Regulatory
Registered Investment Advisor Search – Determine how your advisor does business, and whether or not they have disclosed regulatory concerns.
Broker Dealer Advisor Search – Determine the background of your investment professional.
SEC – Securities and Exchange Commission.
FINRA – The largest non-government regulator for all securities firms doing business in the United States.
Professional Organizations
Certified Financial Planner Board of Standards – Professional regulatory organization granting the CFP(r) certification and upholding it as the recognized standard of excellence for personal financial planning.
National Association of Personal Financial Advisors (NAPFA) – The nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
Credit
Annual Credit Report – Free credit report from each of the 3 reporting agencies every 12 months.
Reviews.com-creditreport – Reviews of credit report services.
Online Forums
Morningstar Diehards – The original forum where Bogleheads gather to discuss personal financial planning and investing.
Bogleheads Investment Forum – The enhanced Diehard forum where bogleheads gather to discuss personal financial planning and investing.
Fee-Only Around the Country
Alabama
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 professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.
Arizona
AIO Fee-Only Financial Advisor and Investment Management Tucson AIO provides investment advice and management, retirement planning, and wealth management with CERTIFIED FINANCIAL PLANNER (CFP) professionals for a flat fee.
Socially Responsible Investing (SRI) Hub – ethical, green, sustainable, value, socially conscious, impact created to help make SRI easy for socially conscious investors.
Fee Only CFP Financial Advisor in Scottsdale and Phoenix, Arizona Continuum Wealth Management provides investment management, retirement planning and financial planning. Craig Ritter, CFP (R) is a Fee Only Financial Advisor. We serve Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.
California
Orange County, CA Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor 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.
El Dorado Hills, CA Fee Only CFP – Veripax Financial Management Plans in El Dorado Hills, Folsom, and Sacramento Veripax Financial Management specializes in fee-only comprehensive financial planning, investment management using mutual funds and sector ETFs, and small business retirement plans (401k, SEP-IRA, SIMPLE IRA).
Los Altos NAPFA-registered fee-only investment advisory and financial planning firmMayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice.
Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.
Colorado
Fee Only Investment Management in Littleton Colorado At Staib Financial Planning, LLC (SFP), achieving your financial goals is our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations, or whatever your specific financial goals.
Georgia
Minerva Planning Group – Fee Only Financial Planner in Atlanta Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.
JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management Jon Houk, A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta area families that need independent, holistic, and unbiased approach to achieving their most important financial goals.
Illinois
Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin Springfield) Blankenship Financial Planning is a Fee-Only retirement planning, education planning, and income tax prep firm with a CERTIFIED FINANCIAL PLANNER(TM) Professional and Enrolled Agent in New Berlin, IL
Mentor Capital Management Inc. financial advisor in Chicago Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
Quinn Financial Planning
Johnston Investment Counsel Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience. With Caterpillar in our home town, we serve client in Peoria, central Illinois, nationally, and internationally.
Louisiana
Personal Financial Advisors, wealth advisory firm based in Covington, Louisiana Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide. NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP® and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience.
New Orleans, Metairie, Baton Rouge Independent CFP Financial Advisor Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Fero is a CERTIFIED FINANCIAL PLANNER(TM)providing independent, comprehensive financial planning, and investment advisory services.
Maine
Portland Financial Planning Group (Portland, ME) Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
Maine Fee-Only CERTIFIED FINANCIAL PLANNER and Investment Management – Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning to individuals across the state of Maine.
Massachusetts
Fee-Only Financial Planner in Boston and Cambridge, MA Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.
Fee Only Financial Advisor in Franklin, Massachusetts Kevin Nulton, President of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney provides a unique blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients.
Michigan
Novi, Michigan Independent Fee-Only NAPFA Wealth Manager George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.
Canton, Michigan and Franklin Tennessee Fee-only NAPFA registered Certified Financial Planner Allow us to become your unbiased, trusted financial coordinator.
Minnesota
Saint Paul, Minneapolis Financial Advisors – Indepedent – 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.
Fee-Only Financial Planner in Plymouth, Minnesota – Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Twin Cities and surrounding Suburbs. They work with individuals and families to make sure they are on track to achieve all of their financial goals.
Mississippi
Jackson Mississippi NAPFA Fee-Only Fiduciary and Certified Financial PlannerBergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner(TM) Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.
New Jersey
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.
Key Financial Solutions, LLC We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York.
New York
Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. . Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them. www.leemgt.com
Nevada
New York
Ray Mignone & Co., Inc. 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.
North Carolina
Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC – Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clients in Raleigh, Durham, Cary, Research Triangle Park, NC and nationwide.
Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.
Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina – Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.
Independent Fee-Only Financial Advisors & Planners in Chapel Hill, NC – Woodward Financial Advisors is a Fee-Only wealth management firm offering comprehensive financial planning. We serve clients in Raleigh, Durham, Cary and Chapel Hill, NC
Ohio
Cincinnati, OH Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor 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.
Oregon
Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California – Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.
Fee Only CERTIFIED FINANCIAL PLANNER Retirement Planning in Portland, OregonCedar Financial Advisors, LLC is a comprehensive Fee Only financial planning Registered Investment Advisor Firm serving retirement and professionals in Portland, Oregon.
Portland Fixed Income Specialists – Fee only fixed income bond specialists in Beaverton, Oregon. We can designportfolios of high quality individual bonds and CD’s that provide you with a consistent cash flow while preserving your principal.
Portland, OR Fee-Only CERTIFIED FINANCIAL PLANNER 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.
Pennsylvania
NAPFA Fee-Only financial advisor specializing in safe all-bond portfolios The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.
Yardley Wealth Management, LLC Independent Fee Only Financial Advisor Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.
Texas
Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)
Austin Fee Only Financial Planner – Advisor – We offer personalized financial planning and ongoing asset management. There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.
Utah
Salt Lake City, Utah Independent CFP and Fee-Only Financial Advisor Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
Financial Advisor and CFP in Salt Lake City – Independent Planner Lon Jefferies is a CERTIFIED FINANCIAL PLANNER and financial advisor for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee only basis.
Virginia
Honeycutt Financial LLC, Chesapeake, VA CFP Financial Advisor Honeycutt Financial is a Fee Only comprehensive planning and investment management practice. Comprehensive planning explores goals related to all facets of your financial life and incorporates your values in compiling a workable plan for the long term.
Fee Only CFP Financial Advisor in Alexandria, VA – Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning and income generation.
Washington
Seattle Independent Fee-Only CFP® Financial Advisor Michael Pace Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
Sherwood Investment Services – over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis.
Vancouver, Washington CERTIFIED FINANCIAL PLANNER Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis
Washington Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington. www.commencefp.com
Wisconsin
Retirement Planning Solutions – Bill McDonald, Fee-Only Financial Planner in Madison, WI 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 Funds)
Serenity Financial Consulting, LLC Milwaukee WI – Serenity Financial Consulting provides fee-only, hourly financial planning and investment management services in Shorewood, WI.