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
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—to help you and your family plan for the care that you deserve.
- BankRate
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—internet-based consumer finance marketplace. A good place to check for
current mortgage rates.
- CreditTalk
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—money management resources from MasterCard International.
- IRS
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– this is the website of the Internal Revenue Service.
- Money-Talk
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—discussion board for bouncing questions off of other investors.
- Mutual
Fund Education Alliance
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—Excellent educational resource for learning about mutual fund
investing.
- National
Association of Personal Financial Advisors (NAPFA)
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—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
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—”Law For All”. Legal information on all subjects.
- Quicken
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—access to information on investing, taxes, insurance, loans, etc.. In
addition, you can purchase Quicken software at this site.
- 2save4college.com
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—this is our website that is dedicated to helping families plan for
college funding.
- TD Ameritrade
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—low-cost broker TD Ameritrade account access.
- Vanguard
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—website for Vanguard Investors Corporation, the mutual fund giant.
- Yodlee
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—free, secure, account aggregation.
Online Financial, Investment, & Mortgage Calculator
Financial planning calculators including investments, retirement, and
mortgage loans.
Mortgage Rates & Home Loan Quotes Online
Compare real time mortgage rates & home loan quotes online
anonymously. No credit report required, money back guarantee!
iBrain - online search aid
The iBrain was developed in 2003 as an online search aid with
constantly updated categories and fresh topics. Our staff works
diligently to create a database of links to the Web's best resources
for some of the most sought after and researched topics. Unlike many
directories, all of our links are hand selected by members of our
staff. Our editors personally assess each submission and search for
quality sites to include.
Fee-Only Financial Planners
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Interactive Capital Management
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(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
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Beaverton Oregon Fee Only Financial Advisor...
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Portland Financial Advisors is a full service tax and financial
planning firm located near Portland, Oregon....
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Fee-Only CFP Independent Financial Advisor in Las Vegas, Henderson
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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.
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Fee Only CFP Financial Advisor in Ann Arbor, Michigan...
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Vintage Financial is an independent fee only investment advisory firm
offering financial planning and investment management....
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Fee Only CFP Financial Advisor in Hawaii...
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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. ...
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Fee Only CFP Financial Advisor in Wayzata, Minnesota...
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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....
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Fee Only CFP Wealth Management Advisors from Tewksbury, Mass....
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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. ...
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Fee Only Financial Planning - Roman Financial Advisors in San Diego
CA...
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Roman Financial Advisors 619-209-6565 specializes in fee only financial
planning including tax planning, risk management and investment
counseling....
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Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in
Tampa Florida...
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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....
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Fee-Only CERTIFIED FINANCIAL PLANNER & Investment Advisor in
Cary, North Carolina....
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Improving the financial health of physicians and dentists....
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Fee-Only CFP CPA Independent Financial Advisor in Minnesota....
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Colleen Weber CPA, LLC is a fee-only, independent financial planning
and wealth management firm in Minnesota....
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Fee-Only CFP Independent Financial Advisor in Columbus, Ohio...
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Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED
FINANCIAL PLANNER(TM) Professionals in Columbus, OH....
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Fee-Only CFP Independent Financial Advisor in Chicago...
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Long & Associates is a Fee-Only financial planning firm with
CERTIFIED FINANCIAL PLANNER(TM) Professionals in Chicago, IL...
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Fee-Only CFP Investment Advisor for retirement money in San Diego
County...
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A Blog specializing in help for people transitioning between jobs and
needing to transfer 401(k) and other retirement funds....
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Fee-Only DFA Funds Financial Advisor and Wealth Management Firm in
Orlando, FL....
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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....
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Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor...
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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....
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Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor
in New Jersey...
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We are a full service investment advisory firm providing portfolio
management and financial planning services located in Berkeley Heights,
NJ....
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Life Strategies Financial Planning...
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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....
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Portland Fee-Only Financial Planning and Investment Management ...
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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....
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Retirement Fee Only Financial Planning Advisor in Denver...
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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....
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Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial
Advisor in Orange County, CA
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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.
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Fee only Certified Financial Planner CFP providing investment asset
management and personal financial planning services in Highlands Ranch,
Denver, Littleton, Parker, and Aurora, Colorado
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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.
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Fee-Only Certified Financial Advisor in Huntsville, Gadsden,
Tuscaloosa, and Birmingham, Alabama
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Longview Financial Advisors, Inc., a firm that focuses on the
Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a
team of Certified Financial PlannerTM
professionals that specialize in comprehensive, fee-only financial
planning, business, retirement, estate planning, and investment
management.
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Portland Oregon Fee-Only Financial Advisor
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Griffith Asset Management is an independent locally-owned company
located in Portland Oregon offering financial planning and investment
management on a fee-only basis.
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Independent Fee Only Financial Planning and Investment Management firm
based in Portsmouth, New Hampshire.
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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.
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CFP ® - Independent Fee Only Financial Planning and Investment
Management firm in Newtown, Pennsylvania
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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.
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Independent Fee Only Financial Planning and Investment Management firm
based in Lynnfield, MA with an office in Stuart, FL
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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.
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Fee-Only Financial Planner in Jacksonville
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We are a full service fee-only financial life planning firm providing
financial life planning and investment management services located in
Jacksonville, Florida.
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Gold Medal Waters - Fee Only Financial Advisor and CFP in Boulder and
Denver Colorado
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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.
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Fee Only independent registered investment advisor in Little Neck
Queens & Long Island New York.
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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.
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Fee-Only CERTIFIED FINANCIAL PLANNER ™ CFP Financial Advisor in Las
Vegas and Summerlin, NV
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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.
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Wealth Management, Financial Planning for Physicians-Dentists-Doctors,
Boston, MA
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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.
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Key Financial Solutions, LLC - Roseland, New Jersey
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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.
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Fee-Only Financial Planner and Wealth Manager in Atlanta and St. Simons
Island, GA...
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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.
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Fee-Only Financial Planner and Retirement Advisor in Salt LakeCity, UT
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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....
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NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent
Financial Advisor in Jackson, Mississippi
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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.
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Seattle, Washington Eastside Fee-Only Investment Management &
Financial Planning – Redmond, Bellevue, Kirkland, WA
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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
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Fee Only CERTIFIED FINANCIAL PLANNER - Financial Advisor - Investment
Advisor in Cincinnati, OH
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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.
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Portland Financial Planning Group (Portland, ME)
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Independent fee-only financial planners specializing in retirement
planning, estate planning, investments, and insurance.
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Saint Paul Financial Advisors – Independent – Fee-Only - CFP
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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.
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Michael Pace, Independent Fee-Only CFP® Financial Advisor in Seattle
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Michael Pace, CFP® offers fee-only retirement planning &
financial planning services and investment management services to
individual clients and families in Seattle, Washington.
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Posey Capital Management is a fee-only investment advisor located in
Houston, Texas, in the Village/Rice University area.
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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.
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Fee-Only CFP® Personal Financial Planning, Retirement Savings,
Investments, Asset Management, and Business Advice in Portland, OR
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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
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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
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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
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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
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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.
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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.