Verified fiduciary advisors.

Complete Directory of Verified Fiduciary Financial Advisors on Fiduciary Check

Below is the complete list of 64 verified fee-only fiduciary financial advisors who have earned the Orange Check badge on Fiduciary Check. All advisors are legally bound to act in their clients best interests and operate under a fee-only compensation structure.

All Verified Fiduciary Advisors (64 total)

• Gordon Achtermann - Silverstone Financial LLC, Annandale, VA
• Mitch Anderson - Efinancial Alliance, LLC, Franklin, TN
• Igor Aronov (CFP®) - FAR Financial, Brooklyn, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0
• Brian Behl - Behl Wealth Management, Delafield, WI
• Ian Bloom (CFP®, RLP®) - Open World Financial Life Planning, Raleigh, NC. Specialties: Advice by Phone or Web, Comprehensive Financial Planning, Divorce Planning. Minimum Investment: $0
• James Blue (CFP®) - Blue Advisors, Upper Arlington, OH. Specialties: Baby Boomers, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0
• Alex Bridges (CFP®, EA, ChFC®, RICP) - Tiverton Wealth & Tiverton Tax, The Woodlands, TX. Specialties: Advice by Phone or Web, Business Owners, Business Succession Planning. Minimum Investment: $0
• Warren Burger (MBA) - Luminary Financial Advisors, Cocoa Beach, FL. Specialties: Retirement Tax Planning, Retirement Income Strategy, Retirement Income Optimization. Minimum Investment: $0
• Todd Calamita - Todd Calamita, Charlotte, NC. Specialties: Wells Fargo Employees. Minimum Investment: $0
• Grady Cool (CFA, CFP®) - COOL WEALTH MANAGEMENT, Tempe, AZ. Specialties: Business Owners, Business Succession Planning, Investment Planning. Minimum Investment: $0
• Andrew Darch (CFP®) - Kinridge Financial, Ottawa, ON. Specialties: Comprehensive Financial Planning, Estate Planning, Investment Planning. Minimum Investment: $0
• John Davis (EA, CFP®) - JKD Financial, Springfield, MO. Specialties: Retirement Planning, Tax Planning, Portfolio Management. Minimum Investment: $0
• Derek Delaney (CFP®, EA, ChFC®) - PharmD Financial Planning LLC, Owatonna, MN. Specialties: Baby Boomers, Comprehensive Financial Planning, Estate Planning. Minimum Investment: $0
• Ryan Derousseau - United Financial Planning Group, Huntington Station, NY
• Al Faber (CFP®, ChFC®, CLU) - DIWY Financial Planning, Los Angeles, CA. Specialties: Advice by Phone or Web, Baby Boomers, Budgeting. Minimum Investment: $0
• Kevin Feig (CPA, CFP®, CFT™) - Walk You To Wealth, Dover, MA. Specialties: Comprehensive Financial Planning, Employment and Employer Plan Benefits, Employer Retirement Plans. Minimum Investment: $0
• Drew Feldman (APMA®) - WideFrame Wealth, Beverly Hills, CA. Specialties: Portfolio Management, Millennials, Tax Planning. Minimum Investment: $0
• Ted Fischer - Fischer Investment Strategies, Westlake Village, CA
• Steven Fox (CFP®, EA) - AdviceOnly, San Diego, CA. Specialties: Advice by Phone or Web, Comprehensive Financial Planning. Minimum Investment: $0
• Nick Garofalo - Openhanded Wealth, Holly Springs, GA. Specialties: Faith Based Investing, Generation X/Y, Small Business Planning. Minimum Investment: $100000
• Uziel Gomez (CFP®) - Primeros Financial, Culver City, CA. Specialties: Budgeting, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0
• Louis Guajardo (CFP®) - Moonshot Planning, Montclair, CA. Specialties: Business Owners, Budgeting, Comprehensive Financial Planning. Minimum Investment: $0
