Fee-Only Financial Planners in:
Sarasota, Florida

These Sarasota, 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.

Sarasota, Florida Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

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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...

William Hufnell, CFP®, CPA, BBA, MS
Bay Point Wealth Management
Annapolis MD, Sarasota FL
Fee-Only Financial Advisor with offices in Annapolis, MD and Sarasota, FL
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.
Victor Cannillo, Founder
Baron Financial Group
Morristown NJ, Fair Lawn NJ, Sarasota FL, New York NY
Fee-Only Financial Advisor serving clients nationwide with offices in New Jersey, New York, and Florida
Laura Mattia, Ph.D, MBA, CFP®, CDFA™, CRPS®
Bay Point Wealth Management
Sarasota FL
Fee-Only Financial Advisor serving the Sarasota, FL area.