Firms based in other states that are registered in New York
561 fee only firms that publish prices. Back to the New York page.
These firms are based in another state and are registered in New York. The list isn't complete: a firm with five or fewer clients in New York doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
561 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 1620 Investment Advisors, Inc.Plymouth, MA | $75- | Not published | % of assets |
| 30-40 Wealth PartnersCornelius, NCVirtual meetings | Not published | $5,000- | % of assets |
| 360 Wealth CreationAustin, TXCFP® | Not published | Not published | $333- |
| 3Roots Wealth Partners LLCScottsdale, AZ | $400/hr | $5,000- | % of assets |
| 46 Peaks Investment Advisory GroupNewtown, PA | Not published | $1,000- | % of assets |
| 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 |
| Abramson Financial Planning, LLCBurlingame, CANo AUM feeVirtual meetingsCFP® | $320/hr | Not published | Not published |
| 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 AdvisorsAsheville, NC | Not published | Not published | $600/mo$600/mo |
| 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 |
| Adviso WealthPrinceton, NJNo AUM feeCFP® | $300- | $500- | $450- |
| Advisors Capital Management, LLCRidgewood, NJ | $350- | Not published | % of assets |
| AEM Asset Management, LLCSomerset, NJ | $100- | $250- | % of assets |
| Aequitas Investment Advisors, LLCHingham, MACFP® | $175- | Not published | % of assets |
| Aerodigm Wealth LLCLake Oswego, ORVirtual meetings | $225- | Not published | % of assets |
| AG Wealth Management, PLLCYpsilanti, MI | $300/hr | Not published | $583- |
| Ahara AdvisorsJersey City, NJ | $1,000/hr | Not published | % of assets |
| AIO Financial, LLCTucson, AZVirtual meetings | Up to $500/hr | Not published | $33- |
| Albion Financial GroupSalt Lake City, UT | $250- | $2,500- | % of assets |
| Alexander Randolph Advisory IncMcLean, VAVirtual meetings | $300- | Not published | % of assets |
| Aligning WealthJersey City, NJCFP® | $250/hr | $2,000- | No monthly fee$3,000- |
| All-Pro Advisors LLCGibsonia, PA | Not published | $250- | $100- |
| Allstreet WealthWestfield, IN | $750/hr | Not published | % of assets |
| Alpha & OmegaLa Mesa, CA | $200- | 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 |
| American Financial Advisors, LLC.Marietta, GA | $150/hr | Not published | % of assets |
| Andrew Hill Investment Advisors, Inc.Naples, FL | $250/hr | $2,000- | % of assets |
| Antonelli Financial Advisors, LLCGrosse Pointe, MICFP® | $200- | Not published | % of assets |
| ApforiaVirginia Beach, VA | Up to $500/hr | Not published | No monthly feeUp to $30,000/yr |
| Apprise Wealth Management LLCPhoenix, MD | From $350/hr | Not published | % of assets |
| Archvest Wealth Advisors, Inc.Concord, CA | $550/hr | Not published | No monthly fee$2,000/yr |
| Arlington Financial Advisors, LLCSanta Barbara, CA | Up to $375/hr | $4,950- | % of assets |
| Arthur M. Cohen & Associates LLCNorthbrook, IL | $200- | Not published | % of assets |
| Ask DollyDenver, CONo AUM fee | Not published | Not published | $50- |
| Assembly WealthMill Valley, CA | Not published | $2,500- | % of assets |
| Asset Advisory Group, Inc.Kinnelon, NJCFP® | Up to $750/hr | $1,500- | % of assets |
| AssetBuilder, Inc.Allen, TXCFP® | Up to $350/hr | Not published | % of assets |
| Astra Wealth PartnersJersey City, NJ | Up to $500/hr | Not published | % of assets |
| Atlas Peak Advisors, Inc.Incline Village, NVCFP® | $350/hr | $1,500- | No monthly fee$1,500- |
| Atlatl AdvisersMadison, WI | $500/hr | From $2,500 | % of assets |
