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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.

Fee-only comprehensive financial planning firm - Metairie, Louisiana

Ferro Financial, LLC

Investments

Charles Schwab & Co.

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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

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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

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

Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA

Summit Financial Planning, Inc.

Fee-only Registered Investment Advisor in Lawrenceville, NJ

Weingarten Associates L.L.C.

Independent Investment Advisor Lake Oswego Portland Oregon Fee Only

Cascade Wealth Management, LLC

Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul, Minnesota

Epple Financial Advisors, LLC

A team of independent fee-only Certified Financial Planner professionals with offices in California, Missouri and New Hampshire.

The Wealth Conservatory

Firm offers fee-only financial planning services in Charlottesville

Marotta Wealth Management

Fee-only Independent Certified Financial Advisor in Boston, Newton, and Franklin, Massachusetts

Titanium Advisors, LLC

Chesapeake VA, FEE Only Wealth Mangement and Financial Planning

Honeycutt Financial, LLC

Investment Planning, Personal Financial Planning, Wealth Management - Los Altos, California

Mayflower Capital

Investment Management and Retirement Planning Firm - Orange County, CA

Weydert Wealth Management

Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ - CFP® Certificant, Investment & Financial Advisor – Seattle-Tacoma-Olympia, Washington

Commencement Financial Planning, LLC

Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL

Wesban Financial Consultants

Fee Only Certified Financial Planner - Tucson, Arizona

Financial Freedom Associates

Kentucky, Tennessee NAPFA Fee-Only CPA, CFP, Registered Life Planner, Hourly and Fixed-Price Planning

Milestones Financial Planning, LLC

Washington Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ - CFP® Certificant, Investment & Financial Advisor – Seattle-Tacoma-Olympia, Washington

Commencement Financial Planning LLC

Independent fee-only advisory firm - Buffalo, Williamsville, Amherst, NY

Ogorek Wealth Management LLC

Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered

Alpha Financial Advisors

Independent Fee-Only Financial Planner - Austin and Round Rock, TX

Vannoy Advisory Group

Fee-only, Certified Financial Planner for Socially Responsible Investors - Durham, NC

Lazarus Financial Planning

Philadelphia Fee Only Independent Financial Advisor

Amrein Financial

Fee only, independent wealth management firm based in Ann Arbor, Michigan

Vintage Financial Services, LLC

Registered Investment Advisor based in Wisconsin

Retirement Planning Solutions, LLC

Independent fee-only financial planning and investement management firm based in Portsmouth, New Hampshire

Azimuth Financial Planning

Independent Fee Only Financial Planning and Investment Management firm - Lynnfield, MA

Nevils Financial LLC

Fee-only financial life planning firm - Jacksonville, Florida

Life Planning Partners

Fee Only Certified Financial Planner and Registered Investment Advisor - Boulder and Denver, Colorado

Gold Metal Waters

Fee-only planning firm - Atlanta and St. Simons Island, Georgia

Minerva Planning Group

Fee Only independent registered investment advisor in Little Neck Queens & Long Island, New York

Ray Mignone & Associate, Inc.

Fee-only retirement planning & financial planning service and investment management services - Seatlle, Washington

Michael Pace, CFP

Fee-Only, Certified Financial Planner - Salem, NH and Bonita Springs, Florida

Boston Retirement Advisors, LLC

Capital Markets U.com Magazine

Capital Markets U.com

NAPFA members serving clients in Northshore area, New Orleans, Baton Rouge and Birmingham

Personal Financial Advisors

Fee-only wealth management firm - Sacramento Valley, Gold Country - Califorina

Sierra Wealth Advisors

Fee-only investment advsoir - Houston, Texas

Posey Capital Management Inc.

Fee-Only CERTIFIED FINANCIAL PLANNER(TM) Professionals - Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama

Longview Financial Advisors, Inc.

Fee Only Investment Advisor - Fiduciary - FPA Member - Chartered Financial Consultant Advisor - Raleigh, NC

Fortune Management, LLC

Fee Only CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst - Hartford CT

Pinnacle Investment Management Inc.

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

IAM Financial

Fee-only registered investment advisory and wealth management firm - central Florida

Joseph Capital Management, LLC

Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor in Orange County, CA

TABR Capital Management, LLC

Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin, Springfield)

Blankenship Financial Planning

Fee Only CFP Financial Advisor in Hawaii

Pathfinder Financial Services

Vancouver, Washington Fee Only Financial Advisor

Pathfinder Financial Advisors LLC

Fee-Only Independent DFA Funds Advisor in New Jersey

Kaplan Financial Advisors, LLC

Independent fee-only financial planners specializing in retirement planning, estate planning, investments and insurance

Portland Financial Planning Group, LLC

Certified Financial PlannerTM Independent Investment Advisor in Scottsdale and Glendale, Arizona

Wealth Engineering

Independent, fee-only advisor specializing in retirement and investment planning

Milne Financial Planning

Fee Only Investment Advisor - Certified Financial Planner - CPA - Retirement Planning Raleigh, NC

Beacon Financial Strategies