Firms based in other states that are registered in Massachusetts
295 fee only firms that publish prices. Back to the Massachusetts page.
These firms are based in another state and are registered in Massachusetts. The list isn't complete: a firm with five or fewer clients in Massachusetts doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
295 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 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 |
| ADC Wealth Management, LLCMassapequa, NY | Not published | $3,000 | % of assets |
| AdviceOne Advisory Services, LLCGlastonbury, CT | Not published | Up to $25,000 | % of assets |
| AdviceOnlySan Diego, CANo AUM fee | Not published | Up to $50,000 | No monthly feeUp to $25,000/yr |
| Advisors Capital Management, LLCRidgewood, NJ | $350- | Not published | % of assets |
| Albion Financial GroupSalt Lake City, UT | $250- | $2,500- | % of assets |
| Allstreet WealthWestfield, IN | $750/hr | Not published | % of assets |
| Altfest Personal Wealth ManagementNew York City, NY | $250/hr | Not published | % of assets |
| Alvarez & Associates FinancialCentral Falls, RIVirtual meetings | $200/hr | $750- | % of assets |
| AM Wealth Solutions, LLCIrvine, CA | $250/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 |
| ApforiaVirginia Beach, VA | Up to $500/hr | Not published | No monthly feeUp to $30,000/yr |
| Appletree Financial Services LLCLondonderry, NHCFP® | Not published | Not published | $1,167- |
| Arcadia Wealth ManagementSmithtown, NYCFP® | $250/hr | Not published | % of assets |
| Arena Private WealthChicago, IL | $250/hr | Not published | % of assets |
| Arista Advisory Group, LLCAlbany, NYCFP® | $150- | Up to $10,000 | % of assets |
| Arlington Financial Advisors, LLCSanta Barbara, CA | Up to $375/hr | $4,950- | % of assets |
| Ask DollyDenver, CONo AUM fee | Not published | Not published | $50- |
| AssetBuilder, Inc.Allen, TXCFP® | Up to $350/hr | Not published | % of assets |
| Astoria Portfolio Advisors LLCNew York City, NY | $300/hr | $300- | % of assets |
| ATI Wealth Partners, LLCSavannah, GACFP® | Not published | $1,800 | % of assets |
| Atlas Peak Advisors, Inc.Incline Village, NVCFP® | $350/hr | $1,500- | No monthly fee$1,500- |
| Aurelius Family Office, LLCBedford, NH | Not published | $2,000- | % of assets |
| Avail Investment Partners, LLCLemont, PA | Not published | $2,500- | % of assets |
| Bailard, Inc.Foster City, CA | Not published | $3,500- | No monthly fee$2,000- |
| BakerAvenueSan Francisco, CA | $225- | $2,000- | % of assets |
| Barron Financial Group, LLPTorrington, CTCFP® | $200/hr | $400- | $313/mo$938/qtr ($313/mo) |
| Beacon TrustMorristown, NJ | Not published | $5,000- | % of assets |
| Beacon Wealthcare LLCRaleigh, NC | Not published | Up to $15,000 | % of assets |
| Bedel Financial Consulting IncIndianapolis, IN | Not published | $1,000- | % of assets |
| BG Financial PlanningPlaistow, NHNo AUM feeCFP® | $275/hr | Not published | Not published |
| Bigelow Investment Advisors, LLCPortland, ME | Not published | Not published | $165/mo$165/mo |
| Biondo Investment Advisors LLCMilford, PA | Not published | Up to $2,500 | % of assets |
| Birch Financial GroupKeene, NH | $400/hr | Up to $10,000 | $85- |
