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West Coast Phone: 949-226-8342
East Coast Phone: 732-226-3113


NAPFA Fee-Only Advisors

Financial Advisors who are members of the National Association of Personal Financial Advisors (NAPFA) adhere to a strict fee-only business model acting as fiduciaries who unequivocally put their clients interests first. We believe 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. 


  • JOHNSTON INVESTMENT COUNSEL- 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.

  • Portland Financial Planning Group, LLC  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.

  • 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 /

  • FINANCIAL FUTURES, LLC- 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

  • 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.    

  • Clearview Wealth Management- 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.

  • rebel Financial- 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.

  • Fee Only Holistic Financial Planning in Tulsa and Broken Arrow, 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.

  • Greater Dallas Area Christian Financial Planner- 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.

  • 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.