Saving Up For A House Financial Advisors
Showing 25-32 of 115 advisors
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
Overland Park, KS
Brandon Kraus
GreenUp Wealth Management
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningCredit & Lending Needs+8
Typical Clientele
InheritorsReal Estate Developers+25
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 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
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
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
Madera, CA
Evon Mendrin
Optometry Wealth Advisors LLC
Specialties and Expertise
Business Ownership StrategiesCash Flow AnalysisDebt Management+3
Typical Clientele
DoctorsBusiness Owners+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
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
Seattle, WA
Darren Dindinger
Allworth Financial
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningCollege Planning+4
Typical Clientele
RetireesTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years