Links

Financial planning

Focus on Fiduciary - A national campaign to educate consumers about their advisers' loyalty.

To learn more about what fiduciary means.

National Association of Personal Financial Advisors (NAPFA)

Learn about Fee-Only financial planning.

The Financial Planning Association (FPA)

Find out about financial planning.

Certified Financial Planner Board of Standards (CFP)

Check out a CFP Licensee.

Investments

Charles Schwab & Co.

Log in to your Schwab account.

Exchange-Traded Funds

Find out about exchange-traded funds.

Tax Planning

Internal Revenue Service (IRS)

Get forms and publications, income tax information.

Illinois Department of Revenue

Get forms and publications, income tax information.

Social Security Administration

Get information about social security benefits.

Regulatory

Securities and Exchange Commission (SEC)

Check out brokers and financial advisors, get information about enforcement actions.

Financial Industry Regulatory Authority (FINRA)

Find out about regulation of the securities industry.

Illinois Securities Department

Get information on Illinois' regulation of investment advisors.

Financial Links

For those living outside the area who may prefer a financial advisor closer to home, we are providing a list of colleagues who also work on a Fee-Only basis. Mentor Capital Management Inc. does not endorse, verify, or attest to the accuracy of the content of the web sites that are linked here and accepts no responsibility for their use or content. Inclusion on this list does not constitute a recommendation or endorsement by Mentor Capital Management Inc.

Financial Advisor & Independent Fee Only CERTIFIED FINANCIAL PLANNER ( CFP ) in Las Vegas, NV

Red Rock Wealth Management

Oregon Fee Only Financial Advisor

Portland Financial Advisors, Inc.

Traverse City, Michigan. Fee-Only Financial Planners at Independent Wealth Management

Independent Wealth Management

Fee Only Investment Advisor – Fiduciary – NAPFA Member - CERTIFIED FINANCIAL PLANNER – Financial Advisor in Cincinnati, OH

Ritter Daniher Financial Advisory, LLC

Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor

Frisco Financial Planning LLC

NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi

Bergland Wealth Management

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

Net Worth Advisory Group

A fee-only and NAPFA registered Certified Financial Planner, ( CFP ) CPA and wealth manager in Canton, Michigan and Franklin, Tennessee

Y.D. Financial Services Inc.

Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA

Sherwood Investment Services

Bogue Asset Management LLC – Jeff Bogue – Independent Fee-Only CFP – Financial Advisor in Maine

Bogue Asset Management LLC

Financial Advisor & Fee Only CERTIFIED FINANCIAL PLANNER (CFP) in Atlanta, GA

Sanders Financial Management

Independent, Fee-Only Financial Advisor and CERTIFIED FINANCIAL PLANNER professional in Portland, Oregon and Santa Cruz, California

Maas Capital Advisors, LLC

NAPFA fee-only financial advisor specializing in safe all-bond portfolios

Scarsdale Investment Group, Ltd.

Fee-Only Financial Advisor and CFP(R) Professional in Newtown, PA

Yardley Wealth Management, LLC

Independent Fee-Only CERTIFIED FINANCIAL PLANNER (TM) Practitioner, Cambridge and Boston, MA

Fisher Financial Strategies

Comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL

Personal Financial Advisors

Fee-Only Advisor, Colorado Springs, CO

Strasbaugh Financial Advisory, Inc.

San Diego CERTIFIED FINANCIAL PLANNER™ practitioner

Blue Water Capital Management, LLC

Independent CFP and Fee-Only Financial Advisor in Salt Lake City, Utah

Net Worth Advisory Group

Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan

George Papadopoulos, CPA/PFS, CFP^®

Unbiased Financial Advice in Menlo Park, CA

Investor's Capital Management, LLC (ICM)

Independent Fee-Only Financial Advisor and Retirement Planner in Las Vegas and Southern Nevada

Palermo Financial Group Inc.

Independent, fee-only investment advisory firm headquartered in Vancouver, Washington on historic Officers Row, with offices in Portland, Oregon and Boise, Idaho

Arcadia Investment Advisors, LLC

Comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management

Lifestyle Financial Planning, LLC

Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado

Staib Financial Planning, LLC