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NAPFA Fee-Only Financial Advisors

Sort: Alphabetical Video Views Score
Why these advisors?
CFP®, MS
Old Peak Finance
Chapel Hill, NC

Feel prepared heading into your next stage

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Introduction - Molly Stanifer
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Free Piece of Advice - Molly Stanifer
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Preparing for Your First Meeting with a New Financial Planner - Molly Stanifer
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Public Service Loan Forgiveness - Molly Stanifer

4 videos
387 views

Score:
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CFP®, MBA
WorthPointe Financial Planners
Austin, TX

Experienced fiduciary and fee-only advisor specializing in wealth management for successful families, business owners and retirement plans.

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Introduction - Morgan Smith

1 video
36 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.

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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
43 views

Score:
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CPA, PFS
Axiom Advisory, LLC
San Diego, CA

Fee-Only Personal Financial Advisor

Stay tuned for videos from this advisor!

Score:
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AIF®, CFP®, CRPS®
RETIRE SMART Consulting, LLC.
Princeton, NJ

Working with Business Owners and Corporate executives over 20 years.

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Introduction - Shikha Mittra
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Rolling Over a 401K - Shikha Mittra
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Investment Philosophy - Shikha Mittra
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Fee Only Advisor - Shikha Mittra

4 videos
146 views

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