Firms based in other states that are registered in Florida
835 fee only firms that publish prices. Back to the Florida page.
These firms are based in another state and are registered in Florida. The list isn't complete: a firm with five or fewer clients in Florida doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
835 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 11 FinancialLufkin, TX | $250/hr | Up to $5,000 | % of assets |
| 46 Peaks Investment Advisory GroupNewtown, PA | Not published | $1,000- | % of assets |
| A B L E Wealth Management Solutions LLCAnn Arbor, MI | $400/hr | $1,000- | $100- |
| Abacus Planning Group, Inc.Columbia, SC | Not published | Not published | No monthly fee$8,000- |
| Abound Wealth Management, LLCFranklin, TNCFP® | Not published | $5,200 | No monthly fee$4,200/yr |
| Absher Wealth Management, LLCChapel Hill, NC | Not published | Up to $20,000 | % of assets |
| Abundo WealthHouston, TXNo AUM fee | Not published | Not published | $199/mo$199/mo |
| Accretive Wealth Partners, LLCParsippany, NJCFP® | Up to $450/hr | Not published | % of assets |
| Act 2 PlanningWinchester, MANo AUM feeCFP® | Not published | $100- | Not published |
| Act AdvisorsAsheville, NC | Not published | Not published | $600/mo$600/mo |
| ADC Wealth Management, LLCMassapequa, NY | Not published | $3,000 | % of assets |
| Adirondack Capital Advisors, LLCSyracuse, NY | $250- | Not published | % of assets |
| AdviceOne Advisory Services, LLCGlastonbury, CT | Not published | Up to $25,000 | % of assets |
| Advisor Financial Services, Inc.Chatham, NY | Up to $325/hr | From $1,500 | % of assets |
| Advisors Capital Management, LLCRidgewood, NJ | $350- | Not published | % of assets |
| Advisors Financial, Inc.McLean, VACFP® | $250- | Not published | % of assets |
| Advisors Management Group IncLa Crosse, WI | Not published | $500- | % of assets |
| Aequitas Investment Advisors, LLCHingham, MACFP® | $175- | Not published | % of assets |
| Aerodigm Wealth LLCLake Oswego, ORVirtual meetings | $225- | Not published | % of assets |
| Albion Financial GroupSalt Lake City, UT | $250- | $2,500- | % of assets |
| Alexander Randolph Advisory IncMcLean, VAVirtual meetings | $300- | Not published | % of assets |
| All Star FinancialMinneapolis, MNVirtual meetings | Not published | Up to $25,000 | % of assets |
| Allstreet WealthWestfield, IN | $750/hr | Not published | % of assets |
| Alpha Capital Family Office, LLCGreenwood Village, CO | Not published | $1,000- | % of assets |
| Alpha Financial Advisors, LLCMcLean, VACFP® | From $250/hr | Not published | % of assets |
| Alpine Private WealthSt. Louis, MO | Not published | Not published | $333/mo$333/mo |
| Altair Advisers, LLCChicago, ILCFP® | $200- | Not published | % of assets |
| Altfest Personal Wealth ManagementNew York City, NY | $250/hr | Not published | % of assets |
| American Financial & Tax Strategies, Inc.New York City, NY | $660/hr | Not published | % of assets |
| American Financial Advisors, LLC.Marietta, GA | $150/hr | Not published | % of assets |
| American Wealth Advisors, LLCJohns Creek, GA | $500/hr | $500- | % of assets |
| Analog Capital Partners LLCHouston, TX | Not published | $3,000 | % of assets |
| Anchyra Partners LLCAtlanta, GAVirtual meetings | $500- | $5,000- | % of assets |
| Ankerstar Wealth, LLCLeander, TX | Not published | $1,500 | % of assets |
| Anthony Investment Management, LLCWheeling, WV | Not published | $100- | % of assets |
| Antunes International Investment ManagementGlenwood Springs, CO | $300/hr | $1,000- | % of assets |
| AP Wealth ManagementAugusta, GA | Not published | From $5,000 | % of assets |
| ApforiaVirginia Beach, VA | Up to $500/hr | Not published | No monthly feeUp to $30,000/yr |
| APM WealthPortland, OR | $250/hr | Not published | Up to $1,299/moUp to $1,299/mo |
| Apogee Wealth Partners, LLCChattanooga, TN | $200- | $500- | % of assets |
| Applewhite & Buys Financial AdvisorsDallas, TX | $250/hr | $6,000 | $600/mo$600/mo$7,200/yr |
| Arbor Financial Services, LLCDowners Grove, IL | $100- | $500- | % of assets |
| Arbor Investment AdvisorsWinston-Salem, NC | Not published | $3,000- | % of assets |
| Arbor Trust Wealth Advisors, LLCAnn Arbor, MICFP® | $200- | $2,500- | % of assets |
| Arbor Wealth Advisors LLCTroy, MINo AUM fee | $300/hr | $8,000- | Not published |
| Arcadia Wealth ManagementSmithtown, NYCFP® | $250/hr | Not published | % of assets |
| Arch City FinancialGrove City, OH | $175- | $500- | $200- |
| Archvest Wealth Advisors, Inc.Concord, CA | $550/hr | Not published | No monthly fee$2,000/yr |
| Arena Private WealthChicago, IL | $250/hr | Not published | % of assets |
| Arena Wealth Advisors LLCJeffersonville, IN | $300/hr | Not published | % of assets |
785 more firms with published fees
- Argo Wealth Advisory, LLC · McLean, VA · $500-$50,000 flat
- Arista Advisory Group, LLC · Albany, NY · $150-$295/hr · Up to $10,000 flat
- Arlington Financial Advisors, LLC · Santa Barbara, CA · Up to $375/hr · $4,950-$10,000 flat
- Armor Investment Advisors, LLC · Raleigh, NC · $250-$300/hr · $2,500-$40,000 flat
- Arrow Wealth Advisors · Lynchburg, VA · $225/hr · $1,250-$8,000 flat
- Arthur M. Cohen & Associates LLC · Northbrook, IL · $200-$400/hr
- Ask Dolly · Denver, CO · $50-$100/mo
- Aspen Wealth Strategies, LLC · Arvada, CO · $299/hr · $120/mo
- Aspyre Wealth Partners · Overland Park, KS · $150-$500/hr · $4,000-$10,000 flat
- Assembly Wealth · Mill Valley, CA · $2,500-$5,000 flat
- Asset Advisory Group, Inc. · Kinnelon, NJ · Up to $750/hr · $1,500-$15,000 flat
- AssetBuilder, Inc. · Allen, TX · Up to $350/hr
- Astoria Portfolio Advisors LLC · New York City, NY · $300/hr · $300-$50,000 flat
- Astra Wealth Partners · Jersey City, NJ · Up to $500/hr
- Atlas Legacy Advisors LLC · Los Angeles, CA · Up to $400/hr
- Atlatl Advisers · Madison, WI · $500/hr · From $2,500 flat
- Atwob · Katonah, NY · $200/hr · $500-$5,000 flat · From $75/mo · $900-$5,000/yr
- Aurelius Family Office, LLC · Bedford, NH · $2,000-$10,000 flat
- Avail Investment Partners, LLC · Lemont, PA · $2,500-$15,000 flat
- Aventine Financial Group · Doylestown, PA · $425/hr · $3,850 flat
- B.E.S.T. Wealth Management LLC · St. Louis, MO · $250/hr
- Bailard, Inc. · Foster City, CA · $3,500-$15,000 flat · $2,000-$50,000/yr
- BakerAvenue · San Francisco, CA · $225-$300/hr · $2,000-$10,000 flat
- Barlow Wealth Partners, LLC · Louisville, KY · $150-$750/hr
- Baron Financial Group LLC · Fair Lawn, NJ · $2,500 flat
- Barron Financial Group, LLP · Torrington, CT · $200/hr · $400-$3,200 flat · $938/qtr
- Bay Capital Advisors, LLC · Virginia Beach, VA · Up to $500/hr · $3,500-$10,000 flat
- BCR Wealth Strategies · Vestavia, AL · Up to $500/hr · $1,500-$10,000 flat
- Beacon Financial Planning, Inc · Hyannis, MA · $5,000/yr
- Beacon Harbor Wealth Advisors · Virginia Beach, VA · $1,000-$50,000 flat
- Beacon Trust · Morristown, NJ · $5,000-$15,000 flat
- Beacon Wealth Consultants, Inc. · Roanoke, VA · $300/hr · $300/qtr · $3,500-$35,000/yr
- Beacon Wealthcare LLC · Raleigh, NC · Up to $15,000 flat
- Becker Capital Management, Inc. · Portland, OR · $100-$500/hr
- Bedel Financial Consulting Inc · Indianapolis, IN · $1,000-$2,500 flat
- Bell City Wealth, Inc. · Hillsboro, OH · $100-$250/hr
- Bentham Wealth Advisors · Williamsville, NY · $500-$15,000 flat · $250-$500/mo
- Berg Faircloth Investment Advisors · Leesburg, VA · $150-$250/hr
- Best Invest · San Antonio, TX · $250/hr
- Best Life Infinity, LLC · Colorado Springs, CO · Up to $375/hr · Up to $24,000/yr
