Financial Advisors for Clients 65
Showing 97-104 of 300 advisors
Phoenix, AZ
Jenna Biancavilla
Pearl Capital Management
Specialties and Expertise
Tax Minimization Investment StrategiesCollege PlanningBusiness Ownership Strategies+6
Typical Clientele
InheritorsRetirees+11
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
16 years
Broken Arrow, OK
Rick Silman
Edward Jones
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesHigh Net Worth Planning+2
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
3 years
Houston, TX
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth 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
Rapid City, SD
Garrett Amirehteshami
Amir Wealth Partners
Specialties and Expertise
Business Ownership StrategiesCommission-Based Income PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
3 years
Glastonbury, CT
Tim Stowell
Atlantic Wealth Advisors
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+5
Typical Clientele
RetireesTeachers+4
Pricing Model:
Flat Fee
Number of Clients
102
Years of Experience:
10 years
Austin, TX
Richard Archer
Archer Investment Management
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesPortfolio Construction+5
Typical Clientele
RetireesSurviving Spouses+5
Pricing Model:
AUM
Number of Clients
211
Years of Experience:
26 years
Folsom, CA
Quinn Carlsen
Allworth Financial
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesHigh Net Worth PlanningCollege Planning+3
Typical Clientele
High Net Worth IndividualsStartup Employees+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Parker, CO
Mark Teerlinck
Elite Wealth Management, LLC
Specialties and Expertise
Portfolio ConstructionTax PreparationCash Flow Analysis+3
Typical Clientele
Wealthy FamiliesRetirees+4
Pricing Model:
AUM
Number of Clients
77
Years of Experience:
18 years