Other Financial Advisors
Active Filters:
Industry: Other
Showing 193-200 of 248 advisors
Charlotte, NC
James Rodgers
B. Riley Wealth Management
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisDebt Management+5
Typical Clientele
Attorneys & ParalegalsPartners at Law Firms+3
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
6 years
Merion Station, PA
Christopher Zafiriou
Flax Pond Capital
Specialties and Expertise
Endowments & CharitiesAlternative InvestmentsWealth Accumulation and Preservation Strategies+1
Typical Clientele
RetireesDivorcees+2
Pricing Model:
AUM
Number of Clients
120
Years of Experience:
25 years
Dallas, TX
Allen Mueller
7 Saturdays Financial
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningPortfolio Construction+2
Typical Clientele
RetireesInheritors+4
Pricing Model:
Flat Fee
Number of Clients
28
Years of Experience:
3 years
Gardner, KS
Ryan Kilkenny
Atomic Planning
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesPortfolio Construction+3
Typical Clientele
RetireesSurviving Spouses+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Glenview, IL
Phil Telpner
Breakout Private Wealth
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+2
Typical Clientele
InheritorsReal Estate Agents+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
20 years
San Francisco, CA
Kevin Cheeks
ImpactFI
Specialties and Expertise
Cash Flow AnalysisPhilanthropic Planning and GivingHigh Net Worth Planning+2
Typical Clientele
Tech EmployeesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
Ann Arbor, MI
Matthew Bowden
RFC Financial Planners
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesSuccession Planning+2
Typical Clientele
Business OwnersDoctors+4
Pricing Model:
Flat Fee
Number of Clients
300
Years of Experience:
N/A
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