- Beverly Hills Private Wealth, LLC · Beverly Hills, CA · Up to $1,000/hr · Up to $20,000 flat
- Bigelow Investment Advisors, LLC · Portland, ME · $165/mo
- Biondo Investment Advisors LLC · Milford, PA · Up to $2,500 flat
- Birch Financial Group · Keene, NH · $400/hr · Up to $10,000 flat · $85-$5,000/mo
- Birchbrook · Bangor, ME · $200/hr · $2,000 flat
- Birchcreek Wealth Management, LLC · Miami Township, OH · Up to $500/hr · Up to $50,000/yr
- Black Arrow Capital LLC · Newark, DE · $250/hr · $1,250-$25,000 flat
- Black Diamond Financial, LLC · Lutherville, MD · $300/hr
- Blake Schutter Theil Wealth Advisors, LLC · Dayton, OH · $150-$250/hr
- BLBB Advisors · Montgomeryville, PA · $2,500-$10,000 flat
- BLDR Wealth LLC · Shawnee, KS · $9,000-$45,000 flat · $195/mo
- Blue Barn Wealth · Orem, UT · Up to $300/hr · $1,800-$24,000/yr
- Blue Bell Private Wealth Management, LLC · Blue Bell, PA · $250-$500/hr · $250-$10,000 flat
- Blue Jay Financial Group, LLC · Defiance, OH · $250-$15,000 flat
- BlueChip Wealth Advisors LLC · Milton, GA · $300/hr
- Blueline Advisors · Exeter, NH · $500-$50,000 flat
- BlueSail Advisors LLC · McLean, VA · $1,500-$6,000/yr
- Blume Capital Management, Inc. · Berkeley, CA · $2,500-$7,500 flat
- Boldin Advisors · Mill Valley, CA · $300-$475/hr · Up to $6,000 flat · Up to $6,000/yr
- Bond & Devick Wealth Partners · St. Louis Park, MN · Up to $350/hr · $750-$50,000 flat
- Bone Fide Wealth · New York City, NY · $550/hr · $5,000-$10,000 flat
- Bontempo Ohly Capital Management, LLC · Bethesda, MD · $375/hr
- Bourgeon Capital Management LLC · Darien, CT · $7,000 flat
- BPC Advisors LLC · East Syracuse, NY · $250/hr
- Bradley Wealth Group, LLC · Atlanta, GA · Up to $1,000/qtr
- Brady Family Wealth, LLC · St. Louis, MO · Up to $10,000/yr
- Brass Capital · Leesburg, VA · Up to $4,000 flat · $4,000-$30,000/yr
- Braun-Bostich & Associates Inc. · Canonsburg, PA · $2,000-$10,000 flat · $1,500-$20,000/yr
- Brave Eagle Wealth Management · New York City, NY · $250/hr · Up to $1,000 flat
- Breachway Investments, LLC · Charlestown, RI · $200/hr
- Breakwater Capital Group · Paramus, NJ · Up to $500/hr · $5,000-$20,000 flat
- Brennan Capital Management LLC · Westport, CT · $300/hr · $750-$3,000 flat · $750/mo
- Bridgford Wealth Advisory, LLC · Rock Island, IL · $200/hr
- Briggs Wealth Management, Inc. · Glastonbury, CT · $150-$500/hr · $5,000-$10,000 flat
- Brighton Jones LLC · Seattle, WA · $150-$300/hr · $5,000-$25,000 flat
- Broadview Financial Management, LLC · Wauwatosa, WI · $400/hr
- Brooklyn FI, LLC · Brooklyn, NY · $500-$2,000/mo
- Brownson, Rehmus & Foxworth, Inc. · Chicago, IL · $150-$500/hr
- BSW Wealth Partners · Boulder, CO · $7,500-$25,000/yr
- BullRock Capital, LLC · Dublin, OH · $500-$2,500 flat
- Burling Wealth Partners · Chicago, IL · Up to $1,000/hr · $10,000-$100,000 flat
- Burne Financial Concepts, LLC · Watertown, CT · $200-$350/hr
- Burns Matteson Capital Management, LLC · Corning, NY · $400/hr · $5,000-$8,000 flat · $3,500/yr
- Burton Enright Welch · Walnut Creek, CA · $350/hr · $2,500-$10,000 flat
- Buttonwood Financial Advisors, Inc. · Baltimore, MD · $500 flat
- Buttonwood Financial Group, LLC · Kansas City, MO · $300-$600/hr · $300-$30,000/qtr · $1,000-$100,000/yr
- By Design Financial Planning · Greensboro, NC · $250/hr · Up to $6,000 flat · $2,400-$6,000/yr
- Cadence Wealth Partners, LLC · Concord, NC · $3,000-$50,000 flat · $2,000-$5,000/mo
- Cadent Capital Advisors, LLC · Tulsa, OK · $250-$350/hr
- Cahill Financial Advisors, Inc. · Edina, MN · Up to $5,000 flat
- Calculated Wealth · Madison, WI · $400/hr · $4,500-$60,000 flat · $10,000-$60,000/yr
- Calder Financial Group · Ada, MI · $250/hr
- Calibration Financial · Milaca, MN · $150-$300/hr · $3,000-$6,000 flat
- CAM Investor Solutions · Austin, TX · $125-$250/hr · $2,500-$20,000 flat
- Campbell Asset Management, LLC · Chattanooga, TN · $350/hr
- Campion Asset Management, LLC · Fairfax, VA · $500/hr
- Canby Financial Advisors · Framingham, MA · Up to $500/hr · Up to $10,000 flat · $2,500-$50,000/yr
- Canopy Wealth Management · Middleton, WI · $1,000-$25,000 flat · From $200/mo
- Canty Wealth Management · Ballston Spa, NY · $300/hr
- Cape Ann Capital, Inc. · Concord, MA · $3,000/yr
- Capital Design Private Wealth LLC · Portsmouth, NH · From $175/mo · $900-$5,000/yr
- Capstone Financial Advisors Inc · Downers Grove, IL · $150-$400/hr · $1,000-$30,000 flat
- Capstone Investment Financial Group, LLC · Webster, NY · $250/hr · $300-$3,000 flat · $99-$550/mo
- Capstone Wealth Advisors, LLC · Salem, OR · $100-$750/hr · $500-$10,000 flat
- Capstone Wealth Partners · Dublin, OH · $1,500 flat
- CapTrust Wealth Advisors · Holland, MI · $1,500-$20,000/yr
- Carderock Capital Management, Inc. · Chevy Chase, MD · $250/hr · From $4,000 flat
- Carl P. Sherr & Co., LLC · Worcester, MA · $300/hr · From $5,000/yr
- Carr Consulting P.A. · San Antonio, TX · $200-$600 flat
- Carrington Financial Planning, LLC · Fletcher, NC · $350/hr · $1,800-$4,500 flat
- Carroll Advisory Group · Texarkana, TX · $1,500-$5,000 flat
- Cassia Capital Partners LLC · Winston-Salem, NC · $325/hr
- Catawba River Capital · Lake Wylie, SC · $150/hr
- Cayden Wealth Management · Broomfield, CO · $350/hr · $500-$15,000 flat
- CB Capital LLC · North Smithfield, RI · $350/hr · $2,500-$7,500 flat · $5,000-$15,000/yr
- Centerpoint Advisors, LLC · Needham, MA · $350-$400/hr · $3,500-$10,000 flat
- Century Management Financial Advisors · Austin, TX · $250/hr · $4,000-$10,000 flat
- CFG Wealth Management Services Inc · Indianapolis, IN · $250/hr
- CFM Wealth Partners LLC · Austin, TX · Up to $500/hr
- CGN Advisors, LLC · Manhattan, KS · $480-$8,000/yr
- Challenge Everything Financial LLC · Lenexa, KS · $500-$750/hr · Up to $30,000 flat · $100-$2,500/mo · $2,500/yr
- Charles Street Asset Management, Inc. · Baltimore, MD · $200-$300/hr · $1,000-$10,000 flat
- Chemistry Wealth Management LLC · New York City, NY · Up to $300/hr · Up to $10,000/yr
- Cheviot Value Management, LLC · Beverly Hills, CA · $700/hr · $900 flat
- Chicago Capital, LLC · Chicago, IL · From $1,000/hr
- Choate Investment Advisors · Boston, MA · $1,000-$2,500 flat
- CIGX, LLC · Atlanta, GA · $100/hr
- Citrin Cooperman Wealth Management, LLC · New York City, NY · $450-$1,000/hr
- CJM Wealth Advisers, Ltd. · Falls Church, VA · $2,000-$10,000 flat
- Clear Point Advisors, Inc. · Melville, NY · $300/hr · $500-$5,000 flat
- Clear Ridge Wealth Management, LLC · Kalamazoo, MI · $200-$500/hr · $1,500-$5,000 flat
- Clover Leaf Financial LLC · Fairport, NY · $250-$500/hr
- CMC Financial Group, LLC · Atlanta, GA · $250-$10,000 flat
- Coastline Complete Wealth LLC · Bluffton, SC · $250-$500/hr
- ColeFP · Hoover, AL · $270/hr
- Collie Financial Planning, Inc. · Black Mountain, NC · From $200/hr · $1,500-$7,500 flat
- Colman Knight Advisory Group, LLC · Acton, MA · $400/hr · $10,000-$120,000 flat
- Compass Wealth Management LLC · Guilford, CT · Up to $10,000 flat
- Condor Capital Wealth Management · Martinsville, NJ · $200-$300/hr · $500-$3,000 flat
- Conexus Capital Management, LLC · Parker, CO · $550/hr · $5,000-$10,000 flat
- Conkin Financial Group, Inc. · Edmond, OK · Up to $10,000 flat
- Conrad Siegel Investment Advisors · Harrisburg, PA · $105-$425/hr · $1,000-$100,000 flat
- Contrary Investment Advisors · Bloomfield, NJ · $300/hr
- Cool Creek Financial · Lancaster, PA · $200/hr · $1,000-$2,000 flat
- Cornell Pochily Investment Advisors, Inc. · Ithaca, NY · $150-$350/hr · $100-$10,000 flat
