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NAPFA Fee-Only Financial Advisors

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Why these advisors?
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.

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

3 videos
53 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.

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

3 videos
54 views

CFP®, FPA
Financial Management Concepts
Winter Springs, Fl

Private Wealth Management for Your Vision of an Incredible Retirement®

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

3 videos
320 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

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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

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

2 videos
255 views

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