Arizona
- 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.
California
- 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.
Colorado
- https://bwfinancialplanning.com/ – FINANCIAL PLANNING & INVESTMENT MANAGEMENT FOR WOMEN AND WOMEN-LED HOUSEHOLDS
- 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
Georgia
- 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.
Illinois
- www.lifeplanningsolutions.net – Comprehensive financial planning and investment management
Louisiana
- 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
Massachusetts
- 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.
Maryland
- https://provisionfinancialplanning.com/ – Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.
- https://www.archfinancialadvisors.com/ – Tax-Focused Retirement Planning and investment management
Maine
- https://www.robinsonsmithwealth.com/ – Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
Minnesota
- 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.
Missouri
- 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
- www.clarityinv.com – Clarity is a fee-only solo RIA that does AUM & project planning.
Ohio
- 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.
Tennessee
- www.RetirementPlanningSolutions.us – Customized portfolio management for middle income retirees, pre-retirees, and families.
- www.efinancialalliance.com – Financial Planning for Business Owners
- www.RetirementPlanningSolutions.us – We provide customized portfolio management for middle income retirees, pre-retirees, and families
Texas
- 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
Virginia
- 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.