- Cornerstone Financial Group, LLC · Omaha, NE · Up to $500/hr · $5,000-$25,000 flat
- Cornerstone Financial Planning, LLC · Portsmouth, NH · $300/hr · $300-$5,000 flat
- Cornerstone Investment Management and Consulting, LLC · Daphne, AL · $285/hr
- Cornerstone Management, Inc. · Duluth, GA · Up to $50,000 flat
- Cornerstone Planning Group · Fairfield, NJ · $100-$1,000/hr · $500-$100,000 flat
- Cornerstone Wealth Management · Westlake, OH · $300-$600/hr · $1,500-$15,000 flat · $3,000-$15,000/yr
- Cottage Street Advisors · Marion, MA · $250-$500/hr · $2,500-$10,000 flat
- Counterweight Private Wealth · Wilmington, NC · $2,500-$50,000 flat
- Courage Miller Partners, LLC · Norfolk, VA · $200-$500/hr · $2,500-$10,000 flat
- Covenant Wealth Advisors · Richmond, VA · $300/hr · $2,000-$30,000 flat
- Cox Capital Management LLC · Andover, MA · $150-$350/hr
- CRA Financial Services, L.L.C. · Northfield, NJ · $300/hr · $1,000-$5,000 flat
- Craftwork Capital LLC · Alexandria, VA · Up to $300/hr · $500-$8,000 flat
- Cranbrook Wealth Management, LLC · Bloomfield Hills, MI · $10,000-$100,000/yr
- Crescent Hill Partners LLC · Saratoga Springs, NY · $5,000-$50,000 flat
- Crossgate Wealth Advisors, LLC · Newtown, PA · $250/hr · $2,500-$5,000 flat
- Crusonia Wealth Advisors LLC · Denver, CO · Up to $500/hr
- Culbreth Wealth Management · Dacula, GA · $350/hr · $1,500-$15,000 flat
- Curio Wealth, LLC · Annapolis, MD · $350/hr
- Cushing Capital Partners, LLC · Delafield, WI · Up to $20,000/yr
- Cutler Capital Management · Worcester, MA · $2,500-$6,000 flat
- CWP Private Wealth Management · West Bend, WI · $200-$300/hr
- CWS Financial Advisors LLC · Kalamazoo, MI · $250/hr · $250-$7,500 flat
- CX Institutional, LLC · Auburn, IN · From $3,125/yr
- Cynosure Portfolio Advisors LLC · Salt Lake City, UT · Up to $400/hr
- Cypress Financial Planning · Haddon Heights, NJ · $1,500-$5,000 flat
- D & P Investment Advisors, Ltd. · Wakefield, RI · $270-$300/hr · Up to $20,000/yr
- Dalton Wealth Planners · Dalton, GA · $500/hr · $2,000-$5,000 flat · Up to $3,000/yr
- Darden Wealth Group · Ann Arbor, MI · $400/hr
- Darrell Capital Management, LLC · Rolling Hills Estates, CA · $500/hr · $750-$25,000 flat · $250-$7,500/mo
- Datapoint Financial Planning, LLC · Canton, GA · $375/hr
- Davis Investment Partners, LLC · Charlotte, NC · $1,000-$10,000 flat
- DBK Financial Counsel, LLC · Cuyahoga Falls, OH · $295/hr
- De Groote Financial Group, LLC · Thousand Oaks, CA · Up to $1,000/hr · Up to $25,000 flat
- Decision Investments, Inc. · San Diego, CA · $200/hr · $1,500 flat
- DecisionPoint Financial, LLC · Mesa, AZ · $150-$300/hr · $2,000-$15,000 flat
- Decker Wealth Management, LLC · Nashville, TN · $1,000-$10,000 flat
- Deerfield · Indianapolis, IN · $400/hr · $1,500-$6,000 flat · $2,500-$15,000/yr
- Defender Asset Management LLC · Evanston, IL · $125/hr · $1,500-$30,000 flat
- Delphi Wealth Partners · Grand Junction, CO · $750-$15,000 flat
- Destination Wealth Management · Walnut Creek, CA · $250/hr
- Destiny Capital Corporation · Denver, CO · $395/hr · $2,500-$20,000 flat · $4,000/qtr · $16,000/yr
- Detterbeck Wealth Management · Palatine, IL · $3,000-$10,000 flat · $3,000-$10,000/yr
- DHJJ Financial Advisors · Naperville, IL · $150-$495/hr
- Dickmeyer Boyce Financial Management, Inc · Fort Wayne, IN · $200/hr
- Directional Asset Management, LLC · Arlington Heights, IL · $175/hr
- Diversified Financial Management · Norwell, MA · $350/hr
- Doceo Wealth, LLC · Meridian, ID · Up to $650/hr · $1,500-$50,000/yr
- Dogwood Wealth Management, LLC · Lenexa, KS · $250/hr · $80/mo
- Domain Money Advisors, LLC · New York City, NY · $500/hr · $9,000 flat
- Dovetail Financial Group LLC · Wilmington, NC · $300/hr · $2,500-$7,500 flat
- Dream Financial Planning · Herndon, VA · $400/hr · $4,800-$6,500 flat · $400-$1,000/mo
- Drumond Wealth Management · Katy, TX · $250/hr · Up to $15,000 flat
- Eagle Bay Family Office · New York City, NY · $150-$1,000/hr
- East Horizon Investments · Cambridge, MA · $300-$400/hr
- Eclectic Associates, Inc. · Fullerton, CA · $350/hr · $350-$7,000 flat
- Edelman Financial Engines · Santa Clara, CA · Up to $10,000 flat
- EightOne Capital LLC · Pearland, TX · $500-$7,500 flat · $150-$800/mo
- Elevate Wealth Advisory, Inc. · Athens, GA · $1,500-$10,000 flat
- Elgethun Capital Management · Sioux Falls, SD · $500/hr
- Eliot Rose Wealth Management, LLC · Providence, RI · $5,400 flat
- Ellevest · New York City, NY · $4,800/yr
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Elser Financial Planning, Inc. · Indianapolis, IN · $150-$800/hr
- Elwood & Goetz · Athens, GA · From $250/hr
- Emerald Asset Management, Inc. · Rocky Mount, NC · Up to $500/hr · $1,500-$10,000 flat
- Emissary Wealth · Hackensack, NJ · $300/hr · $2,500-$20,000/yr
- Endeavor Wealth Advisors, LLC · Pepper Pike, OH · $300/hr · From $2,500 flat
- Englebert Financial Advisers, LLC · Allentown, PA · Up to $250/hr · $2,000-$75,000 flat
- Entrust Financial LLC · Wayne, PA · $350/hr · From $3,500 flat
- Envision Financial Planning, LLC · Memphis, TN · Up to $500/hr
- Envoy Advisory Inc. · Colorado Springs, CO · $250/hr · Up to $10,000 flat
- Epsilon Financial Group, Inc. · Fairfield, CA · $300/hr · $1,000-$10,000 flat
- Equinox Financial Advisors, Inc. · Manchester Center, VT · Up to $500/hr
- Equita Financial Network, Inc. · Fort Washington, PA · Up to $500/hr · Up to $10,000 flat · Up to $7,500/qtr
- EvoAdvisors · Richmond, VA · Up to $10,000/yr
- Exchange Place Advisors, LLC · Sudbury, MA · $250/hr · $1,000-$5,000 flat
- Face 2 Face Financial Planning, LLC · Portage, MI · $200-$250/hr · $500-$5,000 flat · $100-$500/mo
- Fagan Associates Inc · Troy, NY · Up to $400/hr
- Fairscale Capital, LLC · Nashua, NH · $200-$300/hr · $600-$10,000 flat
- Falcon Wealth Planning, LLC · Ontario, CA · $500/hr · $5,000-$25,000 flat · From $5,000/yr
- Family Investment Center · St. Joseph, MO · $2,000-$30,000/yr
- FamilyRoot Wealth Advisors, LLC · Newnan, GA · $1,750-$3,500 flat · $244/qtr
- Farnam Financial · Phoenix, AZ · $250-$25,000/qtr
- Federmann Financial Advisors Inc. · Rocky Point, NY · $325-$400/hr · $2,500-$15,000 flat
- Ferguson-Johnson Wealth Management, Inc. · Rockville, MD · $400/hr
- FFP Wealth Management, LLC · Coon Rapids, MN · $250/hr
- Fierston Financial Group Inc · West Hartford, CT · $150-$750/hr · $1,000-$7,500 flat
- Financial Advisory Corporation · Grand Rapids, MI · Up to $500/hr
- Financial Architects, LLC · Woodstock, GA · $500/hr · $6,000 flat
- Financial Coach · West Chester, PA · From $2,500/yr
- Financial Concepts · Columbus, MS · $1,000-$5,000 flat
- Financial Consultants Group Inc · Cumming, GA · $2,500-$10,000 flat
- Financial Elements, Inc · Rolling Meadows, IL · $400-$500/hr · $3,500-$10,000 flat
- Financial Empowerment LLC · Burnsville, MN · $450/hr
- Financial Freedom · Cincinnati, OH · $150/hr · $3,000-$4,500 flat · $8,000-$25,000/yr
- Financial Futures · Brielle, NJ · $300-$500/hr
- Financial Insights Wealth Management · Tacoma, WA · $200-$500/hr
- Financial Planning First, LLC · Tucson, AZ · Up to $300/hr · $1,500-$10,000 flat
- Financial Rounds · Cincinnati, OH · $100-$500/mo · $6,000/yr
- Financial Service Group Inc · Mount Pleasant, WI · $250/hr · $1,500/yr
- Financial Solutions Advisory Group · Chicago, IL · $250/hr
- Financial Solutions Associates · Dedham, MA · $300/hr
- Financial Strategies, Inc. · Brookfield, WI · $300/hr · $1,000-$15,000 flat
- Financial Symmetry Inc. · Raleigh, NC · $1,000-$4,000 flat
