Financial Advisors for Clients 45 54
Showing 145-152 of 300 advisors
Mesa, AZ
Caleb Huftalin
Ridgeline Private Wealth
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+6
Typical Clientele
Business OwnersWealthy Families+8
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
17 years
Glenview, IL
Phil Telpner
Breakout Private Wealth
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+2
Typical Clientele
InheritorsReal Estate Agents+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
20 years
Miami, FL
Fred Tan
Cerity Partners
Specialties and Expertise
Alternative InvestmentsBusiness Ownership StrategiesPhilanthropic Planning and Giving+6
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
30
Years of Experience:
30 years
Conshohocken, PA
James Flaherty
Wells Fargo Advisors
Specialties and Expertise
Portfolio ConstructionRetirement IncomeHigh Net Worth Planning+4
Typical Clientele
Business OwnersHigh Net Worth Individuals+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
14 years
Chicago, IL
Peter Amling
Amling Investments LLC
Specialties and Expertise
High Net Worth PlanningRetirement IncomeTax Minimization Investment Strategies+3
Typical Clientele
InheritorsRetirees+5
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
19 years
Stoneham, MA
Eric Scruggs
Hark Financial Planning, LLC
Specialties and Expertise
Cash Flow AnalysisDebt ManagementTax Preparation+5
Typical Clientele
Attorneys & ParalegalsPartners at Law Firms+2
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
11 years
Downers Grove, IL
Gregory Kurinec
Specialties and Expertise
Trust ServicesHigh Net Worth PlanningTax Minimization Investment Strategies+5
Typical Clientele
RetireesSurviving Spouses
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
18 years
Indianapolis, IN
Benjamin Abraham
Allworth Financial
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionBusiness Ownership Strategies+3
Typical Clientele
Wealthy FamiliesHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years