Money surveyed more than 1,000 financial planners to arrive at the 80 best, who all earned high marks for qualifications, trust, services and customer service. Use the table below and more options in the search function to help you find a professional to plan your financial life.
Published: Sept. 19, 2024 | Read the full methodology here.
Advisor Name
The 80 highest-scoring planners of about 1,000 respondents.
Scores out of five. 5 stars displayed for scores of 4.8 to 5.0;
4-½ stars for those of 4.3 to 4.7.
More on scoring here.
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Location
All planners said they offer video meetings.
Many can and will serve clients in states other than the one in which they are based.
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Key Designation All respondents are Certified Financial Planners (CFP). Some also have ChFC (Chartered Financial Consultant), CPA (Certified Public Accountant, CFA (Chartered Financial Analyst) and/or CPS (Certified Portfolio Specialist). More on designations here. | Planning Experience As reported by the planners. Use the search link above the list to search by experience and reported age range. | Focus Areas The two core planning areas for which the planners said they spend the most client time. More on focus areas here. | Minimum Assets for New Clients As reported by the planners. Some also said a minimum fee may apply. These requirements may be negotiable with some planners. | |
Ben JohnsonGap Financial Services |
Austin, TX | CFP®, ChFC | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Brian T. HoutsFrazier Financial Advisors |
Upper Arlington, OH | CFP® | 11-20 years | Tax, retirement | No asset requirement; minimum annual fee may apply | |
Gerard KassoufKassouf Wealth Advisors |
Birmingham, AL | CFP®, CPA, PFS | More than 20 years | Tax, general financial | No minimum | |
Kathy LongoFlourish Wealth Management |
Edina, MN | CFP® | More than 20 years | Retirement, investment | $1,000,001 - $5,000,000 | |
Elizabeth K. MillerSummit Place Financial Advisors, LLC |
Summit, NJ | CFP®, CFA | More than 20 years | Investment, general financial | $5,000,001 + | |
William R. Collins IVMorgan Stanley |
Purchase, NY | CFP® | More than 20 years | Investment, retirement | $1,000,001 - $5,000,000 | |
Taylor SteeleCadent Capital / Raymond James |
Las Colinas, TX | CFP® | More than 20 years | Investment, retirement | $1,000,001 - $5,000,000 | |
Daniel Farid YasharelNWF Advisory Group |
Los Angeles, CA | CFP®, ChFC | More than 20 years | Investment, general financial | $250,000 - $1,000,000 | |
Julie E. HallVision Capital Partners |
Ann Arbor, MI | CFP® | More than 20 years | General financial | No asset requirement; minimum annual fee may apply | |
Laura AddingtonAddington Financial Group |
Winnsboro, TX | CFP® | More than 20 years | Investment, retirement | No minimum | |
Melissa A. CoxInstitutional Securities Corp |
Dallas, TX | CFP® | 11-20 years | Retirement, investment | No minimum | |
Scott OethCahill Financial Advisors |
Edina, MN | CFP®, ChFC | More than 20 years | Retirement, investment | No asset requirement, but minimum fees may apply | |
John C. GirvinFiduciary Wealth Group |
Dayton, OH | CFP® | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Mark L. PrendergastAPELLA WEALTH |
Huntington Beach, CA | CFP®, CPA | More than 20 years | Estate, tax | $1,000,001 - $5,000,000 | |
Martin SwieckiThe Valletta Group |
Northville, MI | CFP® | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Peter Jeffrey ChristakosWestfield Wealth Management |
Cranford, NJ | CFP®, CPA, PFS | More than 20 years | Investment, tax | $250,000 - $1,000,000 | |
Heidi Ann FosterAmerican Wealth Management |
Reno, NV | CFP® | More than 20 years | Investment, tax | No minimum | |
Paul RomoImpact Financial Advisors |
Davis, CA | CFP®, ChFC | 11-20 years | Retirement, general financial | $250,000 - $1,000,000 | |
Michael CooperAmeriprise Financial LLC |
New York, NY | CFP®, CPA, PFS | More than 20 years | General financial | $250,000 - $1,000,000 | |
Peter LazaroffPlancorp |