- Financial Synergies · Houston, TX · $3,000-$10,000 flat
- Fire Capital Management, LLC · San Francisco, CA · $250 flat
- Fireside Capital Advisors · Dallas, TX · $300/hr
- First Pacific Financial, Inc. · Vancouver, WA · Up to $500/hr · Up to $15,000 flat · Up to $6,000/yr
- Fischer Investment Strategies, LLC · Westlake Village, CA · $350/hr · $500-$10,000 flat
- Five Rivers Financial Advisors, LLC · North East, MD · $150/hr · $600-$2,000 flat
- Flourish Wealth Management Inc. · Edina, MN · $150-$400/hr · $7,500-$30,000 flat
- FMP Wealth Advisers · Austin, TX · Up to $2,500 flat
- Fonte Financial Advisors · Carlsbad, CA · Up to $325/hr · Up to $10,000 flat
- Forest Asset Management LLC · Riverside, IL · $350/hr
- Form Wealth Advisors, LLC · Lake Geneva, WI · $1,000-$4,000 flat
- Forteris Wealth Management, Inc. · Armonk, NY · From $250/hr
- Fortis Wealth Management · Blowing Rock, NC · $250/hr · $250-$1,500 flat
- Fortitude Financial Planning LLC · Willow Spring, NC · $450/hr · $1,950 flat
- Fortress Financial Group, LLC · Rochester, MN · $1,500-$20,000 flat · $1,500-$20,000/yr
- Foster Group, Inc. · Urbandale, IA · Up to $250/hr
- FourPath Capital Management, LLC · Oklahoma City, OK · Up to $20,000/yr
- Fox Hill Wealth Management · Dedham, MA · $500-$7,500 flat
- FPL Capital Management, LLC · Metairie, LA · $250/hr · $5,000-$15,000/yr
- FRA Wealth Management LLC · O'Fallon, IL · Up to $10,000 flat
- Francis Financial · New York City, NY · $400/hr · $10,000 flat
- Freedom Wealth Coaching, LLC · Woodstock, GA · $100-$300/hr · $1,500-$5,000 flat
- Fruitage Financial LLC · Fort Collins, CO · $300/hr
- GEN Financial Management Inc. · Plymouth, MN · $1,500-$15,000 flat
- Gen Y Planning · Austin, TX · $300/hr · $4,800-$15,000 flat · $400-$1,250/mo
- Generous Wealth Management · Marshfield, MA · $250/hr · $3,000-$10,000/yr
- George M. Hiller Companies, LLC · Atlanta, GA · $125-$425/hr
- Gervais Capital Management, LLC · Wilson, WY · $500/hr
- Ggcfo Advisors · Chicago, IL · Up to $450/hr
- Gianola Financial Planning, LLC · Worthington, OH · $1,500 flat · From $3,500/yr
- Gibson Financial Solutions, Inc. · Ellsworth, ME · $200/hr
- GK Private Wealth Partners LLC · Troy, MI · $300/hr · $1,000-$6,000 flat · $100-$500/mo
- Glass Jacobson Wealth Advisors · Owings Mills, MD · $1,000-$25,000 flat
- Glassman Wealth Services, LLC · Vienna, VA · $500-$10,000 flat
- Godshalk Welsh Capital Management, Inc. · Radnor, PA · $200/hr · $1,000-$5,000 flat
- Goodman Financial Corporation · Houston, TX · $100-$400/hr
- Goodstein Wealth Management LLC · Encino, CA · $320/hr · $500-$5,500 flat
- Goodwin Investment Advisory · Woodstock, GA · $375/hr
- Gradient Capital Advisors, LLC · San Diego, CA · $100-$350/hr · $500-$10,000 flat
- Grand Wealth Management, LLC · Grand Rapids, MI · Up to $500/hr
- Grant Street Asset Management Inc · Canonsburg, PA · $5,000 flat
- Gray Private Wealth, LLC · Canton, MA · $250-$600/hr · From $5,000 flat
- Great Ocean Road Financial · Lewes, DE · Up to $600/hr
- Great Point Wealth Advisors, LLC · Boston, MA · $250/hr · $1,000-$50,000 flat
- Green Ridge Wealth Planning LLC · Montville, NJ · $3,500-$25,000 flat
- Greene Wealth Management, LLC · Seattle, WA · $250-$500/hr · $1,000-$5,000 flat
- Greenspring Advisors, LLC · Towson, MD · $150-$750/hr · $2,000-$150,000 flat
- Grey Fox Wealth Advisors, LLC · Rockland, DE · $450-$550/hr
- Grove Street Fiduciary, LLC · Peterborough, NH · $450/hr
- Guardian Wealth Advisors, LLC · St. Louis Park, MN · From $325/hr
- Guardian Wealth Management, LLC · Chattanooga, TN · $200/hr · $2,000 flat · Up to $1,200/yr
- Guide Financial Planning · Shoreview, MN · $250/hr · $1,800-$4,500 flat · $150-$800/mo
- Guided Capital Wealth Management, LLC · Houston, TX · $1,200-$20,000 flat
- H.M. Payson · Portland, ME · $5,000 flat
- Haddon Wealth Management, LLC · Haddonfield, NJ · From $1,500/yr
- Hall Capital Management Company, Inc. · Barrington, RI · $250-$300/hr · $1,500-$3,000 flat
- Hamilton Capital · Columbus, OH · $2,500 flat
- Hamilton Financial Planning LLC · Lakeway, TX · $250/hr · From $3,500 flat
- Hammerhead Financial Strategies, LLC · Conover, NC · Up to $300/hr · Up to $5,000 flat
- Hanson & Doremus Investment Management · Burlington, VT · $300/hr
- Hardy Reed, LLC · Tupelo, MS · Up to $250/hr · Up to $10,000 flat
- Harold Davidson & Associates, Inc · Los Angeles, CA · $300/hr · $2,000-$4,000 flat
- Harvest Financial Partners · Paoli, PA · $350/hr · $250-$4,000 flat
- Haviland & Sams, LLC · Farmington, CT · Up to $500/hr · $3,500-$35,000/yr
- HC Advisors LLC · Sandy Springs, GA · $150-$480/hr · $1,500-$4,000 flat
- Headinvest · Portland, ME · $3,000-$5,000 flat
- Healthy Wealth · Boiling Springs, PA · $300/hr · $345-$1,800/mo · From $4,140/yr
- Hemsley Advisors, Ltd. · Chicago, IL · $200/hr
- Heritage Capital, LLC · Woodbridge, CT · $300/hr
- Heritage Financial Counselors, LLC · Bedminster, NJ · Up to $15,000 flat
- Heritage Investors Management Corp · Bethesda, MD · Up to $500/hr
- Heritage Wealth Management Group, Ltd · Norfolk, VA · Up to $500/hr · $1,000-$12,500 flat · $1,000-$12,500/yr
- HighPass Asset Management LLC · Denver, CO · $750/hr · $5,000-$20,000 flat
- Hillcrest Wealth Advisors - NY, LLC · Holmdel, NJ · $500-$600/hr · $7,500-$10,000/yr
- Hilltop Wealth Advisors, LLC · Chapel Hill, NC · $5,000-$50,000 flat
- Hilton Head Capital Partners, LLC · Hilton Head Island, SC · $250/hr
- Hive Wealth Management LLC · Ashton, MD · $3,000-$10,000 flat · 2024 brochure
- Holmes Investment Management, Inc. · Brockton, MA · $2,000 flat
- Hopwood Financial Services, Inc. · Reston, VA · $350/hr
- Hoskin Capital · Broad Brook, CT · $450/hr · $1,000-$10,000 flat
- Houlihan Financial Resource Group, Ltd. · Ashburn, VA · From $125/hr
- Hudson Capital Advisory, Inc. · Buffalo, NY · Up to $350/hr
- Huff Wealth Management LLC · Johnstown, OH · $1,000-$5,000 flat
- Hurlow Wealth Management Group, Inc. · Bloomington, IN · Up to $350/hr · Up to $15,000 flat
- IFC Personal Money Managers, Inc. · New York City, NY · $250-$700/hr · $5,000 flat · $10,000-$65,000/yr
- Ifrah Financial Services, Inc. · Little Rock, AR · $250/hr · $2,500/qtr
- Illuminate Wealth Management · Barrington, IL · $2,400-$10,000 flat
- Imagine Financial Security LLC · Chattanooga, TN · $300/hr · $2,000-$10,000 flat
- Impact Capital, LLC · Rockville, MD · $400/hr
- Imperium Wealth Management, LLC · San Antonio, TX · $800/hr · $2,000-$10,000 flat
- Independent Wealth Management, LLC · Traverse City, MI · $175-$350/hr
- Infiniti Wealth Management · Brewster, NY · $150-$300/hr · $1,000-$8,000 flat · $24,000-$36,000/yr
- Infinity Wealth Counsel, LLC · Loveland, OH · $300/hr · $2,500-$4,000 flat
- Infinium Investment Advisors, LLC · Denver, CO · $250/hr · $500-$10,000 flat
- Innova Wealth Partners, LLC · Newtown, PA · $500-$10,000 flat · $1,000-$2,000/mo
- Insight Strategic Wealth LLC · Knoxville, TN · $275/hr
- Integrity Wealth Management, Inc. · Spokane, WA · $250/hr · Up to $12,000 flat
- Integrity Wealth Partners, LLC · Walnut Creek, CA · Up to $400/hr · $1,500-$10,000 flat
- Intentional Wealth Partners · Cleveland, OH · $400/hr · $2,500-$10,000 flat · $200-$900/mo
- InterVest Ltd · Chevy Chase, MD · $400/hr · From $4,000/yr
- Invariant Investment Management · Camp Hill, PA · Up to $5,000 flat · $125-$250/mo
- Investment Capital Advisors · Clinton, NJ · $375/hr · $400-$3,000 flat
- Investment Management Group · Billings, MT · $2,500 flat
