Managing Equity Compensation Financial Advisors
Showing 17-24 of 72 advisors
Costa Mesa, CA
Nick Covyeau
Swell Financial
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningTax Minimization Investment Strategies+2
Typical Clientele
RetireesSingle Mothers+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
12 years
Gilbert, AZ
Houston Friend
Redeem Wealth
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesBusiness Ownership Strategies+3
Typical Clientele
RetireesSurviving Spouses+4
Pricing Model:
Flat Fee
Number of Clients
250
Years of Experience:
9 years
Lexington, SC
Joe Dunat
LPL Financial
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+3
Typical Clientele
Tech EmployeesCorporate Executives+6
Pricing Model:
Flat Fee
Number of Clients
200
Years of Experience:
22 years
Fort Worth, TX
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Blue Ash, OH
Britton Riley
Allworth Financial
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesHigh Net Worth PlanningBusiness Ownership Strategies+3
Typical Clientele
Business OwnersCorporate Executives+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
26 years
Great Neck, NY
David Warshaw
The WealthPlan LLC
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+6
Typical Clientele
RetireesWealthy Families+2
Pricing Model:
Flat Fee
Number of Clients
120
Years of Experience:
20 years
Arcadia, CA
David Medina
Stewardship Financial
Specialties and Expertise
Philanthropic Planning and GivingHigh Net Worth PlanningTax Minimization Investment Strategies+3
Typical Clientele
InheritorsParents of Special Needs Children+4
Pricing Model:
AUM
Number of Clients
160
Years of Experience:
10 years
Atlanta, GA
Justin Porter
Porter Wealth Management, LLC
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+5
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years