Legal Financial Advisors
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Industry: Legal
Showing 105-112 of 120 advisors
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
Scottsdale, AZ
Jacob Gold
JG&A
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+4
Typical Clientele
Professional AthletesRetirees+5
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
24 years
San Diego, CA
Shannon Grey
InvestEdge Planning
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeCollege Planning+3
Typical Clientele
Real Estate AgentsRetirees+8
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
23 years
Dallas, TX
Frederic Faul
Texas Financial Advisors
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesPortfolio ConstructionCash Flow Analysis+5
Typical Clientele
Corporate ExecutivesTech Employees+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
N/A
New York, NY
Daniel Zomback
Wells Fargo Advisors
Specialties and Expertise
Portfolio ConstructionHigh Net Worth PlanningTax Minimization Investment Strategies+3
Typical Clientele
Business OwnersProfessional Athletes+3
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
6 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
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
San Ramon, CA
Paul Saad
Collabria Capital, Inc.
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
Tech EmployeesCorporate Executives+2
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
20 years