- Ironwood Wealth Management, Inc. · Hurricane, WV · From $250/hr · From $250 flat
- Ironwood Wealth Management, LLC · Chandler, AZ · $2,000 flat · $5,000-$50,000/yr
- Isthmus Partners, LLC · Madison, WI · $250/hr · $500-$5,000 flat
- IWR Advisors · Denver, CO · $300-$500/hr
- J2 Capital Management, Inc. · Troy, MI · $250/hr
- Jacobson & Schmitt Advisors, LLC · Middleton, WI · $5,000-$50,000/yr
- JGP Wealth Management, LLC · Bend, OR · Up to $350/hr · Up to $50,000 flat
- JMG Financial Group Ltd · Downers Grove, IL · $100-$600/hr · $10,000-$50,000 flat
- John F Suby Wealth Management LLC · Madison, WI · $100-$500/hr · $500-$25,000 flat
- Johnson & White Wealth Management LLC · York, PA · $250-$400/hr · $2,000-$15,000 flat
- Joss Brown Wealth Advisors · Williamsburg, VA · $350/hr · $5,000-$50,000 flat
- Journey Advisory Group, LLC · Covington, KY · $200/hr · $500-$5,000 flat
- Juno Financial Group LLC · Richmond, VA · $2,500 flat
- Kane Financial · Waterville, NY · $200/hr · $300-$1,000/qtr
- Kansas City Private Wealth Management, LLC · Kansas City, MO · $2,000 flat · From $1,000/yr
- Kapusta Financial Group · Pittsburgh, PA · Up to $250/hr · Up to $5,000 flat
- KEB Wealth Advisors · Springfield, IL · $250-$400/hr · $375/mo
- Keen Capital, Ltd · Chapin, SC · $120-$395/hr · $750-$1,000 flat
- Keener Financial Planning · Keller, TX · $300/hr
- Keep It Simple Financial Planning · Orange, CA · $250-$500/hr · $9,000-$25,000/yr
- Keller Wealth Advisors · Victoria, TX · $100-$350/hr · $50/mo
- Kennedy Wealth & Tax Management, LLC · Southbury, CT · $350/hr · $3,500-$10,000 flat
- Kensington Financial Advisors LLC · Roseland, NJ · $200-$400/hr · $250-$10,000 flat
- Keystone Wealth Advisors, Incorporated · Eagan, MN · $150-$300/hr
- KeyVantage Wealth Advisors · Bethlehem, PA · Up to $500/hr · Up to $15,000 flat
- KFG, LLC · Rapid City, SD · $350-$990/hr
- Kimery Wealth Management, LLC · Memphis, TN · Up to $350/hr · Up to $10,000 flat
- King Wealth Management Group, LLC · Saratoga Springs, NY · $2,500-$10,000 flat
- Kirk Capital Advisors LLC · Vienna, VA · $300/hr
- Klaas Financial Asset Advisors, LLC. · Loves Park, IL · $75-$275/mo
- Kohmann Bosshard Financial Services, LLC. · Akron, OH · From $500 flat
- Korbitz Financial Planning LLC · Milwaukee, WI · $460/hr
- Korving & Company LLC · Suffolk, VA · $250/hr · $1,500-$10,000 flat
- Kotys Wealth Professionals · Valparaiso, IN · $375/hr
- Kovalcik & Geraghty Wealth Partners LLP · Upper Arlington, OH · $425/hr · $2,500-$10,000 flat
- Kroon & Mitchell Asset Management LLC · Grand Rapids, MI · $150-$300/hr
- Kuhn & Company Investment Counsel, LLC · Chicago, IL · $250/hr
- Kuhn Advisors, Inc. · Durham, NC · $200-$250/mo
- L & S Advisors, Inc · Los Angeles, CA · $500/hr
- L. K. Benson & Company, P.C. · Timonium, MD · $195-$585/hr · $10,000-$32,000/yr
- Landing Point Financial Group · Avon, OH · Up to $50,000 flat
- Landmark Wealth Management, LLC · Melville, NY · $250/hr
- Lantz Financial LLC · Naperville, IL · From $1,000/yr
- Lavish Financial Planning · Morristown, NJ · $350/hr · $335-$450/mo · $12,000/yr
- Lebens Advisory Group LLC · Lakeville, MN · $2,000 flat
- Legacy Financial Strategies, LLC · Overland Park, KS · $250/hr
- Leonard Rickey Investment Advisors, P.L.L.C. · Yakima, WA · $250-$2,000 flat · $100-$500/mo
- Lesjak Planning, LLC · Westlake, OH · $150/hr
- LexION Capital Management LP · New York City, NY · $1,000/hr
- Libertas Wealth Management Group, Inc. · Columbus, OH · $500/hr
- Libra Wealth LLC · Los Gatos, CA · $100-$450/hr · Up to $10,000 flat
- LifeGuide Financial Advisors, LLC · Mechanicsburg, PA · Up to $800/hr · Up to $50,000 flat · $4,800/yr
- LifePlan Financial, LLC · Mankato, MN · $125-$300/hr
- Lincoln Capital Corporation · East Greenwich, RI · $1,200-$5,000 flat
- Little House Capital, LLC · Braintree, MA · $400/hr · $1,000-$5,000 flat · Up to $10,000/yr
- Live Oak Private Wealth, LLC · Wilmington, NC · $250-$500/hr · $500-$150,000 flat
- LK Financial Planning LLC · New York City, NY · $250-$350/hr · Up to $25,000 flat
- Logan Capital Management, Inc. · Newtown Square, PA · $150-$250/hr
- Luminvest Wealth Management LLC · Scottsdale, AZ · Up to $200/mo
- Luskin Financial Planning · San Diego, CA · $450/hr · $4,695 flat
- Lyons Den Capital · Zebulon, NC · $150/hr
- M1 Capital Management LLC · Troy, MI · $1,500 flat
- Main Effort Financial, Inc. · Holliston, MA · Up to $300/hr
- Main Street Financial · Purchase, NY · $300/hr
- Malvern Capital Management · Malvern, PA · $500/hr · $2,500 flat
- Manage Your Financial Life · Northfield, IL · $250/hr
- Manchester Capital Management LLC · Manchester, VT · $10,000-$500,000 flat
- Marathon Strategic Advisors, LLC · Pittsburgh, PA · $150-$300/hr · $1,500-$5,000 flat
- Marble Trail Advisors · Middlebury, VT · From $2,500/yr
- Marian Investor Coaching, Inc. · Greenwood, IN · $150/hr · $250-$500 flat
- Marietta Wealth Management, LLC · Marietta, GA · Up to $350/hr · Up to $10,000 flat
- Marotta Wealth Management, Inc. · Charlottesville, VA · $500/hr
- Martello Retirement and Wealth, LLC · Virginia Beach, VA · $3,600/yr
- Mason & Associates, LLC · Newport News, VA · $3,000-$20,000 flat · $100-$1,000/mo
- Mattern Capital Management, LLC · Lakewood, CO · $350/hr
- Mattern Wealth Management LLC · Lawrence, KS · $300/hr
- Matune Basile Advisors · Hermitage, PA · Up to $150/hr
- McCarley & Cook Financial Planners · Cincinnati, OH · $200-$500/hr
- McNamara Financial Services, Inc. · Marshfield, MA · $500/hr · From $2,500 flat
- MDRN Wealth · Venice, CA · $1,000-$10,000 flat · $10,000/yr
- Members Wealth LLC · Media, PA · Up to $50,000 flat
- Mendel Money Management Inc · Northbrook, IL · $250-$500/hr · $1,500-$3,000 flat · $100/mo
- Meredith Wealth Planning · Maryville, IL · $1,000-$6,000 flat · $625/mo
- Meridian Financial Advisors, LLC · Holliston, MA · $4,000-$10,000 flat
- Meridian Financial Partners LLC · Warrenton, VA · $300/hr
- Meridian Investment Advisors, Inc. · Indianapolis, IN · $175-$250/hr · $500-$2,000 flat
- Merit Financial Partners LLC · Maspeth, NY · $475/hr · $3,800-$8,000 flat
- MF Advisers, Inc. · Dallas, PA · $175/hr
- Michael L. Ball, CPA, LLC · Atlanta, GA · $500 flat
- Milestone Financial Planning, LLC · Bedford, NH · $100-$8,000/mo
- Milestone Investment Advisors, LLC · Middleton, WI · $300/hr
- Milestones Private Investment Advisors LLC · Fairport, NY · $1,000-$5,000 flat
- Milinovich & Co., Inc · Waynesburg, PA · $300/hr
- MinichMacGregor Wealth Management, LLC · Saratoga Springs, NY · $200-$300/hr · $750-$5,000 flat
- Mission Creek Capital Partners, Inc. · San Francisco, CA · $250-$350/hr
- Mission Financial Planning, Inc. · Mission, KS · $270/hr · $300 flat · $6,500/yr
- Modera Wealth Management, LLC · Westwood, NJ · From $1,500 flat
- Modus Advisors, LLC · Excelsior, MN · Up to $300/hr · $1,000-$10,000 flat
- Mokan Wealth Management · Overland Park, KS · $4,500-$5,500 flat · $500-$750/mo
- Moment Partners, LLC · San Francisco, CA · $2,000-$50,000 flat
- Monarch Capital Management Inc · Fort Wayne, IN · Up to $5,000/yr
- Monarch Wealth Strategies · Santa Barbara, CA · Up to $1,000/hr · Up to $30,000 flat
- Money Management Services Inc · Birmingham, AL · $500-$10,000 flat
- Monte Financial Group, LLC · Guilford, CT · $150-$350/hr
- Monument Wealth Management · Alexandria, VA · $2,500-$25,000 flat
- Morris Financial Concepts, Inc. · Mount Pleasant, SC · $100-$400/hr · From $8,500/yr
- Morton Wealth · Calabasas, CA · $350/hr · $6,000 flat · $6,000-$15,000/yr
