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Bogue Asset Management’s Quarterly Investment Letter In my latest newsletter I discuss how my tactical overallocation towards overseas stocks and non-core US bonds paid off and I continue to see headwinds in the return potential of U.S. stocks over the next five years .........[See More]

    

How your advisor is compensated does matter.  Lately there has been a blurring of the lines with the use of the term “Fee-Based” to describe how one is compensated.  I’ll tell you why Fee-Based is not Fee-Only and the difference can be substantial: [See More]

 

    

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Other Financial Resources

Fee-Only Financial Planning

Minnesota Investments and Financial Planning - Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.

 Independent, Fee-Only, NAPFA Registered Financial Advisor in Vancouver, Washington

http://www.fortvancouverim.com/

Fort Vancouver Investment Management, LLC is an independent, fee-only Registered Investment Advisor located just across the Columbia River from Portland, Oregon on historic Officers Row in Vancouver, Washington. Fort Vancouver Investment Management provides objective financial planning and investment management service

 

Financial Planner and Fee-Only Advisor in Franklin, MA and Newton, MA. Kevin Nulton, founder of Titanium Advisors, as both a CERTIFIED FINANCIAL PLANNER™ professional and an attorney, provides an unbiased blend of financial, legal and tax expertise to address the various financial planning issues faced by our clients. www.TitaniumAdvisors.com

Fee-only, Certified Financial Planner for Socially Responsible Investors in Durham, North Carolina - Lazarus Financial Planning provides comprehensive financial planning for socially responsible investors in the Raleigh, Durham, Chapel Hill Triangle and nationwide.

Find a Financial Advisor - Independent Fee Only CERTIFIED FINANCIAL PLANNER Vintage Financial Services, based in Ann Arbor, Michigan, offers investment management, financial planning and tax preparation services.
http://www.vintagefs.com/

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ - CFP® Certificant, Investment & Financial Advisor – Seattle-Tacoma-Olympia, Washington  Commencement Financial Planning, LLC offers comprehensive fee-only financial planning services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

The National Association of Personal Financial Advisors promotes client centered financial planning. Members hold the highest level of proficiency in their areas. NAPFA memembers are compensated on a fee-only basis to minimize conflicts of interest.

Independent Investment Advisor Lake Oswego Portland Oregon Fee Only
Cascade Wealth Management, LLC is a fee-only registered investment advisor offering financial and retirement planning and passive investment management services to affluent individuals and families in Lake Oswego and Portland, Oregon.

Summit Financial Planning, Inc. - Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.

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.

 

Weingarten Associates, L.L.C is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ.  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.

 

Milne Financial Planning Jamie Milne is a Certified Financial Planner, who offers independent, fee-only advice that specializes in retirement and investment planning. Milne Financial Planning has offices in Burlington, Barre, and St. Johnsbury Vermont.

San Diego Fee Only Advisor – Independent CERTIFIED FINANCIAL PLANNER™ practitioner – Blue Water Capital Management, LLC provides Independent, Fee-Only financial planning, investment management, and retirement plan consulting services to a variety of clients.  

Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul Minnesota  Epple Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Wayzata, Minnesota and created the Smart Decision Process for business owners and dentists. Rick Epple is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.

Investor's Capital Management, LLC -- Fee-Only Wealth Management, Investment Management, and Financial Planning for the Bay Area  Unbiased Financial Advice in Menlo Park, CA Investor's Capital Management, LLC, offering financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.

Independent Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan. George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.

Fee-Only CERTIFIED FINANCIAL PLANNER™ Retirement and Life Planning, Investment Management for Women’s Personal Finances in Portland, OR  Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.

Sierra Wealth Advisors - Fee-Only Certified Financial Planner™ and Independent Investment Advisor in Sacramento, CA Sierra Wealth Advisors is a fee-only wealth management firm serving business owners, nonprofit organizations, individuals, and families in the Sacramento Valley, Gold Country, and throughout California. We are dedicated to research-proven investment practices and the highest ethical standards.

Portland Fixed Income Specialists LLC Beaverton, Oregon Fee-Only Registered Investment Advisor specializing in construction of fixed income portfolios for retirees and pre-retirees who want to generate income, while reducing taxes and market volatility.

San Francisco Bay Area based Fee-Only CFP:  San Francisco Bay Area based Fee-Only CFP specializing in the finances of women, their families and their businesses. Services include comprehensive financial planning and investment management.

Fee-Only Financial Advisor in Madison, WI – Bill McDonald, Retirement Planning Solutions:  Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle in com e retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Fund Advisors).

Fee-Only Certified Financial Planner, Travers City MI:  Independent Wealth Management is NAPFA certified and have three certified financial planners on staff.

Fee-Only CFP Independent Financial Advisor in Columbus, Ohio: Savvy Outcomes is a Fee-Only retirement planning firm with CERTIFIED FINANCIAL PLANNER(TM) Professionals in Columbus, OH.

Portland Oregon CFP Fee Only Financial Planner:  Cedar Financial Advisors is a Fee-Only comprehensive financial planning and investment management firm located near Beaverton , Oregon

Kaplan Financial Advisors, LLC - Fee-Only Independent DFA Funds Advisor in New Jersey... We are a full service investment advisory firm providing portfolio management and financial planning services located in Berkeley Heights, NJ.

Fee Only CFP Wealth Management Advisors from Tewksbury, Mass Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis.

