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• Reference: Education: Products and Services: Test Preparation: Professional Exams: Finance: CFA (12)

• Abuls, Bone & Eller - Offering investment management and financial and retirement planning services.
• Alden Capital Management - Provides retirement and estate planning, as well as investment advisory services.
• Altius Financial Advisors, L.L.C. - Fee-only financial planning and investment advisory firm.
• Ames Financial Services - Provides insurance services, investment and retirement planning, and college funding.
• Amy L. Whitlatch - Providing fee-only financial planning and analysis for individuals in the process of divorce and other transitions.
• Anthony Harding & Partners Limited - Specialising in investment planning and asset management services for private clients.
• Armstrong Financial Strategies - Provides financial planning, divorce planning and asset management.
• Asset Planning Corporation - Offers investment, retirement and financial management to individuals, families, and corporations.
• BG Financial - Specializes in providing fee-only financial planning and investment advice.
• Barrios Financial Services - Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
• Beck Financial Strategies, Inc. - Fee-based CFP firm provides life planning and financial planning services.
• Blankenship Financial Planning, Ltd. - Fee-only financial planning and advisory. Description of services, newsletter and links to financial resources.
• Blattel & Associates - Offers investment and retirement planning services.
• BluePrint Financial Services - Fee only advisor provides retirement and social security planning, and investment management; offers details of staff, services, profile, and contacts.
• Bob Stowe, CFP - Financial advisor providing portfolio management and financial planning services.
• Brady & Associates Financial Services - Provides personal financial planning services in Australia.
• Branson, Fowlkes & Company, Inc. - Offers financial planning services, retirement plans, estate planning, and investment management. Provides quarterly investment reviews, research data and industry news.
• Buff Capital Management - Providing financial planning and asset management services. Features articles and links to financial resources and services.
• Camarda Financial Advisors - Fee-only financial planners offers investment advice and articles.
• Cambridge Financial Group - Fee-only tax planning and preparation, estate planning, insurance and investments.
• CanWealth Financial Services - Specializing in retirement, estate and corporate planning. Company information, staff profiles.
• Capital Strategies Inc. - Offers financial planning to individuals, corporations and institutions.
• Carol Gosho, CFP - Providing portfolio management and financial planning services.
• Certified Financial Planners Board of Standards, Inc. - Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally administered education, examination, experience and ethics requirements.
• Charles Geraci - Specializes in personal financial, tax and estate planning and consulting.
• Columbus Financial Group - Financial planning and registered investment advisory services.
• Compass Advisors LLC - A fee-only financial planning firm in Atlanta, Georgia.
• Cooper Management Service, Inc. - Provides fee-only financial planning and investing. Securities offered through Charles Schwab Institutional.
• D. Scott Neal, Inc. - Offering financial planning and investment advisory services, including insurance planning, risk management, budgeting, income tax and college planning, education funds, debt and money management.
• David T Martula, CFP - Hadley, Massachusetts firm offers fee-only financial planning services.
• David Twenhafel, CFP - Rockville, MD firm offers financial planning to people in the process of divorce.
• Douglas F. Hudson, CFP - Offers Canadians information in the areas of retirement, estate, tax and investment planning.
• FS Financial Strategies - Providing financial planning services. Specializing in retirement and divorce planning, and investment advisory. Financial articles and links.
• Falcon Financial Management, Inc. - Provides financial planning, management, and investment services.
• Fazio and Associates - Fee-based managed accounts, retirement planning, and educational and fund strategies.
• Financial Advisory Service, Inc. - Offering financial planning, estate planning, investment management and individual consulting services.
• Financial Planners Standards Council - The Canadian regulatory organization awarding the Certified Financial Planner designation.
• Financial Planning Association - Organization comprised solely of CFP licensees.
• Financially Speaking, Inc. - Offers retirement, tax, estate, and investment planning services. Specializes in investment policies for individuals and institutional investors.
• Focus Financial Network, Inc. - Providing investment and financial advice, and portfolio management.
• Folk Financial Planning - Offers holistic financial planning to clients on a fee-only basis.
• Foster Group, Inc. - Financial planning and investment advisory firm. Principals profiles, fee description.
• Frost Financial - Provides advice in the areas of investment, estate, insurance and tax planning.
• Galecki Financial Management, Inc. - Fee only investment advisor firm providing asset management services to high net worth clientele.
• George H. Coughlin II, CFP - Provides financial and IRA planning services.
• George Papadopoulos, CPA/PFS, CFP - Provides portfolio management and fee-only financial planning services.
• Hatch & Muir - Provides advice and solutions in the areas of financial, retirement and estate planning. Specializes in severance and early retirement situations. Features investments and retirement savings calculators.
• Herr Capital Management - Certified Financial Planner and CPA offering estate and tax planning.
• Humphreys Group - Fee-only CFPs provide financial planning and investment advice to individuals and families.
• Independent Focus - Offers retirement, investment and estate planning services. Based in Cape Town, South Africa.
• Integrated Financial Strategies - Offers investments, divorce planning, wealth management, and retirement planning.
• J. Paul Wilson - Offers financial, estate, retirement and business planning services. Features articles, links, planning strategies, and investment calculators.
• Jahn Investment Advisors - Specializing in the financial concerns of women.
• Jeanette Alexander, C.F.P. and Michael Dallas, C.F.P. - Focusing on the investing needs of retirees and soon-to-be retirees.