- Moss, Luse & Womble, LLC · Plano, TX · $260/hr · $100-$855/mo
- MPS-Loria Financial Planners, LLC · Burr Ridge, IL · $200/hr
- Mullaney Keating & Wright Inc · Middletown, CT · $1,500-$3,500 flat
- Mullooly Asset Management, Inc. · Wall Township, NJ · $200/mo
- MV Capital Management, Inc. · Bethesda, MD · $175-$450/hr · $1,000-$20,000 flat
- myFinancialPro, LLC · Shelton, CT · $343/hr
- Nautilus Financial Group, Inc. · Virginia Beach, VA · $250/hr
- Navalign, LLC · Encino, CA · $400-$600/hr · $4,000-$25,000 flat · From $4,000/yr
- Navigate Wealth Management, LLC · Birmingham, AL · $150-$500/hr
- NavPoint Financial, Inc. · Prior Lake, MN · $150-$600/hr · $500-$20,000/yr
- Nerad + Deppe Wealth Management · La Jolla, CA · Up to $250/hr · $1,200-$10,000 flat
- Newman's Financial Planning · Queen Creek, AZ · $150-$200/hr · $50-$150/mo
- Next Up Wealth Advisors, LLC · Scottsdale, AZ · $150-$300/hr · $1,500-$5,000 flat
- Nicholson Meyer Capital Management, Inc. · Kansas City, MO · $190/hr
- Nikulski Financial, Inc. · Bettendorf, IA · $150-$350/hr · From $500 flat
- NoorVest LLC · Leesburg, VA · $2,500-$7,500 flat · $2,400/yr
- Northbrook Financial · Baltimore, MD · $800-$5,000/mo
- NorthCape Wealth Management · Williamsville, NY · Up to $400/hr
- Northeast Advisers, Inc. · Paoli, PA · Up to $200/hr
- NorthPoint Financial Planning LLC · Milford, OH · $225/hr · $2,500-$5,000 flat · $3,000-$5,000/yr
- Northwest Financial Services Inc · Indianapolis, IN · $5,000 flat
- Note Advisors, LLC · Buffalo, NY · $150-$350/hr · $2,500-$50,000 flat
- NPF Investment Advisors · Grand Rapids, MI · $250-$500/hr
- NWK Group · San Francisco, CA · $500-$2,500 flat
- O.F.O. Partners, LLC · Hingham, MA · Up to $25,000 flat
- Occam Capital Management, LLC · Pittsford, NY · $200/hr
- Ocean Advisors, LLC · Charlotte, NC · $300/hr
- Old Mission Investment Company, LLC · Traverse City, MI · $150-$275/hr · $500-$10,000 flat
- Old Oak Financial Planning, Inc. · Brighton, MI · $125/hr
- OLIO Financial Planning · McLean, VA · $100-$250/hr · $1,500-$50,000 flat
- OnCenter Financial Advisors LLC · Beachwood, OH · Up to $450/hr
- One Advisory Partners, LLC · Overland Park, KS · From $10,000/yr
- Oppenheimer + Close, LLC · New York City, NY · $450/hr
- Opulus · Doylestown, PA · $150-$400/hr · $1,750-$20,000/yr
- Ortman Financial Planning · North Bethesda, MD · $175-$350/hr · $500-$7,000 flat
- Pacific Global Investment Management Company · Glendale, CA · $250/hr · $1,000-$2,500/yr
- Painted Porch Advisors LLC · Santa Barbara, CA · $7,500/yr
- Paradigm Wealth Management, LLC · Westlake, OH · $200/hr
- Paragon Capital Management · Denver, CO · $400/hr
- Paraklete Financial, Inc. · Kennesaw, GA · $3,000-$200,000/yr
- Parallel Advisors, LLC · San Francisco, CA · Up to $1,000/hr
- Parkshore Wealth Management · Granite Bay, CA · $200/hr
- Parkwoods Wealth Partners, LLC · Clayton, MO · $300/hr · Up to $10,000 flat · $5,000/yr
- Parsons Capital Management Inc · Providence, RI · $100-$500/hr · $1,000-$20,000 flat
- Pashman Financial LLC · Playa Del Rey, CA · $150/hr · $2,000-$5,000 flat · $1,200-$1,500/qtr · $6,000/yr
- Passage Global Capital Management, LLC · Bettendorf, IA · $400/hr
- Pathway Financial Advisers, LLC · Auburn, IN · $150/hr
- Pathway Financial Advisors, LLC · South Burlington, VT · $195-$300/hr
- Patriot Investment Management Group Inc · Knoxville, TN · $300/hr · $500-$3,000 flat
- Peak Asset Management, LLC · Louisville, CO · $2,500-$10,000 flat
- Peak Financial Planning · Canoga Park, CA · $1,000/mo
- Peddock Capital Advisors, LLC · Braintree, MA · $150-$500/hr
- Penobscot Financial Advisors · Portland, ME · Up to $7,200 flat · $7,200/yr
- Perceptive Edge Investment Management, Inc. · Wayzata, MN · $200-$400/hr · $10,000-$80,000/yr
- Perissos Private Wealth Management · Bethany, OK · $100-$300/hr · $800-$10,000 flat
- Persium Advisors, LLC · Atlanta, GA · $1,000-$10,000 flat · $24,000-$50,000/yr
- Petersen Hastings Wealth Advisors, Inc. · Kennewick, WA · $400/hr · $4,200 flat · $350/mo
- Petra Financial Advisors Inc · Colorado Springs, CO · From $8,000 flat · $2,000/qtr
- Petredis Investment Advisors · Warrendale, PA · $250-$750/hr
- Petros Family Wealth, LLC · Bloomington, MN · $500-$10,000 flat
- Piedmont Wealth Advisory · Reston, VA · Up to $45,000/yr
- Pine Harbor Wealth Management LLC · Fairfax, VA · $395/hr · $1,000-$10,000 flat
- Pinnacle Advisors · Mansfield, OH · $3,000-$20,000 flat · $1,850/qtr
- Pinnacle Financial Group LLC · Western Springs, IL · Up to $250/hr
- Pinney & Scofield, Inc. · Cambridge, MA · $250-$500/hr
- Pitzl Financial · Arden Hills, MN · $300/hr · $1,500-$5,000 flat
- Plan & Act · Buena Vista, CO · $1,995-$39,995 flat · $1,500/qtr
- Plancorp, LLC · St. Louis, MO · Up to $40,000 flat
- Plandeavor · Arlington, VA · $300/hr · $500 flat · $1,000-$2,250/qtr
- Portfolio Advisory Group, Inc. · Alexandria, VA · $200/hr
- Portfolio Design Services, LLC · River Falls, WI · $250/hr · Up to $20,000 flat
- Portfolio Wealth Advisors · Albuquerque, NM · $500/hr
- Portus Wealth Advisors, LLC · Charlotte, NC · $400/hr · $5,000-$10,000 flat · Up to $20,000/yr
- Precedent Wealth Partners, LLC · Houston, TX · Up to $500/hr · $1,500-$10,000 flat
- Precision Wealth Strategies, LLC · St. Louis, MO · Up to $250/hr · Up to $20,000 flat
- Preserve Private Wealth, LLC · Bethesda, MD · $1,000-$20,000 flat
- Presidio Capital Management, LLC · San Diego, CA · Up to $450/hr
- Principle Wealth · Madison, CT · Up to $5,000 flat
- Prism Planning and Solutions Group · White Plains, NY · $1,800-$12,000 flat
- Private Wealth Management, Inc. · Memphis, TN · $100-$500/hr
- Private Wealth Partners, LLC · Mill Valley, CA · $300-$500/hr · $3,000-$5,000 flat
- Professional Financial Solutions, LLC · Fairfax, VA · $200-$500/hr · $2,000-$5,000 flat
- Prosperitage Wealth · McDonough, GA · $500/hr · $1,500-$15,000 flat · $250-$2,500/mo
- Prosperity Wealth Strategies LLC · Bloomfield Hills, MI · $500/hr · Up to $50,000 flat
- PSI Capital Management · Lancaster, PA · Up to $400/hr · $1,000-$2,500 flat
- Pulse Wealth · Lexington, KY · $550/mo
- Purtill Financial LLC · Highland Heights, OH · $150/hr
- Q3 Asset Management Corporation · Birmingham, MI · $200/hr
- Quantum Financial Planning Services, Inc. · Spokane, WA · $350/hr
- Quantum Financial Services Inc. · Indianapolis, IN · $300/hr
- Quarry Hill Advisors · St. Paul, MN · $300/hr · $500-$10,000 flat · Up to $2,000/mo
- Queen City Capital Management, LLC · Cincinnati, OH · $5,000/yr
- R M Davis Inc · Portland, ME · $5,000 flat
- RCS Financial Planning, LLC · Annapolis, MD · $250-$450/hr · Up to $300/mo
- RDG Capital Management LLC · Pittsford, NY · $250-$500/hr
- Reagan Companies Asset Management, Inc · Syracuse, NY · $150-$500/hr · $1,500 flat
- Red Door Wealth Management, LLC · Memphis, TN · $1,000-$20,000/yr
- Rede Wealth, LLC · Charlottesville, VA · Up to $10,000/yr
- REDW Wealth LLC · Albuquerque, NM · $225-$650/hr · From $3,500 flat
- Reframe Wealth, LLC · Vienna, VA · Up to $10,000/yr
- Regatta Capital Group, LLC · El Segundo, CA · $1,000-$15,000 flat
- Regista Financial Strategies, LLC · Denver, CO · $250/hr · $1,000-$10,000 flat · $250-$500/mo
- Rembert Pendleton Jackson · Vienna, VA · $3,000-$15,000 flat
- Reserve Fund Advisers · Glenview, IL · From $250/hr
- Resilient Asset Management · Memphis, TN · From $4,000/yr
- Resonant Capital Advisors, LLC · Madison, WI · $100-$350/hr · $1,000-$5,000 flat · $10,000-$50,000/yr
- Retire Agile · Hermantown, MN · Up to $20,000 flat
