State | Website | Description |
AZ | AIO Financial | AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing. |
AZ | Suttle Crossland Wealth Advisors | Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals. |
CA | Endeavor Financial Planning | Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services. |
CA | Rothman Investment Management | We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment management. |
CA | Portsalus | Navigating your way to Financial Security, Prosperity, Health and Wellbeing |
CA | Point Loma Advisors | Financial planning and asset management firm focused on military, engineers, and child-free. |
CA | TABR Capital Management | TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond. |
CO | BW Financial Planning | Financial planning & investment management for women and women-led households |
CO | Staib Financial Planning | We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US |
GA | Sonas Financial Planning | Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning. |
GA | Paramount Investment Advisors | Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta. |
IL | Life Planning Solutions | Comprehensive financial planning and investment management |
LA | Broussard Financial Group, LLC | Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions |
MA | Access Financial Planning, LLC | Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor. |
MD | Provision Financial Planning | Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management. |
MD | Arch Financial Advisors | Tax-Focused Retirement Planning and investment management |
ME | Robinson Smith Wealth | Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire. |
MN | MJT & Associates | MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters. |
MN | Pulse Financial Planning | Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances. |
MO | White Sand Wealth Management | White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning. |
NC | Ark Royal Wealth Management | We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC. |
NC | Alpha Financial Advisors | Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals. |
NJ | Weingarten Associates | 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. |
NJ | Financial Futures, LLC | Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey. |
NY | Clarity Investments & Planning | Clarity is a fee-only solo RIA that does AUM & project planning. |
OH | F2 Wealth | Personalized, tax-smart, wealth management focused on enhancing your life and your wealth. |
OH | Steady Climb Financial Planning | Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning. |
OH | Gateway Financial | Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments. |
OH | Truly Prosper Financial Planning | Flat-Fee retirement planning and investment management for people over 50. |
OH | JGR Financial Solutions | JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees. |
TN | Retirement Planning Solutions | Customized portfolio management for middle income retirees, pre-retirees, and families. |
TN | E Financial Alliance | Financial Planning for Business Owners |
TX | Waymaker Financial Planning | We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide. |
TX | Elgon Financial Advisors/ | Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas |
TX | Next Step Financial Transitions | From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey. |
TX | ATX Portfolio Advisors | Fee-Only (When You’re Up) Wealth Management |
VA | Summit Financial Partners | We are a Fee-Only Investment Management and Financial Planning firm located in Richmond, VA |
VA | Stock Plan Advisory Group | RIA focused on retirement planning and equity compensation for individuals and families. |
VA | John Fiege, CFP® | Eastern Shore Fee Only CFP® |
VA | Bay Capital Advisors | Fee Only Financial Planning and Wealth Management in Virginia |
VA | Manuka Financial | At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP®. |
VA | Bowen Financial | We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes. |