Financial Advisors for Clients 45 54
Showing 225-232 of 300 advisors
Bozeman, MT
Ryan Sullivan
Off the Beaten Path Financial
Specialties and Expertise
Portfolio ConstructionCryptocurrency & NFTsCash Flow Analysis+5
Typical Clientele
Business OwnersNew Investors+1
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
3 years
Madison, WI
Nate Byers
Calculated WEalth
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesPortfolio Construction+4
Typical Clientele
RetireesHigh Net Worth Individuals+1
Pricing Model:
Flat Fee
Number of Clients
125
Years of Experience:
15 years
Gaithersburg, MD
Marguerita Cheng
Blue Ocean Global Wealth
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesPortfolio Construction+1
Typical Clientele
RetireesSurviving Spouses+2
Pricing Model:
Flat Fee
Number of Clients
68
Years of Experience:
24 years
Barrington, IL
David Grant
Retirement Matters, Inc.
Specialties and Expertise
Cash Flow AnalysisTax PreparationCollege Planning+7
Typical Clientele
RetireesUltra High Net Worth Individuals+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
Kansas City, MO
Lance Trammell
Transcend Wealth Management
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesHigh Net Worth Planning+2
Typical Clientele
RetireesHigh Net Worth Individuals+4
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
18 years
New York, NY
Asher Rogovy
Magnifina
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+2
Typical Clientele
Tech EmployeesHigh Net Worth Individuals+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
Pittsburgh, PA
James Kampetis
Carson Wealth
Specialties and Expertise
Retirement IncomePortfolio ConstructionCash Flow Analysis+3
Typical Clientele
RetireesCorporate Executives+3
Pricing Model:
Flat Fee
Number of Clients
220
Years of Experience:
N/A
Santa Fe, NM
Antonio Lopez
Wells Fargo Advisors
Specialties and Expertise
Portfolio ConstructionCollege PlanningEndowments & Charities+5
Typical Clientele
RetireesDoctors+6
Pricing Model:
Fees Information
Number of Clients
70
Years of Experience:
20 years