- Retirement Income Solutions, Inc. · Ann Arbor, MI · From $1,500 flat
- Retirement Management Systems · Leonardtown, MD · $250-$500/hr · Up to $2,500 flat
- Retirement Planning Services · Knoxville, TN · Up to $500/hr
- Retiremitten Financial LLC · Clarkston, MI · $4,800 flat
- RGA Investment Advisors, LLC · Great Neck, NY · Up to $10,000 flat
- Ridgeline Private Wealth · Mesa, AZ · $5,000-$75,000 flat
- Ridgeline Wealth Planning LLC · Centerville, OH · $400/hr · $500/qtr
- Riggs Asset Management Co Inc · Dallas, PA · $300/hr
- Rimac · Bayonne, NJ · $200-$450/hr · $2,500-$15,000 flat
- Ring Mountain Capital, LLC · Tiburon, CA · $1,500-$7,500 flat
- Rise Investment Management, LLC · Chicago, IL · $250/hr · $250-$15,000 flat · $50-$1,000/mo
- River Street Advisors, LLC · Aurora, IL · $1,000 flat
- River Wealth Advisors LLC · Camp Hill, PA · $150-$300/hr
- Rivertree Wealth · Little Rock, AR · $250/hr · $2,500-$12,000 flat
- Riverview Capital Advisers LLC · Boston, MA · $150-$500/hr
- RKL Private Wealth · Lancaster, PA · $250-$500/hr · $10,000-$25,000 flat · $1,500-$15,000/yr
- RMG Advisors · Rockville, MD · $500/hr
- Rockbridge Investment Management, LLC · Syracuse, NY · $2,500-$10,000 flat
- Rocky Mountain Advisers, LLC · Salina, KS · $100-$250/hr
- Root Financial Partners · Austin, TX · $2,000-$65,000 flat
- Rooted Planning Group · Corning, NY · From $6,000/yr
- Roth Financial Partners LLC · Kingwood, TX · $100-$500/hr · $2,000-$5,000 flat
- Rovin Capital · Mesa, AZ · $150-$2,200/mo
- RPG Investment Advisory, LLC · Pleasanton, CA · $250/hr · $600-$1,800 flat
- Ruedi Wealth Management, Inc. · Champaign, IL · $250/hr
- RZH Advisors LLC · Stamford, CT · $400-$600/hr · $2,500-$50,000 flat
- S.A. Mason, LLC · Holland, MI · $150-$300/hr · $2,000-$50,000 flat
- S.C. Thomas & Associates, CPA, LLC · Medina, OH · $250/hr
- S.F. Ehrlich Associates, Inc. · Cranford, NJ · $500-$5,000 flat
- Safran Wealth Advisors, LLC · New York City, NY · $7,500-$40,000 flat
- Sagebroadview Wealth Management, LLC · Farmington, CT · Up to $500/hr · From $400/mo
- SageVest Wealth Management · McLean, VA · $100-$500/hr
- Saling Wealth Advisors · Louisville, KY · $2,500-$10,000 flat
- Salvus Wealth Management, LLC · Red Bank, NJ · $200-$400/hr
- Samatva Wealth Management LLC · Clarksburg, MD · Up to $250/hr
- Sanchez & Zures, LLC · McLean, VA · $200/hr
- Sand Hill Global Advisors, LLC · Palo Alto, CA · $100-$300/hr · $1,200/yr
- Sandy Cove Advisors, LLC · Hingham, MA · $100-$500/hr
- Sapere Wealth Management, LLC · Matthews, NC · $125-$500/hr · $1,000-$15,000 flat
- Sapient Capital LLC · Indianapolis, IN · Up to $20,000 flat
- Savant Wealth Management · Rockford, IL · $100-$500/hr · $250-$10,000 flat
- Sax Wealth Advisors, LLC · Parsippany, NJ · $300/hr · $2,500-$50,000 flat
- SBC Investment Management, LLC · Scottsdale, AZ · $2,500-$25,000 flat
- Scarsdale Investment Group, Ltd. · Blue Bell, PA · $200-$300/hr · $1,750-$3,741/mo
- Schaefer Financial Management, Inc. · Centennial, CO · $250/hr · From $2,500 flat
- Scholar Financial Advising, LLC · Winston-Salem, NC · $385-$800/hr · From $6,000 flat · $500-$5,000/mo
- Schwarz Dygos Wheeler Investment Advisors LLC · Minneapolis, MN · $250-$500/hr · $1,000-$10,000 flat
- Scott Capital Advisors, LLC · Portland, OR · Up to $7,500 flat
- Searcy Financial Services, Inc. · Overland Park, KS · $300/hr
- Sebold Capital Management, Inc · Lisle, IL · $2,000 flat · $20,000-$50,000/yr
- Seneca Financial Advisors LLC · Rochester, NY · $100-$500/hr · $4,000-$60,000 flat · $5,000/yr
- Sensenig Capital Advisors, Inc. · Collegeville, PA · $100-$300/hr · Up to $10,000/yr
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- Serenus Wealth Advisors, LLC · Santa Monica, CA · $5,000-$100,000 flat
- Sevenbridge Financial Group, LLC · Harrisburg, PA · $5,000-$25,000 flat
- SGH Wealth Management · Lathrup Village, MI · $225/hr · $300-$1,000 flat
- Sharkey Howes & Javer Inc · Denver, CO · $2,000-$15,000 flat
- ShellCrest Financial LLC · Middleton, WI · $800/hr · $30,000-$75,000 flat
- Sherman Wealth Management LLC · Gaithersburg, MD · Up to $550/hr · $500-$3,000 flat · Up to $10,000/yr
- Sherrill & Hutchins Financial Advisory Inc · Atlanta, GA · $350/hr · $2,500 flat
- Shotwell Rutter Baer Inc · Lansing, MI · $2,400-$22,000 flat
- Shufro, Rose & Co., LLC · New York City, NY · From $2,500 flat
- Sightline Wealth Advisors, LLC · Groton, CT · Up to $350/hr · $1,000-$7,500 flat
- SilverOak Wealth Management LLC · Edina, MN · $1,500-$20,000 flat
- Simon Quick Advisors, LLC · Morristown, NJ · $125/hr · $250 flat
- Single Point Partners · Boston, MA · $350/mo
- SK Wealth Management, LLC · Providence, RI · $350-$500/hr
- Slayton Lewis Inc · Salt Lake City, UT · $250/hr
- Snowcap Capital Management · Dallas, TX · $200-$400/hr
- Solitude Financial Services, Inc. · Charlottesville, VA · $250/hr
- Soltis Investment Advisors, LLC · St. George, UT · $500-$50,000 flat · $2,500-$6,000/mo
- Somnio Financial Group, LLC · Glastonbury, CT · $1,000-$20,000/yr
- South Bay Financial Partners · Torrance, CA · $440/hr
- SPG Advisors LLC · Kirkland, WA · $150/hr · $750-$5,000 flat
- Spotlight Investment LLC · Boston, MA · $2,000-$8,000 flat
- Spreng Capital Management, Inc. · Bucyrus, OH · $250/hr
- Spyglass Investment Management · Terre Haute, IN · $100/hr
- St. John & Associates, Inc. · Roswell, GA · $1,000-$5,000 flat · $1,000-$5,000/yr
- Stars & Stripes Financial Advisors · Douglasville, GA · $310/hr · $250-$980/mo
- Steigerwald, Gordon & Koch - Wealth Advisors · Leesburg, VA · $75-$300/hr
- Sterling Advisory Services, LLC · New Rochelle, NY · $3,500-$15,000 flat
- Stevens Capital Partners · Omaha, NE · $500/hr
- Stewardship Advisors, LLC · Mount Joy, PA · $500-$10,000 flat
- Stone Island Financial Planning · Naperville, IL · $300-$500/hr
- Stone Pine Financial Partners · Media, PA · $4,000 flat
- Stone Tower Wealth Advisors · Cincinnati, OH · $300/hr · $300-$10,000 flat · $1,000-$5,000/qtr
- Stordahl Capital Management, Inc. · Greenwood Village, CO · Up to $500/hr
- Strong Wealth · Colorado Springs, CO · From $2,500 flat · From $6,000/yr
- Studdard Financial, LLC · Germantown, TN · Up to $250/hr · $500-$5,000 flat
- Successful Money Strategies Inc · Fall River, MA · $1,500-$5,000 flat
- Summit Wealth Group, LLC · Tulsa, OK · Up to $300/hr
- Summitry, LLC · Foster City, CA · $1,500-$5,000 flat
- SWS Partners, LLC · Columbus, OH · $5,000/yr
- Syverson Strege · West Des Moines, IA · Up to $400/hr
- Tableaux Wealth · Great Barrington, MA · $300/hr · $1,000-$10,000 flat
- Tackett Wealth Management, LLC · Cary, NC · $1,000-$15,000 flat
- Talisman Wealth Advisors, LLC · Mountainside, NJ · $200-$400/hr · $1,500-$10,000 flat
- Tandem Wealth Advisors · Phoenix, AZ · Up to $10,000 flat
- TandemGrowth Financial Advisors, LLC · Alpharetta, GA · $1,500 flat
- Tassel Capital Management, Inc · Matthews, NC · Up to $250/hr
- TCI Wealth Advisors, Inc. · Tucson, AZ · $150-$250/hr · $500-$1,500 flat
- TD Capital Management LLC · Memphis, TN · $300-$375/hr · $1,000-$3,000 flat
- Team Hewins, LLC · Foster City, CA · $350-$400/hr · $3,000-$10,000/yr
- Telos Capital Management, Inc. · San Diego, CA · $300/hr
- Tempus Wealth Planning, LLC · Irvine, CA · Up to $250/hr · Up to $10,000 flat
- Tenon Financial · Metuchen, NJ · $3,600-$36,000/yr
- Terrance P Davis CPA/PFS · St. Louis, MO · $150/hr · $500-$5,000 flat · 2020 brochure
- Tetley Investments, LLC · Park Ridge, IL · $250/hr
- TFC Financial Management Inc · Boston, MA · $1,000-$10,000 flat
