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BreakAWAY Brokerage Partners
Financial services firm specializing in M&A of brokerage assets that cannot be transitioned to a Fee-Only structure to deliver on its mission of maintaining synergy between the advisor and their clients with FINRA brokerage accounts/policies.
Index Fund Advisors, Inc.
Index Fund Advisors, Inc. is a fee-only registered investment adviser and provider of fiduciary wealth services. IFA’s investment strategy focuses on risk-appropriate, globally diversified index fund portfolios.
American Capital Planning, LLC
Woman owned wealth management and divorce financial planning firm
Alliance of Comprehensive Planners
Alliance of Comprehensive Planners (ACP) is network of fee-only financial planners who evaluate clients’ entire financial picture, providing the most comprehensive outlook for their financial future. Members are trained and adhere to the ACA System.
Picket Fence Financial
Picket Fence Financial is a fee-only financial planning firm dedicated to saving folks from Wall Street.
Price Capital LLC
Price Capital is a New York fee only Registered Investment Advisor. They serve and educate investors with independent, sophisticated, and customized financial advice and solutions to help clients build wealth over the long term.
Integrity Investment Advisors
Integrity Investment Advisors is a fee only Independent Registered Investment Advisory Firm. The firm was established in 2010 with the intent of becoming a fresh alternative in the financial services industry.
SunRay Advisors is an independent, comprehensive, fee-only financial planning firm located near Baltimore, Maryland. Stewart L. Richardson, CFP(r), ChFC, CRPC is the principal advisor of the firm, and a NAPFA-Registered Financial Advisor.
Flexible Plan Investments, Ltd.
For over 40 years we have managed mutual fund and variable annuity accounts for thousands of clients and retirement plan participants by seeking to systematically reduce risk and enhance returns.
Doolittle & Ganos Investment Counsel, LLC
Doolittle & Ganos is a wealth manager registered with the U.S. Securities & Exchange Commission as an investment advisor. It specializes in complex financial planning, international planning, and business owner succession planning.
ACap Asset Management
ACap Asset Management is a Fee-Only financial advisory firm specializing in advising medical professionals. ACap does not work on commissions, nor sell any products; thus, our advice is free from any conflicts of interest.
Green Valley Wealth Advisors, LLC
We are an investment advisory firm that thinks globally with a local perspective. Our expertise is in providing a global, multiple asset class approach to improve investors' success. We provide comprehensive wealth management and personalized consulting.
Marathon Strategic Advisors, LLC
Marathon is a fee-only investment advisory firm that specializes in creating custom-made investment portfolios for individual investors (including IRAs), corporations (including 401(k)s and pensions), trusts, estates, and charitable organizations.
Foothills Financial Planning, Inc.
Fee-only financial planning firm located in Ahwatukee and Scottsdale, Arizona serving people from all walks of life, regardless of net worth and annual income.
Evensky & Katz
Evensky&Katz is a nationally-respected fee-only wealth management firm with over 25 years of experience understanding and responding to our clients ' unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize-winners.
LifeSpan Financial Planning, LLC
Fee Only Tax and Financial Planning
Tax Resolution Planning
Objective, Honest Advice
No fees, product sales, or commissions
Focus Capital Wealth Management is a fee-only financial planning and investment advisory firm dedicated to assisting individuals and their families with expert advice to build and protect wealth through customized planning and investment solutions.