St. Louis, MO | CFP®, CFA | 11-20 years | Retirement, general financial | $1,000,001 - $5,000,000 | |
Stacy FrancisFrancis Financial, Inc. |
New York, NY | CFP® | More than 20 years | Retirement, divorce and widowhood | $2,000,000 | |
Chase ThomasSFMG Wealth Advisors |
Plano, TX | CFP®, CPA | 11-20 years | Retirement, investment | $1,000,001 - $5,000,000 | |
Stephen C. BrodyGreenville Financial Advisors |
Greenville, NC | CFP®, ChFC | More than 20 years | Retirement, investment | No minimum | |
Jason BottenfieldSteward Partners |
Dallas, TX | CFP® | More than 20 years | Retirement, investment | $1,000,001 - $5,000,000 | |
Missie BeachWiser Wealth Management |
Marietta, GA | CFP® | More than 20 years | General financial | No minimum | |
Roberta B. FergusonAberdeen Wealth Management LLC |
Lake Bluff, IL | CFP®, CFA | More than 20 years | Investment, retirement | $1,000,001 - $5,000,000 | |
Larry LytleWiser Advisor Group |
Phoenix, AZ | CFP® | 11-20 years | Investment, general financial | $1,000,001 - $5,000,000 | |
Shashin ShahSFMG Wealth Advisors |
Dallas, TX | CFP®, CFA | More than 20 years | Investment, retirement | $1,000,001 - $5,000,000 | |
Paul MorroneNexa Financial Group |
North Haven, CT | CFP®, CPA, PFS | 11-20 years | Investment, tax | No asset requirement, but minimum fees may apply | |
Tyler A. GraySageOak Financial, LLC |
Tulsa, OK | CFP® | 11-20 years | General financial | No minimum | |
Randall L. FranklinFranklin Wealth Management Inc |
Madisonville, KY | CFP®, CPA, PFS | More than 20 years | Investment, retirement | $1,000,001 - $5,000,000 | |
Kevin ClarkHighview Advisor Group |
Columbus, OH | CFP® | 11-20 years | Tax, general financial | No minimum | |
Rich JacobsonJacobson Wealth Management |
Napa, CA | CFP® | More than 20 years | Retirement, general financial | $250,000 - $1,000,000 | |
Kimberly L. FossMercer Advisors |
Roseville, CA | CFP® | More than 20 years | Investment, general financial | $1,000,001 - $5,000,000 | |
Nayan LapsiwalaASPIRIANT LLC |
San Jose, CA | CFP®, CFA | 11-20 years | Retirement, investment | $1,000,001 - $5,000,000 | |
John R. Calvert IIITrapani Calvert Meyer / Northwestern Mutual |
Los Angeles, CA | CFP®, ChFC | More than 20 years | General financial | No asset requirement, but minimum fees may apply | |
Devin DeLappSFMG Wealth Advisors |
Plano, TX | CFP® | 6-10 years | Investment, general financial | $1,000,001 - $5,000,000 | |
Tara ScottinoTrue North Advisors, LLC |
McKinney, TX | CFP® | More than 20 years | General financial | $5,000,001 + | |
James "JJ" WilliamsWilliams Financial, LLC |
Bennington, VT | CFP® | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Ben JonesWave Wealth |
Frisco, TX | CFP® | 11-20 years | Investment, tax | No asset requirement, but minimum fees may apply | |
Scott Van Den BergCentury Management Financial Advisors |
Austin, TX | CFP®, ChFC | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Victor LarsenLarsen Financial Management, LLC |
San Antonio, TX | CFP®, CPA | More than 20 years | Investment, tax | No asset requirement, but minimum fees may apply | |
Hannah SzarszewskiBlue Mountain Financial Planning |
Melissa, TX | CFP® | 6-10 years | General financial | No minimum | |
Rose PriceVLP Financial Advisors |
Vienna, VA | CFP® | More than 20 years | Retirement, investment | $1,000,001 - $5,000,000 | |
Aimee BaumanCaissa Wealth Strategies |
Bloomington, MN | CFP®, ChFC | More than 20 years | Retirement, estate | $1,000,001 - $5,000,000 | |
Janet StanzakFinancial Empowerment LLC |
Chanhassen, MN | CFP® | More than 20 years | Retirement, investment | No minimum | |
Daniel M. YergerMY Wealth Planners |
Longmont, CO | CFP®, ChFC | 6-10 years | Retirement, investment | No asset requirement, but minimum fees may apply | |
Aaron W. ClarkeHeritage Financial, LLC |
Ashburn, VA | CFP® | 6-10 years | Retirement, tax | $1,000,001 - $5,000,000 | |
Kelly L. OlivenWilliam Blair & Company |
Chicago, IL | CFP®, ChFC | More than 20 years | Retirement, estate | No minimum | |
Inna RivilisSunflower Financial Planning |
Windham, NH | CFP® | 11-20 years | Retirement, investment | No asset requirement, but minimum fees may apply | |
