HomeOther NAPFA Planning Firms

Other NAPFA Planning Firms


  • https://aiofinancial.com/ – AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.
  • https://www.suttlecrossland.com – 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.


  • endeavorplanning.com – Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.
  • www.rothmaninvest.com – We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment managment.
  • www.portsalus.com – Navigating your way to Financial Security, Prosperity, Health and Wellbeing
  • PointLomaAdvisors.com – Financial planning and asset management firm focused on military, engineers, and child-free.
  • https://tabr.net/ – 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.


  • www.staibfinancialplanning.com – 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


  • www.sonasfp.com – Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.
  • Www.Paramountia.com – Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.



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


  • www.accessfinancialplanning.com – 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.




  • www.mjtassociates.com – MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.
  • https://www.pulsefinancialplanning.com/ – Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.


  • https://whitesandwealth.com/ – White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.

North Carolina

  • www.ark-wealth.com – We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.
  • https://www.alphafa.com/ – 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

  • https://www.weingartenassociates.com/ – 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.
  • https://financial-futures-llc.com/ – Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.

New York


  • f2wealth.com – Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.
  • www.steadyclimbfp.com – Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.
  • https://www.mygatewaymoney.com/ – 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.
  • https://trulyprosperfp.com/ – Flat-Fee retirement planning and investment management for people over 50.
  • https://jgrfinancial.com/ – JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.



  • https://waymakerfp.com/ – We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.
  • https://elgonfa.com/ – Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas
  • https://nsfinancialtransitions.com/ – 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.
  • www.atxadvisors.com – Fee-Only (When You’re Up) Wealth Management


  • www.SummitFinancialPartnersRVA.com – We are a Fee-Only Investment Mangement and Financial Planning firm located in Richmond, VA
  • Www.johnfiege.com – Eastern Shore Fee Only CFP(r)
  • https://baycapitaladvice.com/ – Fee Only Financial Planning and Wealth Management in Virginia
  • https://manukafinancial.com/ – 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®.
  • BowenFinancial.com – We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.

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