Workbook & Articles
“One of the best times to invest
was 75 years ago, the next best time is today.”
The following links are provided as a convenience and should not
be construed as an endorsement.
Mark Stempel &
Associates—Fee-Only, CERTIFIED FINANCIAL PLANNER™ in Tucson, Arizona and San
Francisco Bay Area
We integrate all the financial areas in your life, including tax
planning/preparation, estate planning, will execution, insurance and
investment advice and implementation into one overall comprehensive plan.
Stratton Advisors—Fee-Only Certified Financial Planner® in Oro Valley and
Stratton Advisors offers Fee-Only financial planning to help
you make the most of the opportunity to live life better.
Aegis Financial Advisory, LLC Client-Centered Planning for Life™,
Financial Planner in Santa Clara, CA
CERTIFIED FINANCIAL PLANNER™ professional and NAPFA-Registered Financial
Advisor. I am a Fee-Only financial planner offering comprehensive financial
planning services to individuals, families and small business owners. I take
a client-centered approach and craft solutions that are technically
sophisticated and artfully structured to truly reflect your priorities and
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,
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.
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.
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
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
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
forthcoming book, Moving Forward on Your Own: A Financial Guidebook for
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.
Folk Financial Planning: Helping you achieve Financial Independence serving
Urbana and Champaign, IL
Folk Financial Planning 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.
Sullivan Mermel, Inc., Independent, Fee Only Financial Planning in Chicago,
Providing fee only financial advising and specializing in helping clients
feel calm, confident and in control.
- 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
- 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
Taconic Advisors, Inc.—Fee-Only Financial Planning—NAPFA—CFP®
Financial Planning/Investing without Product Sales. For Secure Retirements
and Life's Transitions.
Red Rock Private Wealth Consulting, LLC—Fee-Only CERTIFIED FINANCIAL
PLANNER™—CFP® Certificant, Investment & Financial Advisor in Las Vegas,
Red Rock Private Wealth Consulting, LLC is a
comprehensive Fee-Only retirement planning Registered Investment Advisor
Firm serving affluent clients & small business owners in Las Vegas &
- North Carolina
Fulbright Financial Consulting, PA Durham, NC Serving Clients in Person and
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
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.
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.
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.
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.
Pegasus Advisors, LLC, Independent Fiduciary, CERTIFIED FINANCIAL PLANNER™, NAPFA Registered Financial Advisor, Dallas Texas, Plano Texas, Grapevine
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.
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,