Personal Financial Resources
Consumer Information
Find information on investment advisers at the SEC website.
Commonwealth of Massachusetts Securities Divison – Securities news and investor resources
"Consumers are confused about differences between the various types of investment services providers, and who can blame them?" says Barbara Roper, Director of Investor Protection for the Consumer Federation of America. "This brochure is designed to cut through that confusion, by describing the types of investment services available, payment options, and differing legal obligations of each provider."
The National Association of Personal Financial Advisors provides consumer articles on financial advice.
Do investors understand the impact of mutual fund fees on their investment returns? This study, reported by Knowledge@Wharton, suggests that many don't.
TODAY show financial editor Jean Chatzky offers advice on planning for retirement.
PBS' Frontline program looks at the question, "Can you afford to retire?"
Are you thinking about cashing out of your 401(k) plan? The NASD suggests that it may not be such a good idea.
Useful and/or Interesting Websites
Bonds
Budgeting/Cash Flow
College Planning & Financial Aid
Saving For College - 529 plans in all 50 states
IRC section 529 Plan savings programs in all 50 states.
College Board Online-The College Board Library
Student and parent information. College planning news, tools and resources.
Investor Education
(article on selecting Financial Planners)
Financial News/Research
Online personal business magazine. Information on stocks, bonds, mutual funds, the markets and more.
Government Agencies
Health
Insurance
The consumer insurance guide. Insurance quotes and educational information.
One of the first internet insurance quote sources, with term life and individual health insurance quotes.
A consumer-friendly life insurance information and quoting website.
Individual, family, and small business health insurance quotes.
This service, provided through the Consumer Federation of America, provides analysis of cash-value life insurance policies for a fee.
Obtain quotes for auto, home, condo, or renter's insurance coverage.
Professional Organizations
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
NAPFA is a network of fee-only financial planners and advisors. The following links are for the web sites of NAPFA members in other locations (at the time of listing, these advisors were members of NAPFA, but consumers should check to verify current membership). Inclusion in the NAPFA member list on this page does not constitute an endorsement from Fisher Financial Strategies. Before hiring a financial professional, you should do your own research.
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals.
Azimuth Financial Planning (AFP) is an independent fee-only financial planning and investment management firm based in Portsmouth, New Hampshire. Azimuth provides financial planning services that can examine each aspect of a client’s financial life including: retirement planning, education planning, investment management, risk-insurance management, tax planning, and estate planning. The firm offers different levels of service customized for your situation ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
NAPFA, Fee-Only, Fiduciary, Independent Financial Advisor in Jackson, Mississippi
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.
Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm specializing in low cost investment management, retirement planning, and financial goal planning.
Blue Water Capital Management, LLC – Fee Only Financial Advisor serving the San Diego, CA area
Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm in San Diego, California. Our CERTIFIED FINANCIAL PLANNERTM professionals specialize in retirement planning, financial goal planning, and low cost investment management.
Maine fee-only CERTIFIED FINANCIAL PLANNER(TM) professional and investment management
Bogue Asset Management is an independent fee only comprehensive financial planning practice which includes tax planning, investments, retirement and estate planning, and money management serving individuals across the state of Maine.
Fee-Only CERTIFIED FINANCIAL PLANNER™ certificant in Portland, Oregon
Cedar Financial Advisors, LLC is a comprehensive Fee-Only financial planning Registered Investment Advisor Firm serving pre-retirees, retirees and professionals in Portland, Oregon.
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® Professional Investment Advisor for retirement money…in San Diego County
A Blog specializing in help for people transitioning between jobs or retiring and needing to transfer 401(k) and other retirement funds to an IRA Rollover account.
George Papadopoulos is a Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and CPA providing completely independent financial planning advice and investment management with a strong emphasis on tax planning and retirement planning.
Unbiased Financial Advice in Menlo Park, CA - Investor's Capital Management, LLC (ICM), providing financial guidance to the Bay Area since 1999, can give you the peace of mind that comes with knowing you have planned prudently for your future and your loved ones are protected.
Independent, research-based, fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally. JIC understands that managing your financial affairs is a challenging and complicated task and seeks to alleviate your concerns so you can re-focus on more important activities. JIC is employee owned with more than 25 years’ experience and works with individuals, institutions, and retirement plans.
Landmark Wealth Management, LLC is a Registered Investment Advisor Fee Only firm and member of NAPFA. They provide comprehensive financial planning and investment management services as a fiduciary to individuals, families, small business owners, and charitable foundations. Based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan, and Naples, Florida. li>
A full service fee-only financial life planning firm providing financial life planning and investment management services located in Jacksonville, Florida.
Lifestyle Financial Planning, LLC specializes in comprehensive, fee-only financial planning, life planning, business, retirement, estate planning and investment management. We provide services to individuals, couples, their families and their businesses.
Independent, Fee-Only™, Advisor in Chicago, IL - Chris Long, CFP®
Mentor Capital Management Inc. provides comprehensive financial planning and investment advisory services for individuals and small businesses in the Chicago area western suburbs.
Michael Pace, Independent Fee-Only CFP® Professional, Financial Advisor in Seattle
Michael Pace, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Seattle, Washington.
Fee-only financial planner and wealth manager in Atlanta and St. Simons Island, GA
Minerva Planning Group is a fee-only planning firm that has served clients in Atlanta and St. Simons Island Georgia for over 20 years. We offer comprehensive financial planning, wealth management and planning on an hourly basis.