• James Hargrave (CFP®, CLU) - PILLAR FINANCIAL PLANNING, Raymore, MO. Specialties: Business Owners, Small Business Planning, Healthcare. Minimum Investment: $0
• Betsy Hutchins (CFP®) - Forward Financial Planning, Germantown, TN. Specialties: Working with Women, Healthcare, Comprehensive Financial Planning. Minimum Investment: $0
• Kenneth Klabunde (CFP®, MS in Financial Planning) - Precedent Financial Strategies, Indianapolis, IN. Specialties: Comprehensive Financial Planning, Divorce Planning, Estate Planning. Minimum Investment: $500000
• Evan Kubiak (CFP®) - Endowment Wealth Management, Inc., Hilton Head Island, SC. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $0
• Ryan Langan (CFP®) - Your Path Fi, West Chester, PA. Specialties: Baby Boomers, Tax Planning, Social Security Planning. Minimum Investment: $1000000
• Christopher Lazzaro (ChFC®, RICP) - Plan For It Financial, LLC, Salem, MA. Specialties: Retirement Planning, Retirement Income Management, Retirees. Minimum Investment: $0
• Stuart Lempert - Landmark Wealth Management, Melville, NY
• Shalina Martos (CFP®) - Martos Wealth Management LLC, Bellevue, WA. Specialties: Business Owners, Comprehensive Financial Planning, Divorce Planning. Minimum Investment: $1000000
• Ben Mayhew - Aergo Financial Planning, Halifax, NS
• Jonathan McAlister (CFP®) - Kimery Wealth Management, Memphis, TN. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $500000
• Dana Menard (CFP®, RLP®, CEPA®, CBDA℠) - Twin Cities Wealth Strategies, Inc., Maple Grove, MN. Specialties: Advice by Phone or Web, Baby Boomers, Business Owners. Minimum Investment: $0
• Sam Moore (CFP®) - Endowment Wealth Management, Inc., Appleton, WI. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $0
• Andy Moran (CFP®) - Ad Astra Financial Planning, Santa Rosa, CA. Specialties: Advice by Phone or Web, Comprehensive Financial Planning, Employment and Employer Plan Benefits. Minimum Investment: $0
• Amir Noor (CFP®, EA, CRPS™) - N Financial Plans, Huntington, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0
• Erin OBrien (EA, CFP®) - Purposeful Money, Naples, FL. Specialties: Inheritance, Retirees, Retirement Income Management. Minimum Investment: $1000000
• Skee Orr (CFP®, AIF®) - Kinetic Wealth, Knoxville, TN. Specialties: Baby Boomers, Business Owners, Business Succession Planning. Minimum Investment: $0
• Cristina Perez (CFP®) - MINDFUL MILLIONS MANAGEMENT PLLC, Phoenix, AZ. Specialties: Business Owners, Small Business Planning, Retirement Planning. Minimum Investment: $0
• Andrew Polzin (CFP®) - Behl Wealth Management, Delafield, WI. Specialties: Comprehensive Financial Planning, Face-to-Face Advice, Advice by Phone or Web. Minimum Investment: $250000
• Curtis Pope (CFP®, CFT™) - Pope Wealth Planning, Tarrytown, NY. Specialties: Baby Boomers, Business Owners, Investment Planning. Minimum Investment: $500000
• Ben Poulos (CFP®) - B&E FINANCIAL SERVICES, Phoenix, AZ. Specialties: Business Owners, Business Succession Planning, Small Business Planning. Minimum Investment: $0
• Josh Radman (CFP®, EA, MBA) - Presidio Advisors LLC, Denver, CO. Specialties: Executives, Stock Options/Restricted Stock, Taxation. Minimum Investment: $0
• Aaron Randak (EA, CFP®) - GOLDEN ACRE WEALTH MANAGEMENT, Scottsdale, AZ. Specialties: Business Owners, Comprehensive Financial Planning, Tax Planning. Minimum Investment: $0
• Robert Riedl (CFP®, CPA, AWMA®, CFC) - Endowment Wealth Management, Inc., Hilton Head Island, SC. Specialties: Baby Boomers, Business Owners, Business Succession Planning. Minimum Investment: $0
