Financial Links
Here is a listing of Fee-Only Linked Partners
Fee-Only Financial Advisor in Las Vegas, Nevada
Greg Phelps, CFP (R), CLU, AAMS
Certified Financial Planner and Investment Advisor serving Honolulu, Hawaii (located in Kailua, Oahu) - Pathfinder Financial Services is dedicated to helping its clients achieve their most rewarding lives. As a fee-only financial planner and fiduciary, I deliver concierge-level service with deeper, more thorough expertise focused on your specific needs, helping you navigate the major transitions and challenges you face.
Rick Epple, CFP(r), Fee-Only Financial Planner, at Epple Financial Advisors, LLC in Wayzata, Minnesota. www.EppleFinancialAdvisors.com
Fee-Only Financial Advisor-Ann Arbor, Michigan Frank Moore, MS, CFP(R) at Vintage Financial Services, LLC
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. www.tabr.net
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.
www.staibfinancialplanning.com
Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solutions 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 Fund Advisors).
www.RetirementPlanningSolutions.us
Fee-Only Certified Financial Planner® in Huntsville, Alabama West Financial Consulting, Inc., a firm located in Huntsville, Alabama, has a team of Certified Financial Planner TM professionals that specializes in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management. www.thewestway.com
Independent Wealth Management LLC – Fee-Only Certified Financial Planners, Traverse City Michigan We are committed to developing conservative wealth management strategies customized to meet your needs. You’ll work with an experienced team that’s focused on your unique situation. Located in Traverse City, Michigan. www.iwmusa.com
Financial Advisor & Fee Only CERTIFIED FINANCIAL PLANNER (CFP) in Atlanta, GA
Sanders Financial Management is a Fee-Only firm providing emerging-affluent clients with comprehensive financial management including financial planning and investment management services. www.sandersfinancial.com
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.
www.azimuthplanning.com
*California* Fee-Only CERTIFIED FINANCIAL PLANNER™ Certificant and Investment Advisor in San Diego, California Ted Roman CFP ® Roman Financial Advisors.www.feeonlyadvisors.com
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.www.nevilsfinancial.com
Financial Planning: Types and Advice Find out complete information about personal and business financial planning, discover their types and peculiarities. Consider advantages and disadvantages of hiring a financial planning consultant. Get useful advice on financial planning.www.financialplanningweb.com
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. http://www.goldmedalwaters.com
Fee Only CFP Financial Advisor and Retirement Planner in Scottsdale, Arizona Wealth Engineering, LLC is an independent Registered Investment Advisor located in Scottsdale, Arizona. We specialize in managing investment portfolios and helping successful individuals plan for retirement. http://www.wealth-engineering.com
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. www.berglandwealth.com
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. www.minervaplanninggroup.com
Massachusetts Independent Fee-only Registered Investment Advisory Firm Greater Boston based Advocate Financial Management Timothy J. Haley CFP CPA Certified Financial Planner eldercare legacy retirement planning life planning investment management fee only Dimensional Fund Advisers DFA serving Belmont Lexington Winchester Arlington Cambridge MA www.advocatefinancialmanagement.com
Greater Boston based Advocate Financial Management Timothy J. Haley CFP CPA Certified Financial Planner eldercare legacy retirement planning life planning investment management fee only Dimensional Fund Advisers DFA serving Belmont Lexington Winchester Arlington Cambridge MA www.eldermoneycare.com
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. - www.sandiegofeeonly.com.
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
CERTIFIED FINANCIAL PLANNER™ Fee-Only Comprehensive Financial Planning, Asset Management, and Retirement Planning 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.
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. Please explore our Web site at www.poseycapital.com.
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