| BirchbrookBangor, ME | $200/hr | $2,000 | % of assets |
| Birks Financial Corp.Herndon, VA | Up to $1,000/hr | $1,900- | % of assets |
| Blacktower Financial Management (US) LLCOrlando, FL | Not published | Up to $5,000 | % of assets |
| BLBB AdvisorsMontgomeryville, PA | Not published | $2,500- | % of assets |
| BLDR Wealth LLCShawnee, KSCFP® | Not published | $9,000- | $195/mo$195/mo |
| Blue Bell Private Wealth Management, LLCBlue Bell, PA | $250- | $250- | % of assets |
| Blueline AdvisorsExeter, NH | Not published | $500- | % of assets |
| Blume Capital Management, Inc.Berkeley, CA | Not published | $2,500- | % of assets |
| Boca Retirement Strategies Inc.Jupiter, FL | $250- | Not published | % of assets |
| Boldin AdvisorsMill Valley, CANo AUM fee | $300- | Up to $6,000 | No monthly feeUp to $6,000/yr |
| Bourgeon Capital Management LLCDarien, CTCFP® | Not published | $7,000 | % of assets |
| Brava FinancialSan Diego, CANo AUM feeCFP® | $450/hr | $3,000- | No monthly fee$5,000- |
245 more firms with published fees
- Breachway Investments, LLC · Charlestown, RI · $200/hr
- Breakwater Asset Management, LLC · Hampton, NH · $1,500-$5,000 flat
- Breakwater Capital Group · Paramus, NJ · Up to $500/hr · $5,000-$20,000 flat
- Brighton Jones LLC · Seattle, WA · $150-$300/hr · $5,000-$25,000 flat
- 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
- Bulldog Financial Planning LLC · Cumberland, RI · $300/hr
- Burne Financial Concepts, LLC · Watertown, CT · $200-$350/hr
- Cahill Financial Advisors, Inc. · Edina, MN · Up to $5,000 flat
- Camarda Wealth Advisory Group · Fleming Island, FL · $150-$1,000/hr · $500-$50,000 flat
- Canty Wealth Management · Ballston Spa, NY · $300/hr
- Capable Wealth, LLC · Latham, NY · $300/hr · $500-$35,000 flat
- Capital Design Private Wealth LLC · Portsmouth, NH · From $175/mo · $900-$5,000/yr
- Carderock Capital Management, Inc. · Chevy Chase, MD · $250/hr · From $4,000 flat
- CB Capital LLC · North Smithfield, RI · $350/hr · $2,500-$7,500 flat · $5,000-$15,000/yr
- Century Management Financial Advisors · Austin, TX · $250/hr · $4,000-$10,000 flat
- CGN Advisors, LLC · Manhattan, KS · $480-$8,000/yr
- Chadds Ford Wealth Partners, LLC · Chadds Ford, PA · $250-$500/hr · $2,500-$25,000 flat
- Charis Legacy Partners · Bryan, TX · $499/hr
- 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
- Circa Capital, LLC · Alpharetta, GA · $400/hr
- CJM Wealth Advisers, Ltd. · Falls Church, VA · $2,000-$10,000 flat
- Coastal Financial Planning, Inc. · Lincoln, RI · $150/hr
- Compass Wealth Management LLC · Guilford, CT · Up to $10,000 flat
- Condor Capital Wealth Management · Martinsville, NJ · $200-$300/hr · $500-$3,000 flat
- Convey Wealth LLC · Burbank, CA · $500/hr · $6,000-$100,000 flat · $500/mo
- Cook Financial Designs, Inc. · Virginia Beach, VA · $4,000-$40,000/yr
- Cornell Pochily Investment Advisors, Inc. · Ithaca, NY · $150-$350/hr · $100-$10,000 flat
- Cornerstone Financial Planning, LLC · Portsmouth, NH · $300/hr · $300-$5,000 flat
- Cornerstone Planning Group · Fairfield, NJ · $100-$1,000/hr · $500-$100,000 flat
- Covenant Wealth Advisors · Richmond, VA · $300/hr · $2,000-$30,000 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
