Finance Financial Advisors
Showing 9-16 of 115 advisors
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
Dallas, TX
Richard Megica
The Mather Group
Specialties and Expertise
Alternative InvestmentsEndowments & CharitiesEquity Compensation+5
Typical Clientele
Corporate ExecutivesDoctors+5
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
25 years
Austin, TX
Sam Hutchison
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
7 years
Charlotte, NC
Sean Kayes
Cary Street Partners – The Downing Group
Specialties and Expertise
Cash Flow AnalysisEquity CompensationHigh Net Worth Planning+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Flat Fee
Number of Clients
118
Years of Experience:
8 years
Bellevue, WA
Kyle Kuykendall
Wells Fargo Advisors
Specialties and Expertise
Ultra High Net Worth PlanningTax Minimization Investment StrategiesHigh Net Worth Planning+4
Typical Clientele
Business OwnersHigh Net Worth Individuals+4
Pricing Model:
Fees Information
Number of Clients
100
Years of Experience:
17 years
Scottsdale, AZ
Brendan Ganji
Red Night Capital
Specialties and Expertise
Ultra High Net Worth PlanningWealth Accumulation and Preservation StrategiesTax Minimization Investment Strategies+13
Typical Clientele
RetireesEntrepreneurs+29
Pricing Model:
AUM
Number of Clients
30
Years of Experience:
5 years
Richmond, VA
Todd Larkin
Wells Fargo Advisors
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningTax Minimization Investment Strategies+2
Typical Clientele
High Net Worth IndividualsRetirees+5
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
17 years
McLean, VA
Peter Russo
Wells Fargo Advisors
Specialties and Expertise
Business Ownership StrategiesHigh Net Worth PlanningPortfolio Construction+2
Typical Clientele
Business OwnersCorporate Executives+2
Pricing Model:
Fees Information
Number of Clients
30
Years of Experience:
N/A