Financial Links

Legacy Financial Advisors has assembled a list of links to financial resources and fellow fee-only providers across the United States. The listings below do not necessarily mean the endorsement of the company. Please note that these are third party websites and as such have separate Terms and Privacy Policy from the LFA website.

If you wish to be listed, please contact us; we would only request a reciprocal link back to our website.

Find a Financial Advisor

NAPFAUse NAPFA’s official Find an Advisor Search to identify members of your state or if you have a financial planning situation that requires a specific specialty. Start here.

 

Links to Fee-Only Advisors across the United States

Alabama

  • Longview Financial Advisors. Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama. A firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas, has a team of CERTIFIED FINANCIAL PLANNER professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

Alaska

 

Arizona

  • FFA Financial. Fee Only CERTIFIED FINANCIAL PLANNER in Tucson, AZ. CFP Financial Services include asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice to clients in Tucson, Arizona and throughout the United States.
  • AIO Financial. Socially Responsible Investing Fee Only Financial Planner in Tucson, AZ. Financial Services in Tucson, AZ include asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance and investment advice.
  • Wealth Engineering. Fee Only Financial Advisor in Scottsdale. Wealth Engineering is a Registered Investment Advisor located in Scottsdale, Arizona with a satellite office in Glendale, Arizona.   Wealth Engineering was founded by Dave Fernandez, CFP®, a Phoenix native.  We provide fee-only financial planning and investment management services.
  • Continuum Wealth Management. Scottsdale and Phoenix Fee Only CFP Financial Advisors. A fee-only fiduciary financial planning firm providing investment management, retirement planning, and financial planning.

Arkansas

 

California

  • Reh Wealth Advisors LLC and Investwithsteve.com is a fee-only firm founded by Stephen Reh CFA, MBA, CFP® to help business owners, corporate executives, retirees, and families reach their financial goals. Steve is local to the San Gabriel Valley serving La Verne, San Dimas, Claremont, and Glendora.
  • Fee-Only Financial Planners in Orange, CA – TABR. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from the management of your investments and portfolio to assessment of your financial and insurance risk.
  • Fee Only CERTIFIED FINANCIAL PLANNER in Mountainview, CA – Wealth Coach Fern is a financial planner, coach, and enrolled agent.
  • Fee Only CFP Financial Advisors in Menlo Park, CA – Investors Capital Management, LLC is a NAPFA registered financial advisor firm in Menlo Park. We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.
  • Fee Only Financial Advisor in San Francisco. Satori Financial is a boutique fee-only financial advisory firm based in San Francisco and works with clients along the tech corridor from Seattle to Silicon Valley. The Firm offers objective financial planning and investment management, with a special emphasis on reinvention.
  • Fee Only Financial Planner for Doctors – Encino. ACap Asset Management is a Fee-Only boutique wealth management firm in Los Angeles, CA. We provide comprehensive, unbiased financial advice specifically tailored for healthcare professionals, including doctors, dentists, nurses, veterinarians, medical sales representatives, and anyone within the healthcare industry.
  • Fee Only Financial Advisor in Los Altos, CA – Mayflower Capital. Mayflower Capital, a NAPFA-registered fee-only investment advisory, and financial planning firm, provides an independent, professional alternative to commissioned planners and traditional stockbrokers, by offering “fee-only” financial planning and independent investment advice.
  • Independent Fee Only Advisors – San Diego CERTIFIED FINANCIAL PLANNER™ professionals The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting, and financial planning to a wide range of clients.

Colorado

Connecticut

 

Delaware

 

Florida

 

Georgia

Hawaii

 

Idaho

 

Illinois

  • Fee Only Financial Advisors in Orland Park, IL. In short, you want someone who’s on your side. As founder of Quinn Financial Planning, LLC, I answer only to you – not brokers, dealers or mutual funds. I’m here to provide you with conflict-free financial solutions, specifically designed to your long-term strategy: saving for college, keeping your retirement secure, preserving your estate, or simply pursuing what you enjoy most in life.
  • Financial Advisors in Peoria, IL – 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.
  • Independent Fee-Only Financial Advisor in Chicago. We serve both individual clients with personal financial planning and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.
  • Financial Planning Advisors in Elmhurst, IL. Mentor Capital has successfully managed client investments for more than 20 years. With more than $60 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.
  • Fee Only Financial Advisors in St. Charles, IL. At AHC Advisors, Inc., we provide the unbiased, objective, and independent Fee-Only financial planning and investment advice that will help you achieve your goals. Our objective is to put you on a path toward financial security.  We aim to become a long-term partner with you, helping simplify your finances and giving you the freedom to focus on the things that are important to you.

