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Other Fee-Only Advisors

Below is a list of Fee-Only Advisors who are members of NAPFA. Bowen Financial Services, LLC has not formally vetted any of the advisors or their services or confirmed their fee-only status. Furthermore, inclusion on this list is not a recommendation or endorsement of the advisor. You should exercise your own due diligence before hiring an advisor. Bowen Financial Services, LLC does not receive any form of compensation for including advisors on this list or any form of compensation from any advisors who ultimately obtains clients through the advisor’s inclusion on this list.


AIO Financial
AIO Financial is a comprehensive fee only financial planning firm located in Arizona specializing in Investment Management, Retirement Planning, Tax Planning, and Impact Investing.

Shuttle Crossland Wealth Advisors
Suttle Crossland Wealth Advisors, based in Scottsdale, AZ, are fiduciary, fee-only financial planners with over 30 years of experience, offering personalized, tax-focused advice both in-person and virtually to champion your financial wellness and life goals.


Endeavor Financial Planning
Endeavor Financial Planning is a woman-owned fee-only firm in Sacramento offering financial planning and investment management services.

Rothman Investment Management
We guide clients to grow, protect and focus their wealth to live life to the fullest through financial planning, tax planning and investment managment.

Navigating your way to Financial Security, Prosperity, Health and Wellbeing.

Point Loma Advisors
Financial planning and asset management firm focused on military, engineers, and child-free.

TABR Capital Management Investment, LLC
TABR Capital Management is a fee-only financial planning firm based in Orange County, California, dedicated to guiding clients through the transition to retirement and beyond.


BW Financial Planning

Staib Financial Planning
We provide comprehensive, tax-efficient retirement planning, and investment management services on a flat fee only basis in the Denver, Littleton, Highlands Ranch, Aurora metro area and virtually throughout the US


Sonas Financial Planning
Financial Planning and Wealth Management for individuals and families looking to maximize their time and outsource their investments and tax planning.

Paramount Investment Advisors
Fee-Only financial planning specialists, investment advisors and tax experts in Metro Atlanta.


Life Planning Solutions
Comprehensive financial planning and investment management


Broussard Financial
Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions


Access Financial Planning
Access Financial Planning, LLC provides tax-efficient, comprehensive financial planning and investment management services for pre-retirees and retirees with an independent, fee-only, fiduciary advisor.


Provision Financial Planning
Robert Lindstrom, CFP founded Provision Financial Planning seeking to provide more confidence and less worry through a collaborative retirement planning process and investment management.

Arch Financial Advisors
Tax-Focused Retirement Planning and Investment Management.


Robinson Smith Wealth Advisors
 Fee-Only firm providing investing and comprehensive financial planning from Portland, Maine and Portsmouth, New Hampshire.


MJT & Associates Financial Advisory Group
 MJMJT & Associates Financial Advisory Group, Inc., is a fee-only wealth management firm here to help you navigate through unpredictable financial waters.

Pulse Financial Planning
Pulse Financial Planning is a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances.


White Sand Wealth
White Sand Wealth Management is a fee only firm focusing on asset management, retirement, risk ,tax and estate planning.


Ark Royal Wealth Management
We are a fee-only fiduciary firm servicing clients centrally based in and around Raleigh, NC.

Alpha Financial Advisors
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in Charlotte, North Carolina. We offer a broad array of planning services that will help you achieve your goals.


Weingarten Associates LLC
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.

Financial Futures LLC
Fee-Only comprehensive financial planning and investment management in Monmouth County, New Jersey.


Clarity Investments + Planning
Clarity is a fee-only solo RIA that does AUM & project planning.


F2 Wealth LLC
Personalized, tax-smart, wealth management focused on enhancing your life and your wealth.

Steady Climb: Financial Planning for Physicians
Steady Climb Financial Planning helps Physicians and Busy Professionals with financial planning, reducing taxes, investment management, student loans and estate planning.

Gateway Financial
Financial & Tax Planning to Highly Compensated Employees (HCE) with local and virtual services to streamline complicated finances, reduce taxes in retirement, have a plan for income, and understand your investments.

Truly Prosper Financial Planning
Truly Prosper Financial Planning provides flat-fee retirement planning and investment management for people over 50.

JGR Financial Solutions
JGR Financial Solutions is a fee only, fiduciary financial advisor in Canton (Stark County) Ohio providing investment management and financial planning to retirees.


Retirement Planning Solutions
Customized portfolio management for middle income retirees, pre-retirees, and families.

E Financial Alliance
Financial Planning for Business Owners.


Waymaker Financial Planning
Waymaker Financial PlanningWe serve clients preparing for their next season of life (retirement or widowhood) by being a trusted CFP® resource and guide.

Elgon Financial Advisors
Financial Planning for Foreign-born Families & Foreign Nationals on Work Visas

Next Step Financial Transitions
From the overlooked and underserved next generation of investors to those looking to retire, we offer personalized financial advice for every step of your journey.

ATX Portfolio Advisors
Fee-Only (When You’re Up) Financial Planning & Wealth Management


Summit Financial Partners
We are a Fee-Only Investment Management and Financial Planning firm located in Richmond, VA

Stock Plan Advisory Group LLC
RIA focused on retirement planning and equity compensation for individuals and families.

John Fiege
 Eastern Shore Fee-Only CFP(r)

Bay Capital Advisors
Fee Only Financial Planning and Wealth Management in Virginia

Manuka Financial
At Manuka Financial, we help you retire for a flat fee by providing comprehensive retirement planning, investment management, and tax planning from a CPA and CFP®