Below is a list of Fee-only Financial Advisors who are members of NAPFA. White Sand Wealth Management, LLC does not endorse any of these firms. You should exercise your own due diligence before hiring any advisor.
Arizona
AIO Financial – AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.
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
Endeavor Financial Planning – Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.
Rothman Investment Management – Guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment management.
Point Loma Advisors – Financial planning and asset management firm focused on military, engineers, and child-free.
TABR Capital Management – 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
BW Financial Planning – Financial planning & investment management for women and women-led households
Staib Financial Planning – 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
Sonas Financial Planning – Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.
Paramount Investment Advisors – Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
Illinois
Life Planning Solutions – Comprehensive financial planning and investment management.
Louisiana
Broussard Financial Group – Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions
Maine
Robinson Smith Wealth Advisors – Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
Massachusetts
Access Financial Planning – 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
Provision Financial Planning – Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.
Arch Financial Advisors – Tax-Focused Retirement Planning and investment management
Minnesota
MGT & Associates Financial Advisory Group – MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.
Pulse Financial Planning – Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.
North Carolina
Ark Royal Wealth Management – We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.
Alpha Financial Advisors – 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
Weingarten Associates – 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.
Financial Futures LLC – Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.
New York
Clarity Investments + Planning LLC – Clarity is a fee-only solo RIA that does AUM & project planning.
Ohio
F2 Wealth – Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.
Steady Climb Financial Planning – Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.
Gateway Financial – 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.
Truly Prosper Financial Planning – Flat-Fee retirement planning and investment management for people over 50.
JGR Financial Solutions – JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.
Tennessee
Retirement Planning Solutions – Customized portfolio management for middle income retirees, pre-retirees, and families.
E|Financial Alliance – Financial Planning for Business Owners.
Texas
Waymaker Financial Planning – Serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.
Elgon Financial Advisors – Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas.
Next Step Financial Transitions – 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.
ATX Portfolio Advisors – Fee-Only (When You’re Up) Wealth Management.
Virginia
Summit Financial Partners – We are a Fee-Only Investment Mangement and Financial Planning firm located in Richmond, VA.
Stock Plan Advisory Group – RIA focused on retirement planning and equity compensation for individuals and families.
John Fiege Financial Solutions – Eastern Shore Fee Only CFP(r)
Bay Capital Advisors – Fee Only Financial Planning and Wealth Management in Virginia
Manuka Financial – 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®.
Bowen Financial Services, LLC – We work every day towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.
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