Links
Financial planning related
- National Association of Personal Financial Advisors (NAPFA)
- Learn about Fee-Only financial planning.
- The Financial Planning Association (FPA)
- Find out about financial planning.
- Certified Financial Planner Board of Standards (CFP)
- Check out a CFP Licensee.
Colleges that offer students the most value for their tuition dollars
Investment related
- Charles Schwab & Co.
- Log in to your Schwab account.
- Exchange-Traded Funds
- Find out about exchange-traded funds.
Tax related
- Internal Revenue Service (IRS)
- Get forms and publications, income tax information.
- Illinois Department of Revenue
- Get forms and publications, income tax information.
- Social Security Administration
- Get information about social security benefits.
Regulatory
- Securities and Exchange Commission (SEC)
- Check out brokers and financial advisors, get information about enforcement actions.
- Financial Industry Regulatory Authority (FINRA)
- Find out about regulation of the securities industry.
- Illinois Securities Department
- Get information on Illinois’ regulation of investment advisors.
Financial Links
For those living outside the area who may prefer a financial advisor closer to home, we are providing a list of colleagues who also work on a Fee-Only basis.
Mentor Capital Management Inc. does not endorse, verify, or attest to the accuracy of the content of the web sites that are linked here and accepts no responsibility for their use or content. Inclusion on this list does not constitute a recommendation or endorsement by Mentor Capital Management Inc.
- Financial Advisor & Independent Fee Only CERTIFIED FINANCIAL PLANNER ( CFP ) in Las Vegas, NV
- Red Rock Wealth Management
- Oregon Fee Only Financial Advisor
- Portland Financial Advisors, Inc.
- Traverse City, Michigan. Fee-Only Financial Planners at Independent Wealth Management
- Independent Wealth Management
- Fee Only Investment Advisor – Fiduciary – NAPFA Member – CERTIFIED FINANCIAL PLANNER – Financial Advisor in Cincinnati, OH
- Ritter Daniher Financial Advisory, LLC
- Frisco Financial Planning LLC, a Fee Only NAPFA CFP Financial Advisor
- Frisco Financial Planning LLC
- NAPFA, Fee-Only, Fiduciary, Certified Financial Planner, Independent Financial Advisor in Jackson, Mississippi
- Bergland Wealth Management
- A fee-only and NAPFA registered Certified Financial Planner, ( CFP ) CPA and wealth manager in Canton, Michigan and Franklin, Tennessee
- Y.D. Financial Services Inc.
- Seattle, Washington Eastside Fee-Only Investment Management & Financial Planning – Redmond, Bellevue, Kirkland, WA
- Sherwood Investment Services
- Bogue Asset Management LLC – Jeff Bogue – Independent Fee-Only CFP – Financial Advisor in Maine
- Bogue Asset Management LLC
- Independent, Fee-Only CERTIFIED FINANCIAL PLANNER in Portland, Oregon and Santa Cruz, California
- Springwater Wealth Managment, LLC
- Fee-Only Financial Advisor and CFP(R) Professional in Newtown, PA
- Yardley Wealth Management, LLC
- Independent Fee-Only CERTIFIED FINANCIAL PLANNER (TM) Practitioner, Cambridge and Boston, MA
- Fisher Financial Strategies
- Buckingham Strategic Wealth, Colorado Springs, CO
- Buckingham Strategic Wealth Financial Advisory, Inc.
- San Diego CERTIFIED FINANCIAL PLANNER™ practitioner
- Blue Water Capital Management, LLC
- Fee-Only NAPFA Registered Certified Financial Planner CFP, CPA and Wealth Manager in Novi, Michigan
- George Papadopoulos, CPA/PFS, CFP®
- Unbiased Financial Advice in Menlo Park, CA
- Investor’s Capital Management, LLC (ICM)
- Independent, fee-only investment advisory firm headquartered in Vancouver, Washington on historic Officers Row, with offices in Portland, Oregon and Boise, Idaho
- Arcadia Investment Advisors, LLC
- Fee only financial advisor CFP providing investment asset management and personal financial planning services in Highlands Ranch, Denver, Littleton, Parker, and Aurora, Colorado
- Staib Financial Planning, LLC
- Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond, VA
- Summit Financial Planning, Inc.
- Fee-Only CFP Independent Financial Advisor and Comprehensive Planner in Wayzata, Plymouth, Minneapolis, St. Paul, Minnesota
- Aurochs Financial Group, LLC
- A team of independent fee-only Certified Financial Planner professionals with offices in California, Missouri and New Hampshire.
