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
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
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: Optimum Retirement Planning
Founder: Larry Pershing, CFP®, RMA®
Location: Chicago, IL
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
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
Firm name: SwitchPoint Financial Planning
Advisor: Grant Fuller, CFP®
Location: Louisville, KY
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.