Resources

Financial Industry Regulatory Authority: FINRA provides investors with high-quality, easily accessible information and tools to better understand investing in the bond market.

Investing in Bonds: This organization provides information about bond investing from The Bond Market Association. Topics include bond price information, articles, introductory guides, and links to related sites.

Municipal Securities Rulemaking Board: MSRB provides disclosures and trade price information for a specific bond, note or other municipal securities.

TreasuryDirect: This site provides direct purchasing of Treasury bonds. It also provides information on interest rates, maturity dates, and other topics related to U.S. Treasury and savings bonds.

Independent Fee-Only Financial Advisory Firms

National Association of Personal Financial Advisors - Official website of the National Association of Personal Financial Advisors.

Alabama

Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama - Longview Financial Advisors, Inc., a firm that focuses on the Huntsville, Gadsden, Tuscaloosa and Birmingham, Alabama areas , has a team of CERTIFIED FINANCIAL PLANNER professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning, and investment management.

Fee-Only CFP Independent Financial Advisor, Birmingham, Hoover - Wesban Financial Consultants is a Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL.

Fee-Only CERTIFIED FINANCIAL PLANNER (TM) McClain Lovejoy Financial Planning, LLC – McClain Lovejoy Financial Planning, LLC provides fee-only retirement planning, investment management, 401k and pension rollover management, and employer stock  management for boomer retirees and generation X pharmacists, nurse practitioners, and IT professionals.

Alaska

Arizona

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor in Scottsdale, AZ - No one sets out on a trip by simply jumping into their car and driving down the road, hoping to end up at their desired destination. They plan the trip. They know where they want to go. They use a map to take the best route.

Fee Only Financial Planner, CFP, Asset Management, Retire, Investing, Financial Services in Tucson Arizona - AIO Financial in Tucson, AZ provides financial services including: wealth management, retirement planning, financial management, investment advisors, and investment management.

Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale, Phoenix and Glendale, Arizona - Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides customized investment management, retirement planning and financial planning.  We serve the valley, working with clients in Glendale,Phoenix,Mesa,Chandler and Scottsdale,Arizona.

Arkansas

California

San Diego CA Fee Only Financial Planning – Roman Financial Advisors - Roman Financial Advisors 619-209-6565 specializes in fee only financial planning including tax planning, risk management and investment counseling.

San Francisco Bay Area CFP Fee-Only Financial Planner & Investment Advisor, Cathy Curtis - Cathy Curtis, founder of Curtis Financial Planning, is a San Francisco based CFP Fee-Only Independent Financial Advisor specializing in the financial issues facing women, their families, and their businesses.

San Diego Fee Only Financial Advisor and Investment Management - Blue Water Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER (CFP) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.

Los Altos NAPFA-registered fee-only investment advisory and financial planning firm - Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice.

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA - Blankinship & Foster, LLC is an independent, fee-only wealth management firm. We have provided financial planning and investment management to help families better manage their current and future wealth since 1974.

The Wealth Conservatory – Fee-only, Independent, NAPFA Registered, Certified Financial PlannerTM, (CFP®) wealth management, investment management and financial planning for the SF Bay Area, Springfield, MO and Lebanon, NH. – Experience the freedom that a lifetime of prudent financial planning and guidance can provide. The Wealth Conservatory’s team of Certified Financial Planner TM (CFP®) professionals provides integrated financial solutions to those who wish to worry less about maintaining their current lifestyle or funding the one they desire.

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 (ICM), providing 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.

San Francisco CFP Fee-Only Financial Planner & Investment Advisor  - Michelle A Fait, founder of Satori Financial LLC, is a fee-only CFP® specializing in the financial,investment and tax planning needs of working professionals and single clients, particularly those beginning again after divorce.

Colorado

Fee Only Investment Management in Littleton Colorado - At Staib Financial Planning, LLC (SFP), achieving your financial goals is our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations, or whatever your specific financial goals.

Connecticut

Delaware

Florida

Georgia

Minerva Planning Group – Fee Only Financial Planner in Atlanta - Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We do not sell commissionable products, split fees, or accept referral fees.

JPH Advisory Group – Atlanta’s Personal CFO for Integrated Wealth Management - Jon Houk, A CERTIFIED FINANCIAL PLANNER professional with over 25 years of experience, founded JPH Advisory Group to provide integrated wealth management for Atlanta area families that need independent, holistic, and unbiased approach to achieving their most important financial goals.