- Curio Wealth, LLC · Annapolis, MD · $350/hr
- CX Institutional, LLC · Auburn, IN · From $3,125/yr
- Cynosure Portfolio Advisors LLC · Salt Lake City, UT · Up to $400/hr
- D & P Investment Advisors, Ltd. · Wakefield, RI · $270-$300/hr · Up to $20,000/yr
- D. Moss Wealth Management · West Hollywood, CA · $2,000-$7,500 flat
- Dakota Wealth, LLC · Palm Beach Gardens, FL · $5,000-$25,000 flat
- Davis Wealth Advisors · Salem, NH · $300/hr · $6,000-$20,000 flat · From $3,750/qtr · $15,000-$60,000/yr
- De Groote Financial Group, LLC · Thousand Oaks, CA · Up to $1,000/hr · Up to $25,000 flat
- Deerfield · Indianapolis, IN · $400/hr · $1,500-$6,000 flat · $2,500-$15,000/yr
- Destination Wealth Management · Walnut Creek, CA · $250/hr
- Digital Asset Investment Management · Palm Beach Gardens, FL · $150-$1,000/hr · Up to $5,000 flat
- Domain Money Advisors, LLC · New York City, NY · $500/hr · $9,000 flat
- Dorothy J. Cole · Merrimack, NH · $120/hr
- Drum Hill Capital, LLC · Westport, CT · $300/hr
- Drumond Wealth Management · Katy, TX · $250/hr · Up to $15,000 flat
- Eagle Bay Family Office · New York City, NY · $150-$1,000/hr
- Edelman Financial Engines · Santa Clara, CA · Up to $10,000 flat
- Efficient Capital Strategies, LLC · Barrington, RI · $500/qtr
- Elevation Financial LLC · Westfield, IN · $250/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
- Emissary Wealth · Hackensack, NJ · $300/hr · $2,500-$20,000/yr
- Entrust Financial LLC · Wayne, PA · $350/hr · From $3,500 flat
- Envoy Advisory Inc. · Colorado Springs, CO · $250/hr · Up to $10,000 flat
- Equita Financial Network, Inc. · Fort Washington, PA · Up to $500/hr · Up to $10,000 flat · Up to $7,500/qtr
- Facet · West Palm Beach, FL · $2,600-$10,000/yr
- 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
- Ferguson-Johnson Wealth Management, Inc. · Rockville, MD · $400/hr
- Fierston Financial Group Inc · West Hartford, CT · $150-$750/hr · $1,000-$7,500 flat
- Financial Answers, LLC · Ellington, CT · $240/hr
- Financial Rounds · Cincinnati, OH · $100-$500/mo · $6,000/yr
- Financial Symmetry Inc. · Raleigh, NC · $1,000-$4,000 flat
- Firestone Capital Management Inc · South Miami, FL · $350/hr · $1,000-$5,000 flat
- Foundations Financial Planning, LLC · Williamsburg, VA · $250/hr · From $2,250 flat
- FPL Capital Management, LLC · Metairie, LA · $250/hr · $5,000-$15,000/yr
- Gen Y Planning · Austin, TX · $300/hr · $4,800-$15,000 flat · $400-$1,250/mo
- Glassman Wealth Services, LLC · Vienna, VA · $500-$10,000 flat
- Golden Foundation Advisors · Chicago, IL · $625-$2,500/qtr
- 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
- H.M. Payson · Portland, ME · $5,000 flat
- Hall Capital Management Company, Inc. · Barrington, RI · $250-$300/hr · $1,500-$3,000 flat
- Hamilton Capital · Columbus, OH · $2,500 flat
- Hanson & Doremus Investment Management · Burlington, VT · $300/hr
- Haviland & Sams, LLC · Farmington, CT · Up to $500/hr · $3,500-$35,000/yr
- Headinvest · Portland, ME · $3,000-$5,000 flat
- Hemsley Advisors, Ltd. · Chicago, IL · $200/hr
- Her Personal Finance · Austin, TX · $400/hr · Up to $10,000 flat · $3,000-$7,500/yr
- Heritage Capital, LLC · Woodbridge, CT · $300/hr
