Sweeney Financial Management (SFM)
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
23 years
Diversified Investment Strategies, LLC
Pricing Model:
AUM
Number of Clients
286
Years of Experience:
43 years
Cerity Partners
Pricing Model:
AUM
Number of Clients
35
Years of Experience:
11 years
InvestEdge Planning
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
23 years
Off the Beaten Path Financial
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
3 years
Wells Fargo Advisors
Pricing Model:
Fees Information
Number of Clients
70
Years of Experience:
20 years
Sunpointe Investments
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Approach Financial, Inc.
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
20 years