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Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificants Around the U.S.
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Note: These individuals are members of NAPFA - National Association of Personal Financial Advisors, and have at least one CERTIFIED FINANCIAL PLANNER ™ professional on staff.
Alabama Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor
Larry K. West, CFP ® MBA EA
West Financial Consulting, Inc.
220 B Rhett Avenue
Huntsville, AL 35801
(256) 534-1196
West Financial Consulting, Inc. is a comprehensive Fee-Only planning and Wealth Management Registered Investment Advisor Firm serving affluent clients in Huntsville, Alabama. Specialty areas include: Retirement Planning, Tax Planning, Estate Planning, Risk Management, Cash Flow Planning, and Investment Management.
California Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor
Ted Roman CFP ®
Roman Financial Advisors
3737 5th Avenue, Suite 201
San Diego, CA 92103
(619) 209-6565
http://www.feeonlyadvisor.com
Iowa Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor
Wayne Van Heuvelen CFP ®
Horizon Consulting & Investment Services, Inc.
2400 86th Street, Suite 19
Des Moines, IA 50322
(515) 252-0796
Michigan Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor
Christine Isham CFP ®
26111 West 14 Mile Road
Suite 100
Franklin, MI 48025
(866) 947-6321
Northern Financial Advisors, is a comprehensive Fee-Only Financial Advisory Firm with five financial advisors serving middle-income clients and small business owners across the country.
ChristineI@nfa1040.com
Minnesota Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor:
Rick Epple CFP ®
Epple Financial Advisors LLC.
5920 Lakeview Dr.
Minnetrista, MN 55364
(952) 470-5049
http://www.EppleFinancialAdvisors.com
Montana Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor
Bob Frey CFP ® CLU M.S.
Professional Financial Management, Inc.
945 Technology Blvd., Suite 102
Bozeman, MT 59718
(406) 587-1604
bob.pfm@bridgeband.com
Nevada Fee-Only CERTIFIED FINANCIAL PLANNER ™ - CFP ® Certificant, Investment & Financial Advisor - Las Vegas, Henderson, Nevada
Greg Phelps CFP ® CLU AAMS
Red Rock Private Wealth Consulting, LLC
6817 S. Eastern Ave. Ste. 101
Las Vegas, NV 89119
(702) 987-1607
Red Rock Private Wealth Consulting, LLC is a comprehensive Fee-Only retirement planning Registered Investment Advisor Firm serving affluent clients & small business owners in Las Vegas & Henderson.
http://www.redrockwealth.com
New Mexico Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Registered Investment Advisor
Cary Carbonaro CFP ®
Family Financial
4200 Meadowlark Lane SE
Suite 7
Rio Rancho, NM 87124
(888) 212-8767
http://www.familyfinancialresearch.com
North Carolina Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment Advisor
Jeff Seymour CFP ®, Engineer
Triangle Wealth Management LLC
201 Shannon Oaks Circle, Suite 200
Cary, NC 27511
(919) 654-7321
Triangle Wealth Management LLC is a Fee-Only Financial Planning and Registered Investment Advisor practice serving Cary, Apex, Raleigh, Durham, and Chapel Hill North Carolina.
http://www.triwealth.com
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Disclosure
Triangle Wealth Management SM, LLC (TWM) is a Registered Investment Advisory firm located in Cary, North Carolina. We do not provide investment advice from this website. The website is intended to provide general information about our services. The website provides copies of articles we have published and retained copyright. Advice is only provided when:
1. We provide a disclosure statement to the client.
2. Execution of Engagement Agreement, Investment Advisory Agreement, and Asset Management Agreement is done.
3. Payment of a planning or investment advisory fee is received.
TWM will conduct business in states where it is registered. TWM will provide a copy of our fee schedule upon written request. We make no representation for the accuracy of information provided on sites linked to our website.
TWM uses Ameritrade for custody and brokerage services. TWM receives no remuneration from Ameritrade indirectly for services provided to clients. All fees (custody, trading, any other) charged by Ameritrade on the client’s account are direct, and in no way involve TWM. TWM will not have custody and will not have discretion of client assets.
TWM may recommend Mutual Funds from Dimensional Fund Advisors (DFA). TWM receives no remuneration whatsoever from DFA. TWM is in no way affiliated with DFA. Doctorwealth.com LLC is owned by Triangle Wealth Management LLC.
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