| Attainable WealthJacksonville, FL | $300/hr | $3,600- | No monthly fee$2,500/yr |
| Aurelius Family Office, LLCBedford, NH | Not published | $2,000- | % of assets |
| Aureum Wealth Management, LLCNorth Palm Beach, FL | $100- | From $1,500 | % of assets |
| Avail Investment Partners, LLCLemont, PA | Not published | $2,500- | % of assets |
| Aventine Financial GroupDoylestown, PA | $425/hr | $3,850 | % of assets |
| Avise FinancialLos Angeles, CA | Up to $500/hr | Up to $30,000 | No monthly feeUp to $18,000/yr |
511 more firms with published fees
- Ayla Capital · Los Angeles, CA · Up to $1,000/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
- Balanced Rock Investment Advisors · Roslindale, MA · $250/hr
- Ballaster Financial · Jersey City, NJ · $500-$5,000 flat · From $10,000/yr
- Baron Financial Group LLC · Fair Lawn, NJ · $2,500 flat
- Barron Financial Group, LLP · Torrington, CT · $200/hr · $400-$3,200 flat · $938/qtr
- Basile Financial Group, Inc. · Palm Harbor, FL · $150/hr · $2,500-$3,000 flat
- BCR Wealth Strategies · Vestavia, AL · Up to $500/hr · $1,500-$10,000 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 Investment Advisors Inc · Orinda, CA · $150/hr · From $10,000 flat
- Benningfield Financial Advisors, LLC · San Francisco, CA · $375/hr
- Best Life Financial Planning, LLC · Longmont, CO · $250/hr · $2,000-$10,000 flat · $500-$2,000/qtr
- Best Life Infinity, LLC · Colorado Springs, CO · Up to $375/hr · Up to $24,000/yr
- Better Pockets Financial · Fort Collins, CO · $250/hr · $500-$15,000 flat · $100-$150/mo
- 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
- Bill Losey Retirement Solutions, LLC · The Villages, FL · $250-$500/hr · $500-$5,000 flat
- Biondo Investment Advisors LLC · Milford, PA · Up to $2,500 flat
- Birchbrook · Bangor, ME · $200/hr · $2,000 flat
- Black Arrow Capital LLC · Newark, DE · $250/hr · $1,250-$25,000 flat
- Blacktower Financial Management (US) LLC · Orlando, FL · Up to $5,000 flat
- BLBB Advisors · Montgomeryville, PA · $2,500-$10,000 flat
- Blue Bell Private Wealth Management, LLC · Blue Bell, PA · $250-$500/hr · $250-$10,000 flat
- Blue Water Wealth · Portland, OR · $2,000-$20,000 flat
- Bluebird Wealth Management LLC · Medfield, MA · $250-$500/hr · Up to $10,000 flat
- 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
- Bontempo Ohly Capital Management, LLC · Bethesda, MD · $375/hr
- Bootpack Wealth Management · Jackson, WY · Up to $500 flat
- Bos Taurus · Diamond Bar, CA · $100-$500/hr
- Bourgeon Capital Management LLC · Darien, CT · $7,000 flat
- Bowline Financial, LLC · Grosse Pointe Woods, MI · $1,200-$25,000/yr
- 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
- Brian Thompson Financial · Chicago, IL · $8,000/yr
- Brighton Jones LLC · Seattle, WA · $150-$300/hr · $5,000-$25,000 flat
- Broadpark Advisors, LLC · Charlottesville, VA · $250/hr · $1,000-$2,500 flat
- Brownson, Rehmus & Foxworth, Inc. · Chicago, IL · $150-$500/hr
- BSW Wealth Partners · Boulder, CO · $7,500-$25,000/yr
- Buff Your Finances · Thousand Oaks, CA · $350/hr · $500 flat
- Buttonwood Financial Advisors, Inc. · Baltimore, MD · $500 flat
- 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
- Cambridge Financial Group, LLC · Tucson, AZ · $3,500-$71,000/yr
- Campos Financial · Miami, FL · $200/hr · $200-$2,000 flat
- 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
- Capital Solutions Advisors, LLC · Durham, NC · $200/hr · $500-$20,000 flat
- Capital Squared Financial LLC · Rockville, MD · $250-$395/hr · $750-$6,000 flat
- Capstone Financial Advisors Inc · Downers Grove, IL · $150-$400/hr · $1,000-$30,000 flat
