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Fee-Only Advisors
Following is a list of Alliance of Cambridge Advisors. We know some
personally but cannot vouch for every single one. The list is provided
to give an idea of the scope of the Alliance and to allow the members to
give a brief description of their practice. Please contact us directly
for a referral.
- Alabama
Frank Horton, CFP® — Independent,
Fee-Only Financial Planning Services in
Oneonta, AL
Comprehensive advice designed to help people achieve financial independence
and peace of mind.
- Arizona
Cambridge Connection, Inc. — Fee-only
Financial Planners Serving Clients in Southeast Michigan, Tucson,
San Francisco and Orlando
Comprehensive tax-efficient financial advisors. If we can save you more than
our fee, you should hire us! We sell sleep.
Encore Wealth Advisors—The Best of Life is Yet to Come
Since 1989, Encore Wealth Advisors has helped hundreds of professionals
retire successfully and live the life of their dreams. If you are concerned
about your retirement, we can help you design and implement a comprehensive
financial plan that results in lifetime security. As a fiduciary we do not
sell products or collect commissions.
Friedrichs Financial Alliance — Fee-only financial Planner — Mesa, AZ
Financial planning to achieve your long-term financial goals.
Stratton Advisors — Fee-Only Certified Financial Planner® in Oro Valley and
Tucson, AZ
Stratton Advisors offers Fee-Only financial planning to help
you make the most of the opportunity to live life better.
- California
C.J. Rylant Wealth Management — Fee-only Financial Planner in Santa Maria,
CA
Wealth Management and Marketing Consultant. I help small business owners
arrange their finances and marketing so can focus on their job and live
extraordinary lives.
Cambridge Connection, Inc. — Fee-only
Financial Planners Serving Clients in Southeast Michigan, Tucson,
San Francisco and Orlando
Comprehensive tax-efficient financial advisors. If we can save you more than
our fee, you should hire us! We sell sleep.
Encore Wealth Advisors — The Best of Life is Yet to Come
Since 1989, Encore Wealth Advisors has helped hundreds of professionals
retire successfully and live the life of their dreams. If you are concerned
about your retirement, we can help you design and implement a comprehensive
financial plan that results in lifetime security. As a fiduciary we do not
sell products or collect commissions.
Fiscalis Advisory, Inc, Fee-Only, CERTIFIED FINANCIAL PLANNER™ professional
in San Juan Capistrano, CA
Fiscalis Advisory is a professional advisory firm specializing in an
integrative approach to personal financial planning, tax minimization, and
prudent money management, where all advice is rendered in a non-commission,
fiduciary relationship.
LifeStream Financial, Inc. Holistic Financial Planning and Wealth Advisory
office in the heart of Silicon Valley, California
LifeStream Financial, Inc. is a Fee-Only, comprehensive, financial planning,
and wealth advisory firm. We focus on providing proactive planning and
strategic implementation for clients who trust our expertise and are willing
to delegate the money management to the professionals. Our client-centered
planning approach helps our clients to focus on their life and what they do
the best.
Lynch
Financial Advisors — Fee-Only, Comprehensive Financial Advisors in
Roseville, CA
Based in Roseville, California (and serving clients throughout California,
Oregon, Washington, Kansas, Colorado and Virginia), Lynch Financial Advisors
is a Fee-Only advisory firm that provides comprehensive financial planning
for individuals, couples and small business owners. Our comprehensive
financial planning includes goal setting, budgeting, insurance review,
portfolio analysis, investment strategy, retirement/education/retirement
planning, as well as tax projection and planning.
Natural Bridges
Financial Advisors is a fee-only, CERTIFIED FINANCIAL PLANNER™, Registered
Investment Advisor located in Santa Cruz, CA
We provide personal financial life planning, investment
management and education services for clients to help them achieve financial
independence and peace of mind.
Roman Financial Advisors — Fee-Only,
CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor, San Diego, California
Providing Financial Planning, Investment and Tax Advice for a fee. I don't
sell products or receive commissions. My focus is on helping people make
smart financial decisions. I believe Financial Planning is a process and not
a one-time event.
Stewart Financial Services — Fee-Only Financial Planner in Carlsbad, CA
Personal financial planning so that you can live an extraordinary life.
Veritana
Financial Planning, Inc.
Comprehensive advice to help you achieve financial independence.
- Colorado
Alpers and Associates — Comprehensive Fiduciary Financial Planning, Mary Alpers, CFP®, Colorado Springs, CO
Fee-Only Financial Planning for couples, individuals, and entrepreneurs. Includes retirement planning, investment strategies and implementation, tax planning and preparation. We sell no products nor receive commissions.
