Financial Advisors for Clients 35 44
Showing 9-16 of 300 advisors
Dallas, TX
Richard Megica
The Mather Group
Specialties and Expertise
Alternative InvestmentsEndowments & CharitiesEquity Compensation+5
Typical Clientele
Corporate ExecutivesDoctors+5
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
25 years
Arvada, CO
Michael Hunter
Clearpath Legacy Planning
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+11
Typical Clientele
High Net Worth IndividualsNew Investors+9
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
Reston, VA
James Gambaccini
Acorn Financial Services
Specialties and Expertise
Business Ownership StrategiesEquity CompensationFamily Governance and Legacy Planning+14
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
25 years
Seneca, SC
Devyn Bond
Rightview Private Wealth
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPortfolio Construction+4
Typical Clientele
Business OwnersEntrepreneurs+9
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
3 years
Chicago, IL
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
El Segundo, CA
Daniel Fillinger
Wells Fargo Advisors Financial Network, LLC
Specialties and Expertise
Retirement IncomePortfolio ConstructionSuccession Planning+3
Typical Clientele
RetireesAttorneys & Paralegals+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
20 years
West Des Moines, IA
Cody Molacek
Specialties and Expertise
Alternative InvestmentsEquity CompensationFamily Governance and Legacy Planning+5
Typical Clientele
Corporate ExecutivesHigh Net Worth Individuals+1
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Las Vegas, NV
Matthew Bees
Wells Fargo Advisors
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesSuccession Planning+4
Typical Clientele
Business OwnersDoctors+6
Pricing Model:
Fees Information
Number of Clients
200
Years of Experience:
N/A