Lawrence Financial Planning

Fee-Only Advisors

Alabama

Frank Horton, CFP®—Independent, Fee-Only Financial Planning Services in Oneonta, AL
Comprehensive advice designed to help people achieve financial independence and peace of mind.

California

Aegis Financial Advisory, LLC Client-Centered Planning for Life™, Fee-Only Financial Planner in Santa Clara, CA
CERTIFIED FINANCIAL PLANNER™ professional and NAPFA-Registered Financial Advisor. I am a Fee-Only financial planner offering comprehensive financial planning services to individuals, families and small business owners. I take a client-centered approach and craft solutions that are technically sophisticated and artfully structured to truly reflect your priorities and values.

Fiscalis Advisory, Inc, Fee-Only, CERTIFIED FINANCIAL PLANNER™ professional in San Juan Capistrano, CA
Fiscalis Advisory is a professional advisory firm specializing in an integrative approach to personal financial planning, tax minimization, and prudent money management, where all advice is rendered in a non-commission, fiduciary relationship.

GLJ Financial SolutionsReal Solutions for Real PeopleWoodland Hills, CA
Do you have the right financial plan? Are you paying only what you truly owe in taxes? Are you making the best decisions about insurance, estate planning, retirement planning, budgeting, and your most important goals? Do you have the investments and investment strategies that will allow you to reach your goals? We can help you integrate money, goals and values. We are Fee-Only advisors and you will get from us objective personal advice on how to achieve your financial goals.

LifeStream Financial, Inc. Holistic Financial Planning and Wealth Advisory office in the heart of Silicon Valley, California
LifeStream Financial, Inc. is a Fee-Only, comprehensive, financial planning, and wealth advisory firm. We focus on providing proactive planning and strategic implementation for clients who trust our expertise and are willing to delegate the money management to the professionals. Our client-centered planning approach helps our clients to focus on their life and what they do the best.

Natural Bridges Financial Advisors is a fee-only, CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor located in Santa Cruz, CA
We provide personal financial life planning, investment management and education services for clients to help them achieve financial independence and peace of mind.

Mark Stempel & AssociatesFee-Only, CERTIFIED FINANCIAL PLANNER™ in Tucson, Arizona and San Francisco Bay Area
We integrate all the financial areas in your life, including tax planning/preparation, estate planning, will execution, insurance and investment advice and implementation into one overall comprehensive plan.

Roman Financial Advisors - Fee Only, CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor, San Diego, California
Providing Financial Planning, Investment and Tax Advice for a fee. I don't sell products or receive commissions. My focus is on helping people make smart financial decisions. I believe Financial Planning is a process and not a one-time event.

Colorado

Pinnacle Financial Concepts, Inc., Independent, Fee Only Financial Planning Services in Colorado Springs, CO
Pinnacle Financial Concepts, Inc is a Fee-Only personal financial advisory firm providing comprehensive financial and investment planning services that are in the best interests of our clients.

Strasbaugh Financial Advisory, Inc.Fee-Only Financial Advisor, Investment Advisor- Retirement Planning, Colorado Springs, CO
We take a holistic approach to financial planning by working with clients to articulate and implement their financial goals as they approach their retirement years. We act as a Fiduciary-we do not sell products or collect commissions.

Florida

Lawrence Financial Planning, LLC Fee Only, CFPs in Lutz, North Tampa, FL
Fee-Only advisor, financial and investment planning, NO COMMISSIONS from the purchase or sale of products, serving the Tampa Bay Florida area

Rehl Financial Advisors helping you enjoy a better life, richer in all respects
Have you reached that stage in life where you want professional guidance and support from a coach who puts your interests first? Kathleen Rehl, Ph.D., is a comprehensive, Fee-Only, CERTIFIED FINANCIAL PLANNER™ who helps you deal with all your money issues during these complex times. She specializes in assisting widows and is passionate about helping them make progress in their new financial situation. As a widow herself, Kathleen is the author of the forthcoming book, Moving Forward on Your Own: A Financial Guidebook for Widows.

Illinois

Folk Financial Planning: Helping you achieve Financial Independence serving Urbana and Champaign, IL
Folk Financial Planning provides holistic Fee-Only financial planning, investment advice, tax preparation and planning, to help residents in the greater Urbana-Champaign, Illinois area achieve financial independence.

Sophie Kaluziak, Vista Financial Planning, Independent, Fee-Only Financial Planning in Oak Park, IL serving Chicago, IL and the near west suburbs of Chicago, IL
Sophie Kaluziak with Vista Financial Planning provides independent, Fee-Only advice utilizing a comprehensive holistic approach to the financial planning process. Sophie has provided financial planning and investment management to individuals and couples in Oak Park, IL and the near western suburbs of Chicago, IL since 2003.

Sullivan Mermel, Inc., Independent, Fee Only Financial Planning in Chicago, Illinois
Providing fee only financial advising and specializing in helping clients feel calm, confident and in control.

Massachusetts

The Practical Planner. Holistic, Fee-Only, independent advice in Maynard, MA
If you are looking for a holistic approach to your investments and taxes, one that is based on your personal goals and values, circumstances, and aspirations, I invite you to browse through my web site to learn more about working together.

