facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Other advisors similar to us 


Other advisors who provide similar services under similar fee structures


The referral list below contains other advisors who:

- are "fee-only" (i.e. don't sell any products for commissions)

- focus on working with clients in or near retirement... the "distribution" stage of life

- incorporate tax planning into their services

- manage investments as part of their offering

- offer a flat annual fee (not tied to asset size) for their services

- can work with clients in most states


Firm name: Approach Financial Planning

Founder: Justin Pritchard, CFP®, MBA, PPC®, RMA®

Location: Montrose, CO

Website: https://www.approachfp.com/


Firm name: Avea Financial Planning 

Founder: Angie Furubotten-LaRosee, CFP®

Location: Richland, WA

Website: https://www.aveafp.com/


Firm name: Bobb Financial

Founder: Brad Bobb, CFP®

Location: Springfield, IL

Website: https://bobbfinancial.com/


Firm name: Coastal Financial Advisors

Founder: Dennis O'Brien

Location: Farmingdale, NJ

Website: https://coastalfa.com/


Firm name: Clear Retirement Advice

Founder: James Schwarz, CFP®, RICP®, MBA

Location: San Mateo, CA

Website: https://www.clearretirementadvice.com/


Firm name: Daybreak Wealth

Founder: Lauren Hunt, CFP®

Location: Hinsdale, IL

Website: https://daybreak-wealth.com/


Firm name: Discovery Wealth Planning

Founder: Chris Urban, CFP,® RICP®

Location: McLean, VA

Website: https://www.discoverywp.com/


Firm name: Downshift Financial

Founders: Eddie Liang, CFP® and Travis Hughes, AAMS®, EA

Location: Boulder, CO

Website: https://www.downshiftfinancial.com


Firm name: Emancipare Investment Advisors

Founder: Bill Hines, AFC®

Location: Easton, PA

Website: https://emancipare.com/


Firm name: Firstmetric

Founder: Scott Salaske

Location: Troy, MI

Website: https://www.firstmetric.com/


Firm name: Formula Wealth

Founder: Chad Holmes, CFP®, CPA, CPWA®, CRPS®

Location: Montgomery, AL

Website: https://www.formulawealth.com/


Firm name: Freedom Found Financial

Founder: Steve Kampschmidt, CFP®

Location: Boonton, NJ

Website: https://freedomfoundfinancial.com/


Firm name: Gilbert Wealth

Founder: Steven Gilbert, CFP®, APMA®, RICP®

Location: Fort Wayne, IN

Website: https://gilbertwealth.com/


Firm name: Gray Wealth Strategies

Founder: Andrew Gray, CFP®, CRPC®

Location: Bend, OR

Website: https://graywealthstrategies.com/


Firm name: Hoyt Wealth Management

Founder: Ken Hoyt, CFP,® EA

Location: Westford, MA

Website: https://hoytwealthmanagement.com/


Firm name: Ignite Financial

Founder: Mike Dunlop, CFP® and Casey Redmond, CFP®

Location: Cedar Falls, IA

Website: https://www.igniteplanning.com/


Firm name: Imagine Financial Security

Founder: Kevin Lao, CFP®, RICP®

Location: Jacksonville, FL

Website: https://imaginefinancialsecurity.com/


Firm name: J.A. Lawrence Wealth Management

Founder: John Lawrence

Location: Avondale Estates, GA

Website: https://jalawrence.net/


Firm name: Jersey Shore Financial Advisors

Founder: Thomas Duffy, CFP®

Location: Tinton Falls, NJ

Website: https://www.myfamilyfiduciary.com/


Firm name: Laminar Wealth

Founders: David Oransky, CPA, PFS®, CFP®, RLP® and Mary Oransky CFP®, RLP®

Location: Chesterfield, MO

Website: https://www.laminarwealth.com/


Firm name: Manuka Financial

Founder: Mike Powers, CPA, PFS, CFP®

Location: Richmond, VA

Website: https://manukafinancial.com/


Firm name: Mayfair Financial

Founder: Joe Petry, Ph.D., CFP®, CRPC®

Location: Kirkwood, MO

Website:  https://www.mayfair-financial.com/


Firm name: Noble Hill Planning

Founder: Matthew Jenkins, CFA, CFP®

Location: Richmond, VA

Website: https://noblehillplanning.com/


Firm name: Oakleigh Wealth Services

Founder: Colin Page, CFP®

Location: Crozet, VA

Website: https://www.oakleighwealth.com/


Firm Name: Optimum Retirement Planning

Founder: Larry Pershing, CFP®, RMA®

Location: Chicago, IL

Website: https://www.optimumretirementplanning.com/


Firm Name: Re | Focus Financial Planning

Founder: Daniel Johnson III, CFP®

Location: Winston Salem, NC

Website: https://www.refocusfp.com/


Firm name: Retirement Portfolio Partners

Founder: Erik Barnes, CFP®

Location: Naperville, IL

Website: https://www.retirementportfoliopartners.com/


Firm name: Retirement Roadmap Financial Planning

Founder: Eric Niergarth, CFP®

Location: San Diego, CA

Website: https://www.retirementroadmapfinancialplanning.com/


Firm name: Safebridge

Founder: Jack Zarinsky, CFP®

Location: Fairfax, VA

Website: https://mysafebridge.com/


Firm name: Southshore Financial Planning

Founder: Chris Shoup, CFP®

Location: Tampa, FL

Website: https://southshorefp.com/


Firm name: Staib Financial Planning

Founder: Paul Staib, CFP®, MBA, RICP®

Location: Highlands Ranch, CO

Website: https://www.staibfinancialplanning.com/


Firm name: SwitchPoint Financial Planning

Advisor: James Sweeney, CFA, CFP®, MBA

Location: Lehi, UT

Website: https://switchpointfinancial.com/


Firm name: Torchlight Financial

Founder: Laura Seymour, CFP®

Location: Edina, MN

Website: https://www.torchlightfp.com


Firm name: Truly Prosper Financial Planning

Founder: Brian Tegtmeyer, CFP®

Location: Dublin, OH

Website: https://trulyprosperfp.com


DISCLAIMER: Neither Tenon Financial LLC nor its employees have formally vetted any of the above advisors or their services. Furthermore, inclusion on this referral list is not a recommendation or endorsement of the advisor or an attestation of the quality of his or her services, skills, knowledge, abilities, etc. This referral list is simply other advisors we're aware of who do things similar to how we do them, and charge similar to how we charge (i.e. ongoing retirement-focused financial/tax planning and investment management, for a flat annual fee).

Your use of this list and choice to proceed with any of the advisors on it is solely at your discretion. Neither Tenon Financial LLC nor its employees shall be responsible for the outcomes of any interactions or engagements you may have with any of the advisors on this list.

Neither Tenon Financial LLC nor its employees receive any form of compensation for including advisors on this list. Additionally, neither Tenon Financial LLC nor its employees receive any form of compensation from any advisors who ultimately obtain clients through the advisor's inclusion on this list.