Fee-for-Service Financial Planners
- NAPFA – Locate a Financial Adviser in the U.S.
- MoneySense Directory of fee-only financial planners in Canada (Update: No longer offered as of Aug. 1, 2018)
- Alternatively, try the Institute of Advanced Financial Planners (IAFP, Canada.) Check with each supplier to clarify whether they offer true fee-for-service financial planning
- Given the above, the Financial Independence Hub invites true “fee-for-service” financial planners (NOT asset-based) to email jonchevreau8@gmail.com and we will post here, starting with the short list below. Note that fee-for-service financial planning is one of the three main components of the investing model in the book Findependence Day, complementing discount brokerages and ETFs.
- EES Financial (Fee-only planners)
- MacDonald Shymko (Fee-only planners)
- Objective Financial Planners (Jason Heath)
- Money Coaches Canada (Karen Mitzgala, Sheila Walkington et al)
- Caring for Clients (Rona Birenbaum et al)
- Boomer & Echo Fee-Only Financial Planning (Marie & Robb Engen)
- Spring Personal Finance (Sandi Martin, fee-only financial planner)
- Darryl Brown
- The New School of Finance (Shannon Lee Simmons)
- Strategic Analysis Capital (Mike Bayer)
Retirement planning software
- Retirement Navigator and Better Money Choices (Doug Dahmer)
- Cascades (Ian Moyer)
- Viviplan (Rona Birenbaum, Morgan Ulmer)
Stock and Investing Glossary
Other professionals who “get” Findependence
- Chicago Financial Planner (Roger Wohlner)
- Garrett Planning Network (Sheryl Garrett et al)
- The BAM Alliance (Larry Swedroe, Dan Solin et al)
- Kitces.com (Michael Kitces)
- XY Planning Network (U.S., fee-only for Gen X and Gen Y)
- Life Planning Partners (Carolyn McClanahan)
- Finance for Teachers (Dave Grant, CFP)
- Thrive Financial Coaching (Patricia Gass)
- TSInetwork.ca (Patrick McKeough)
- Debt Coach Canada (Eric Putnam)
- Credit Canada (Laurie Campbell)
- Hoyes Michalos (Doug Hoyes)
- Wellington-Altus Private Wealth Inc. (John De Goey)
- Rogers Group Financial (Clay Gillespie)
- Diamond Retirement Planning (Daryl Diamond)
- Emeritus Retirement Income Specialists (Doug Dahmer)
- Richardson GMP (Chris Cottier)
- Hollis Wealth (Robert Smith)
- T. E. Financial (Warren Baldwin)
- Tridelta Financial (Matthew Ardrey)
- PWL Capital Toronto (Justin Bender, Dan Bortolotti)
- PWL Capital Ottawa (Cameron Passmore, Ben Felix)
- Financial Wealth Builders (Paul Philip)
- Frank Wiginton
- KCM Wealth Management (Adrian Mastracci)
- Cory Papineau
- Sage Investors (Aman Raina)
- Gorr Financial (Gary Gorr)
- M-Link Mortgage Corp. (Sandy Aitken)
- Taxevity Insurance Advisory (Promod Sharma)
- Lowrie Financial (Steve Lowrie)
- Komitas Mastromartino Wealth Management Group (Michael Drak, Melina Mastromartino)
- Chalten Fee-Only Advisors Ltd. (Graham Bodel)
- ChangeRangers.com (Mark Venning)
- RT Mosaic Wealth Management Ltd. (David Miller)
- Steadyhand Investment Funds (Low-fee, high-stewardship investment firm)
- ChangeRangers.com (Mark Venning): Expert in Recoding a Longevity Society.