• Joan Siegel, CFP - Provides financial planning, tax preparation services and educational resources.
• Joel Isaacson & Co - New York CPA and CFP assisting with personal estate, investment, and financial planning.
• John D. Caffrey, Jr. CFP - Investment advisory firm providing portfolio management and financial planning services.
• John M. Scherer, CFP - A financial planning and advisory firm.
• Jonathan Smith & Co. - Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quarterly market commentaries.
• Karen A. Ibach, CFP - Provides retirement planning, college funding, and financial planning services.
• Kiely Capital Management, Inc. - Provides fee-only financial planning, specializing in retirement planning.
• Kooman and Associates, Inc. - Assists investors in a full-range of financial and estate services.
• Kring Financial Management, Inc. - Offers planning and investment advisory services. Specializes in tax planning, insurance, and education.
• LPL Financial Services - Financial planner offers financial advice to individuals and small businesses.
• Larry Cogdell, CFP - Provides financial planning, investment products and free tools and information.
• Lassus Wherley and Associates, P.C. - Provides fee-only financial planning, investment management and tax preparation.
• Lifetime Financial Planning - Provides fee-only financial planning and investment advice for middle-income clients.
• Mackensen & Company, Inc. - Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops.
• Miceli Financial Planning - Offering financial planning and investment management services.
• Modular Financial Solutions Inc. - Certified financial planner is a fee-only financial planning firm.
• Montecito Capital Management, LLC - Specializing in financial planning, retirement services, investment management and portfolio management.
• Multop Financial - A private tax and financial planning firm located in Bellingham, Washington.
• National Association of Personal Financial Advisors (NAPFA) - Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, officers, awards and achievements, and contact information.
• Nigel Taylor, CFP - Provides domestic and international financial, retirement and estate planning.
• Northstar Financial Planning, Inc. - CFP provides fee-only financial planning services.
• Objective Financial Advisors, Inc. - Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details.
• Owens Financial - CFP provides portfolio management and financial planning services.
• Pacific Wealth Management, LLC - Provides financial planning, divorce planning and asset management services.
• Parlan Financial Corp. - Provides fee-only financial planning, investment management and corporate seminars.
• PartnersInWealth - Provides financial planning and investment services.
• Paul Knoblich: Certified Financial Planner - Retirement accumulation and distribution specialist.
• Personal Financial Solutions, Inc. - Offeringing portfolio management, investment advice and financial planning.
• Peterson Planning - Provides fee-based investment management and financial planning in Minnesota and Wisconsin.
• Pinnacle Financial Services - Provides financial planning products and services and wealth accumulation strategies.
• Planmark Financial Services - Advisor provides financial planning, plan administration, and investment management.
• Pollock Planning Associates, Inc. - Providing investment, tax planning, retirement planning, and estate planning services.
• Professional Financial Strategies, Inc. - Providing fee-only wealth management services.
• R. Douglas Pauley, MBA, CFP - Provides fee-only financial planning and investment advisory services.
• Raymond D. Mignone, CFP - Provides investment advice, portfolio management and college planning.
• Robert Wacker and Associates - Fee-only financial planning firm located in San Luis Obispo, California.
• Roberts & Fails, P.C. - Offering financial planning and tax advisory services to individuals, families and businesses.
• Rockwood Wealth Management - An independent fee only financial planning and investment management firm with locations in Annapolis, Maryland and New Hope, Pennsylvania.
• Ronald B. Wiser & Associates - Providing financial planning for individuals, businesses and organizations.
• Sage Advisory Group, LLC - Offers financial and investment advice to individuals and families on a fee-only basis.
• Security Financial Services - Offers a full range of financial planning services.
• Sherrow Financial, LLC - Offering independent, fee-only financial consulting and asset management for business and personal planning.
• Spinnaker Financial Advisors, PLLC - Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
• Spraker, Fitzgerald, Tamayo and Moisand, LLC - Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
• Starks Financial Group Inc. - Offering advisory services on financial planning and investment management. Specializing in retirement plans and college financial planning.
• Stephen J. Golembiowski, CFP, CLU, ChFC - Provides financial services to individuals and businesses.
• Stephen R. Hample, CFP - Offers advice in the areas of estate and retirement planning, and planned giving.
• Stiles Financial Services, Inc. - Provides individual financial planning services and implements corporate retirement plans including 412(i) plans.
• Tassel Capital Management, Inc. - Provides fee-only investment, financial and stewardship guidance including asset management services.
• The Fry Group - Provides tax and financial advice to British expatriates and UK residents.
• The Garrett Planning Network, Inc. - Provides fee-only financial planning and advice.
• The Jentner Financial Group - Certified personal wealth managers.
• The Main Street Group, Ltd - Offers full range of financial planning products and services.
• Thomas J. Hahn, CFP - Provides investment and retirement planning services.
• Thorne Asset Management, Inc. - Provides financial planning and investment management services.
• Tucker Financial Services Inc. - Providers of fee-based financial planning and investment advisory services for senior citizens and retirees.
• Tyler & Associates - Offers fee-only asset management and investment advising, tax preparation and estate planning.
• W. David Coffman, CPA, CFP - Offers financial planning and consultation services.
• Wealth Management Advisors Inc. - Financial planners and advisors located in Overland Park, KS.
• Wheeler Wealth Management, Inc. - Financial planning and investment advisory firm offering retirement and tax planning.
• Yeske and Company - Offers articles, market updates, discussion areas, and financial planning services.

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