glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark whitecon-play-solid whitecon-play-triangle logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark

NAPFA Fee-Only Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
--
CFP®
FBB Capital Partners
Bethesda, MD

Fee-Only Investment Managers. Choosing the right wealth managers isn't only logical. It's Personal!

Introduction - Jaime Quiros
Introduction - Jaime Quiros
Financial Planning - Jaime Quiros
Financial Planning - Jaime Quiros
Investment Approaches - Jaime Quiros
Investment Approaches - Jaime Quiros

3 videos
115 views

Score:
--
CFP®
Berger Wealth Management
Peachtree City, Georgia

Fee-only firm helping individuals and couples (both traditional and non-traditional) make more-informed decisions for their financial future

Introduction - Carol Berger
Introduction - Carol Berger
What happens to my clients if something happens to me since I am a solo practitioner? - Carol Berger
What happens to my clients if something happens to me since I am a solo practitioner? - Carol Berger

2 videos
308 views

Score:
--
CFP®, CRPC®, MBA
Financial Symmetry
Raleigh, NC

Your Partner to Financial Independence

How We Are Different - Mike Eklund
How We Are Different - Mike Eklund
The Client Experience - Mike Eklund
The Client Experience - Mike Eklund
Why I Became An Advisor - Mike Eklund
Why I Became An Advisor - Mike Eklund

3 videos
656 views

CFP®, CRC®, CRPS®
Etzler Financial Advisors, LLC
Red Bluff, CA

It's your life and your money. We want to help you make the most of both.

Introduction - Matt Etzler
Introduction - Matt Etzler
The Advantages of a Full-Time Fiduciary - Matt Etzler
The Advantages of a Full-Time Fiduciary - Matt Etzler
The 3 "Go Stages" of Retirement - Matt Etzler
The 3 "Go Stages" of Retirement - Matt Etzler

3 videos
90 views

Score:
--
CFA®, CFP®
Trailhead Planners
Minneapolis, MN

Tax-Focused & Life-Centered Financial Planning

Introduction - Morgan Ranstrom
Introduction - Morgan Ranstrom
Tax Efficient Charitable Giving - Morgan Ranstrom
Tax Efficient Charitable Giving - Morgan Ranstrom
Why Fee-Only, Comprehensive Financial Planning? - Morgan Ranstrom
Why Fee-Only, Comprehensive Financial Planning? - Morgan Ranstrom

3 videos
55 views

Spinner Loading...