Legal Financial Advisors
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Industry: Legal
Showing 9-16 of 120 advisors
Houston, TX
Lucas Veldhuis
The Mather Group
Specialties and Expertise
Alternative InvestmentsBusiness Valuation PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+8
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
10 years
West Des Moines, IA
Cody Molacek
Specialties and Expertise
Alternative InvestmentsEquity CompensationFamily Governance and Legacy Planning+5
Typical Clientele
Corporate ExecutivesHigh Net Worth Individuals+1
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Reston, VA
James Gambaccini
Acorn Financial Services
Specialties and Expertise
Business Ownership StrategiesEquity CompensationFamily Governance and Legacy Planning+14
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
25 years
Southlake, TX
Sean McCauley
Cross Timbers Financial Group
Specialties and Expertise
Cash Flow AnalysisDebt ManagementRetirement Income+4
Typical Clientele
InheritorsRetirees+15
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
16 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
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
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