McNary Financial
Planning — Because No One wants to Work Forever®
Providing fee-only planning to families, professional women, and
entrepreneurs seeking financial independence.
Pikes
Peak Financial Planning LLC
Providing financial counsel for midlife and beyond.
Pinnacle Financial Concepts, Inc., Independent, Fee-Only Financial Planning
Services in Colorado Springs, CO
Pinnacle Financial Concepts, Inc is a Fee-Only personal financial advisory
firm providing comprehensive financial and investment planning services that
are in the best interests of our clients.
Simmons & Associates
Simmons & Associates is a member of the fee-only NAPFA organization, the
Paladin Registry and the Alliance of Cambridge Advisors.
Strasbaugh Financial Advisory, Inc. — Fee-Only Financial Advisor, Investment
Advisor- Retirement Planning, Colorado Springs, CO
We take a holistic approach to financial planning by working with clients to
articulate and implement their financial goals as they approach their
retirement years. We act as a Fiduciary—we do not sell products or
collect commissions.
Yellowstone
Financial — Fee-Only, Certified Financial Planning in Boulder, CO
Yellowstone Financial, Inc., is a registered investment advisor
based in Boulder, Colorado that provides fee-only financial planning,
investment advice, and tax preparation and planning.
- Connecticut
Lifestyle
Financial Strategies, LLC—Comprehensive Fee-Only Financial Planning and
Investment Advisory Services
Helping You Achieve Financial Independence through Greater Clarity, Better
Control and Higher Confidence in your Financial Lifestyle
- Florida
Cambridge Connection, Inc. — Fee-only
Financial Planners Serving Clients in Southeast Michigan, Tucson,
San Francisco and Orlando
Comprehensive tax-efficient financial advisors. If we can save you more than
our fee, you should hire us! We sell sleep.
Lawrence Financial Planning, LLC — Fee Only, CFPs in Lutz, North Tampa, FL
Fee-Only advisor, financial and investment planning, NO COMMISSIONS from the
purchase or sale of products, serving the Tampa Bay Florida area
Rehl Financial Advisors —
Helping You Enjoy a Better Life, Richer in all
Respects
Have you reached that stage in life where you want professional guidance and
support from a coach who puts your interests first? Kathleen Rehl, Ph.D., is
a comprehensive, Fee-Only, CERTIFIED FINANCIAL PLANNER™ who helps you deal
with all your money issues during these complex times. She specializes in
assisting widows and is passionate about helping them make progress in their
new financial situation. As a widow herself, Kathleen is the author of the
book, Moving Forward on Your Own: A Financial Guidebook for
Widows.
Sterling Wealth Advisors — Fee-Only Financial Planner in Ft. Lauderdale, FL
Sterling Wealth Advisors is a fee-only, fiduciary wealth management firm offering comprehensive
investment management, retirement planning, and financial planning services
to clients in Florida and nationwide. We assist clients in realizing their
life goals through defining, planning, and protecting their long-term
financial security. All advisors are members the National Association of
Personal Financial Advisors.
- Illinois
Bluestem Financial Advisors, LLC
Bluestem Financial Advisors provides holistic Fee-Only financial planning, investment advice, tax preparation and planning, to help residents in the greater Urbana-Champaign, Illinois area achieve financial independence.
Sophie Kaluziak, Vista Financial Planning, Independent,
Fee-Only Financial
Planning in Oak Park, IL serving Chicago, IL and the near west suburbs of
Chicago, IL
Sophie Kaluziak with Vista Financial Planning provides independent, Fee-Only
advice utilizing a comprehensive holistic approach to the financial planning
process. Sophie has provided financial planning and investment management to
individuals and couples in Oak Park, IL and the near western suburbs of
Chicago, IL since 2003.
Sullivan Mermel, Inc., Independent, Fee Only Financial Planning in Chicago,
Illinois
Providing fee only financial advising and specializing in helping clients
feel calm, confident and in control.
- Indiana
Piedmont Financial
Advisors, LLC
Expert financial planning for people who have to work for a living.
- Maryland
SunRay Advisors-
Fee—Only Financial Planning and Registered Investment Advisor in the Owings
Mills, Baltimore, MD area
SunRay Advisors is an independent financial advisory firm that
provides comprehensive planning advice on all aspects of a client’s
financial life including taxes, investments, insurance, estate planning, and
more. We sell no products and accept no commissions, so clients can be
assured of receiving unbiased financial advice without conflicts of
interest. With no asset minimums, and as members of the Alliance of
Cambridge Advisors, we are a firm that specializes in serving the needs of
middle income families, small business owners, and individuals.
