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 Roanoke, VA:
Bruce Harrison
CFP®
HCO Private Wealth
Roanoke, VA
Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Estate Planning, 401(k) Retirement Plans
Fee-Only Investment & Wealth Manager located in Roanoke, VA with clients in 16 states across the country.
Pam Poldiak
CFP®, CPA
Partners in Financial Planning, LLC
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.
Todd Dalton
EA
Partners in Financial Planning, LLC
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.
Chris Bishop
CFP®
Partners in Financial Planning, LLC
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.
Stephen Bain
CFP®
Partners in Financial Planning, LLC
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.
Ian Hamre
CFA®
HCO Private Wealth
Roanoke, VA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Roanoke, VA, serving clients locally and across the country
Jim Pearman
CFP®, CPA, PFS
Partners in Financial Planning, LLC
Salem, VA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, College Education Planning
Fee-Only financial advisor located in Salem, VA, serving clients locally and across the country.
Cynthia Petzold
MBA, CFP®, Licensed Insurance Consultant
CommonWealth Financial Planning, LLC
Roanoke, VA
Refine Your Search
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)
