Corvus Capital Management

Corvus Capital Management

Corvus Capital Management, based in Nashville, TN, is a fee-only financial planning service that provides straightforward advice and solutions for investing, retirement, and savings. With our straightforward and transparent approach, we can help make your financial life simpler and more secure.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Mindful Money Financial Counsel

Mindful Money Financial Counsel is a Chicago-based financial advisory firm providing comprehensive, fee-only financial planning and investment advice. We strive to offer affordable and transparent solutions to meet the needs of our clients, from one-time financial advice to ongoing relationships. Our team of advisors offers budgeting, investment, insurance, employee benefits, debt, tax, retirement, education, and estate planning services. We create individualized financial plans written specifically for each client, as well as provide consultations on an hourly basis. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Jennifer de Thomas, CFP®

Jennifer de Thomas, CFP® offers fee-only financial planning services that emphasize sustainable investing. She provides guidance and support to help clients reach their financial goals, both short-term and long-term. Jennifer helps her clients organize their finances and creates a plan of action to ensure success. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Your Financial Pharmacist

Your Financial Pharmacist is a fee-only financial planning firm dedicated to helping pharmacists and young professionals achieve their financial goals. We offer tailored financial advice and services to help individuals reach their short and long-term objectives. Our team of experienced advisors provides personalized guidance, support, and strategies to ensure our clients are on the path to financial success.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Zora Financial

Zora Financial is a fee-only financial planning and investment management firm located in Birmingham, Alabama, offering services to clients throughout the United States. Founded in 2014, the company has a mission to provide holistic advice to entrepreneurs, families, and wealth builders. By uncovering their values and building specific goals, Zora Financial aims to deliver tailored and comprehensive planning experiences. The team at Zora Financial strives to build confidence and security through behavioral-based financial planning and investment management. They also specialize in retirement plan establishment and advising.

Financial Life Advisors

Financial Life Advisors provides comprehensive fee-only financial planning and investment management services. We strive to ensure that our clients get the best advice and support in their financial journey. Our fees are typically quoted on a binding fixed fee basis, ranging from $2,000 to $10,000 for a comprehensive plan. For ongoing investment management services, there is a minimum monthly asset management fee of $958.33, which is applicable to clients with investment assets of at least $1,000,000. Our team of professionals offer expertise and experience, and our internal billings rates range from $100-$400 per hour depending on the team member involved. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

WorthPointe

WorthPointe is a fee-only financial planning firm that was created to foster strong client relationships, long-term financial planning and be an unbiased source of financial advice for business owners, executives and their families. Our Austin Certified Financial Planner™ professionals offer a five-step process that incorporates investment consulting with tax planning, asset protection, estate planning and charitable giving. We are a fee-only firm, so clients always know what they are paying for: no hidden fees. We serve a select group of entrepreneurs and their families in the Austin area, providing tailored advice and strategies. Our team of Certified Financial Planners™ has the expertise to offer personalized financial planning and wealth management services to meet the unique needs of our clients. We strive to build meaningful relationships and provide the highest quality of service to those we serve. To discuss partnering with one of our Austin-based financial planners, please contact us.

Von Haefen Financial Management

At Von Haefen Financial Management, our mission is to put our clients’ needs first. We are a fee-only financial planning firm and don't sell or receive commissions or any other incentives, guaranteeing that the advice we provide is solely in our clients’ best interests. Our flat-fee structure ensures that our clients can trust us to prioritize their needs.We offer comprehensive financial planning services to individuals, families, and small businesses. Our team takes an in-depth look at your current financial situation and provides tailored recommendations that will help you maximize what you have now and build a secure and enjoyable future.

The Planning Center

The Planning Center is a fee-only financial planning firm located in New Orleans. We offer a personalized approach to help clients attain their desired life goals. Our services involve providing guidance and support as individuals take the steps needed to achieve their vision.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Brunch & Budget

Are you looking for a way to find peace, energy, and the life you were meant to live? At Brunch & Budget, we can help you get there. We're a fee-only financial planning firm that specializes in budgeting and expense analysis, cash flow planning for small businesses, savings plans, debt management, student loans, salary negotiations, insurance planning, investment planning, and estate planning. Our clients range from millennials, Gen X/Y, young professionals, small business owners, entrepreneurs, and freelancers. We are registered as a Registered Investment Advisor (RIA) in New York, New Jersey, Texas, and California and work with clients virtually across the country. We don't sell any products or take commissions or referral fees, so you can trust that our advice is unbiased. Life isn't about worrying about money. It's about finding your why and how to get there. That's where we come in. When you're ready, we'll be here to help you figure out how to reach that place in your life.

Momentum Private Wealth Management

Momentum Private Wealth Management is a Fee-Only financial planning and wealth management firm committed to helping individuals and families realize their financial goals. As a CFP® Professional and Fiduciary, our team is dedicated to providing full investment management services, retirement planning, and financial planning tailored to each individual’s needs and life aspirations. We strive to build a transparent and practical wealth management firm that serves the community, inspiring people to take charge of their financial future and assign their assets a purpose. As part of the XY Planning Network (XYPN), we serve all stages of life, from Millennials to Gen Y to Gen X to Retirees, regardless of income and asset level. With Momentum Private Wealth Management everyone can access the art of financial planning.

Phillip James Financial

Phillip James Financial offers a range of services designed to provide financial security and support for their clients. They specialize in Fee-Only Financial Planning, serving as a Fiduciary Financial Advisor with expertise in Retirement Planning, Investment Management, Dimensional Funds, Vanguard, and Tax Planning.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Windward Private Wealth Management

Windward is a fee-only financial planning and wealth management company based in North Kansas City, Missouri. We help families preserve their assets, minimize their taxes, and plan for retirement so they won't run out of money.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Earn Into Wealth

Earn Into Wealth Strategies (EIWS) became a Registered Investment Advisory firm in 2016. EIWS is a fee-only financial planning firm: * No conflicts of interest, no commissions, sales charges, or referral fees from anyone or products * Our priority is whatever is in your best interest, we act as a fiduciary and put your needs first * Our revenue is only what (you) our clients pay us * Our aim is to be your trusted financial advisor for as long as you want Our clients receive a customized road-map plus the accountability and support to optimize their cashflow, reduce debt, and invest for the future.