NAPFA Fee-Only Advisors

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NAPFA ADVISORS

Financial Advisors who are members of the National Assocation of Personal Financial Advisors (NAPFA) adhere to a strict fee-only business model acting as fiduciaries who unequivocally put their clients interests first. We beleive that the full transparency of the fee-only model is the future of the financial planning profession. Our community is one of like minded advisors who support each other and want to help the public find qualified fiduciary advisors. The follow is a list of other NAPFA members across the country not affiliated with Portnoff Financial who we've exchanged links with to help increase the awareness of fee-only fiduciary financial advisors. 

 

Alabama

 


Alaska

 


Arizona


Arkansas

 


California

 


Colorado


Connecticut

 


Delaware

 


Florida

 


Georgia

 


Hawaii

 


Idaho

 


Illinois

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, Illinois, central Illinois, nationally, and internationally.

 

 

Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.  www.quinnfp.com


Indiana

 


Iowa

 


Kansas

 


Kentucky

 


Louisiana

 


Maine

Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client's financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

 

 


Maryland

 


Massachusetts

 


Michigan

 


Minnesota

  • Phillip James Financial

Phillip James Financial is a Comprehensive Financial Planning company located in Plymouth Minnesota. We provide fee only financial planning, investment help, and wealth management services. We are a Fiduciary for our clients. You can visit our websites here phillipjamesfinancial.com / philllipchristenson.net.


Mississippi

  • Bergland Wealth Management, Inc.

Fee-Only Financial Advisor in Ridgeland, Mississippi – Bergland Wealth Management is a Fee-Only, fiduciary, Registered Investment Advisory firm providing financial planning and investment management services.


Missouri

 


Montana

 


Nebraska

 


Nevada

Independent Financial Planners in Las Vegas - Finacuity. An independent fee only financial advisor firm in Las Vegas specializing in financial planning and investment management for those near or in retirement, and small business 401k plans.

New Hampshire

 


New Jersey

Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey – Financial Futures LLC


New Mexico

 


New York


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.   www.alphafa.com             

 

In-depth, ongoing Financial Planning and disciplined Investment Management by our experienced Financial Advisors makes Clearview Wealth Management the right choice for our clients.  We pledge to be fiduciaries for our clients, serving them as Fee-Only Advisors and partnering with them for their financial futures.  Our proactive approach allows conversations to occur which empower our clients to strive to live out their preferred futures.

 

The Fee Only CERTIFIED FINANCIAL PLANNER TM professionals of Blue Water Capital Management, LLC serve Holly Springs, Raleigh, Cary, Apex, and Fuquay VarinaBlue Water is an independent, fee-only financial advisory firm in North Carolina.  We specialize in retirement planning, financial goal planning, and low cost investment management.

 


North Dakota

 


Ohio

Total Wealth Planning is an independent, fee-only wealth management firm in Cincinnati, Ohio that provides objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.

 

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients. Founded in 2013 by W Phil Ratcliff, rebel Financial is an Independent Fee-Only firm in Columbus, OH that is that is a fiduciary dedicated to serving the best interests of it’s clients 1st.

 

Ohio Fee Only Financial Advisor and Investment Management. JGR Financial Solutions provides fee only financial planning and asset management services. Justin Rush, a CFP practitioner and member of NAPFA, serves professionals, executives, and educators throughout Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.


Oklahoma

Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years. A recognized CERTIFIED FINANCIAL PLANNER Professional and IRS Enrolled Agent, owner Kevin Jacobs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients. Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Coweta, Catoosa, Jenks, Muskogee and Oklahoma City.

 

 


Oregon

Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.


Pennsylvania

 


Rhode Island

 


South Carolina

 


South Dakota

 


Tennessee

 


Texas

​Trinity Wealth Management clients benefit from Brent's knowledge of issues that trouble many who populate the Gen X and Gen Y communities. He also extends his passion for charitable estate planning to those who desire to leave a lasting legacy. Brent's goal as a financial planner is to help his clients plan for a better tomorrow.

 

Frisco Financial Planning LLC is a financial planning firm and registered Investment Adviser located in Frisco, Texas. Offering objective financial planning and investment strategies on a fee-only basis from a Christian Worldview perspective. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

 

 


Utah

 


Vermont

 


Virginia

 


Washington

  • Financial Planning and Investment Management.  Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA.  Sherwood Investment Services specializes in fee-only retirement planning and investment management for people of all ages.  They serve the East-Side of Seattle and clients nationally. 

West Virginia

 


Wisconsin

 


Wyoming