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.

Financenter

— Publicly available calculators, tutorials, and other planning tools

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.

Retirement Sites

—Hand verified retirement sites here.

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.

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 in Denver, Colorado

Staib Financial Planning, LLC is an independent financial planning and investment advisory firm providing comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Denver and Highlands Ranch, Colorado.

Fee-Only Certified Financial Planner® in Huntsville, Alabama

West Financial Consulting, Inc., a firm located in Huntsville, Alabama, has a team of Certified Financial Planners™ that specializes 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.

Independent Fee-only Financial Planner Arlington Massachusetts

Advocate Financial Management located in Greater Boston a Registered Investment Advisory Firm retirement planning investment management Dimensional Fund Advisers DFA Timothy J. Haley CPA CFP Certified Financial Planner fee only eldercare legacy and life planning serving Greater Boston Belmont Cambridge Lexington Winchester MA

Daily Money Management Firm Personal Finances Arlington Massachusetts

QuickBooks Pro Advisor Organize bookkeeping document management financial statements monthly bill paying tax payments serving elderly and senior market estate planning legacy Timothy J. Haley CFP CPA Certified Public Accountant Certified Financial Planner serving Greater Boston Belmont Cambridge Lexington Winchester MA AADMM