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Other Fee-Only Advisors

Below is a list of Fee-only Financial Advisors who are members of NAPFA. Point Loma Advisors does not necessarily endorse any of these firms. You should exercise your own due diligence before hiring any advisor.

Arizona:

AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.

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.

California:

Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.

We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment management.

Navigating your way to Financial Security, Prosperity, Health and Well-being

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.

 

Financial planning and asset management firm focused on military, engineers, and child-free.

Colorado:

FINANCIAL PLANNING & INVESTMENT MANAGEMENT FOR WOMEN AND WOMEN-LED HOUSEHOLDS

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

Georgia

Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.

Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.

Illinois:

Comprehensive financial planning and investment management

Louisiana:

Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions

Massachusetts:

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.

Maryland:

Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.

Tax-Focused Retirement Planning and investment management

Maine:

Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.

Minnesota:

MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.

Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.

Missouri:

White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.

North Carolina:

We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.

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.

New Jersey:

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.

Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.

New York:

Clarity is a fee-only solo RIA that does AUM & project planning.

Ohio:

Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.

Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.

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.

Flat-Fee retirement planning and investment management for people over 50.

JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.

Tennessee:

Customized portfolio management for middle income retirees, pre-retirees, and families.

Financial Planning for Business Owners

We provide customized portfolio management for middle income retirees, pre-retirees, and families

Texas:

We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.

Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas

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.

Fee-Only (When You’re Up) Wealth Management

 

Virginia:

We are a Fee-Only Investment Mangement and Financial Planning firm located in Richmond, VA

RIA focused on retirement planning and equity compensation for individuals and families.

Eastern Shore Fee Only CFP(r)

Fee Only Financial Planning and Wealth Management in Virginia

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®.

We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.

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