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Financial Advisor Links Directory


Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale and Glendale, Arizona. Dave Fernandez, Certified Financial Planner™, and founder of Wealth Engineering, LLC, specializes in portfolio management and helping individuals financially plan for a successful retirement. We serve the valley, working with clients in Scottsdale, Phoenix, Chandler, Glendale and Mesa.

Scottsdale and Phoenix Arizona Fee Only CFP Financial Advisor Craig Ritter, Certified Financial Planner™, of Continuum Wealth Management, provides investment management, retirement planning and financial planning services for clients in Scottsdale, Fountain Hills, Chandler, Tempe, Gilbert, Mesa and the greater Phoenix area.

Socially Responsible Investing Fee Only Financial Planner in Tucson, AZ – Financial Services in Tucson, AZ include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.


San Diego CA Fee Only Financial Planning – Roman Financial Advisors. Roman Financial Advisors 619-669-1111 specializes in fee only financial planning including tax planning, risk management and investment counseling.

Orange County, CA Fee-Only CERTIFIED FINANCIAL PLANNER™, 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.

San Diego Fee Only Financial Advisor and Investment Management. Blue Water Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER™ (CFP®) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.

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 Investment Advisor and Certified Financial Planner in Highlands Ranch, Littleton, Denver, Colorado – Staib Financial Planning, LLC is a comprehensive Fee-Only retirement planning Investment and Financial Advisor Firm providing objective, personal financial advice our clients can trust.


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 an independent, holistic, and unbiased approach to achieving their most important financial goals.


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™ Professional and Enrolled Agent in New Berlin, IL.

Long & Associates, LLC. Independent Fee-Only Certified Financial Planner™ (CFP®) and Advisor in Chicago, IL.

Johnston Investment Counsel. Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally. JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities. JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.

Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.


Personal Financial Advisors, LLC, wealth advisory firm based in Covington, LA. 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 Ferro is a CERTIFIED FINANCIAL PLANNER™ providing independent, comprehensive financial planning, and investment advisory services.


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.

Portland Financial Planning Group, LLC  Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client’s financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.


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.

Fee-only financial planning & investment management firm in Grand Rapids and Okemos, Michigan. IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with an income meant to last a lifetime.


Saint Paul, Minneapolis Financial Advisors – Independent – 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.

Independent Fee-Only Financial Advisor in Plymouth, Maple Grove, and Minnetonka, MN. Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in the Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.

Financial advisor Plymouth – Phillip Christenson is a local independent fee-only financial advisor living and working in the Plymouth/Maple Grove area of Minnesota. Reach out for a free consultation or review of your portfolio.


Jackson Mississippi NAPFA Fee-Only Fiduciary and Certified Financial Planner. Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner™ Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.


Financial blog for retirement – RetireWire is a financial blog focused on the retirement planning issues which affect people 55 and up!

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.

Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC

Financial Planner NJ Zynergy Retirement Planning is Red Bank New Jersey’s trusted fee-only financial planner and retirement expert.

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.

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.

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.

Financial Planner NJ  Zynergy Retirement Planning is Red Bank New Jersey’s trusted fee-only financial planner and retirement expert.

North Carolina

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.

Well diversified and cost conscious Investment Management and a transparent fee structure enables Clearview Wealth Management to serve our clients in North Carolina and South Carolina. We partner with our clients to provide ongoing Financial Planning and Investment Management provided by our team of Certified Financial Planner (CFP®) Certificants and NAPFA Registered Financial Advisors.

Blue Water Portfolios – Fee Only Financial Advisor serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh-Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm in North Carolina.  Our CERTIFIED FINANCIAL PLANNERTM professionals specialize in retirement planning, financial goal planning, and low cost investment management.



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.

Fee Only Financial Planning and Investment Management Canton, Ohio. JGR Financial Solutions provides financial planning services to young professionals, executives, and educators. As Founder of JGR Financial Solutions, Justin Rush, CFP, serves clients across the country and throughout Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.

Columbus Ohio Fee Only Financial Advisors rebel Financial – rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.


Fee Only CERTIFIED FINANCIAL PLANNER™ Retirement Planning in Portland, Oregon. Cedar Financial Advisors, LLC is a comprehensive Fee Only financial planning Registered Investment Advisor Firm serving retirement and professionals in Portland, 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.


Yardley Wealth Management, LLC Independent Fee Only Financial Advisor. Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP® services and investment management in Newtown, Pennsylvania.


Greater Dallas Area Christian Financial Planner  Frisco Financial Planning LLC is a financial planning firm and registered Investment Adviser located in Frisco, Texas. Offering objective financial planning and investment strategies on a fee-only basis from a Christian Worldview perspective. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Odyssey Wealth Management, a Fee Only NAPFA CFP/CPA. Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex (near Frisco, McKinney, Grapevine, and Southlake).



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.


Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond VA. 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.

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.


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.


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).


DISCLAIMER: Links to other sites are provided for your convenience only. Titanium Advisors, LLC neither endorses any firm or advisor listed nor verifies or attests to the accuracy of the content of any web site. Users accept full responsibility for the use and content of the sites listed.