Financial Advisors for Clients 55 64
Showing 273-280 of 300 advisors
Palm City, FL
Ross Cutler
King Tide Advisors
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years
Grants Pass, OR
Cameron Marzi
Rogue Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningBusiness Ownership Strategies+2
Typical Clientele
Business OwnersHigh Net Worth Individuals+3
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
7 years
JH
San Rafael, CA
John Harty
Carson Wealth
Specialties and Expertise
Business Ownership StrategiesEndowments & CharitiesCash Flow Analysis+3
Typical Clientele
Business OwnersDoctors+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
27 years
Longview, TX
Brandon Renfro
Belonging Wealth Management
Specialties and Expertise
Retirement Income
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
Delafield, WI
Brian Behl
Behl Wealth Management
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeTax Preparation+3
Typical Clientele
RetireesHigh Net Worth Individuals+3
Pricing Model:
AUM
Number of Clients
55
Years of Experience:
19 years
Irvine, CA
Jared Tanimoto
Ascent Wealth Advisors
Specialties and Expertise
Cash Flow AnalysisRetirement IncomeHigh Net Worth Planning+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
14 years
Indianapolis, IN
Thomas Kopelman
AllStreet Wealth
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
San Diego, CA
Jon Luskin
Luskin Financial Planning
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
11 years