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.


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.

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.
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