Useful Links

Are you looking for a financial planner closer to home? Here is a list of fee only financial planners by state.

• Alabama
• Frank Horton, CFP® Independent, Fee-Only Financial Planning Services in Oneonta, ALComprehensive advice designed to help people achieve financial independence and peace of mind.
• Arizona
• Mark Stempel & Associates
• California
• Blue Water Capital ManagementIndependent Fee Only Advisor – San Diego Certified Financial Planner™ practitioner – The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning.
• Zeus's Shield: Client-Centered Financial Planning for Life
• Stewart Financial ServicesPersonal Financial Planning so You Can Live an Extraordinary Life.
• Investors Capital Management, LLCInvestor's Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.
• Aegis Financial Advisory, LLC Client-Centered Planning for Life™, Fee-Only Financial Planner in Santa Clara, CACertified Financial Planner™ professional and NAPFA-Registered Financial Advisor. I am a Fee-Only financial planner offering comprehensive financial planning services to individuals, families and small business owners. I take a client-centered approach and craft solutions that are technically sophisticated and artfully structured to truly reflect your priorities and values.
• Fiscalis Advisory, Inc, Fee-Only, Certified Financial Planner™ professional in San Juan Capistrano, CAFiscalis Advisory is a professional advisory firm specializing in an integrative approach to personal financial planning, tax minimization, and prudent money management, where all advice is rendered in a non-commission, fiduciary relationship.
• GLJ Financial Solutions - Real Solutions for Real People - Woodland Hills, CADo you have the right financial plan? Are you paying only what you truly owe in taxes? Are you making the best decisions about insurance, estate planning, retirement planning, budgeting, and your most important goals? Do you have the investments and investment strategies that will allow you to reach your goals? We can help you integrate money, goals and values. We are Fee-Only advisors and you will get from us objective personal advice on how to achieve your financial goals.
• LifeStream Financial, Inc. Holistic Financial Planning and Wealth Advisory office in the heart of Silicon Valley, CaliforniaLifeStream Financial, Inc. is a Fee-Only, comprehensive, financial planning, and wealth advisory firm. We focus on providing proactive planning and strategic implementation for clients who trust our expertise and are willing to delegate the money management to the professionals. Our client-centered planning approach helps our clients to focus on their life and what they do the best.
• Mark Stempel & Associates—Fee-Only, Certified Financial Planner™ in Tucson, Arizona and San Francisco Bay AreaWe integrate all the financial areas in your life, including tax planning/preparation, estate planning, will execution, insurance and investment advice and implementation into one overall comprehensive plan.
• Natural Bridges Financial Advisors is a Fee-Only, comprehensive financial planning services firm located in Santa Cruz, CAWe provide personal financial advisory and investment management services for clients to help them achieve financial independence and help take the worry out of their financial future.
• Roman Financial Advisors - Fee Only, Certified Financial Planner™, Registered Investment Advisor, San Diego, CaliforniaProviding Financial Planning, Investment and Tax Advice for a fee. I don't sell products or receive commissions. My focus is on helping people make smart financial decisions. I believe Financial Planning is a process and not a one-time event.
• Colorado
• Pinnacle Financial Concepts, Inc.Pinnacle Financial Concepts, Inc is a fee-only personal financial advisory firm providing comprehensive financial and investment planning services that are in the best interests of our clients.
• Your Money and Your LifeHelpful financial tips to give you peace of mind and help you meet your goals.
• Your Buck Starts Here
• A Richer LifePersonal Finance Blog by Steve Martin, CFP®, MBA.
• Strasbaugh Financial Advisory, Inc.—Fee-Only Financial Advisor, Investment Advisor- Retirement Planning, Colorado Springs, COWe take a holistic approach to financial planning by working with clients to articulate and implement their financial goals as they approach their retirement years. We act as a Fiduciary—we do not sell products or collect commissions.
• Florida
• Lawrence Financial Planning, LLC—Fee Only, CFPs in Lutz, North Tampa, FLFee-Only advisor, financial and investment planning, NO COMMISSIONS from the purchase or sale of products, serving the Tampa Bay Florida area
• Rehl Financial Advisors—helping you enjoy a better life, richer in all respectsHave you reached that stage in life where you want professional guidance and support from a coach who puts your interests first? Kathleen Rehl, Ph.D., is a comprehensive, Fee-Only, Certified Financial Planner™ who helps you deal with all your money issues during these complex times. She specializes in assisting widows and is passionate about helping them make progress in their new financial situation. As a widow herself, Kathleen is the author of the forthcoming book, Moving Forward on Your Own: A Financial Guidebook for Widows.
• Illinois
• More Money Less Angst
• Sophie Kaluziak, Vista Financial Planning, Independent, Fee-Only Financial Planning in Oak Park, IL serving Chicago, IL and the near west suburbs of Chicago, ILSophie Kaluziak with Vista Financial Planning provides independent, Fee-Only advice utilizing a comprehensive holistic approach to the financial planning process. Sophie has provided financial planning and investment management to individuals and couples in Oak Park, IL and the near western suburbs of Chicago, IL since 2003.
• Massachusetts
• The Practical Planner. Holistic, Fee-Only, independent advice in Maynard, MAIf you are looking for a holistic approach to your investments and taxes, one that is based on your personal goals and values, circumstances, and aspirations, I invite you to browse through my web site to learn more about working together.
• Michigan
• Sound Advice
• Bringing Sanity to MoneyThese are ideas, reflections and recommendations to bring greater peace and serenity to your personal financial life.
