Sierra Wealth Advisors

E-mail us or call toll-free 888.536.1710

Other Fee-Only Financial Advisors

Arizona

Certified Financial Planner™ Independent Investment Advisor in Scottsdale and Glendale, Arizona

1. Wealth Engineering is an independent, fee only, registered investment advisor firm.  We provide customized investment management, retirement planning and financial planning.  We serve the valley, working with clients in Glendale, Phoenix, Mesa, Chandler and Scottsdale, Arizona.
   

California

Blankinship & Foster, LLC: Independent, Fee-Only, Wealth Advisory Firm in Solana Beach, CA (North County San Diego)

1. 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.
   

Louisiana

Personal Financial Advisors, NAPFA, fee-only planners in Covington, LA and Tuscaloosa, AL

1. Personal Financial Advisors is a comprehensive, fee-only financial planning firm in Covington, LA and Tucaloosa, AL.  NAPFA members Robert Reed, CFP and Lauren Lindsay, CFP have over four decades of combined financial planning experience.  We also service clients in the Northshore area, New Orleans, Baton Rouge and Birmingham areas.
   

Maine

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

1. Bogue Asset Management, LLC is a fee-only financial planning and investment advisory firm located in Maine, specializing in comprehensive wealth management, retirement planning and investment management in Southern Maine.
   

Michigan

Independent Wealth Management, LLC - Fee-Only Certified Financial Planners

1. We are committed to developing conservative wealth management strategies customized to meet your needs. You'll work with an experienced team that's focused on your unique situation. Located in Traverse City, Michigan.
   

Minnesota

Independent Fee-Only Financial Advisor – Tom Alf CERTIFIED FINANCIAL PLANNER™ Professional – Investment Advisor based in Mendota Heights, Minnesota

1. 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.
   

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

1. 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™, providing independent, comprehensive advice, and investment advisory services.
   

Mississippi

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

1. 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.
   

Pennsylvania

Fee-Only Financial Advisor and CFP® Professional in Newtown, PA

1. Michael J. Garry, CFP®, JD/MBA, owner of Yardley Wealth Management, LLC, is an independent Financial Advisor who provides Fee-Only financial planning services and investment management in Newtown, PA.
   

Texas

Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area

1. 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
   

Other Locations

If we don’t list a fee-only advisor near you, you can search for other fee-only advisors at NAPFA’s Find an Advisor page.