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:

I can work with clients anywhere!

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

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.

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

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

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

Michael Smith

CFP®

RTD Financial Advisors, Inc.

Bonita Springs, FL

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

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

Douglas Finley

MS, CFP®, AEP®, CDFA®

Finley Wealth Management, LLC

Estero, FL

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

Specializing in Fee-Only financial planning and investment management for high-net-worth individuals and families in a fiduciary capacity.

Dale Van Scoyk

Pinnacle Advisor Solutions

Bonita Springs, FL

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    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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