• Bert Whitehead's BlogSensible unbiased-commentary on investment and financial developments which effect professionals, entrepeneurs, and retired people.
• Minnesota
• Clerestory AdvisorsClerestory 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.
• Brown Wealth Management, LLC—Fee-Only, Certified Financial PlannerS™ in Eden Prairie, MNBrown Wealth Management is a Fee-Only, Certified Financial Planner™, in Eden Prairie, MN. Brown Wealth Management provides comprehensive Fee-Only financial planning and investment advisory services with offices in Eden Prairie and Woodbury, MN.
• Nevada
• Red Rock WealthIndependent Fee Only Advisor in Las Vegas.
• Precise Financial Planning, LLC – Fee-Only, Financial Planner in Las Vegas, NVAudry Batiste is a Fee-Only financial planner in Las Vegas, NV and he is the founder of Precise Financial Planning, offering Fee-Only financial planning services in Southern Nevada including Las Vegas, Henderson, North Las Vegas, and Boulder City. Audry passed the CFP® exam in 2008 and is a Candidate for Certified Financial Planner™ certification.
• New Hampshire
• Financial Pathways Independent Financial Planning Services in Londonderry NH, Serving New Hampshire from North Conway to the Mass BorderAt Financial Pathways, our focus is on the real-life financial needs of our clients. We believe that you cannot maximize your stock and mutual fund investments without consideration of other important areas of your financial life. We specialize in a Fee-Only approach which looks at your financial plan as a whole system with the various parts complementing, adding power, and improving efficiency throughout the greater whole.
• Northeast Passage Financial Advisors LLC: Independent, Fee Only Financial Planning and Investment Management Services in Brentwood, NH and serving Southern NH and MEWe help our clients achieve financial independence and peace of mind, one step at a time. Objective, clear, and sensible financial planning and investment guidance.
• New Jersey
• Baehr Family Financial, LLC, Fee Only Financial Planning serving the Stroudsburg, PA area (Poconos) and Northwest NJBaehr Family Financial, LLC is a fee only personal and business financial planning firm specializing in Financial Advice for Everyday Life. With our independent, fee only approach, you can be sure that your best interest is our only interest.
• New York
• Marion Financial Advisors, comprehensive, Fee-Only financial planning in Yorktown Heights, NYSpecializes in working with clients to achieve financial independence and peace of mind.
• Taconic Advisors, Inc. Fee-Only Financial Planning—NAPFA—CFP® Professional in Poughkeepsie, NYFinancial Planning/Investing without Product Sales. For Secure Retirements and Life's Transitions.
• North Carolina
• Fulbright Financial Consulting, PA Durham, NC Serving Clients in Person and VirtuallyWe focus on helping people create their desired future thru the utilization of all their resources.
• Ohio
• The Common Sense of MoneyFor clients and friends of The Kenneth Robinson Company and Practical Financial Planning.
• Cambridge Financial & Tax Advisors, LLC (Central Ohio): Independent, NAPFA registered Certified Financial Planner™, serving the Columbus Metro areaAs a Registered Investment Advisor and fiduciary offering holistic, Fee-Only financial planning, and tax planning/preparation services since 1988, the advice I dispense is based strictly on your particular situation and financial goals. I receive no commissions or kickbacks, and therefore, am able to provide objective recommendations that are custom tailored to best fit your financial needs.
• Savvy Outcomes Inc.—Fee-Only, Certified Financial Planner™ practitioner in Columbus, OHSavvy Outcomes is a Fee-Only financial planner firm in Dublin, Ohio offering money management, investment and retirement plans, risk management, and tax planning.
• Oregon
• Thompson Advisory Services – Comprehensive, Fee-Only Certified Financial Planner™ practitioner in Portland, ORThompson Advisory Services is an independent, Fee-Only advisory firm providing holistic guidance on all aspects of your financial life. Serving Northern California and the Pacific Northwest, with locations in Portland and San Francisco.
• Pennsylvania
• Money Talk by Erin Baehr
• Plans to Prosper, LLC: Fee-Only NAPFA-Registered Financial Advisor, Certified Financial Planner™, and Registered Investment Advisor for Pittsburgh, Wexford, Cranberry and Allegheny, PAPlans to Prosper, LLC provides objective financial planning and investment advisory services in the Pittsburgh, Wexford, Cranberry, Allegheny and surrounding areas of Pennsylvania. The firm is a Registered Investment Advisor and fiduciary—placing client interests first. Each professional is a Certified Financial Planner™ and NAPFA-Registered Financial Advisor.
• Templeton Financial Planning Fee-Only Advisors Certified Financial Planner™ located in Pittsburgh, PASteve Templeton is a Certified Financial Planner™, and principal of Templeton Financial Planning. We provide Fee-Only financial planning to individuals, families, and small business in and around the greater Pittsburgh, PA area.
• Tennessee
• The Financial MinuteThe Financial Minute is a financial blog designed for clients and friends of Von Haefen Financial Management. This blog is designed to discuss financial topics in a concise format.
• Texas
• Pegasus Advisors, LLC, Independent Fiduciary, Certified Financial Planner™, NAPFA Registered Financial Advisor, Dallas Texas, Plano Texas, Grapevine TexasPegasus Advisors, LLC is a money strategy firm that enables smart people with better things to do than obsess about money to live more secure and meaningful lives. Our innovative, no-sales system can help you increase the probability of success and reduce the amount of stress involved in managing your personal finances.
• Virginia
• Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VASummit 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
• Michael PaceMichael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
• Sherwood Investment ServicesSeattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning.
• Wisconson
• Personal Finance for GeniusesPersonal Finance for Geniuses** And anyone else who isn't a dummy.

These links are provided as a convenience and should not be construed as an endorsement.