Fee-Only Makes a Difference

When it come to financial planning, most people like to work with a local professional and we understand that.  To this end, we have compiled a list of other fee-only financial planners.  All of the advisors on this list are Fee-Only to ensure you are receiving objective fiduciary advice and will not be sold financial "products" that are not in your best interest.

 

California

San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis  Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only Independent Financial Advisor specializing in the financial issues facing wormen, their families, and their businesses.

 

Minnesota

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

 

 

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.   

 

 

Oregon

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

 

Illinois

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.

 

Virginia

Summit Financial Planning, INC  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.