
Define Financial
we are a fee-only financial advisor based in San Diego, committed to providing professional retirement advice to smarter investments, and work towards an enjoyable retirement. We specialize in working with individuals who investment and asset allocation advice to tax planning and charitable giving, you can trust us

Oakhurst Financial
, we provide a comprehensive approach to financial planning, investment management, and tax. Our goal is you keep after taxes. We are a fee-only firm, so our advice is unbiased and fixed fee. Our integrated approach to financial planning ensures that all aspects of your investments, retirement planning, and

Abundance Wealth Planning
is a financial life planning practice that combines financial planning with coaching to help people achieve a and easier relationship with money. We are a fee-only fiduciary, which means we do not receive commissions, referral fees, or other third-party compensation. You

Insight Wealth Strategies - Livermore
and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services you reach your financial goals. We offer fee-based advice and utilize advanced strategies, , we specialize in special needs financial planning, long-term care, annuities, and are

Stash Wealth
better organize finances, to their signature financial plan, The Stash Plan™ - with fee-only, impartial wealth management. They provide a

Horizon Harvest Financial Planning
Horizon Harvest Financial Planning is a fee-only investment firm that puts your interests first. Our we are not incentivized to sell products and only charge you for our services. We offer a

Mitchell Advisory
Mitchell Advisory is a fee-only financial planning and investment advisory firm that provides tailored advice

Pacific Coast Wealth Management
Workplaces in Orange County, and they manage more retirement plans than any other company in South Orange County, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street

Callahan Financial Planning - San Francisco
Callahan Financial Planning is a San Francisco-based financial advising firm that provides comprehensive fee-only personal finance services. These services include retirement planning, investment management, tax preparation and planning, estate planning, and more

David Wealth Management
Jim David is a fee-only financial planner based in Fairfax, VA. Through David make informed decisions about their financial future, including retirement planning, estate planning and investment management. The team is committed

Orion Capital Management
planning services for affluent individuals. Our minimum investment requirement is $500,000, and we are an independent, fee-only

Navigoe Wealth Management
Navigoe Wealth Management is a fee-only fiduciary, financial planning and wealth management firm serving clients Wealth Management, we offer a suite of retirement plan services designed specifically for small to midcombine the best of time-tested employee retirement plans with the latest advancements in technology and

Fleming & Associates, LLC
, Estate Planning, Business Benefit Packages, Retirement Planning, Long Term Care Insurance, Investment Management (fee only), Incomereview and upgrade their benefit packages. Retirement Planning helps clients make the most disability or illness. Investment Management (fee only) focuses on dividend-paying stocks

Minerva Planning Group
Minerva Planning Group is a fee-only financial services firm based in Decatur, Georgia. We

WaterRock Global Asset Management
in WA, OR, CA, AZ, & FL., and may only transact business in states where we are registeredhave restricted stock grants, stock options, retirement plans (401k), and employee stock purchase plans. At WaterRock, we take thebase, whether they are wealth creators through deliberate planning, or have taken over due to the

Brein Wealth Management
and East Side. We specialize in Retirement Planning, Social Security Planning, College Planning, Estate Planning, and Financial Analysis. If you need a long time with their deceptive sales tactics, fees that are incomprehensible, and poor performance with their

Parsec Financial
Parsec Financial is a fee-only registered investment advisor with $4.08 billion in an array of investment management, financial planning, tax planning, trust services, and business retirement services. Our experienced team is

Buckingham Strategic Wealth
decade, providing comprehensive financial planning services that help clients reach their retirement, estate and legacy goals. Our Miami office opened in 2017, and since then our fiduciary, fee-onlymanage your investments and create a viable plan for securing your financial future. You can

PathBridge Financial
PathBridge Financial is a fee-only financial advisory firm located in Pittsburgh, PA. Their for individuals either preparing for, or already enjoying retirement. All their services are provided without commissions, allowing, and use their knowledge to create an effective plan for achieving financial success.

Tunc Tanin
financial interest. We offer some of the lowest fees in the industry and you are not required products we recommend. Our primary focus is retirement planning with low fees. When possible, we recommend mutual funds from