NaviPath Financial
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
Sandbox Financial Partners
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
21 years
LPL Financial
Pricing Model:
Flat Fee
Number of Clients
200
Years of Experience:
22 years
Elevation Financial LLC
Pricing Model:
Flat Fee
Number of Clients
100
Years of Experience:
10 years
Baskin Financial Planning
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
4 years
Ellis Investment Partners, LLC
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
12 years
Ridgeline Private Wealth
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
17 years
Breakout Private Wealth
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
20 years