Ridgeline Private Wealth
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
17 years
Atomic Planning
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Baskin Financial Planning
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
4 years
Davenport & Company
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
13 years
Nine Inning Finance, LLC
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years
Farther
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
21 years
Cerity Partners
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Modern Financial Planning
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years