Business Financial Advisors
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Industry: Business
Showing 121-128 of 189 advisors
Wilmington, NC
Brett Tushingham
Farther
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEquity Compensation+1
Typical Clientele
RetireesDoctors+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
22 years
Richmond, VA
Michael Kroll
Thompson, Siegel, & Walmsley
Specialties and Expertise
Ultra High Net Worth PlanningEndowments & CharitiesPortfolio Construction+7
Typical Clientele
Ultra High Net Worth IndividualsHigh Net Worth Individuals+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 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
Brunswick, OH
Michael Sejka
Wells Fargo Advisors Financial Network, LLC
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+1
Typical Clientele
Business OwnersRetirees+2
Pricing Model:
Fees Information
Number of Clients
750
Years of Experience:
23 years
Ankeny, IA
Stoy Hall
Black Mammoth
Specialties and Expertise
Business Ownership StrategiesDebt ManagementTax Minimization Investment Strategies+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
24
Years of Experience:
13 years
Folsom, CA
Eric Figueroa
Hesperian Wealth
Specialties and Expertise
Cash Flow AnalysisRetirement IncomeTax Minimization Investment Strategies+4
Typical Clientele
New InvestorsRetirees+3
Pricing Model:
AUM
Number of Clients
13
Years of Experience:
5 years
Mc Lean, VA
Konstantin Rusin
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningBusiness Ownership StrategiesCollege Planning+4
Typical Clientele
High Net Worth Individuals1st Generation Americans+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
16 years
Augusta, GA
Steve Marbert
Richard Young Associates
Specialties and Expertise
Retirement IncomeWealth Accumulation and Preservation StrategiesCollege Planning
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years