- Massachusetts
Nashoba
Financial Planning—Fee Only Financial Planner in Massachusetts
Face the future with clarity and confidence! Comprehensive advice to help
you achieve financial independence.
- Michigan
Cambridge Connection, Inc.—Fee-Only
Financial Planners Serving Clients in Southeast Michigan, Tucson,
San Francisco and Orlando
Comprehensive tax-efficient financial advisors. If we can save you more than
our fee, you should hire us! We sell sleep.
Shaw Financial
Strategies, LLC - Fee-Only Financial Planners in Ann Arbor, MI
Comprehensive advice to help you achieve your goals.
- Minnesota
Brown Wealth Management, LLC—Fee-Only, CERTIFIED FINANCIAL PLANNERS™ in
Eden Prairie, MN
Brown Wealth Management is a Fee-Only, CERTIFIED FINANCIAL PLANNER™, in Eden
Prairie, MN. Brown Wealth Management provides comprehensive Fee-Only
financial planning and investment advisory services with offices in Eden
Prairie and Woodbury, MN.
- Missouri
Heidi French & Associates, LLC — Fee-Only
Financial Planning for
Peace of Mind Located in St. Louis, MO — No Commissions NAPFA and ACA
members
We provide comprehensive solutions for goal setting, budgeting,
insurance review, portfolio analysis, investment implementation, education
funding, retirement strategies, and tax planning. We will work with you as a
fiduciary to help reduce worry and plan your finances.
- New Hampshire
Financial Pathways Independent Financial Planning Services in Londonderry
NH, Serving New Hampshire from North Conway to the Mass Border
At Financial Pathways, our focus is on the real-life financial needs of our
clients. We believe that you cannot maximize your stock and mutual fund
investments without consideration of other important areas of your financial
life. We specialize in a Fee-Only approach which looks at your financial
plan as a whole system with the various parts complementing, adding power,
and improving efficiency throughout the greater whole.
Northeast Passage Financial Advisors LLC: Independent, Fee-Only Financial
Planning and Investment Management Services in Brentwood, NH and serving
Southern NH and ME
We help our clients achieve financial independence and peace of mind, one
step at a time. Objective, clear, and sensible financial planning and
investment guidance.
- New Jersey
Baehr Family Financial, LLC, Fee-Only Financial Planning serving the
Stroudsburg, PA area (Poconos) and Northwest NJ
Baehr Family Financial, LLC is a fee only personal and business financial
planning firm specializing in Financial Advice for Everyday Life. With our
independent, fee only approach, you can be sure that your best interest is
our only interest.
- New York
Marion Financial Advisors, comprehensive,
Fee-Only financial planning in
Yorktown Heights, NY
Specializes in working with clients to achieve financial independence and
peace of mind.
Taconic Advisors, Inc.—Fee-Only Financial Planning—NAPFA—CFP®
Professional—Poughkeepsie, NY
Financial Planning/Investing without Product Sales. For Secure Retirements
and Life's Transitions.
- Nevada
Precise Financial Planning, LLC—Fee-Only, CERTIFIED FINANCIAL PLANNER™
Professional in Las Vegas, NV
Audry Batiste is a fee-only CERTIFIED FINANCIAL PLANNER™
professional in Las Vegas, NV. He is the Founder and President of Precise
Financial Planning, LLC offering fee-only financial planning services in
Southern Nevada including Las Vegas, Henderson, North Las Vegas, and Boulder
City. Audry is committed to providing premier financial planning and wealth
building strategies for successful individuals, families and business owners
who are serious about achieving their goals and value the advice of a
professional.
- North Carolina
Fulbright Financial Consulting, PA Durham, NC Serving Clients in Person and
Virtually
We focus on helping people create their desired future thru the utilization
of all their resources.
Wealth Management Group,
Inc.—Fee Only Financial Planning, Investment and Tax Advice in Winston
Salem, North Carolina
Providing Comprehensive Financial Planning, Investment, and Tax advice for
"Middle America."
- Ohio
Cambridge Financial & Tax Advisors, LLC (Central Ohio):
Fee-Only, Independent, NAPFA registered CERTIFIED FINANCIAL PLANNER™, serving the Columbus Metro area
As a Registered Investment Advisor and fiduciary offering holistic, Fee-Only
financial planning, and tax planning/preparation services since 1988, the
advice I dispense is based strictly on your particular situation and
financial goals. I receive no commissions or kickbacks, and therefore, am
able to provide objective recommendations that are custom tailored to best
fit your financial needs.
