Other Fee-Only Financial Planners Across the Nation
From around the country, Fee-Only Financial Planners are growing in numbers!
Here is a list of some of our contacts across the US:
New England – Massachusetts, New Hampshire, Connecticut, Vermont & Maine – Wealth Management Advisors, LLC is a comprehensive Fee-Only financial planning practice and a Registered Investment Advisor serving affluent clients Nationwide with a focus on Total Wealth Management for our clients.
Portland, Oregon – Cedar Financial Advisors, LLC is a Comprehensive Fee-Only Financial Planning Practice and a Registered Investment Advisor Firm serving retirees and professionals in Portland and Beaverton, Oregon.
Blue Bell, Pennsylvania – The Scarsdale Investment Group, Ltd. is a fee-only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.
Newtown, Pennsylvania – Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Independent Fee-Only CFP (R) financial planning services and investment management in Newtown, PA.
Orange County, California – TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA. At TABR Capital Management, our purpose is to ensure that you’re able to focus on living your life because we’re focused on your financial goals.
Salt Lake City, Utah – Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
Huntsville, Alabama – Longview Financial Advisors, Inc., has a team of Certified Financial Planners TM that specializes in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.
Ann Arbor, Michigan – Vintage Financial Services, LLC offers financial planning, investment management and income tax preparation services.
Maine – Bogue Asset Management is an independend fee only comprehensive financial planning practice serving clients across the State of Maine.
Frisco, Texas – Frisco Financial Planning LLC (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in 20 miles north of Dallas near Plano, McKinney, and Allen serving the Dallas/Ft Worth area.
Vancover, Washington and Portland, Oregon – Pathfinder Financial Advisors is a fee-only financial planning firm where Owner Steve Wolfe, CFP specializes in financial planning and investment advice customized to your needs on an hourly fee basis.
Lake Oswego, Oregon – Independent Fee Only CERTIFIED FINANCAL PLANNER™ – Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon.
Charlotte, North Carolina Alpha Financial Advisors is a NAPFA Registered 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.
Seattle, Washington Sherwood Investment Services has 25+ years experience providing completely independent financial planning and investment management. They specialize in helping clients of all ages reach their financial goals on a fee-only basis (no commissions). Their clients are nationwide.
Portland, Oregon CERTIFIED FINANCIAL PLANNER™ Fee-Only Comprehensive Financial Planning, Asset Management, and Retirement Planning in Portland, OR. Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
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