Frisco Financial Planning LLC, Fee Only NAPFA CFP Financial Advisor  Frisco Financial Planning (FFP) is a fee-only financial planning and investment management firm with a biblical, Christian worldview. Our Principal, John Gay, CFP is a Certified Financial Planner. FFP is located in Frisco, Texas (TX), 20 miles north of Dallas near Plano, McKinney, and Allen....

Joseph Capital Management, LLC - Florida Fee-Only Financial Planner... Joseph Capital Management, LLC is a fee-only registered investment advisory and wealth management firm located in central Florida. We combine the talents of a unique team of experienced professionals who possess a broad range of financial, tax, estate, philanthropic, risk management, and asset planning expertise. Our goal is to provide comprehensive, proactive planning to our clients in order to secure their peace of mind and the financial ability to accomplish their goals....

NAPFA-registered Fee-only Financial Adviser in Cambridge , MA Fisher Financial Strategies provides financial planning and investment advice to people from all walks of life. The site features links to other financial resources as well as a financial planning web log, The FFS Blog.

Fee only Certified Financial Planner CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado Staib Financial Planning is a Fee Only Personal Financial Planning and Investment Asset Management firm providing independent personal financial advice. Our financial advisors provide comprehensive personal financial planning services, including: money management, retirement planning, investment management, income tax planning, college savings, and estate planning. Paul Staib, Certified Financial Planner, CFP, financial advisor.

Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA  Minerva Planning Group.  We are a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.

Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, UT...

Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner in Salt Lake City, Utah. He is dedicated to providing comprehensive financial planning and investment management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc....

Fee-Only financial planning & investment management firm in Grand Rapids and Okemos, Michigan

IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time with and income meant to last a lifetime....

 

Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York.  Ray Mignone & Co. Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA  

                                                                                                                                              

CERTIFIED FINANCIAL PLANNER in Vancouver, Washington Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP specializes in financial planning and investment advice customized to your needs on an hourly fee basis.

Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional in Portland, Oregon and Santa Cruz, California.  Maas Capital is an independent, fee-only financial planning and investment management practice with offices in Portland, Oregon and Santa Cruz, California. We provide our clients with integrated financial planning and investment management advice, designed to help them achieve financial success and realize their aspirations.

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi Bergland Wealth Management is an independent Registered Investment Advisor firm with a team of Certified Financial Planner Certificants who offer Fee-Only, fiduciary, comprehensive financial planning. BWM is located in Ridgeland, MS, north of Jackson near Madison and Brandon.

Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA  Sherwood Investment Services in Redmond, WA has 25+ years experience providing completely independent investment management and retirement planning.  We specialize in helping successful individuals plan and invest for retirement on a Fee-Only basis.  Our clients are nationwide

Fee Only Financial Advisor – CERTIFIED FINANCIAL PLANNER – Investment Advisor in Cincinnati, OH  Ritter Daniher Financial Advisory, LLC is a wealth management firm, offering comprehensive financial planning, investment management, and retirement planning on a fee only basis to clients in Cincinnati and nationwide.

Saint Paul Financial Advisors – Independent – Fee-Only - CFP

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.

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Michael Pace, Independent Fee-Only CFP Financial Advisor in Seattle

Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.

 

Boston Retirement Advisors, LLC  Boston Retirement Advisors, LLC is a Fee-Only Retirement Planning and Investment Advisory Firm with offices located in Salem, NH and Bonita Springs, Florida.  Paul R. Pignone, CFP, AIF, and Registered Investment Advisor, has over 25 years experience........

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Mentor Capital Management Inc.:  Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.

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Personal Financial Advisors  Personal Financial Advisors (PFA) is a Fee-Only, comprehensive financial planning and investment management firm focused on serving families, professionals, pre-retirees and retirees nationwide. NAPFA Registered Adviser members Robert Reed, CFP®, Joan Cox, CFP® and Lauren Lindsay, CFP® have over six decades of combined financial planning and advisory experience. 

Fee-Only CFP Independent Financial Advisor in New Orleans, Metairie, Baton Rouge Ferro Financial, LLC is a fee-only comprehensive financial planning firm located in Metairie, Louisiana, just outside of New Orleans. Shelley Ferro is a CERTIFIED FINANCIAL PLANNER(TM), providing independent, comprehensive advice, and investment advisory services.

Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis. An initial consultation is free of charge. Please explore our Web site at www.poseycapital.com.

Strasbaugh Financial Advisory, Inc., Fee-Only Advisor, Colorado Springs, CO.  We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals. We act as a Fiduciary -- we do not sell products or collect commissions.

 

A fee-only and NAPFA registered Certified Financial Planner, CPA and wealth manager in Canton, Michigan and Franklin, Tennessee  Allow us to become your unbiased, trusted financial coordinator. Y.D. Financial Services, Inc.

 

Charlotte, NC NAPFA Registered Fee Only - Alpha Financial Advisors Alpha Financial Advisors 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.  http://alpha.com/   

 

Fee-Only CFP Financial Planning Alexandria, VA: Lifetime Wealth Planning and Management, LLC offers comprehensive financial planning services and specializes in retirement planning, income generation, and working with women in transition

Odyssey Wealth Management, a Fee Only NAPFA CFP/CPA Financial Advisor:  Odyssey Wealth Management, LP is a fee-only, comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex  (near Frisco, McKinney, Grapevine, and Southlake).


Blue Water Portfolios – Fee Only Financial Advisor serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh
  
Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm in North Carolina.  Our CERTIFIED FINANCIAL PLANNERTM professionals specialize in retirement planning, financial goal planning, and low cost investment management.