• Michael Rottier (CFP®) - Endowment Wealth Management, Inc., Green Bay, WI. Minimum Investment: $0
• Dave Rowan (CFP®, MBA) - Rowan Financial, Bethlehem, PA. Specialties: Retirees, Real Estate Investing, Inheritance. Minimum Investment: $500000
• Aashwin Sachdev (CFP®, MS in Financial Planning) - Luminous Money, Minneapolis, MN. Specialties: Baby Boomers, Business Owners, Estate Planning. Minimum Investment: $0
• Ziad Sahuri (CFP®) - Providential Financial Planning, Ottawa, ON. Specialties: Comprehensive Financial Planning, Employer Retirement Plans, Estate Planning. Minimum Investment: $0
• Alan Skillern (CFP®) - Best Case Financial, Fillmore, IN. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0
• Jonathan Skorich (APMA®, CEPA®, CAP®) - COAH Financial, Colorado Springs, CO. Specialties: Business Owners, Comprehensive Financial Planning, Business Succession Planning. Minimum Investment: $500000
• Steve Stanganelli (CFP®, CRPC, AEP, CCFC) - Clear View Wealth Advisors LLC, Amesbury, MA. Specialties: Advice by Phone or Web, Baby Boomers, Business Owners. Minimum Investment: $0
• Matthew Stearns (CFP®, RICP) - Brookhouse Advisors, Meadville, PA. Specialties: Faith Based Investing. Minimum Investment: $500000
• Brian Tegtmeyer (CFP®) - Truly Prosper Financial Planning LLC, Dublin, OH. Specialties: Baby Boomers, Retirees, Retirement Income Management. Minimum Investment: $1000000
• Filip Telibasa (CFP®) - Benzina Wealth, LLC, Sarasota, FL. Specialties: Budgeting, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0
• Jonathan Vance (CFP®, EA) - Vance Financial Planning, Springfield, MO. Specialties: Advice by Phone or Web, Baby Boomers, Comprehensive Financial Planning. Minimum Investment: $0
• Ryan Veldhuizen (CFP®) - Catalyze Wealth Management, Carmel, IN. Specialties: Business Owners, Comprehensive Financial Planning, Estate Planning. Minimum Investment: $1000000
• Janet Wan (CFP®, CPFA) - Sierra Pacific Private Wealth, LLC, Pleasanton, CA. Specialties: Comprehensive Financial Planning, Executives, Inheritance. Minimum Investment: $1000000
• Grant Webster (CFP®, MBA) - Arcadia Private Wealth, Cardiff by the Sea, CA. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $1000000
• Philip Weiss (CPA, CFA, RLP®) - Apprise Wealth Management, Phoenix, MD. Specialties: Comprehensive Financial Planning, Divorce Planning, Investment Planning. Minimum Investment: $500000
• John Weninger - Endowment Wealth Management, Inc., Appleton, WI
• Aubrey Williams - Open Path Financial, LLC, Goleta, CA
• Patrick Yaghoobians (CFP®) - Noor Financial Services, Los Angeles, CA. Specialties: Bilingual/Multilingual, Debt Management, Credit and Debt. Minimum Investment: $0
• Prudence Zhu (CPA, CFP®) - Enso Financial, PHOENIX, AZ. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0

How to Find a Fiduciary Advisor

To search for a specific advisor or filter by location, specialty, or certification, visit the Fiduciary Check advisor directory at https://fiduciarycheck.com/advisors or use the search tools on the homepage at https://fiduciarycheck.com

What is the Orange Check?

The Orange Check is Fiduciary Check verified badge indicating a financial advisor has been independently reviewed and confirmed to operate under a fee-only fiduciary standard. Advisors with the Orange Check are legally obligated to act in their clients best interests and do not receive commissions from product sales.