Advisors LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

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