- Heritage Investors Management Corp · Bethesda, MD · Up to $500/hr
- Highwind Wealth Management · Raleigh, NC · Up to $5,000 flat
- Hilltop Wealth Advisors, LLC · Chapel Hill, NC · $5,000-$50,000 flat
- Hopwood Financial Services, Inc. · Reston, VA · $350/hr
- IFC Personal Money Managers, Inc. · New York City, NY · $250-$700/hr · $5,000 flat · $10,000-$65,000/yr
- Impact Financial · Chicago, IL · $800/hr · $5,000 flat · $400/mo
- Infinity Financial Strategies, LLC · North Granby, CT · $500/hr · $1,000 flat · Up to $6,000/yr
- Innova Wealth Partners, LLC · Newtown, PA · $500-$10,000 flat · $1,000-$2,000/mo
- Inside Edge Capital Management, LLC · Saratoga Springs, NY · Up to $10,000 flat
- Ironwood Wealth Management, LLC · Chandler, AZ · $2,000 flat · $5,000-$50,000/yr
- It Matters Financial, LLC · Nashua, NH · $200/hr · $150/mo
- Jeffrey N. Mehler, CFP LLC · Essex, CT · Up to $600/hr · $500-$10,000/qtr
- JMG Financial Group Ltd · Downers Grove, IL · $100-$600/hr · $10,000-$50,000 flat
- Kennedy Wealth & Tax Management, LLC · Southbury, CT · $350/hr · $3,500-$10,000 flat
- King Wealth Management Group, LLC · Saratoga Springs, NY · $2,500-$10,000 flat
- Kirkwood Private, LLC · Scarborough, ME · $400-$825/hr
- Ledgewood Wealth Advisors, LLC · Exeter, NH · $100-$250/hr · $3,000-$15,000 flat
- Lighthouse Financial Services Inc · Brea, CA · $200-$1,200 flat · $199/mo
- Lincoln Capital Corporation · East Greenwich, RI · $1,200-$5,000 flat
- Locker Financial Services, LLC · Verona, NJ · $350/hr
- Logan Capital Management, Inc. · Newtown Square, PA · $150-$250/hr
- Manchester Capital Management LLC · Manchester, VT · $10,000-$500,000 flat
- Manent Capital · Orford, NH · $450/hr · $2,500-$15,000 flat · $625/mo
- Marble Trail Advisors · Middlebury, VT · From $2,500/yr
- Mendel Money Management Inc · Northbrook, IL · $250-$500/hr · $1,500-$3,000 flat · $100/mo
- Meridian Financial Partners LLC · Warrenton, VA · $300/hr
- Metis Wealth Management & Planning LLC · Bluffton, SC · $300/hr
- Milestone Financial Planning, LLC · Bedford, NH · $100-$8,000/mo
- Milne Financial Planning, Inc. · St. Johnsbury, VT · $425/hr · $2,500 flat
- 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
- Modera Wealth Management, LLC · Westwood, NJ · From $1,500 flat
- Modern Financial Wellness · Portsmouth, NH · $350/hr · $2,500-$10,000 flat · $350-$2,500/mo
- Moisand Fitzgerald Tamayo, LLC · Orlando, FL · $500/hr · $2,500-$25,000 flat
- Monte Financial Group, LLC · Guilford, CT · $150-$350/hr
- Moran Wealth Management, LLC · Naples, FL · $100/hr
- Mullaney Keating & Wright Inc · Middletown, CT · $1,500-$3,500 flat
- Music Row Wealth Management · Nashville, TN · $1,000-$5,000/yr
- MV Capital Management, Inc. · Bethesda, MD · $175-$450/hr · $1,000-$20,000 flat
- Navalign, LLC · Encino, CA · $400-$600/hr · $4,000-$25,000 flat · From $4,000/yr
- Northbrook Financial · Baltimore, MD · $800-$5,000/mo
- NorthCape Wealth Management · Williamsville, NY · Up to $400/hr
- NPF Investment Advisors · Grand Rapids, MI · $250-$500/hr
- Olson Economics, LLC · Keene, NH · $250/hr · $1,500-$2,500 flat
- Oppenheimer + Close, LLC · New York City, NY · $450/hr
- Pacesetter Planning LLC · Arlington, VA · $325/hr · $1,000-$30,000 flat · $625/mo · $4,000-$20,000/yr
