GreenUp Wealth Management
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years
FLAGSHIP FINANCIAL ADVISORS
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
28 years
WaterStone Investment Counsel, LLC
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years
Elgon Financial Advisors
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
Swell Financial
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
12 years
Vision Wealth Advisors
Pricing Model:
Flat Fee
Number of Clients
100
Years of Experience:
14 years
Archer Investment Management
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
18 years
Spark Financials
Pricing Model:
AUM
Number of Clients
10
Years of Experience:
6 years