Davenport & Company
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
13 years
OnPlane Financial Advisors
Pricing Model:
Flat Fee
Number of Clients
36
Years of Experience:
17 years
CONA Wealth
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years
Janney Montgomery Scott
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Gerber Kawasaki
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
6 years
Financial Synergies Wealth Advisors
Pricing Model:
AUM
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
NaviPath Financial
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years