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.
- Fee-only comprehensive financial planning firm - Metairie, Louisiana
Ferro Financial, LLC
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
- 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