- Painted Porch Advisors LLC · Santa Barbara, CA · $7,500/yr
- Parallel Advisors, LLC · San Francisco, CA · Up to $1,000/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
- Pathway Financial Advisors, LLC · South Burlington, VT · $195-$300/hr
- Pathways Financial Planning · Asbury Park, NJ · $250/hr · $500-$800/mo
- 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 Wealth Management LLC · Nashua, NH · $500-$5,000 flat
- Penobscot Financial Advisors · Portland, ME · Up to $7,200 flat · $7,200/yr
- Petredis Investment Advisors · Warrendale, PA · $250-$750/hr
- Piedmont Wealth Advisory · Reston, VA · Up to $45,000/yr
- Pinnacle Advisors · Mansfield, OH · $3,000-$20,000 flat · $1,850/qtr
- Plancorp, LLC · St. Louis, MO · Up to $40,000 flat
- PortSalus Wealth Management · Mission Viejo, CA · $2,500-$7,500 flat · $100-$1,500/mo
- Principle Wealth · Madison, CT · Up to $5,000 flat
- Q3 Asset Management Corporation · Birmingham, MI · $200/hr
- Quarry Hill Advisors · St. Paul, MN · $300/hr · $500-$10,000 flat · Up to $2,000/mo
- R M Davis Inc · Portland, ME · $5,000 flat
- Reconstructing Wealth · Daniel Island, SC · $300/hr
- Regatta Capital Group, LLC · El Segundo, CA · $1,000-$15,000 flat
- Rembert Pendleton Jackson · Vienna, VA · $3,000-$15,000 flat
- 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
- Reverie Wealth · Rochester, NH · $350/hr · $500-$20,000 flat · $1,800-$40,000/yr
- Ridgewood Investments · Springfield, NJ · $450-$1,000/hr
- Riggs Asset Management Co Inc · Dallas, PA · $300/hr
- Rinaldi Wealth Management, Inc. · Bonita Springs, FL · $450-$5,000 flat
- River Wealth Advisors LLC · Camp Hill, PA · $150-$300/hr
- RKL Private Wealth · Lancaster, PA · $250-$500/hr · $10,000-$25,000 flat · $1,500-$15,000/yr
- Robert William Shoemaker, iii · Gettysburg, PA · $200-$300/hr
- Rockbridge Investment Management, LLC · Syracuse, NY · $2,500-$10,000 flat
- Root Financial Partners · Austin, TX · $2,000-$65,000 flat
- Rooted Planning Group · Corning, NY · From $6,000/yr
- Rothman Investment Management, LLC · Atascadero, CA · $400/hr · $5,000/yr
- Ruedi Wealth Management, Inc. · Champaign, IL · $250/hr
- RZH Advisors LLC · Stamford, CT · $400-$600/hr · $2,500-$50,000 flat
- Sagebroadview Wealth Management, LLC · Farmington, CT · Up to $500/hr · From $400/mo
- Saltbox Financial LLC · Portsmouth, NH · $360/hr · $500-$5,000 flat · $12,000/yr
- Sand Hill Global Advisors, LLC · Palo Alto, CA · $100-$300/hr · $1,200/yr
- 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
- 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
- Seneca Financial Advisors LLC · Rochester, NY · $100-$500/hr · $4,000-$60,000 flat · $5,000/yr
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- Sheeley & Partners Wealth Management, LLC · Providence, RI · $200-$550/hr · $3,000-$5,000 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
- Silver Maple Financial, LLC · Kittery, ME · $1,500 flat
- SilverOak Wealth Management LLC · Edina, MN · $1,500-$20,000 flat
- Simon Quick Advisors, LLC · Morristown, NJ · $125/hr · $250 flat
- SK Wealth Management, LLC · Providence, RI · $350-$500/hr
- Snowcap Financial · Castle Rock, CO · $2,400-$8,000 flat · $200-$667/mo · $600-$2,000/qtr
