Financial Links
INVESTMENT LINKS AND RESOURCES
Kelley Financial Planning is a Fee-Only, Registered Investment Advisor (RIA) firm located in Cleveland, OH. We've provided the financial links below as a resource as you begin down the path of financial planning. We do not necessarily endorse these third party websites, but rather provide them as a resource. Use your personal discretion when visiting these other websites and before purchasing any products or services.
Find an advisor portal - Independent fee-only financial advisor firms
Other Fee-Only Financial Advisors around the country:
Alabama
Alaska
Arizona
Arkansas
California
TK Pacific Wealth strives to help busy individuals and families improve their financial situation so they can focus on what is important to them. Whether that is spending more time with family, planning a dream vacation, or building your business, they have the tools and experience to help you get where you want to be.
Colorado
Connecticut
Delaware
Florida
As a fee-only, fiduciary, and independent financial advisor, Angela Wentz CFP®, MRFC is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Angela’s firm, Sage Wealth Consulting, LLC provides financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions.
Georgia
Hawaii
Idaho
Illinois
Founded by Rockie Zeigler, RP Zeigler Investment Services, Inc. specializes in financial planning, Social Security strategies, and investment management.
Indiana
Iowa
Kansas
Kentucky
Louisiana
Bienvenue Wealth was founded to provide trusted, conflict-free financial guidance to clients. They embrace consumer advocacy and work closely with young professionals—GenX investors in their 40s and 50s—who are committed to making better financial choices.
Maine
Massachusetts
Michigan
Minnesota
7th Street Financial is a financial planning firm that caters to people of all income and wealth levels. Their goal is to make sure you receive quality financial planning services at a reasonable price. Offering a variety of services for a monthly fee instead of being based on how much you have invested.
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
Horizons Wealth Management is an independent Fee-Only financial advisory firm. They specialize in providing objective and comprehensive Fee-Only financial planning to help their clients build, manage, grow, and protect their assets through life’s transitions.
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
Horizons Wealth Management is an independent Fee-Only financial advisory firm. They specialize in providing objective and comprehensive Fee-Only financial planning to help their clients build, manage, grow, and protect their assets through life’s transitions.
South Dakota
Tennessee
Texas
Utah
Virgina
Christine Centeno, CFP® offers fee-only retirement planning & financial planning services and investment management services to individual clients and families in Richmond, Virginia and across the country.
Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because they are a fee-only firm, their clients will never pay them commissions of any kind.
Washington
West Virginia
Wisconsin
Wyoming
