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NAPFA Fee-Only Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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CDFA™, CFA®, CFP®
Watts Capital
New York, NY

Advises and coaches business owners and professionals on a spectrum of financial matters as they make progress towards their goals and dreams.

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Introduction - David Flores Wilson
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Our Focus - David Flores Wilson
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Handling Major Life Events - Dave Flores Wilson

3 videos
39 views

Score:
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CFP®, CPA, PFS
Integrated Financial Planning, PC
Durango, Colorado

Offering Genuine Financial Freedom through Money Attentiveness

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Retirement and Goals Planning - Paul Lemon
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Fiduciary Fee Only - Paul Lemon
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Money Worries - Paul Lemon
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Portfolio Asset Management - Paul Lemon

4 videos
414 views

AAMS®, CFP®
Kotys Wealth Professionals
Valparaiso, IN

Fee-only Fiduciary providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions.

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Introduction - Wes Kotys
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The Difference Between a Broker and a Fiduciary - Wes Kotys
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What Makes a Good Financial Plan - Wes Kotys

3 videos
45 views

Score:
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CFP®
Berkeley, Inc.
Boise, ID

You know your meaning of life. We'll help you achieve it.

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Introduction - Michael J. Ling

1 video
50 views

CFP®
Integra Wealth, LLC
Chattanooga, TN

Comprehensive | Consultative | Fee-only | Investment and Financial Planning Advice

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Intro - David Hodges
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The Importance of Diversification - David Hodges
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The Importance of Minimizing Taxes and Investment Fees - David Hodges
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How to Evaluate a Good Financial Advisor - David Hodges

4 videos
277 views

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