Other Fee-Only Planners

We understand that some clients prefer to have a local financial advisor. If you aren’t able to find a local financial advisor that fits your needs, we invite you to schedule a free Get Acquainted Meeting. We work with clients across the country, and would be happy to explore how Serenity Financial Consulting can help you achieve your financial goals. 

Other NAPFA Fee Only Financial Advisors Around The Country

Alabama

Arizona

California

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.

Florida

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

Georgia

Illinois

    • Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield) Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL
    • Johnston Investment Counsel:  Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally.  JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities.  JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.
    • Mentor Capital Management Inc. financial advisor in Chicago Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

Lousiana

Maine

Massachusetts

Michigan

Minnesota

Mississippi

Nevada

New Hampshire

New Jersey

New York

North Carolina

Ohio

Oregon

    • Springwater Wealth Management, LLC 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 Fixed Income Specialists - Fee only fixed income bond specialists in Beaverton, Oregon.  We can design portfolios of high quality individual bonds and CD’s that provide you with a consistent cash flow while preserving your principal.
    • 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

Texas

    • Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)
    • 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.
    • Odyssey Wealth Management, a Fee Only NAPFA CFP/CPA - Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).
    • Strategic Financial Planning (Plano, TX) - Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions.

Utah

Virginia

Washington

Wisconsin