Fee-Only Financial Planners in Bonita Springs, FL

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Bonita Springs, FL:

Diahann Lassus

MBA, CFP®, CPA/PFS

Lassus Wherley

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

​Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ

Paul Pignone

CFP®, CLU®, ChFC®, AIF®

Boston Retirement Advisors

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor located in Salem, NH and serving clients nation-wide.

Ralph Scearce

CFP®

Cambridge Financial

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Helping Clients to Prepare for and Navigate Retirement

Clare Wherley

MBA, CPA, CFP®

Lassus Wherley

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

​Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ

Michael Smith

CFP®

RTD Financial Advisors, Inc.

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with offices in Philadelphia, Atlanta, Bonita Springs (FL), Mt. Laurel (NJ), West Chester and Johnstown (PA)

Sean Rogers

CFP®

Rogers Wealth Management Services

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner providing Gen X and Millennial individuals and families with competent, conflict free financial advice from the comfort of their home or office via virtual meetings

Dejan Ilijevski

MS, MBA

Sabela Capital Markets

Bonita Springs, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Investment Advisor serving Northwest Indiana, Southwest Florida, and clients nationwide.

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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