Find Your Fiduciary & Fee-Only Financial Planner:

As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Marianne Rullo, MBA, AIF®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Frank Zuccarelli, MBA
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Bobby Cremins, CFA, CFP®, CKA
View My Profile
Will your financial advisor retire before you do?
-Clint Haynes, CFP®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-James Pearman, CFP®, CPA, PFS
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Jane Young, CFP®, EA, MBA
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Matthew Hague, CFP®, EA
View My Profile
We work for you, not the financial institutions. We don’t sell financial or insurance products of any kind, nor do we accept or pay commissions or referral fees. We uphold a legal duty to put your interests first.
-John Spoto, CFP®, MBA
View My Profile
As a fiduciary financial planner, I want to empower people to make decisions. Our firm focuses on comprehensive financial planning to help you achieve your goals and not sell you products.
-Steven Hiraga, B.S.
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Dan Mahoney, CFP®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Alex Yeager, CFP®
View My Profile
My mission is to help clients reach their financial goals, grow capital over the long term and provide financial understanding and peace of mind.
-Michael Schupak, CFP®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Bob Rall, CFP®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Susan Pack, CPA/PFS, CFP®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Trent Porter, CPA, CFP®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Denise Downey, CFP®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Andrew Novick, CFP®, JD
View My Profile
Helping you conquer life! Join the evolution!
-Krista Cavalieri, CFP®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-John Pak, CFP®, RICP®
View My Profile
It's a privilege to help my clients realize their potential and live their greatest lives.
-Chloé Moore, CFP®
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Erik Klumpp, CFP®, EA
View My Profile
As a fiduciary financial planner, you can rest assured that I am always working in your best interest.
-Justin Rush, CFP®
View My Profile
As a fiduciary financial planner, you can feel confident in knowing that I am always working in your best interest to provide conflict-free advice.
-Scott Snider, CRPC®, CFP®
View My Profile
I am a Fee-only fiduciary financial planner with your best interest at heart.
-Dana Menard, CFP®
View My Profile

Search from hundreds of verified fiduciary & fee-only financial professionals offering a variety of specialties and service models to help you meet your financial life goals.

Why Fiduciary?

Because it’s crucial when choosing a financial planner.

Financial planners and investment managers that are fiduciaries and fee-only are held to the highest standard of care and are legally required to act in the best interests of their clients at all times.

The Wall Street Journal

“Look for a fiduciary financial planner. In short, this means the financial planner has pledged to act in a client’s best interests at all times. Investment professionals who aren’t fiduciaries are often held to a lesser standard, the so-called sustainability standard.”

PBS

“Your interests are best served by a financial advisor who is a fiduciary. A fiduciary must disclose how the advisor is compensated along with any related conflicts of interest.”

MarketWatch

“Make sure your financial advisor acts according to a fiduciary standard. If not, find one. Your interests should always come first.”

Financial Planners on WhyFiduciary.com are…

 

The financial planners and investment managers featured on WhyFiduciary.com are verified to be fiduciaries with a legal and sworn obligation to provide financial advice with only your best interest as the driving factor – with a Fee-Only compensation model (they do not earn commissions).  To be listed on WhyFiduciary.com, the financial advisor must be affiliated with one of the organizations below that requires and enforces a fiduciary oath and fee-only compensation standards.

NAPFA - The Power of Trust

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.  It’s all a part of the mission of NAPFA.

XY Planning Network

The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.  XYPN advisors specialize in Gen X & Gen Y financial issues, work under a fee-only compensation model (do not accept commissions, referral fees, or kickbacks of any kind), are sworn fiduciaries, and can work with clients regardless of location.

Garrett Planning Network

Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients’ best interests first.

ACP - Alliance of Comprehensive Planners

ACP members are best known for offering an open retainer agreement. You pay one annual fee and receive ongoing access to your advisor throughout the year. This open communication is critical to achieving your financial goals.  When you are a retainer client, your advisor will review every aspect of your financial situation: taxes, investment portfolio and strategy, insurance, estate planning, goals, cash flow, money personality, special needs, and more. You’ll receive recommendations that are integrated and appropriate to your situation. With ACP, clients come first.

WhyFiduciary.com is Different

Search only verified fiduciary, fee-only, and independent financial planners and advisors

Variety of specialties and service models

No registration required and free to use

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser