Fee-Only Financial Planners in:
Longboat Key, Florida

These Longboat Key, Florida Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Longboat Key, Florida Financial Planners

Tools & Tips

Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.

NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Robert Klosterman, CFP®, CFWA
White Oaks Investment Management, Inc.
Minneapolis MN, Longboat Key FL, St. Paul MN, Sarasota FL, Bradenton FL
Fee-Only Financial Advisor with offices in South West Florida and Minneapolis, MN and serving clients across the country.