Resources

Listed below are just a few resources that you may find helpful. If you know of a website that is particularly useful, pass it along and we'll include it for others!

For links to other Fee-Only Financial Planners around the country, click here.

Financial Links

Aging With Dignity

—to help you and your family plan for the care that you deserve.

BankRate

—internet-based consumer finance marketplace. A good place to check for current mortgage rates.

CreditTalk

—money management resources from MasterCard International.

IRS

– this is the website of the Internal Revenue Service.

Money-Talk

—discussion board for bouncing questions off of other investors.

Mutual Fund Education Alliance

—Excellent educational resource for learning about mutual fund investing.

National Association of Personal Financial Advisors (NAPFA)

—the website of the National Association of Personal Financial Advisors. This organization is limited to planners who are strictly “Fee-Only”, meaning that they accept no commissions for their work.

NOLO

—”Law For All”. Legal information on all subjects.

Quicken

—access to information on investing, taxes, insurance, loans, etc.. In addition, you can purchase Quicken software at this site.

2save4college.com

—this is our website that is dedicated to helping families plan for college funding.

TD Ameritrade

—low-cost broker TD Ameritrade account access.

Vanguard

—website for Vanguard Investors Corporation, the mutual fund giant.

Yodlee

—free, secure, account aggregation.

Interactive Capital Management

(NAPFA Fee-Only Fiduciary Advisors located in Sugar Land and Houston, TX) is the safe, secure place to plan and manage your financial future. ICMC is the clients’ valued financial sounding board. We’re our clients go to money people, their personal chief financial officer. You may talk about most anything to anyone else – but not your finances. Money is a private matter. Where do you find experienced, unbiased financial advice? – Interactive Capital Management.
BLOG Newsletter

Beaverton Oregon Fee Only Financial Advisor...

Portland Financial Advisors is a full service tax and financial planning firm located near Portland, Oregon....

Fee-Only CFP Independent Financial Advisor in Las Vegas, Henderson

Red Rock Private Wealth Consulting is a Fee-Only retirement planning and wealth management firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Las Vegas, NV.

Fee Only CFP Financial Advisor in Ann Arbor, Michigan...

Vintage Financial is an independent fee only investment advisory firm offering financial planning and investment management....

Fee Only CFP Financial Advisor in Hawaii...

Pathfinder Financial Services, LLC, is a Limited Liability Company and organized in the State of Hawaii. Pathfinder Financial Services, LLC is a Registered Investment Advisor in the State of Hawaii. While located in Hawaii, the practice is national in scope. ...

Fee Only CFP Financial Advisor in Wayzata, Minnesota...

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....

Fee Only CFP Wealth Management Advisors from Tewksbury, Mass....

Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. ...

Fee Only Financial Planning - Roman Financial Advisors in San Diego CA...

Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling....

Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Tampa Florida...

Florida Financial Advisors, Inc., located in Tampa, Florida, is a Registered Investment Advisor firm proudly serving clients for the last 25 years in all areas of financial planning to include investment management, retirement planning, tax planning, estate planning, etc. As Fee-Only financial advisors, we specialize in helping clients meet their short-term and long-term financial goals using a holistic team approach. The firm's founder and president, Douglas P. Hanke, CFP & EA has more than 30 years experience and is a NAPFA-registered, independent financial planner....

Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in Cary, North Carolina....

Improving the financial health of physicians and dentists....

Fee-Only CFP CPA Independent Financial Advisor in Minnesota....

Colleen Weber CPA, LLC is a fee-only, independent financial planning and wealth management firm in Minnesota....

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio...

Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH....

Fee-Only CFP Independent Financial Advisor in Chicago...

Long & Associates is a Fee-Only financial planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL...

Fee-Only CFP Investment Advisor for retirement money in San Diego County...

A Blog specializing in help for people transitioning between jobs and needing to transfer 401(k) and other retirement funds....

Fee-Only DFA Funds Financial Advisor and Wealth Management Firm in Orlando, FL....

Welcome to ORRGROUP, where fee-only financial planning, education, and advice is always objective. We are a DFA approved advisor. Let Andrew Orr help you to prepare for your future....

Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor...

Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen....

Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey...

We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ....

Life Strategies Financial Planning...

Fee-only comprehensive financial planning and asset management. Life Strategies manages money based on life events, not market events. Featuring DFA (Dimensional Fund Advisers), and other no-load funds....

Portland Fee-Only Financial Planning and Investment Management ...

If you are looking for independent, objective financial planning and investment management, you have come to the right place. Cedar Financial Advisors, LLC is a fee-only financial planning and investment management firm based in Portland, Oregon....

Retirement Fee Only Financial Planning Advisor in Denver...

A fee-only financial planning and investment management firm, CFP , Certified Financial Planner , Fee-only financial planner , fee only financial planner , Fee-only , Financial Planning....

Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor in Orange County, CA

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.

Fee only Certified Financial Planner CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado

Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.

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^TM professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

Portland Oregon Fee-Only Financial Advisor

Griffith Asset Management is an independent locally-owned company located in Portland Oregon offering financial planning and investment management on a fee-only basis.

Independent Fee Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire.

Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. We provide financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.

CFP ® - Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania

Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA.

Independent Fee Only Financial Planning and Investment Management firm based in Lynnfield, MA with an office in Stuart, FL

Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.

Fee-Only Financial Planner in Jacksonville

We are a full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.

Gold Medal Waters - Fee Only Financial Advisor and CFP in Boulder and Denver Colorado

Gold Medal Waters is a Fee Only CERTIFIED FINANCIAL PLANNER (tm) and Registered Investment Advisor firm in Boulder and Denver, Colorado specializing in financial planning, investment management, 401(k), and IRA services.

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.

Fee-Only CERTIFIED FINANCIAL PLANNER ™ CFP Financial Advisor in Las Vegas and Summerlin, NV

Palermo Financial Group is a Las Vegas based Fee-Only retirement and wealth management firm. We are a member of NAPFA and the Garrett Planning Network with CERTIFIED FINANCIAL PLANNER (TM) certification in Las Vegas, NV.

Wealth Management, Financial Planning for Physicians-Dentists-Doctors, Boston, MA

Belmont, Massachusetts based firm providing specialized wealth management for dentists and physicians. Investment management for doctors, tax reduction strategies for physicians, asset protection for doctors, wealth preservation for dentists. Timothy Haley, Certified Financial Planner CFP, Certified Public Accountant CPA, Personal Financial Specialist PFS, Trusted financial advisor serving physicians and dentists.

Key Financial Solutions, LLC - Roseland, New Jersey

We are an independent fee-only investment management and financial planning firm in Roseland, New Jersey.Our principal Roger Streit is a Certified Financial Planner.

Fee-Only Financial Planner and Wealth Manager in Atlanta and St. Simons Island, GA...

We are a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.

Fee-Only Financial Planner and Retirement Advisor in Salt LakeCity, UT

Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc....

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi

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

Seattle, 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. We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis. Our clients are nationwide

Fee Only CERTIFIED FINANCIAL PLANNER - Financial Advisor - Investment Advisor in Cincinnati, OH

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.

Portland Financial Planning Group (Portland, ME)

Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.

Saint Paul Financial Advisors – Independent – 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.

Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle

Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.

Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area.

The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge.

Fee-Only CFP® Personal Financial Planning, Retirement Savings, Investments, Asset Management, and Business Advice in Portland, OR

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.

Independent 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 to a wide range of clients.

Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area

Investor'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.

Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota

Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.

Summit Financial Planning, Inc. - 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.

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.