Other Fee-Only Financial Advisors Around The Country:
While we work remotely with clients across the nation, if you prefer a local advisor, here is a list of other fee-only financial advisors.
ARIZONA
- Fee Only Financial Advisor in Tucson, Arizona – retirement planning specialist – Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
ILLINOIS
- 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.
MINNESOTA
- Phillip James Financial is a Fee Only financial planning and investment management practice located in Plymouth and Maple Grove Minnesota. Phillip Christenson and James Sexton are the owners and financial advisors. Reach out for more information or to schedule a meeting.
NEVADA
- Las Vegas Certified Financial Planners & Advisors. Finacuity is a fee only fiduciary wealth management firm specializing in hourly financial planning, project financial planning, and ongoing wealth management solutions.
NEW YORK
- Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) on Long Island – 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
NORTH CAROLINA
- Charlotte NAPFA Registered Fee Only – Alpha Financial Advisors Alpha Financial Advisors is a fee-only, independent financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we create a customized plan that will help you achieve your goals and address your needs. www.alphafa.com
TEXAS
- Personal Financial Advisor and Certified Financial Planner in Lubbock, Texas. Trinity Wealth Management is a fee only Registered Investment Advisor based in Lubbock, TX and helping clients statewide. Brent Dickerson CFP® is the owner and financial planner at TWM where he helps young and mid-career professionals to plan for a better tomorrow.
WASHINGTON
- Financial Planning and Investment Management in Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA. Sherwood Investment Services has helped families for 20 years reach their financial goals. They provide fee-only financial planning and investment management with no commissions. They specialize in retirement planning.