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NAPFA Fee-Only Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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CFA®, CFP®
J.K. Financial, Inc
Dallas, TX

A Total Wealth Practice

I'm not a Broker - John Kvale
I'm not a Broker - John Kvale
3 questions Clients Ask - John Kvale
3 questions Clients Ask - John Kvale
Your Life on 1 Page - John Kvale
Your Life on 1 Page - John Kvale
No Hidden Fees - John Kvale
No Hidden Fees - John Kvale

4 videos
499 views

Score:
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AIF®
Cannon Wealth Solutions
Harrison, NY

Stay tuned for videos from this advisor!

Score:
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CFP®
Libertas Wealth Management Group Inc
Columbus, OH

We are a Fee-Only, Financial Planning firm in Columbus, OH. Our cutting-edge portfolio management & high-touch relationship-driven service make us different.

Introduction - Adam Koos
Introduction - Adam Koos
Defense First® Trend Following - Adam Koos
Defense First® Trend Following - Adam Koos
Retirement Planning - Adam Koos
Retirement Planning - Adam Koos

3 videos
74 views

Score:
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CFP®, CPWA®
Jacobson & Schmitt Advisors, LLC
Middleton, WI

Jacobson & Schmitt Advisors is laser focused on better outcomes for our clients.

Introduction - Jason Schmitt
Introduction - Jason Schmitt
Investment Management - Jason Schmitt
Investment Management - Jason Schmitt
Wealth Management - Jason Schmitt
Wealth Management - Jason Schmitt

3 videos
71 views

CFP®, FPA
Financial Management Concepts
Winter Springs, Fl

Private Wealth Management for Your Vision of an Incredible Retirement®

Introduction - Brian Fricke
Introduction - Brian Fricke
Investment Philosophy - Brian Fricke
Investment Philosophy - Brian Fricke
Planning Philosophy - Brian Fricke
Planning Philosophy - Brian Fricke

3 videos
336 views

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