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 Naples, FL:
Lynn Chen-Zhang
CFP®, CPA, PFS, MBA, MS
Zhang Financial
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, Ann Arbor, MI and Naples, FL.
Amber Braatz
MBA, CFP®
Finley Wealth Advisors
Estero, FL
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Tax-Aware Investing, Comprehensive Financial Planning
"Our business model is sized to best serve clients with wealth in the range of $2 to $20 million, as big fish in our right-sized pond."
Alden Shmerling
CFP®, CPWA®, CDFA®
Elwood & Goetz Wealth Advisory Group, LLC
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Lindsay Elwood
CFP®
Elwood & Goetz Wealth Advisory Group
Naples, FL
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Charles Prudhomme
CFP®, MBA
LVM Capital Management, LTD.
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Kalamazoo, MI and and Naples, FL, serving clients nationwide
Christopher Congema
CFP®
Landmark Wealth Management, LLC
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with an SEC Registered Investment Advisory firm
George Kiraly
CFP®, MBA
LodeStar Advisory Group, LLC
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Naples, FL, Short Hills, NJ and Scottsdale, AZ, serving clients locally and across the country
Charles Zhang
CFP®, CLU®, ChFC®, MBA
Zhang Financial
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, Ann Arbor, MI and Naples, FL.
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
CFP®, CPA, PFS, JD - Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Aysha Ballis
MS, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Rosanne Rogé
CFP®, CSA®, RFG℠
R.W. Rogé & Company, Inc.
Naples, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Risk Management, Budgeting Income, Expenses and Savings, 401(k) Rollovers, Tax Planning, Legacy Planning, Financial Gerontology
Fee-Only financial planner located in Bohemia, NY, serving clients locally and across the country
Ben Jacobs
MS, CFP®, EA, AIF®
Elwood & Goetz Wealth Advisory Group, LLC
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Robert Gerstemeier
CFP®, EA, MBA
Gerstemeier Financial Group
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Oak Brook, IL and Cincinnati, OH.
Douglas Finley
MS, CFP®, AEP®, CDFA®
Finley Wealth Advisors
Estero, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax-Aware Investment Management, Tax Planning, Estate Planning
Finley Wealth Advisors Was Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond.
Joseph Goetz
Ph.D., M.S., M.A., CRC®, AFC®
Elwood & Goetz Wealth Advisory Group, LLC
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Michael Searcy
AIFA®, CFP®, ChFC®
Searcy Financial Services
Naples, FL
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Generational Planning
Fee-Only Financial Planner serving the Naples, FL area.
Stephen Ahern
CFP®, CPA/PFS, AEP®, MST
Wealth Management Advisors, LLC
Naples, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor With offices in Tewksbury and Boston, MA as well as Naples, FL. Serving Clients in New England, South Florida and the greater United States
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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)
