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

• Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas , has a team of CERTIFIED FINANCIAL PLANNER professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.
• Fee-Only CFP Independent Financial Advisor, Birmingham, Hoover Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL.

Arizona

• Fee Only CERTIFIED FINANCIAL PLANNER financial advisor in Phoenix, AZ Sensible Money’s advice is based on academic research, tax laws and old-fashioned number crunching. We show you the outcomes of decisions you can make, and help you make them in line with your values.
• Fee Only CERTIFIED FINANCIAL PLANNER in Tucson, AZ CFP Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice to clients in Tucson, Arizona and throughout the United States.
• Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor in Scottsdale, AZ
  No one sets out on a trip by simply jumping into their car and driving down the road, hoping to end up at their desired destination. They plan the trip. They know where they want to go. They use a map to take the best route.
• AIO Fee-Only Financial Advisor and Investment Management Tucson
  AIO provides investment advice and management, retirement planning, and wealth management with CERTIFIED FINANCIAL PLANNER (CFP) professionals for a flat fee.
• Fee Only CFP Financial Advisor in Scottsdale and Phoenix, Arizona
  Continuum Wealth Management provides investment management, retirement planning and financial planning.  Craig Ritter, CFP (R) is a Fee Only Financial Advisor.  We serve Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

California

• San Diego CA Fee Only Financial Planning – Roman Financial Advisors Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.
• Orange County, CA Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you’re able to focus on living your life because we’re focused on your financial goals.
• San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only Independent Financial Advisor specializing in the financial issues facing women, their families, and their businesses.
• San Diego Fee Only Financial Advisor and Investment Management Blue Water Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER (CFP) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.
• El Dorado Hills, CA Fee Only CFP – Veripax Financial Management Plans in El Dorado Hills, Folsom, and Sacramento Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA).
• Los Altos NAPFA-registered fee-only investment advisory and financial planning firm Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice.
• Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.
• The Wealth Conservatory – Fee-only, Independent, NAPFA Registered, Certified Financial Planner^TM, (CFP^®) wealth management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH
  Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory’s team of Certified Financial Planner ^TM (CFP^®) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire.

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

• Minerva Planning Group – Fee Only Financial Planner in Atlanta Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.
• JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management Jon Houk, A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta area families that need independent, holistic, and unbiased approach to achieving their most important financial goals.

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

• Personal Financial Advisors – Wealth Management & Fee-Only Financial Planning in Covington, Louisiana We believe that Fee-Only financial planning provides our clients with the best approach to comprehensive financial planning. We don’t sell products or accept commissions, allowing us to provide financial advice in the best interests of our clients.
• New Orleans, Metairie, Baton Rouge Independent CFP Financial Advisor Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Fero is a CERTIFIED FINANCIAL PLANNER(TM)providing independent, comprehensive financial planning, and investment advisory services.

Maine

• Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

Massachusetts

• Fee-Only Financial Planner in Boston and Cambridge, MA Fisher Financial Strategies provides fee-only, hourly financial planning and investment advisory services from a CERTIFIED FINANCIAL PLANNER ™ professional in Cambridge, Massachusetts.
• Boston Retirement Advisors, LLC Fee only financial advisor with offices in Salem, NH, Guilford, CT and Bonita Springs, FL.
• 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.

Michigan

• 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 financial planning & investment management firm in Grand Rapids and Okemos, Michigan IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.
• Canton, Michigan and Franklin Tennessee Fee-only NAPFA registered Certified Financial Planner Allow us to become your unbiased, trusted financial coordinator.

Minnesota

• Saint Paul, Minneapolis Financial Advisors – Indepedent – Fee Only CFP 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.
• Wayzata, Minnesota Fee Only CFP Financial Advisor Epple Financial Advisors, LLC. (EFA) is a financial planning and Registered Investment Advisory firm. The firm specializes in providing Comprehensive Fee-Only financial planning services and investments.
• Minnesota Fee-Only CFP CPA Independent Financial Advisor Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota.

Mississippi

• Jackson Mississippi NAPFA Fee-Only Fiduciary and Certified Financial Planner Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner(TM) Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Nevada

• Financial Advisors in Las Vegas - REDROCK WEALTH MANAGEMENT is a CFP certified financial planning and retirement specialist in Las Vegas, Nevada.
• Investment Plans – Planning | Portfolio Reviews - InvestmentPlan.com is an online resource for investment planning and portfolio review and management services.

New Hampshire

• Fee Only Financial Advisor – Investment Advisor in Peterborough, NH -  Offering more than just financial security, Ames Planning Associates has a much deeper interest in client’s lives and in their attainment of life goals.  We care.  Clients see the difference.
• Boston Retirement Advisors, LLC Fee only financial advisor with offices in Salem, NH, Guilford, CT and Bonita Springs, FL.

New Jersey

• Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ 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.
• Key Financial Solutions, LLC We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York.

New York

• Ray Mignone & Co., Inc. Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA.

North Carolina

• 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.
• Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina – Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.

Ohio

• Cincinnati, OH Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.

Oregon

• Portland, Oregon and Santa Cruz, California Independent Fee Only Financial Advisors and Certified Financial Planner(TM) Professionals Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.
• 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.
• Cascade Wealth Management, LLC Passive Investment Management Advisor Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon.
• 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

• NAPFA Fee-Only financial advisor specializing in safe all-bond portfolios The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.
• 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 Newtown, 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

• Salt Lake City, Utah Independent CFP and Fee-Only Financial Advisor Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
• Financial Advisor and CFP in Salt Lake City – Independent Planner Lon Jefferies is a CERTIFIED FINANCIAL PLANNER and financial advisor for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee only basis.

Virginia

• Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond VA Summit 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.
• Honeycutt Financial LLC, Chesapeake, VA CFP Financial Advisor Honeycutt Financial is a Fee Only comprehensive planning and investment management practice. Comprehensive planning explores goals related to all facets of your financial life and incorporates your values in compiling a workable plan for the long term.
• Fee Only CFP Financial Advisor in Alexandria, VA - Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition.

Washington

• Seattle Independent Fee-Only CFP® Financial Advisor Michael Pace Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
• Seattle Eastside Fee-Only Investment Management & Financial Planning Sherwood Investment Services in Redmond, WA has 25+ years experience providing independent investment management and retirement planning. Clients are nationwide.
• Vancouver, Washington CERTIFIED FINANCIAL PLANNER Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis

Wisconsin

• Retirement Planning Solutions – Bill McDonald, Fee-Only Financial Planner in Madison, WI Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Funds)