- TGS Financial Advisors · Radnor, PA · $3,500 flat · $1,750/qtr
- Thames Asset Management, Inc · Hackensack, NJ · $400/hr
- Thames Financial Management · Norwich, CT · $300/hr
- The Advisory Group of San Francisco, LLC · San Francisco, CA · $5,000-$20,000 flat
- The Bedminster Group · Bluffton, SC · Up to $400/hr
- The Foundry Financial Group, Inc. · Laconia, NH · $200-$350/hr · $2,100-$8,000/yr
- The Hendrickson Advisory Group, Inc. · Columbus, OH · $250/hr · $500-$5,000 flat · $250/mo
- The Keystone Financial Alliance, LLC · Atlanta, GA · $2,500-$10,000 flat
- The Marin Group Inc. · Atlanta, GA · $2,500 flat
- The Monitor Group, Inc. · Martinez, GA · $150-$7,500/qtr
- The Mosaic Financial Group, LLC · Chicago, IL · $150-$450/hr · $1,250-$10,000 flat
- The Nalls Sherbakoff Group, LLC · Knoxville, TN · Up to $300/hr
- The Planning Center, Inc. · Moline, IL · $500/hr · $1,500-$12,000 flat
- The Prosperity People · Bellevue, KY · $300-$15,000 flat
- The Table Financial Planning LLC · Fountain Hills, AZ · $300/hr · $100-$7,200/yr
- The Tiny House Adviser · Abiquiu, NM · $1,000-$15,000 flat
- The Watchman Group, Inc. · Plano, TX · $250-$450/hr · $500-$10,000 flat
- The Wealth Advantage Group, Inc. · Columbus, OH · $180-$250/hr · $2,500-$10,000 flat
- The Welch Group, LLC · Birmingham, AL · $3,500-$35,000 flat
- Theory Planning Partners · Marblehead, MA · $1,500/mo
- Threadline Wealth · Bellevue, WA · $3,500-$30,000 flat
- Tiedemann & Associates Investment Advisors, Inc. · Weston, MA · $300/hr
- Tilia Fiduciary Partners, Inc. · Wilmington, NC · $275/hr · From $10,000 flat · $2,500/qtr
- Timothy Financial Counsel, Inc. · Wheaton, IL · $375/hr
- TM Advisors · Troy, MI · $300/hr
- Towercrest Capital Management, LLC · Newtown, PA · $300/hr
- Towneley Capital Management, Inc. · Laguna Hills, CA · $250-$500/hr · From $2,500 flat · $1,250/qtr
- Townsend Asset Management Corp. · Raleigh, NC · $250-$500/hr
- Townsend Financial Planning · Mount Sterling, KY · $2,650 flat
- Tradewinds Capital Management, LLC · Bellingham, WA · $150-$225/hr · $1,000-$2,000 flat
- TreMonte Financial Consultants · Traverse City, MI · Up to $500/hr · $600-$20,000 flat
- Trifecta Capital Advisors, LLC · Northbrook, IL · Up to $20,000 flat
- Trinity Legacy Partners, LLC · Houston, TX · $250/hr · $1,000-$5,000 flat
- Trio Wealth Management, LLC · Great Falls, VA · $250-$10,000 flat · $250-$1,000/mo
- Triton Financial Group, Inc · Oklahoma City, OK · Up to $250/hr · Up to $2,500 flat
- True Financial Group · Cedar Park, TX · $500-$2,000 flat
- TrueNorth Wealth & Impact, LLC · Joplin, MO · Up to $500/hr · Up to $25,000/yr
- Trufp · Cumming, GA · $175-$250/hr · $1,000-$20,000 flat
- Trumbower Financial Advisors LLC · Bethesda, MD · $295-$775/hr
- Tull Financial Group, Inc. · Chesapeake, VA · $100-$500/hr · From $2,000 flat
- U.S. Advisors, Inc. · Arlington, VA · From $2,000 flat
- United Financial Planning Group LLC · Hauppauge, NY · $200-$500/hr · $1,500-$15,000 flat · $1,500-$5,000/qtr
- Uprise Advisers LLC · San Francisco, CA · $450/qtr
- Uptick Partners, LLC · Nacogdoches, TX · $300-$500/hr
- Valiant Wealth, LLC · West Des Moines, IA · $1,000-$15,000 flat
- Validus Capital LLC · El Segundo, CA · Up to $500/hr
- Valor Wealth Partners · Washington, DC · $450/hr · $2,500-$7,000 flat · $50-$1,000/mo
- Valpey Financial Services LLC · Concord, NH · $405/hr
- Veach Family Financial · North Little Rock, AR · $200/hr
- Verdence Capital Advisors, LLC · Hunt Valley, MD · $250-$500/hr · $5,000-$100,000 flat
- Veris Wealth Partners, LLC · Oakland, CA · $250-$1,000/hr · $2,500-$10,000 flat
- Verisail Partners, LLC · Chamblee, GA · $150-$450/hr
- Versant Capital Management, Inc. · Phoenix, AZ · $400-$800/hr
- Vertrix Wealth Management, LLC · Troy, MI · From $2,000 flat
- Virginia Wealth Management Group, Inc. · Virginia Beach, VA · Up to $500/hr · Up to $20,000/yr
- Virtus Wealth Solutions · Cranford, NJ · Up to $500/hr
- Vista Way Advisors · Charlestown, MA · $200-$300/hr · $750-$950 flat
- Voss Wealth Management · Endicott, NY · Up to $6,000/yr
- Walk You To Wealth · Dover, MA · $500/mo
- Waller Financial Planning Group, Inc. · Columbus, OH · $350-$500/hr
- Walnut Investment Services LLC · Brooklyn, NY · Up to $150/hr
- Walter Keenan Wealth Management · South Bend, IN · $350/hr
- Waltium Investment Advisors · Kirkland, WA · $300/hr · $2,000-$10,000 flat
- Watershed Private Wealth · Oak Brook, IL · $1,000-$10,000 flat
- Waverly Advisors, LLC · Birmingham, AL · $75-$450/hr · $500-$50,000 flat
- Waypoint Wealth Counsel LLC · Atlanta, GA · Up to $100/hr · Up to $12,000 flat
- Waypoint Wealth Management · Timonium, MD · $1,800-$7,500 flat
- WBH Advisory, Inc. · Baltimore, MD · $6,000 flat
- Wealth Architects, LLC · Mountain View, CA · $150-$750/hr · $2,500-$20,000 flat
- Wealth Dimensions Group, Ltd. · Cincinnati, OH · $150-$350/hr
- Wealth Management Partners, LLC · Tucson, AZ · Up to $400/hr · Up to $10,000 flat
- Wealth Science Advisors LLC · Alpharetta, GA · $1,500 flat
- WealthFD · Conshohocken, PA · $250-$1,000/hr · From $1,000 flat
- Wealthspan Partners, LLC · Davenport, IA · Up to $200/hr
- WebsterRogers Financial Advisors, LLC · Florence, SC · $200-$500/hr
- Wedmont Private Capital · West Chester, PA · $3,750/qtr
- Weinand Financial, Inc. · Lacey, WA · Up to $500/hr · $2,500-$7,500 flat
- Wescott Financial Advisory Group LLC · Philadelphia, PA · $150-$750/hr
- West Financial Services, Inc. · McLean, VA · $250/hr · $125/mo
- Weston Capital Insights · Alpharetta, GA · Up to $5,000 flat
- Westshore Wealth · Newport Beach, CA · $250-$750/hr
- Weyhill Investment Counsel, LLC · Bethlehem, PA · $250/hr · $200-$5,000 flat
- White Oaks Wealth Advisors, Inc. · Minneapolis, MN · From $7,500 flat
- White Sand Wealth Management · Liberty, MO · $250/hr · $3,000-$5,000 flat · $250-$3,000/mo
- Whitener Capital Management, Inc · Rocky Mount, NC · $250/hr
- Wick Capital Partners, LLC · Wayne, PA · Up to $500/hr
- Wide Eye Capital · Vancouver, WA · $150/hr
- Wilkinson Wealth Management, LLC · Tucson, AZ · $400/hr · $1,500-$10,000 flat
- William Edward Durnan · Far Hills, NJ · $100/hr · 2023 brochure
- William Howard & Co. Financial Advisors, Inc. · Memphis, TN · $250-$350/hr · $400-$10,000/yr
- Williams Financial, LLC · North Bennington, VT · $6,000-$8,000 flat
- Willow Creek Financial · San Diego, CA · Up to $250/hr · $750-$10,000/yr
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Wills Financial Group, LLC · Richmond, VA · $300/hr
- Windle Wealth · Oklahoma City, OK · $200/hr
- Windward Wealth Strategies, Inc. · Oshkosh, WI · $200-$400/hr · $1,000-$3,500 flat
- Wingate Wealth Advisors, Inc. · Lexington, MA · $3,500-$10,000 flat
- Winslow Financial LLC · Lake Bluff, IL · From $250 flat
- Winthrop Capital Management · Carmel, IN · $150-$500/hr · $500-$35,000 flat
- Wise Wealth Management · Fort Wayne, IN · $250-$400/hr · $125-$600/qtr
- Wiser Wealth Management, Inc · Marietta, GA · $475/hr · $6,750 flat · From $5,000/yr
- Withum Wealth Management · Red Bank, NJ · $125-$350/hr · $500-$15,000 flat
- Wittenberg Investments Inc. · Troy, MI · $500/hr
- WJ Financial Advisors, LLC · Killingworth, CT · $125-$375/hr · $1,500-$15,000 flat
- Wood Tarver Financial · Boise, ID · Up to $250/hr · Up to $2,500 flat
- YFP Wealth · New Albany, OH · $1,500 flat
- Zenith Wealth Partners · Philadelphia, PA · $2,000-$10,000 flat · $1,000/mo
- Zhang Financial · Portage, MI · $100-$500/hr · $250-$10,000 flat
- Zynergy Retirement Planning · Red Bank, NJ · $1,200/yr