 

Indiana

 

Iowa

 

Kansas

 

Kentucky

 

Lousiana

  • Financial Planner in Lafayette Louisiana. Broussard Financial Group is a Fee-Only financial planning firm providing comprehensive fee-only financial planning services to business owners, pre-retirees, retirees, and widows since 1982. Jerry Broussard is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
  • Fiduciary Financial Planners in Covington, LA – My PFA. Personal Financial Advisors, LLC – We provide planning and wealth management services to individuals and families who demand the objective, unbiased advice that can be so difficult to find. We look forward to serving you from our offices in Covington, Louisiana
  • Financial Advisors in New Orleans, Metairie, Baton Rouge – Ferro Financial. Ferro Financial, LLC, is a fee-only financial planning and investment advisory firm with offices in the Greater New Orleans area and Baton Rouge, LA.   We believe our most valuable asset is our client relationships.

Maine

  • Portland Financial Planning Group (Portland, ME) – Independent fee-only financial planners in Portland, ME  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

  • CFP CPA Fee Only Financial Advisors in Detroit area George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.
  • Fee Only Wealth Management in Ann Arbor – Vintage. Vintage Financial Services of Ann Arbor, Michigan offers wealth management services including investment management, financial planning and tax preparation to clients throughout the US.

Minnesota

Mississippi

Missouri

 

Montana

 

Nebraska

 

Nevada

  • CFP Financial Advisors in Las Vegas. Finacuity is a Las Vegas based financial planning and investment management firm providing comprehensive plans and wealth management services to individuals, and 401k plans to small businesses.

New Hampshire

New Jersey

New Mexico

 

New York

North Carolina

North Dakota

 

Ohio

  • Cincinnati, OH Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor Ritter Daniher Financial Advisory, LLC is a fee-only, comprehensive wealth management firm offering retirement planning, investment management, and financial planning to clients in Cincinnati and nationwide.
  • Fee Only Financial Advisors in Columbus Ohio – rebel Financial. rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.
  • Canton Ohio Fee Only Financial Advisor and Investment Management. Justin Rush, founder of JGR Financial Solutions, provides fee-only financial planning and investment management solutions to professionals, executives, and educators. A CFP® professional and a member of NAPFA, Justin Rush provides objective financial advice related to income tax, estate, investment, insurance, college, retirement, and cash flow planning. In addition to serving clients in North Canton, Canton, Akron, Cleveland, and Youngstown Ohio, he meets remotely with many clients across the country.
  • CFP Fee Only Advisors in Cincinnati, OH – Total Wealth Planning.Total Wealth Planning is a well-respected, fee-only, wealth planning firm. We’re passionate and enthusiastic about what we do. We thrive on the success of our clients.

Oklahoma

 

Oregon

Pennsylvania

Rhode Island

 

South Carolina

 

South Dakota

 

Tennessee

Texas

Utah

Vermont

 

Virginia

Washington

West Virginia

 

Wisconsin

  • Fee-Only Fiduciary Financial Advisors in Madison, WI – Bill McDonald. Retirement Planning Solutions is an independent Fee-Only fiduciary investment advisory firm specializing in retirement planning for middle-income families and retirees.   We are also an approved sponsor of Dimensional Funds.
  • Financial Fiduciaries is a Fee-Only Financial Advisor and Planner in Wausau serving clients throughout Wisconsin.  Our mission is to zealously represent the interests of our clients in their financial dealings.  Financial Fiduciaries specializes in comprehensive financial planning, retirement planning, investment management, and business financial consulting.

Wyoming

If you wish to be listed, please contact us; we would only request a reciprocal link back to our website.