Allworth Financial
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Optometry Wealth Advisors LLC
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Redeem Wealth
Pricing Model:
Flat Fee
Number of Clients
250
Years of Experience:
9 years
FLAGSHIP FINANCIAL ADVISORS
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
28 years
Porter Wealth Management, LLC
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Cerity Partners
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
LPL Financial
Pricing Model:
Flat Fee
Number of Clients
200
Years of Experience:
22 years
The WealthPlan LLC
Pricing Model:
Flat Fee
Number of Clients
120
Years of Experience:
20 years