Practical Financial Planning — Holistic Fee-Only Financial Planners in Cleveland, OH
Serving Professionals in the Public Sector, College
Professors, and Retired Women.
Reed Financial
Planning, LLC — Fee-Only, CERTIFIED FINANCIAL PLANNER™ in Columbus, OH
I help middle-income people organize their financial life. Together we
integrate all your finances (e.g., investments, taxes, insurance, real
estate) into a personal plan that works toward your personal goals. No
commissioned sales, just unbiased financial advice.
Savvy Outcomes Inc. — Fee-Only, CERTIFIED FINANCIAL PLANNER™
practitioner in Columbus, OH
Savvy Outcomes is a Fee-Only financial planner firm in Dublin, Ohio offering
money management, investment and retirement plans, risk management, and tax
planning.
Stepping Stone Financial,
Inc. Independent. No Commission Financial Planning Services in Northeast
Ohio (Chagrin Falls)
NAPFA and ACA member Connie Stone, CFP® President of Stepping
Stone Financial, strongly believes that education helps clients make
informed decisions. Specializing in concerns with working with women over
the age of 45, especially widows, is something Connie is passionate about.
Seasoned by over 30 years in the financial industry, Connie taught personal
financial planning as an adjunct faculty member for the College of Financial
Planning and various non-profit organizations devoted to enhancing financial
education and self-sufficiency. For further information contact her at 480-247-4870.
Westlake Advisors — Independent, Fee-Only Financial Planners in Westlake, OH
Westlake Advisors is an independent, fee-only financial advisory firm. I
provide comprehensive financial planning services including sound advice on
the topics of investments, retirement and estate planning, insurance, and
general financial matters. Since taxes have a major impact on all of us, I
place a special emphasis on tax planning and include tax preparation.
As your trusted advisor, my mission is to help you make smart choices about
your money so you can have the kind of life you want to live. As a NAPFA
fee-only planner, I sell only my services, and receive no commissions from
the purchase/sale of products.
- Oklahoma
Step By Step Tax and Financial Planning — Fee-Only CERTIFIED FINANCIAL
PLANNER™ near Tulsa, OK
Fee only financial planning firm owned by a CFP (Certified Financial
Planner) offering tax planning, tax preparation, financial planning, estate
planning, wealth management and other financial services in Broken Arrow, OK
and Tulsa, OK.
- Oregon
Thompson Advisory Services
– Comprehensive, Fee-Only CERTIFIED FINANCIAL
PLANNER™ practitioner in Portland, OR
Thompson Advisory Services is an independent, Fee-Only advisory firm
providing holistic guidance on all aspects of your financial life. Serving
Northern California and the Pacific Northwest, with locations in Portland
and San Francisco.
- Pennsylvania
Baehr Family Financial, LLC, Fee Only Financial Planning serving the
Stroudsburg, PA area (Poconos) and Northwest NJ
Baehr Family Financial, LLC is a fee only personal and business financial
planning firm specializing in Financial Advice for Everyday Life. With our
independent, fee only approach, you can be sure that your best interest is
our only interest.
Templeton Financial Planning Fee-Only Advisors CERTIFIED FINANCIAL PLANNER™ located in Pittsburgh, PA
Steve Templeton is a CERTIFIED FINANCIAL PLANNER™, and principal of
Templeton Financial Planning. We provide Fee-Only financial planning to
individuals, families, and small business in and around the greater
Pittsburgh, PA area.
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Texas
Pegasus Advisors, LLC, Independent Fiduciary, CERTIFIED FINANCIAL PLANNER™, NAPFA Registered Financial Advisor, Dallas Texas, Plano Texas, Grapevine
Texas
Pegasus Advisors, LLC is a money strategy firm that enables smart people
with better things to do than obsess about money to live more secure and
meaningful lives. Our innovative, no-sales system can help you increase the
probability of success and reduce the amount of stress involved in managing
your personal finances.
-
Wisconsin
Trinity Financial
Planning, Middleton Wisconsin, Members of Alliance of Cambridge Advisors and
Financial Planning Association
Trinity Financial Planning is a comprehensive financial planning and
investment advisory firm that provides unbiased tax advice, Financial
Tune-Ups and holistic financial planning without the conflicts of interest
inherent in selling investments or insurance. Our services are designed to
serve those who believe strongly in minimizing their taxes and those who
want to be long-term investors rather than stock traders. We offer full
disclosure, fee-only advice all the time. No product sales, no commissions,
ever.
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in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.