Financial Advisors who are members of the National Assocation of Personal Financial Advisors (NAPFA) adhere to a strict fee-only business model acting as fiduciaries who unequivocally put their clients interests first. We beleive that the full transparency of the fee-only model is the future of the financial planning profession. Our community is one of like minded advisors who support each other and want to help the public find qualified fiduciary advisors. The follow is a list of other NAPFA members across the country not affiliated with Portnoff Financial who we've exchanged links with to help increase the awareness of fee-only fiduciary financial advisors.
- Longview Financial Advisors, Inc (LFA) is a fee-only financial planning and wealth management firm. While we have offices in Huntsville and Gadsden AL our firm has a regional focus, serving clients in Tuscaloosa, Birmingham, Atlanta and North Georgia.
- AIO Financial- Tucson Fee Only Financial Planners specializing in Socially Responsible Investing - Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
- Scottsdale and Phoenix Fee Only CFP Fiduciary Financial Advisors- Continuum Wealth Management is a fee only fiduciary financial planning firm providing investment management, retirement planning and financial planning.
- Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale and Phoenix Arizona Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning.
- Reh Wealth Advisors LLC and Investwithsteve.com is a fee only firm founded by Stephen Reh CFA, MBA, CFP® to help business owners, corporate executives, retirees, and families reach their financial goals. Steve is local to the San Gabriel Valley serving La Verne, San Dimas, Claremont, and Glendora.
- 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.
- San Diego, CA Fee Only Financial Planning and Investment Management Blue Water Capital Management, LLC is an independent Fee-Only financial planning firm specializing in retirement planning and investment management in southern California. www.sandiegofeeonly.com
- Staib financial Planning, LLC- Fee Only Financial Planners in Highlands Ranch, Littleton, Denver and Aurora Colorado. At Staib Financial Planning our mission is to help our clients achieve their personal financial goals by providing them with objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.
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, Illinois, central Illinois, nationally, and internationally.
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. www.quinnfp.com
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.
Phillip James Financial
Phillip James Financial is a Comprehensive Financial Planning company located in Plymouth Minnesota. We provide fee only financial planning, investment help, and wealth management services. We are a Fiduciary for our clients. You can visit our websites here phillipjamesfinancial.com / philllipchristenson.net.
Bergland Wealth Management, Inc.
Fee-Only Financial Advisor in Ridgeland, Mississippi – Bergland Wealth Management is a Fee-Only, fiduciary, Registered Investment Advisory firm providing financial planning and investment management services.
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
- Long Island Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) - Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office in Melville and Brooklyn, New York. They provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.
- 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
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. www.alphafa.com
In-depth, ongoing Financial Planning and disciplined Investment Management by our experienced Financial Advisors makes Clearview Wealth Management the right choice for our clients. We pledge to be fiduciaries for our clients, serving them as Fee-Only Advisors and partnering with them for their financial futures. Our proactive approach allows conversations to occur which empower our clients to strive to live out their preferred futures.
The Fee Only CERTIFIED FINANCIAL PLANNER TM professionals of Blue Water Capital Management, LLC serve Holly Springs, Raleigh, Cary, Apex, and Fuquay Varina. Blue Water is an independent, fee-only financial advisory firm in North Carolina. We specialize in retirement planning, financial goal planning, and low cost investment management.
Total Wealth Planning is an independent, fee-only wealth management firm in Cincinnati, Ohio that provides objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients. Founded in 2013 by W Phil Ratcliff, rebel Financial is an Independent Fee-Only firm in Columbus, OH that is that is a fiduciary dedicated to serving the best interests of it’s clients 1st.
Ohio Fee Only Financial Advisor and Investment Management. JGR Financial Solutions provides fee only financial planning and asset management services. Justin Rush, a CFP practitioner and member of NAPFA, serves professionals, executives, and educators throughout Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.
Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CERTIFIED FINANCIAL PLANNER Professional and IRS Enrolled Agent, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Coweta, Catoosa, Jenks, Muskogee and Oklahoma City.
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.
Trinity Wealth Management clients benefit from Brent's knowledge of issues that trouble many who populate the Gen X and Gen Y communities. He also extends his passion for charitable estate planning to those who desire to leave a lasting legacy. Brent's goal as a financial planner is to help his clients plan for a better tomorrow.
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.
- Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA. Sherwood Investment Services specializes in fee-only retirement planning and investment management for people of all ages. They serve the East-Side of Seattle and clients nationally.
- 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