Crystal BillingSFMG Wealth Advisors |
Plano, TX | CFP® | More than 20 years | General financial | $1,000,001 - $5,000,000 | |
Andy BaxleyThe Planning Center |
Chicago, IL | CFP® | 6-10 years | General financial | No minimum | |
John ComerMcNellis & Asato |
Bloomington, MN | CFP® | More than 20 years | Retirement, general financial | No asset requirement, but minimum fees may apply | |
Wes BattleFinancial Advantage Associates |
Rockville, MD | CFP® | 11-20 years | All retirement planning | No minimum | |
Nathan BurchamBurcham Benefits, LLC |
Knoxville, TN | CFP® | 6-10 years | Retirement, general financial | No minimum | |
Mitchell KrausCapital Intelligence Associates |
Santa Monica, CA | CFP®, ChFC | More than 20 years | Retirement, general financial | No minimum | |
Edward WildermuthInnovative Financial Solutions |
Carmel, IN | CFP®, CPA, ChFC | 11-20 years | General financial | No asset requirement, but minimum fees may apply | |
Beth Jeter HrubalaJeter Hrubala Wealth Strategies |
Isle of Palms, SC | CFP® | More than 20 years | General financial | $250,000 - $1,000,000 | |
Nathan W. DavisAspen Wealth Management |
Fort Worth, TX | CFP®, CFA | 11-20 years | Investment, general financial | $1,000,001 - $5,000,000 | |
Robert M. CheneyWestridge Wealth Strategies |
Winnetka, IL | CFP®, CFA | More than 20 years | Retirement, general financial | $1,000,001 - $5,000,000 | |
Jim ShagawatAdvicePeriod |
Paramus, NJ | CFP®, ChFC | More than 20 years | General financial | $1,000,001 - $5,000,000 | |
Jonathan RobertsonAbacus Planning Group |
Columbia, SC | CFP® | 11-20 years | Retirement, general financial | $1,000,001 - $5,000,000 | |
Brad D. JohnsonAmeriprise Financial |
Columbus, OH | CFP®, ChFC | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Lisa KirchenbauerOmega Wealth Management, LLC |
Arlington, VA | CFP® | More than 20 years | Retirement, general financial | No asset requirement, but minimum fees may apply | |
Gayle ColmanColman Knight Advisory Group, LLC |
Acton, MA | CFP® | More than 20 years | Investment, general financial | No asset requirement, but minimum fees may apply | |
Marguerita ChengBlue Ocean Global Wealth |
Gaithersburg, MD | CFP® | More than 20 years | Investment, budgeting/debt | No minimum | |
Tyson RayFORM Wealth Advisors |
Lake Geneva, WI | CFP® | More than 20 years | Retirement, general financial | $250,000 - $1,000,000 | |
John KvaleJ.K. Financial, Inc. |
Dallas, TX | CFP®, CFA* | More than 20 years | Investment, retirement | No minimum | |
John James Chichester, Jr.Chichester Financial Group LLC |
Phoenix, AZ | CFP®, CPA, PFS | More than 20 years | Retirement, investment | No asset requirement, but minimum fees may apply | |
James LeeLee Investment Management |
Saratoga Springs, NY | CFP® | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Gary WilliamsWilliams Asset Management |
Columbia, MD | CFP® | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Stephen RothLimestone Financial Group |
South Orange, NJ | CFP® | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Beth Gallen MastromarinoFinancial Planning Advisors |
Reading, PA | CFP® | More than 20 years | General financial | $250,000 - $1,000,000 | |
Jason TafoyaThe H Group |
Bellevue, WA | CFP® | 11-20 years | Retirement, tax | $250,000 - $1,000,000 | |
George Clifford LewisCarson Wealth |
Milton, GA | CFP® | More than 20 years | Retirement, investment | $250,000 - $1,000,000 | |
Derek LawsonNavigate Financial |
Suwanee, GA | CFP® | 11-20 years | Retirement, investment | $250,000 - $1,000,000 | |
Nycole FreerEden Financial |
Aliso Viejo, CA | CFP® | 11-20 years | General financial | No minimum | |
Wendell B. FullerFuller Wealth Advisors, Inc. |
Midlothian, VA | CFP® | More than 20 years | Investment, tax | No asset requirement, but minimum fees may apply | |
Cheryl HollandAbacus Planning Group |
Columbia, SC | CFP® | More than 20 years | Retirement, general financial | No asset requirement, but minimum fees may apply | |
Michael BrocavichCenter For Financial Planning |
Southfield, MI | CFP® | 11-20 years | General financial | $250,000 - $1,000,000 |