Choosing a Financial Planner

Finding a Fee-Only Planner
The National Association of Personal Financial Advisors (NAPFA) offers an online search form to find fee-only advisors in your state.

Fee Methods
A discussion of the various fee methods and the advantages and disadvantages of each.

International Association of Registered Financial Consultants
Official Web site of the IARFC. Includes the qualifications of a Registered Financial Consultant, and consumer information about financial planning.

State Accountancy Boards (Certified Public Accountants)
Links to State Accountancy Boards and State CPA Associations, to help you find a Certified Public Accountant near you.

Certified Financial Planner Board of Standards
The organization of Certified Financial Planners (CFP). Includes information on choosing a planner, how to check a planner's license, and how to find a local CFP.

Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)
Web site of the American College, which awards the designations "Chartered Life Underwriter" and "Chartered Financial Consultant" to qualified individuals.

Financial Planning Association
An association of financial planners, accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives.

Garrett Planning Network
An iinternational network of independent financial advisors and planners offering hourly as-needed financial planning and advice.