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Southfield, MI CFP® 11-20 years General financial $250,000 – $1,000,000 Arlington, VA CFP® More than 20 years Retirement, general financial No asset requirement, but minimum fees may apply Acton, MA CFP® More than 20 years Investment, general financial No asset requirement, but minimum fees may apply Gaithersburg, MD CFP® More than 20 years Investment, budgeting/debt No minimum Lake Geneva, WI CFP® More than 20 years Retirement, general financial $250,000 – $1,000,000 Dallas, TX CFP®, CFA* More than 20 years Investment, retirement No minimum Phoenix, AZ CFP®, CPA, PFS More than 20 years Retirement, investment No asset requirement, but minimum fees may apply Saratoga Springs, NY CFP® More than 20 years Retirement, investment $250,000 – $1,000,000 Columbia, MD CFP® More than 20 years Retirement, investment $250,000 – $1,000,000 South Orange, NJ CFP® More than 20 years Retirement, investment $250,000 – $1,000,000 Reading, PA CFP® More than 20 years General financial $250,000 – $1,000,000 Bellevue, WA CFP® 11-20 years Retirement, tax $250,000 – $1,000,000 Milton, GA CFP® More than 20 years Retirement, investment $250,000 – $1,000,000 Suwanee, GA CFP® 11-20 years Retirement, investment $250,000 – $1,000,000 Aliso Viejo, CA CFP® 11-20 years General financial No minimum Midlothian, VA CFP® More than 20 years Investment, tax No asset requirement, but minimum fees may apply Columbia, SC CFP® More than 20 years Retirement, general financial No asset requirement, but minimum fees may apply Melissa, TX CFP® 6-10 years General financial No minimum Vienna, VA CFP® More than 20 years Retirement, investment $1,000,001 – $5,000,000 Bloomington, MN CFP®, ChFC More than 20 years Retirement, estate $1,000,001 – $5,000,000 Chanhassen, MN CFP® More than 20 years Retirement, investment No minimum Longmont, CO CFP®, ChFC 6-10 years Retirement, investment No asset requirement, but minimum fees may apply Ashburn, VA CFP® 6-10 years Retirement, tax $250,000 – $1,000,000 Chicago, IL CFP®, ChFC More than 20 years Retirement, estate No minimum Windham, NH CFP® 11-20 years Retirement, investment No asset requirement, but minimum fees may apply Plano, TX CFP® More than 20 years General financial $1,000,001 – $5,000,000 Chicago, IL CFP® 6-10 years General financial No minimum Bloomington, MN CFP® More than 20 years Retirement, general financial No asset requirement, but minimum fees may apply Rockville, MD CFP® 11-20 years All retirement planning No minimum Knoxville, TN CFP® 6-10 years Retirement, general financial No minimum Santa Monica, CA CFP®, ChFC More than 20 years Retirement, general financial No minimum Carmel, IN CFP®, CPA, ChFC 11-20 years General financial No asset requirement, but minimum fees may apply Isle of Palms, SC CFP® More than 20 years General financial $250,000 – $1,000,000 Fort Worth, TX CFP®, CFA 11-20 years Investment, general financial $1,000,001 – $5,000,000 Winnetka, IL CFP®, CFA More than 20 years Retirement, general financial $1,000,001 – $5,000,000 Paramus, NJ CFP®, ChFC More than 20 years General financial $1,000,001 – $5,000,000 Columbia, SC CFP® 11-20 years Retirement, general financial $1,000,001 – $5,000,000 Columbus, OH CFP®, ChFC More than 20 years Retirement, investment $250,000 – $1,000,000 Marietta, GA CFP® More than 20 years General financial No minimum Lake Bluff, IL CFP®, CFA More than 20 years Investment, retirement $1,000,001 – $5,000,000 Phoenix, AZ CFP® 11-20 years Investment, general financial $1,000,001 – $5,000,000 Dallas, TX CFP®, CFA More than 20 years Investment, retirement $1,000,001 – $5,000,000 North Haven, CT CFP®, CPA, PFS 11-20 years Investment, tax No asset requirement, but minimum fees may apply Tulsa, OK CFP® 11-20 years General financial No minimum Madisonville, KY CFP®, CPA, PFS More than 20 years Investment, retirement $1,000,001 – $5,000,000 Columbus, OH CFP® 11-20 years Tax, general financial No minimum Napa, CA CFP® More than 20 years Retirement, general financial $250,000 – $1,000,000 Roseville, CA CFP® More than 20 years Investment, general financial $1,000,001 – $5,000,000 San Jose, CA CFP®, CFA 11-20 years Retirement, investment $1,000,001 – $5,000,000 Los Angeles, CA CFP®, ChFC More than 20 years General financial No asset requirement, but minimum fees may apply Plano, TX CFP® 6-10 years Investment, general financial $1,000,001 – $5,000,000 McKinney, TX CFP® More than 20 years General financial $5,000,001 + Bennington, VT CFP® More than 20 years Retirement, investment $250,000 – $1,000,000 Frisco, TX CFP® 11-20 years Investment, tax No asset requirement, but minimum fees may apply Austin, TX CFP®, ChFC More than 20 years Retirement, investment $250,000 – $1,000,000 San Antonio, TX CFP®, CPA More than 20 years Investment, tax No asset requirement, but minimum fees may apply Las Colinas, TX CFP® More than 20 years Investment, retirement $1,000,001 – $5,000,000 Los Angeles, CA CFP®, ChFC More than 20 years Investment, general financial $250,000 – $1,000,000 Ann Arbor, MI CFP® More than 20 years General financial No asset requirement; minimum annual fee may apply Winnsboro, TX CFP® More than 20 years Investment, retirement No minimum Dallas, TX CFP® 11-20 years Retirement, investment No minimum Edina, MN CFP®, ChFC More than 20 years Retirement, investment No asset requirement, but minimum fees may apply Dayton, OH CFP® More than 20 years Retirement, investment $250,000 – $1,000,000 Huntington Beach, CA CFP®, CPA More than 20 years Estate, tax $1,000,001 – $5,000,000 Northville, MI CFP® More than 20 years Retirement, investment $250,000 – $1,000,000 Cranford, NJ CFP®, CPA, PFS More than 20 years Investment, tax $250,000 – $1,000,000 Reno, NV CFP® More than 20 years Investment, tax No minimum Davis, CA CFP®, ChFC 11-20 years Retirement, general financial $250,000 – $1,000,000 NY, NY CFP®, CPA, PFS More than 20 years General financial $250,000 – $1,000,000 St. Louis, MO CFA 11-20 years Retirement, general financial $1,000,001 – $5,000,000 New York, NY CFP® More than 20 years Tax, general financial $1,000,001 – $5,000,000 Plano, TX CFP®, CPA 11-20 years Retirement, investment $1,000,001 – $5,000,000 Greenville, NC CFP®, ChFC More than 20 years Retirement, investment No minimum Dallas, TX CFP® More than 20 years Retirement, investment $1,000,001 – $5,000,000 Upper Arlington, OH CFP® 11-20 years Tax, retirement No asset requirement; minimum annual fee may apply Birmingham, AL CFP®, CPA, PFS More than 20 years Tax, general financial No minimum Edina, MN CFP® More than 20 years Retirement, investment $1,000,001 – $5,000,000 Summit, NJ CFP®, CFA More than 20 years Investment, general financial $5,000,001 + Purchase, NY CFP® More than 20 years Investment, retirement $1,000,001 – $5,000,000 Austin, TX CFP®, ChFC More than 20 years Retirement, investment $250,000 – $1,000,000