Financial Advisor & Investment Links and Resources
Total Wealth Planning, LLC is a registered investment advisor firm located in Cincinnati, Ohio. We’ve provided these financial links and information as a resource for your financial and investment planning. As such, 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.
Find a Financial Advisor – Independent Fee-Only Financial Advisor Firms
National Association of Personal Financial Advisors – Official website of the National Association of Personal Financial Advisors. Click on the Find An Advisor Link.
Investment Advisor Public Disclosure Depository – You can search for an Investment Adviser firm, or FINRA’s BrokerCheck system. You may be looking to hire a financial advisor, so checking with the official depository is a wise move to review a firm’s ADV (Form ADV provides information about an investment adviser and its business operations, as well as, disclosure about certain disciplinary events involving the adviser and its key personnel.). You may also want to look at individual adviser representatives and view that individual’s professional background and conduct, including current registrations, employment history, and disclosures about certain disciplinary events involving the individual
Other Fee-Only Financial Advisors Around the Country
Redrock Wealth Management – A financial, investment, and retirement planning firm in Las Vegas – Disgruntled and frustrated with the financial services industry, Greg Phelps, CFP®, AIF® CLU®, AAMS® knew there was a better – more “Client-Centric” – approach to helping clients achieve their financial and investment management goals. With a passion for improving a broken Wall Street model.
Yardley Wealth Management, LLC – Independent Fee Only Financial Advisor Yardley Wealth Management, LLC is an independent financial advisor firm that provides Fee-Only CFP (R) services and investment management in Newtown, Pennsylvania.
Financial Futures LLC – Financial Advisors in Monmouth County, NJ, Financial Advisors in Ocean County, NJ, Jersey Shore, Fee-Only Financial Planner in Central New Jersey.
Landmark Wealth Management, LLC – An independent firm, registered with NAPFA as a Fee Only financial advisor, with an office in Melville on Long Island, and in Brooklyn, New York. The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations. The firm’s principals are JOSEPH M. FAVORITO, CFP®, CHRISTOPHER N. CONGEMA, CFP® and BRIAN R. COHEN.
Johnston Investment Counsel – Financial lives are complicated. JIC seeks to reduce financial stress so clients can focus on more important activities. JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA. We hold the leading industry designations and have 25+ years of experience. With Caterpillar in our home town, we serve client in Peoria, Illinois, central Illinois, nationally, and internationally.
Reh Wealth Advisors LLC – A fee only firm founded by Stephen Reh CFA, MBA, CFP® to help business owners, corporate executives, retirees, and families reach their financial goals. Steve is local to the San Gabriel Valley serving La Verne, San Dimas, Claremont, and Glendora.
Rebel Financial – A Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients. Founded in 2013 by W Phil Ratcliff, rebel Financial is an Independent Fee-Only firm in Columbus, OH that is that is a fiduciary dedicated to serving the best interests of it’s clients 1st.
Staib Financial Planning – 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.
Phillip James Financial – An independent fee-only financial planning company located in Plymouth and Maple Grove Minnesota. You can contact, Phillip Christenson, owner and financial advisor for more information.
Portnoff Financial LLC – An independent Fee-for-Service Registered Investment Advisor 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.
Springwater Wealth Management – Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California. Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.
JGR Financial Solutions – 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.
Timothy Quinn, CFP®, the founder of the fee-only Quinn Financial Planning, LLC – 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.
WA. Sherwood Investment Services – Financial Planning and Investment Management. Seattle, Redmond, Bellevue, Kirkland, Woodinville, WA. Sherwood Investment Services specializes in fee-only retirement planning and investment management for people of all ages. They serve the East-Side of Seattle and clients nationally.
Broussard Financial Group – Financial Planners in Lafayette Louisiana, is a Fee-Only financial planning firm serving the entire Gulf Coast region. Jerry Broussard is also a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Alpha Financial Advisors – Charlotte NAPFA registered fee only is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.
AIO Financial – Tucson Fee Only Financial Planners specializing in Socially Responsible Investing – Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
Blue Water Capital Management, LLC – San Diego, CA Fee Only Financial Planning and Investment Management is an independent Fee-Only financial planning firm specializing in retirement planning and investment management in southern California.
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.
Frisco Financial Planning LLC – Fee-Only Certified Financial Planner, Frisco, TX is a fee-only firm offering independent financial planning and estate planning services in the greater Dallas area. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.
Clearview Wealth Management – Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients. Our team of CFP® certificants care for generations of families in an unbiased manner that helps them reach their financial goals. We believe proactive conversations can help to more effectively plan for and achieve client’s desired futures.
Blue Water Portfolios – An Independent, Fee Only Financial Advisory firm serving Holly Springs, Cary, Apex, Raleigh, and Fuquay Varina, North Carolina. The CERTIFIED FINANCIAL PLANNERTM professionals of Blue Water Capital Management, LLC, a fee-only financial advisory firm, specialize in retirement planning, financial goal planning, and low cost investment management.
Commencement Financial Planning, LLC – Washington Fee-Only CERTIFIED FINANCIAL PLANNER – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.
Lee Investment Management – Saratoga Springs, NY Fee-Only CERTIFIED FINANCIAL PLANNER™. Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them
Continuum Wealth Management – Financial Planners in Scottsdale and Phoenix. An investment management and retirement planning firm providing wealth management services on a fee only, fiduciary basis.