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Other NAPFA Fee-Only Advisor Around the Country

AZ

https://aiofinancial.com/

AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.

AZ

https://www.suttlecrossland.com

Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals.

CA

endeavorplanning.com

Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.

CA

www.rothmaninvest.com

We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment management.

CA

www.portsalus.com

Navigating your way to Financial Security, Prosperity, Health and Wellbeing

CA

PointLomaAdvisors.com

Financial planning and asset management firm focused on military, engineers, and child-free.

CA

https://tabr.net/

TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond.

CO

https://bwfinancialplanning.com/

FINANCIAL PLANNING & INVESTMENT MANAGEMENT FOR WOMEN AND WOMEN-LED HOUSEHOLDS

CO

www.staibfinancialplanning.com

We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US

GA

www.sonasfp.com

Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.

GA

Www.Paramountia.com

Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.

IL

www.lifeplanningsolutions.net

Comprehensive financial planning and investment management

LA

www.broussardfinancialgroup.com

Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions

MA

www.accessfinancialplanning.com

Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.

MD

https://provisionfinancialplanning.com/

Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.

MD

https://www.archfinancialadvisors.com/

Tax-Focused Retirement Planning and investment management

ME

https://www.robinsonsmithwealth.com/

Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.

MN

www.mjtassociates.com

MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.

MN

https://www.pulsefinancialplanning.com/

Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.

MO

https://whitesandwealth.com/

White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.

NC

www.ark-wealth.com

We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.

NC

https://www.alphafa.com/

Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals.

NJ

https://www.weingartenassociates.com/

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.

NJ

https://financial-futures-llc.com/

Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.

NY

www.clarityinv.com

Clarity is a fee-only solo RIA that does AUM & project planning.

OH

f2wealth.com

Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.

OH

www.steadyclimbfp.com

Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.

OH

https://www.mygatewaymoney.com/

Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments.

OH

https://trulyprosperfp.com/

Flat-Fee retirement planning and investment management for people over 50.

OH

https://jgrfinancial.com/

JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.

TN

www.RetirementPlanningSolutions.us

Customized portfolio management for middle income retirees, pre-retirees, and families.

TN

www.efinancialalliance.com

Financial Planning for Business Owners

TN

www.RetirementPlanningSolutions.us

We provide customized portfolio management for middle income retirees, pre-retirees, and families

TX

https://waymakerfp.com/

We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.

TX

https://elgonfa.com/

Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas

TX

https://nsfinancialtransitions.com/

From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.

TX

https://nsfinancialtransitions.com/

From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.

TX

www.atxadvisors.com

Fee-Only (When You’re Up) Wealth Management

VA

www.SummitFinancialPartnersRVA.com

We are a Fee-Only Investment Mangement and Financial Planning firm located in Richmond, VA

VA

www.stockplanadvisory.com

RIA focused on retirement planning and equity compensation for individuals and families.

VA

Www.johnfiege.com

Eastern Shore Fee Only CFP(r)

VA

https://baycapitaladvice.com/

Fee Only Financial Planning and Wealth Management in Virginia

VA

https://manukafinancial.com/

At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP®.

VA

BowenFinancial.com

We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.

Financial Solutions is a registered investment advisor in the Commonwealth of Virginia. Financial Solutions and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Financial Solutions maintains clients. Financial Solutions may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Its web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of Financial Solution's web site on the Internet should not be construed by any consumer and/or prospective client as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any investment advisory service communication subsequently or directly made by Financial Solutions with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 

For information pertaining to the registration status of Financial Solutions, please contact the state securities law administrators for those states in which Financial Solutions is registered. A copy of its current written disclosure statement discussing its business operations, services, and fees is available on this web site. Financial Solutions does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Financial Solutions web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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