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Other NAPFA Advisors
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21
Fee-Only Financial Advisor in San Diego County
Charles L Stanley CFP® ChFC AIF® provides estate planning and wealth management to clients throughout the United States. He is a Wealth Manager with Trovena, LLC, a SEC Registered Investment Advisor with offices in La Jolla, CA, Redondo Beach, CA and Roseland, NJ.
22
Posey Capital Management is a fee-only investment advisor located in Houston, Texas in the Village/Rice University area
The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge.
23
Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNER™ Practitioner
The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients.
24
Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO
We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary -- we do not sell products or collect commissions.
25
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.
26
Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah
Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.
27
Investor's Capital Management, LLC - Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area
Unbiased Financial Advice in Menlo Park, CA. Investor's Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.
28
Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.
29
Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ
Weingarten Associates make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
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