Hawaii

Idaho

Illinois

Fee-Only Financial Planning and Wealth Management in St. Charles, Geneva, and Batavia, IL - Investment advisor Craig Larsen, CFP®, is with AHC Advisors located in St. Charles, IL. AHC provides unbiased, objective, and independent Fee-Only financial planning and wealth management services. We serve clients in the Chicago suburbs and locally in Saint Charles, Geneva, Batavia, Naperville and Elgin.

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

Johnston Investment Counsel - Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally.  JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities.  JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.

Indiana

Iowa

Kansas

Kentucky

Lousiana

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

Maine

Maryland

Massachusetts

Fee-Only Financial Planner in Boston and Cambridge, MA - Fisher Financial Strategies is a Fee-Only financial planning and investment advisory firm in Cambridge, Massachusetts.

NAPFA Fee-only Financial Planner in Franklin, Massachusetts 02038 - Kevin Nulton, as both a Certified Financial Planner™ certificant and a lawyer, provides a unique blend of independent and unbiased expertise to address the various financial planning issues faced by our clients.

Michigan

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 an income meant to last a lifetime.

Canton, Michigan and Franklin Tennessee Fee-only NAPFA registered Certified Financial Planner - Allow us to become your unbiased, trusted financial coordinator.

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.

Minnesota

Saint Paul, Minneapolis Financial Advisors – Indepedent – 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.

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

Mississippi

Missouri

Montana

Nebraska

Nevada

Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor in Las Vegas - Red Rock Private Wealth Consulting, LLC is a comprehensive Fee-Only retirement planning Registered Investment Advisor serving affluent clients in Las Vegas and Phoenix.

New Hampshire

New Jersey

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.

Key Financial Solutions, LLC - We are an independent fee-only investment management & financial planning firm offering services by Roger Streit, Certified Financial Planner ® to residents of New Jersey and New York.

New Mexico

New York

North Carolina

Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planner in Raleigh, NC - Beacon Financial Strategies is a Fee-Only financial planning, tax planning and investment management firm offering ongoing and one-time wealth management engagements to discerning clients in Raleigh, Durham, Cary, Research Triangle Park, NC and nationwide.

Charlotte 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.

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.

North Dakota

Ohio

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

Oklahoma

Oregon

Fee Only CERTIFIED FINANCIAL PLANNER Retirement Planning in Portland, Oregon - Cedar Financial Advisors, LLC is a comprehensive Fee Only financial planning Registered Investment Advisor Firm serving retirement and professionals in Portland, Oregon.

Pennsylvania

NAPFA Fee-Only financial advisor specializing in safe all-bond portfolios - The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.

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.

Rhode Island

South Carolina

South Dakota

Tennessee

Fee Only Investment Advisor – Financial Planner – Retirement Planner in Knoxville, TN - John Smartt, Jr., Financial Counseling & Administration is a fee-only financial planning and investment management firm offering continuing and one-time investment management advice to clients in East Tennessee and nationwide.  John’s expertise with Vanguard–the lowest cost ETF and mutual fund company–has been accumulated over more than 20 years of satisfying clients.

Texas

Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor - Frisco Financial Planning LLC is a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen)

Austin Fee Only Financial Planner – Advisor - We offer personalized financial planning and ongoing asset management.   There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.

Utah

Salt Lake City, Utah Independent CFP and Fee-Only Financial Advisor - Net Worth Advisory Group is an independent fee-only Certified Financial Planner and investment advisor providing comprehensive financial planning in Salt Lake City, Utah.

Financial Advisor and CFP in Salt Lake City – Independent Planner - Lon Jefferies is a CERTIFIED FINANCIAL PLANNER and financial advisor for Net Worth Advisory Group. He is dedicated to providing comprehensive financial planning and investment management on a fee only basis.

Vermont

Virginia

Washington

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

Seattle Eastside Fee-Only Investment Management & Financial Planning - Sherwood Investment Services in Redmond, WA has 25+ years experience providing independent investment management and retirement planning. Clients are nationwide.

Vancouver, Washington CERTIFIED FINANCIAL PLANNER - 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.

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.

West Virginia

Wisconsin

Wyoming