- Solari Financial Planning, LLC · Goffstown, NH · $150-$300/hr · $3,000-$10,000/yr
- Soltis Investment Advisors, LLC · St. George, UT · $500-$50,000 flat · $2,500-$6,000/mo
- Spillane Financial Planning, Inc. · Lebanon, OH · $200/hr
- Steward Inc. · Washington, DC · $5,000/yr
- Strategic Investment Solutions, LLC · Bluffton, SC · $150/hr
- Sturman Wealth Advisors · Charlottesville, VA · Up to $7,500/qtr
- Summitry, LLC · Foster City, CA · $1,500-$5,000 flat
- Sunflower Financial Planning, LLC · Windham, NH · $350/hr · $3,500-$10,000 flat · $4,200-$10,000/yr
- Sustain Financial Inc. · Olympia, WA · $200/hr · From $800 flat · $1,200/qtr
- Sustainable Advisors Alliance LLC · Tulsa, OK · $125-$500/hr · $500-$7,500 flat · Up to $7,500/yr
- Sycamore Financial Planning, LLC · Durham, NC · $320-$380/hr
- Taconic Advisors · Saugerties, NY · $1,100-$5,000 flat
- TCI Wealth Advisors, Inc. · Tucson, AZ · $150-$250/hr · $500-$1,500 flat
- Telos Capital Management, Inc. · San Diego, CA · $300/hr
- Tenon Financial · Metuchen, NJ · $3,600-$36,000/yr
- 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 Financial Grove LLC · Baltimore, MD · $250/hr · $1,000-$10,000 flat · $100-$600/mo
- The Foundry Financial Group, Inc. · Laconia, NH · $200-$350/hr · $2,100-$8,000/yr
- Threadline Wealth · Bellevue, WA · $3,500-$30,000 flat
- Timothy Financial Counsel, Inc. · Wheaton, IL · $375/hr
- TLP Financial Services, Inc. · Estero, FL · $750-$40,000/yr
- Tobias Financial Advisors · Plantation, FL · $100-$500/hr · From $6,000 flat · From $6,000/yr
- Towneley Capital Management, Inc. · Laguna Hills, CA · $250-$500/hr · From $2,500 flat · $1,250/qtr
- Treasure Coast Financial Planning, Inc. · Vero Beach, FL · $250/hr
- Trumbower Financial Advisors LLC · Bethesda, MD · $295-$775/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
- 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
- Vital Investment Management LLC · Loveland, CO · $300/hr · $200-$700/mo
- Waverly Advisors, LLC · Birmingham, AL · $75-$450/hr · $500-$50,000 flat
- WBH Advisory, Inc. · Baltimore, MD · $6,000 flat
- We Financial Group · San Francisco, CA · Up to $400/hr
- Wealth Analytics Partners, LLC · San Diego, CA · $250/hr · $500-$50,000 flat
- Wealth in Yourself LLC · Zephyr Cove, NV · $250-$500/hr · $499 flat · $15,000/yr
- WealthFD · Conshohocken, PA · $250-$1,000/hr · From $1,000 flat
- Wealthshape LLC · Windsor, CT · $250/hr · Up to $5,000 flat
- Wedmont Private Capital · West Chester, PA · $3,750/qtr
- Wescott Financial Advisory Group LLC · Philadelphia, PA · $150-$750/hr
- West Financial Services, Inc. · McLean, VA · $250/hr · $125/mo
- Westview Investment Advisors · Burlington, VT · $300/hr · $3,000 flat
- Williams Financial, LLC · North Bennington, VT · $6,000-$8,000 flat
- Willow Grove Advisors, LLC · Berkeley, CA · $200-$400/hr
- Windward Wealth Strategies, Inc. · Oshkosh, WI · $200-$400/hr · $1,000-$3,500 flat
- Wise Stewardship Financial Planning, LLC · Sarasota, FL · $450/hr · $999-$25,000 flat · $59-$2,999/mo
- Withum Wealth Management · Red Bank, NJ · $125-$350/hr · $500-$15,000 flat
- WJ Financial Advisors, LLC · Killingworth, CT · $125-$375/hr · $1,500-$15,000 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