- The Wealth Conservatory
- Firm offers fee-only financial planning services in Charlottesville
- Marotta Wealth Management
- Fee-only Independent Certified Financial Advisor in Boston, Newton, and Franklin, Massachusetts
- Titanium Advisors, LLC
- Fee-Only retirement planning and investment management firm with CERTIFIED FINANCIAL PLANNER (TM) Professionals in Birmingham, Hoover, Vestavia, AL
- Wesban Financial Consultants
- Kentucky, Tennessee NAPFA Fee-Only CPA, CFP, Registered Life Planner, Hourly and Fixed-Price Planning
- Milestones Financial Planning, LLC
- Independent fee-only advisory firm – Buffalo, Williamsville, Amherst, NY
- Ogorek Wealth Management LLC
- Fee Only CERTIFIED FINANCIAL PLANNER Financial Advisor Investment Advisor in Charlotte North Carolina NAPFA Registered
- Alpha Financial Advisors
- Independent Fee-Only Financial Planner – Austin and Round Rock, TX
- Vannoy Advisory Group
- Fee-only, Certified Financial Planner for Socially Responsible Investors – Durham, NC
- Lazarus Financial Planning
- Registered Investment Advisor based in Wisconsin
- Retirement Planning Solutions, LLC
- Independent fee-only financial planning and investement management firm based in Portsmouth, New Hampshire
- Azimuth Financial Planning
- Independent Fee Only Financial Planning and Investment Management firm – Lynnfield, MA
- Nevils Financial LLC
- Fee-only financial life planning firm – Jacksonville, Florida
- Life Planning Partners
- Fee Only Certified Financial Planner and Registered Investment Advisor – Boulder and Denver, Colorado
- Gold Metal Waters
- Fee-only planning firm – Atlanta and St. Simons Island, Georgia
- Minerva Planning Group
- Fee-only comprehensive financial planning firm – Metairie, Louisiana
- Ferro Financial, LLC
- Fee-only investment advsoir – Houston, Texas
- Buckingham Strategic Wealth
- Fee-Only CERTIFIED FINANCIAL PLANNER(TM) Professionals – Huntsville, Gadsden, Tuscaloosa, and Birmingham, Alabama
- Longview Financial Advisors, Inc.
- Fee Only CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst – Hartford CT
- Mercer Advisors
- Fee Only financial planning and investment management firm in Grand Rapids and Okemos, Michigan
- IAM Financial
- Fee-Only CERTIFIED FINANCIAL PLANNER(TM), CFP, Independent Financial Advisor in Orange County, CA
- TABR Capital Management, LLC
- Fee-Only CFP Independent Financial Advisor in Central Illinois (New Berlin, Springfield)
- Blankenship Financial Planning
- Vancouver, Washington Fee Only Financial Advisor
- Pathfinder Financial Advisors LLC
- Fee-Only Independent DFA Funds Advisor in New Jersey
- Kaplan Financial Advisors, LLC
- Independent fee-only financial planners specializing in retirement planning, estate planning, investments and insurance
- Portland Financial Planning Group, LLC
- Certified Financial PlannerTM Independent Investment Advisor in Scottsdale and Glendale, Arizona
- Wealth Engineering
- Independent, fee-only advisor specializing in retirement and investment planning
- Milne Financial Planning
- Fee Only Investment Advisor – Certified Financial Planner – CPA – Retirement Planning Raleigh, NC
- Beacon Financial Strategies
- Wealth Management – Atlanta, GA
- Gratus Capital
- Fee only comprehensive financial planning firm with over 25 years of experience. Ohio, North Canton.
- Storey & Associates
- Fee-only, NAPFA CFP/CPA comprehensive wealth management firm providing retirement planning, investment management, financial planning, and tax planning services to clients in the Dallas/Fort Worth Metroplex
- Odyssey Wealth Management
- Fee-only investment management and comprehensive financial planning firm serving clients in Illinois, nationally, and internationally
- Johnston Investment Counsel
- Comprehensive financial planning services. Specializing in retirement planning, income generation, and working with women in transition.
- Lifetime Wealth Planning and Management, LLC
- Personal Financial Advisors, LLC, wealth advisory firm based in Covington, LA
- Personal Financial Advisors
- Fee-Only Financial Adviser in Plymouth, Maple Grove, and Minnetonka, MN
- Phillip James Financial