Minnesota

Brown Wealth Management, LLC Fee-Only, CERTIFIED FINANCIAL PLANNERS™ in Eden Prairie, MN
Brown Wealth Management is a Fee-Only, CERTIFIED FINANCIAL PLANNER™, in Eden Prairie, MN. Brown Wealth Management provides comprehensive Fee-Only financial planning and investment advisory services with offices in Eden Prairie and Woodbury, MN.

New Hampshire

Financial Pathways Independent Financial Planning Services in Londonderry NH, Serving New Hampshire from North Conway to the Mass Border
At Financial Pathways, our focus is on the real-life financial needs of our clients. We believe that you cannot maximize your stock and mutual fund investments without consideration of other important areas of your financial life. We specialize in a Fee-Only approach which looks at your financial plan as a whole system with the various parts complementing, adding power, and improving efficiency throughout the greater whole.

Northeast Passage Financial Advisors LLC: Independent, Fee Only Financial Planning and Investment Management Services in Brentwood, NH and serving Southern NH and ME
We help our clients achieve financial independence and peace of mind, one step at a time. Objective, clear, and sensible financial planning and investment guidance.

New Jersey

Baehr Family Financial, LLC, Fee Only Financial Planning serving the Stroudsburg, PA area (Poconos) and Northwest NJ
Baehr Family Financial, LLC is a fee only personal and business financial planning firm specializing in Financial Advice for Everyday Life. With our independent, fee only approach, you can be sure that your best interest is our only interest.

New York

Marion Financial Advisors, comprehensive, Fee-Only financial planning in Yorktown Heights, NY
Specializes in working with clients to achieve financial independence and peace of mind.

Taconic Advisors, Inc.Fee-Only Financial PlanningNAPFACFP® ProfessionalPoughkeepsie, NY
Financial Planning/Investing without Product Sales. For Secure Retirements and Life's Transitions.

Nevada

Precise Financial Planning, LLC Fee-Only, Financial Planner in Las Vegas, NV
Audry Batiste is a Fee-Only financial planner in Las Vegas, NV and he is the founder of Precise Financial Planning, offering Fee-Only financial planning services in Southern Nevada including Las Vegas, Henderson, North Las Vegas, and Boulder City. Audry passed the CFP^® exam in 2008 and is a Candidate for CERTIFIED FINANCIAL PLANNER™ certification.

North Carolina

Fulbright Financial Consulting, PA Durham, NC Serving Clients in Person and Virtually
We focus on helping people create their desired future thru the utilization of all their resources.

Ohio

Cambridge Financial & Tax Advisors, LLC (Central Ohio): Independent, NAPFA registered CERTIFIED FINANCIAL PLANNER™, serving the Columbus Metro area
As a Registered Investment Advisor and fiduciary offering holistic, Fee-Only financial planning, and tax planning/preparation services since 1988, the advice I dispense is based strictly on your particular situation and financial goals. I receive no commissions or kickbacks, and therefore, am able to provide objective recommendations that are custom tailored to best fit your financial needs.

Savvy Outcomes Inc.Fee-Only, CERTIFIED FINANCIAL PLANNER™ practitioner in Columbus, OH
Savvy Outcomes is a Fee-Only financial planner firm in Dublin, Ohio offering money management, investment and retirement plans, risk management, and tax planning.

Oklahoma

Step By Step Tax and Financial Planning Fee-Only CERTIFIED FINANCIAL PLANNER™ near Tulsa, OK
Fee only financial planning firm owned by a CFP (Certified Financial Planner) offering tax planning, tax preparation, financial planning, estate planning, wealth management and other financial services in Broken Arrow, OK and Tulsa, OK.

Oregon

Thompson Advisory Services Comprehensive, Fee-Only CERTIFIED FINANCIAL PLANNER™ practitioner in Portland, OR
Thompson Advisory Services is an independent, Fee-Only advisory firm providing holistic guidance on all aspects of your financial life. Serving Northern California and the Pacific Northwest, with locations in Portland and San Francisco.

Pennsylvania

Plans to Prosper, LLC: Fee-Only NAPFA-Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER™, and Registered Investment Advisor for Pittsburgh, Wexford, Cranberry and Allegheny, PA
Plans to Prosper, LLC provides objective financial planning and investment advisory services in the Pittsburgh, Wexford, Cranberry, Allegheny and surrounding areas of Pennsylvania. The firm is a Registered Investment Advisor and fiduciary-placing client interests first. Each professional is a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor.

Templeton Financial Planning Fee-Only Advisors CERTIFIED FINANCIAL PLANNER™ located in Pittsburgh, PA
Steve Templeton is a CERTIFIED FINANCIAL PLANNER™, and principal of Templeton Financial Planning. We provide Fee-Only financial planning to individuals, families, and small business in and around the greater Pittsburgh, PA area.

Texas

Pegasus Advisors, LLC, Independent Fiduciary, CERTIFIED FINANCIAL PLANNER™, NAPFA Registered Financial Advisor, Dallas Texas, Plano Texas, Grapevine Texas
Pegasus Advisors, LLC is a money strategy firm that enables smart people with better things to do than obsess about money to live more secure and meaningful lives. Our innovative, no-sales system can help you increase the probability of success and reduce the amount of stress involved in managing your personal finances.