We began in 1999 as a financial advisory firm practicing fee-only financial planning and investment management. Designed to meet the needs of all potential clients, our firm does not require that a client have a minimum amount of assets to work with us. We are paid solely by the client and receive no commissions or other third-party payments, making us a true “Fee-Only” firm.
Our Senior Advisor has earned the CERTIFIED FINANCIAL PLANNER™ designation, the highest designation available in the financial planning industry. With a commitment to our clients first and foremost, Fee-Only Planning Professionals, LLC, continues to build new client relationship while maintaining strong relationships with our existing clients.
Our journey to this point has been exciting, and we look forward to our future growth. We hope you will allow us to guide you on your path to achieving your financial dreams.