Fee-Only Financial Planner and Retirement Advisor in Salt Lake City, Utah
Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner dedicated to providing comprehensive financial planning and wealth management to individuals who are preparing for or experiencing a major life transition such as retirement, inheritance, career change, etc.
Nevils Financial LLC is an independent fee-only financial planning and investment management firm based in Lynnfield, MA with an office in Stuart, FL. The firm offers different levels of service ranging from financial planning on an hourly basis to more comprehensive financial management where the firm is responsible for the plan development, the plan implementation, and long-term investment management.
Pathfinder Financial Advisors is a fee-only financial planning firm serving the Vancouver, WA and Portland, OR area. Owner Steve Wolfe, CFP® specializes in financial planning and investment advice customized to your needs on an hourly fee basis.
Independent Financial Planner in Plymouth, Maple Grove, and Minnetonka, MN
Phillip James Financial is an independent fee-only financial advisor offering comprehensive financial planning and investment management in Minnesota. They work with individuals and families to make sure they are on track to achieve all of their financial goals.
Portland Financial Advisors is a comprehensive fee-only financial planning, tax, and investment management firm located in Beaverton, Oregon.
Independent fee-only financial planners specializing in retirement planning, estate planning, investments, and insurance.
Posey Capital Management is a fee-only investment advisor located in Houston, Texas, in the Village/Rice University area. The firm provides comprehensive financial planning (including retirement cash flow planning, portfolio management, risk management and estate planning) on a fee-only basis.
Fee Only independent registered investment advisor in Little Neck Queens & Long Island New York
Specializing in working with medical professionals, pre & post retirees facilitating 401k/403b rollovers and managing risk adjusted investment portfolios. Certified Financial Planner since 1989 and Vice President of Ethics for the Long Island, FPA
A wealth management firm specializing in retirement plans and planning for those nearing retirement, and small to medium sized business owners who want a fee-only financial fiduciary as a partner to accomplish their goals.
Retirement Planning Solutions - Bill McDonald, Fee-Only Financial Planner in Madison, WI
Retirement Planning Solutions, LLC is a Wisconsin based Registered Investment Advisor Firm specializing in retirement planning for middle income retirees. We are an Independent Fee-Only Firm featuring DFA (Dimensional Fund Advisors).
Ritter Daniher Financial Advisory, LLC is a fee only, fiduciary wealth management firm offering comprehensive financial planning, investment management, and retirement planning to affluent clientele in Cincinnati and nationwide. All advisors are members of NAPFA.
Milwaukee WI - Serenity Financial Consulting provides fee-only, hourly financial planning and investment management services in Shorewood, WI.
Sherwood Investment Services – over 20 years experience developing sound financial strategies, helping individuals in WA and nationwide plan and invest for retirement on a Fee-Only basis.
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.
Fee Only CERTIFIED FINANCIAL PLANNER™ professional in Denver and Highlands Ranch, Colorado
Staib Financial Planning, LLC is an independent financial planning and investment advisory firm providing comprehensive fee only financial planning, retirement planning, and investment management services to clientele in Denver and Highlands Ranch, Colorado.
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.
TABR Capital Management, LLC is a Fee-Only investment advisor, financial planning and wealth management firm located in Orange County, CA.
Fee Only CFP® Financial Advisor and Fiduciary Retirement Planner in Scottsdale and Phoenix, Arizona
Dave Fernandez, Certified Financial Planner™ Professional, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning.
Weingarten Associates is an independent, fee-only Registered Investment Advisor in Lawrenceville, NJ. We make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.
Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only financial planning services and investment management in Newtown, PA
Y.D. Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.
Financial Futures is a fee-only financial planning and investment management firm located in Brielle, New Jersey.
Fee Only Financial Planning and Investment Management, Canton, Ohio
JGR Financial Solutions provides financial planning services to young professionals, executives, and educators. As Founder of JGR Financial Solutions, Justin Rush, CFP, serves clients across the country and throughout Northeast Ohio, including the Canton, North Canton, Akron, Cleveland, and Youngstown areas.
Tucson Fee Only Financial Planners specializing in Socially Responsible Investing
Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, debt reduction, insurance, and investment advice.
Capital District, NY Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional
Lee Investment Management is an independent financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them.
Frisco Financial Planning LLC is a fee-only firm offering independent financial planning and estate planning services in the greater Dallas area. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.
Financial Advisors focused on in-depth Financial Planning and intelligent Investment Management makes Clearview Wealth Management the smart choice for clients. Our team of CFP® certificants care for generations of families in an unbiased manner that helps them reach their financial goals. We serve clients throughout NC and SC, as well as the Southeastern U.S.
Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.
An investment management and retirement planning firm providing wealth management services on a fee only, fiduciary basis.
Altfest Personal Wealth Management offers comprehensive financial planning and investment management to help clients navigate their way to a secure financial future and make intelligent decisions in areas such as investments, retirement, college planning, or estate planning.
Zynergy Retirement Planning is Red Bank’s trusted fee-only financial planner and retirement expert.
rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.
Regulatory Agencies
Get the facts! Research all U.S. publicly traded companies forms 10K, 10Q and supplemental forms the U.S. government requires them to submit.
Tax Information
PLEASE NOTE: Links provided by Fisher Financial Strategies to other sites are for information only. There is no business relationship between FFS and any of the links provided. FFS makes no representations or warranties with respect to the information contained or services provided in any linked sites and takes no responsibility for supplementing, updating, or correcting any such information. When you access one of these web sites you are leaving the Fisher Financial Strategies web site.