Other NAPFA Fee-Only Financial Advisors Around The Country

Lee Investment Management LLC is a registered investment advisor firm located in Saratoga Springs, NY.  We’ve provided the financial links below and information as a resource. We do not necessarily endorse these third party websites, but rather provide them as a resource. Use your personal discretion when visiting these other websites and before ever purchasing any products or services.

 

Alabama

Alaska

Arizona

California

  • Los Angeles, CA Fee-Only CFA & CERTIFIED FINANCIAL PLANNER™ Whether you are looking for a one time financial plan or ongoing asset management, ACap Asset Management analyzes your whole financial picture. Because many of our clients are in the healthcare profession (doctors, nurses, techs, physical therapists, etc...), we are uniquely positioned to understand the nuances of your busy life and finances. We ensure your assets are working as hard as you hare.www.acapam.com

  • Woodbridge New Jersey Financial Advisor / CERTIFIED FINANCIAL PLANNER™ (CFP®) - PORTNOFF FINANCIAL LLC is an independent Fee Only Registered Investment Advisor and member of NAPFA with offices in Middlesex County New Jersey and Orange County California offering Comprehensive Financial Planning and Investment Management services to individuals and families who value independent and professional financial advice

  • Fee Only Financial Planners in Orange County, CA – TABR Capital Management Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.www.tabr.net

Colorado

  • Fee Only Financial Planners in Highlands Ranch, Littleton, Denver and Aurora Colorado. At Staib Financial Planning our mission is to help our clients achieve their personal financial goals by providing them with objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.

Connecticut

Delaware

Florida

Georgia

  • Retirement Planning in Atlanta, Georgia - Minerva Planning Group. A wealth management firm whose CFP® Practitioners provide fee-only financial planning services to clients who want to live a financially secure retirement.

Hawaii

Idaho

Illinois

  • Johnston Investment Counsel.  With Caterpillar in our home town, we serve clients in Peoria, Illinois, central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. We hold the following professional designations:  Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.

  • Timothy Quinn, CFP®, the founder of fee-only Quinn Financial Planning, LLC – is a registered investment advisor. He holds a CFP®, CPA, and Master’s Degree in Taxation and has practiced for the past 27 years in the Chicagoland area.

  • 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.

Indiana

Iowa

Kansas

Kentucky

Louisiana

  • Fee Only Financial Advisor Lafayette Louisiana - Jerry Broussard is a NAPFA Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional with Broussard Financial Group a Fee-Only financial planning and Investment Advisory firm serving the Acadiana area of Louisiana.
  • PersonalFinancial Advisors, NAPFA, Fiduciary, fee-only planners in Covington, Louisiana - Personal Financial Advisors, LLC is a comprehensive, fee-only financial planning firm based in Covington, LA offering retirement planning and wealth management.  NAPFA members Robert Reed, CFP ™, Joan Cox, CFP ™ and Lauren Lindsay, CFP ™ have over six decades of combined financial planning experience.   We also serve clients on the Northshore, New Orleans, Baton Rouge, Tuscaloosa and Birmingham, Alabama areas. 

Maine

  • 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.

Maryland

Massachusetts

Michigan

Minnesota

  • Phillip James Financial - Fee-Only Financial Planning and Investment Management services in Plymouth and Maple Grove Minnesota. Phillip Christenson and James Sexton are the owners and financial advisors. We focus on retirement planning and wealth management services. Reach out for more information or to schedule a complimentary meeting. 

  • Independent Fee-Only Financial Advisors in Mendota Heights, St. Paul, Minneapolis, MN Clerestory Advisors, Inc. is a Minnesota Registered Investment Advisory firm. We work with individuals and families offering comprehensive financial planning, investment management and retirement planning on a fee-only basis in the Twin Cities.

Mississippi

Missouri

Montana

Nebraska

Nevada

New Hampshire

New Jersey

New Mexico

New York

  • Long Island Financial Advisor / CERTIFIED FINANCIAL PLANNERS™ (CFP®) - Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA, with an office on Long Island in Melville, New York.  They provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.  

 

North Carolina

North Dakota

Ohio

  • Canton Ohio CERTIFIED FINANCIAL PLANNER 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 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.

  • Total Wealth Planning is a small boutique wealth management firm in Cincinnati, Ohio that provides objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

  • CFP Servicing the Plano, McKinney and Allen, TX Areas.  Frisco Financial Planning LLC offers fiduciary, objective financial planning and investment strategies on a fee-only basis to clients all across Texas. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

  • Trinity Wealth Management in Texas – Charitable Financial Planning  Brent Dickerson, CFP® helps clients leave a lasting legacy of support through charitable financial planning. Trinity Wealth Management specializes in charitable estate planning for individuals to continue support of charities, universities, and churches through techniques designed to maximize donors’ bequests and inheritances, while minimizing tax burdens.

Utah

Vermont

Virginia​

Washington

West Virginia

Wisconsin

Wyoming

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