If we are not a good fit for your family, below is a list of Fee-Only Advisors who are members of NAPFA. WFP does not necessarily endorse any of these firms. You should exercise your own due diligence before hiring any advisor.
Arizona:
Suttle Crossland Wealth Advisors - Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals.
California:
Endeavor Financial Planning - Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.
Rothman Investment Management - We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment management.
Portsalus - Navigating your way to Financial Security, Prosperity, Health and Well-being
TABR Capital Management - TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond.
Point Loma Advisors - Financial planning and asset management firm focused on military, engineers, and child-free.
Colorado:
BW Financial Planning - Financial Planning & Investment Management for women and women-led households.
Staib Financial Planning - We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US
Georgia:
Sonas Financial Planning - Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.
Paramount Investment Advisors - Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
Illinois:
Life Planning Solutions, LLC - Comprehensive financial planning and investment management
Louisiana:
Broussard Financial Group - Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions
Massachusetts:
Access Financial Planning - Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.
Maryland:
Provision Financial Planning - Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.
Arch Financial Advisors - Tax-Focused Retirement Planning and investment management
Maine:
Robinson Smith Wealth Advisors - Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
Minnesota:
MJT & Associates Financial Advisory Group - MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.
Pulse Financial Planning - Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.
Missouri:
White Sand Wealth Management - White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.
North Carolina:
Ark Royal Wealth Management - We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.
Alpha Financial Advisors - Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals.
New Jersey:
Financial Futures - Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.
New York:
Clarity Investment & Planning - Clarity is a fee-only solo RIA that does AUM & project planning.
Ohio:
F2 Wealth - Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.
Steady Climb Financial Planning - Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.
Truly Prosper Financial Planning - Flat-Fee retirement planning and investment management for people over 50.
JGR Financial Solutions - JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.
Tennessee:
Retirement Planning Solutions - Customized portfolio management for middle income retirees, pre-retirees, and families.
E | Financial Alliance - Financial Planning for Business Owners
Texas:
Elgon Financial Advisors - Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas
Next Step Financial Transitions - From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.
ATX Portfolio Advisors - Fee-Only (When You’re Up) Wealth Management
Virginia:
Summit Financial Partners - We are a Fee-Only Investment Mangement and Financial Planning firm located in Richmond, VA
Stock Plan Advisory Group - RIA focused on retirement planning and equity compensation for individuals and families.
John Fiege - Eastern Shore Fee Only CFP(r)
Bay Capital Advisors - Fee Only Financial Planning and Wealth Management in Virginia
Manuka Financial - At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP®.
Bowen Financial - We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.