Other Fee-Only Advisors
Below is a list of Fee-Only Advisors who are members of NAPFA. Manuka Financial LLC has not formally vetted any of the advisors or their services or confirmed their fee-only status. Furthermore, inclusion on this list is not a recommendation or endorsement of the advisor. You should exercise your own due diligence before hiring an advisor. Manuka Financial LLC does not receive any form of compensation for including advisors on this list or any form of compensation from any advisors who ultimately obtain clients through the advisor’s inclusion on this list.
AZ
Aiofinancial | SRI Fee-Only Advisors
AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.
Shuttle Crossland Wealth Advisors | An Arizona Fee-Only, Fiduciary Investment Advisory Firm
Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals.
CA
Endeavor Financial Planning | Fee-Only Financial Planning
Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.
Rothman Investment Management
We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment managment.
Portsalus
Navigating your way to Financial Security, Prosperity, Health and Wellbeing.
Point Loma Advisors
Financial planning and asset management firm focused on military, engineers, and child-free.
TABR Capital Managemen Investment, LLC
TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond.
CO
BW Financial Planning | Financial Advisor for Women
FINANCIAL PLANNING & INVESTMENT MANAGEMENT FOR WOMEN AND WOMEN-LED HOUSEHOLDS
Staib Financial Planning | Retirement Planner Denver | Flat Fee-Only
We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US
GA
Sonas Financial Planning
Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.
Paramount Investment Advisors
Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.
IL
Life Planning Solutions
Comprehensive financial planning and investment management
LA
Lafayette, Louisiana Financial Planner — Broussard Financial
Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions
MA
Access Financial Planning
Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.
MD
Provision Financial Planning | Financial Planner in Towson, MD
Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.
Arch Financial Advisors
Tax-Focused Retirement Planning and Investment Management.
ME
Robinson Smith Wealth Advisors | Fee-Only Financial Advisors ME & NH
Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.
MN
MJT & Associates Financial Advisory Group | Lake Minnetonka, MN | Montevideo, MN | Bonita Springs, FL — MJ
MJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.
Pulse Financial Planning – Financial Planning for Healthcare Professionals in Rochester, MN and Nationwide
Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.
MO
White Sand Wealth
White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.
NC
Financial Planner Raleigh NC | CFP — Ark Royal Wealth Management
We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.
Alpha Financial Advisors | Charlotte, North Carolina
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals.
NJ
Weingarten Associates LLC
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
Personal Financial Planning – Customized to Your Needs
Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.
NY
Clarity Investments + Planning
Clarity is a fee-only solo RIA that does AUM & project planning.
OH
F2 Wealth LLC
Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.
Steady Climb: Financial Planning for Physicians – Upper Arlington
Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.
Gateway Financial
Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments.
Flat Fee Financial Planning – Truly Prosper Financial Planning
Truly Prosper Financial Planning provides flat-fee retirement planning and investment management for people over 50.
JGR Financial Solutions | Canton Ohio Financial Advisor
JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.
TN
Retirement Planning Solutions
Customized portfolio management for middle income retirees, pre-retirees, and families.
E Financial Alliance
Financial Planning for Business Owners.
TX
Fort Worth, TX Fee-Only Financial Planner l Waymaker Financial Planning — Waymaker Financial Planning
We serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.
Financial Planning For Foreign-Born Families
Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas
Next Step Financial Transitions – Flat-Fee Financial Planning Services in Houston, TX
From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.
ATX Portfolio Advisors, Fee-Only (When You’re Up) Financial Planning & Wealth Management
Fee-Only (When You’re Up) Wealth Management
VA
Summit Financial Partners – Financial Planners in Richmond VA
We are a Fee-Only Investment Mangement and Financial Planning firm located in Richmond, VA
Stock Plan Advisory Group LLC
RIA focused on retirement planning and equity compensation for individuals and families.
John Fiege – Certified Financial Planner
Eastern Shore Fee Only CFP(r)
Bay Capital Advisors: CFP Financial Advisor Virginia Beach
Fee Only Financial Planning and Wealth Management in Virginia
Bowen Financial
We work everyday towards providing our clients peace of mind while growing their wealth and reducing lifetime and multigenerational taxes.