- Capstone Wealth Advisors, LLC · Salem, OR · $100-$750/hr · $500-$10,000 flat
- Capstone Wealth Management Group, Inc. · Bend, OR · $95-$295/hr · $500-$7,000 flat
- 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
- Carrington Financial Planning, LLC · Fletcher, NC · $350/hr · $1,800-$4,500 flat
- Castle Wealth Management · Boynton Beach, FL · $100-$450/hr · From $2,500 flat
- Castle Wealth Planning · Santa Barbara, CA · Up to $250/hr · Up to $10,000 flat
- Center Stage Planning LLC · Greeley, PA · $100-$1,000 flat
- 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
- CGN Advisors, LLC · Manhattan, KS · $480-$8,000/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
- Choice Asset Management LLC · Lakewood, NJ · $250/hr
- CJM Wealth Advisers, Ltd. · Falls Church, VA · $2,000-$10,000 flat
- Clear Capital Management LP · Doylestown, PA · $200/hr
- Coastal Capital Advisors · Irvine, CA · $13,200/yr
- Colman Knight Advisory Group, LLC · Acton, MA · $400/hr · $10,000-$120,000 flat
- Colorado Capital Management · Boulder, CO · $2,500-$5,000 flat
- Colsara National Wealth Management LLC · San Diego, CA · $200/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
- Conklin Shure Financial · Glen Ridge, NJ · $325/hr · $220-$320/mo
- Conrad Siegel Investment Advisors · Harrisburg, PA · $105-$425/hr · $1,000-$100,000 flat
- Contango Wealth Management LLC · Oakland, CA · $250-$325/hr · $750-$5,000 flat
- CoPlanning Financial LLC · Overland Park, KS · $6,900 flat · Up to $12,000/yr
- Copper Leaf Financial, LLC · Williston, VT · From $250/hr
- 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
- Cottage Street Advisors · Marion, MA · $250-$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
- Croft Financial Planning · Newbury, NH · $550/hr
- Crusonia Wealth Advisors LLC · Denver, CO · Up to $500/hr
- CS Advisors Inc. · Boca Raton, FL · $275-$500/hr
- CSG Financial · Dover, DE · $1,800-$5,000 flat · $200-$500/mo
- Curio Wealth, LLC · Annapolis, MD · $350/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
- Dakota Wealth, LLC · Palm Beach Gardens, FL · $5,000-$25,000 flat
- Darden Wealth Group · Ann Arbor, MI · $400/hr
- DBK Financial Counsel, LLC · Cuyahoga Falls, OH · $295/hr
- Delphi Wealth Partners · Grand Junction, CO · $750-$15,000 flat
- Destination Wealth Management · Walnut Creek, CA · $250/hr
- Developing Financial · Petaluma, CA · $500-$1,000 flat · $167/mo
- Digital Asset Investment Management · Palm Beach Gardens, FL · $150-$1,000/hr · Up to $5,000 flat
- DIWY Financial Planning · Los Angeles, CA · $200-$1,000/hr
- Dorchester Advisors LLC · Short Hills, NJ · Up to $500/hr · $3,500-$10,000 flat
- Dowd Financial Planning · Montclair, NJ · Up to $300/hr · $1,500 flat · $3,400-$13,600/yr
- Drum Hill Capital, LLC · Westport, CT · $300/hr
- Eagle Grove Advisors LLC · Westfield, NJ · $250/hr
- Earn Into Wealth Strategies · Atlanta, GA · $500/hr · $1,000-$15,000 flat · $9,000-$50,000/yr
- Earndex, LLC · Bryn Mawr, PA · $100-$30,000 flat · $100-$3,000/mo
- Echelons Capital, LLC · Park City, UT · $3,000-$10,000 flat
- Eclectic Associates, Inc. · Fullerton, CA · $350/hr · $350-$7,000 flat
- Edelman Financial Engines · Santa Clara, CA · Up to $10,000 flat
- Efficient Capital Strategies, LLC · Barrington, RI · $500/qtr
- Eliot Rose Wealth Management, LLC · Providence, RI · $5,400 flat
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Elser Financial Planning, Inc. · Indianapolis, IN · $150-$800/hr
- Elwood & Goetz · Athens, GA · From $250/hr
- Emissary Wealth · Hackensack, NJ · $300/hr · $2,500-$20,000/yr
- Emro Asset Management, LLC · Peoria, AZ · $300/hr · 2023 brochure
- Envest Asset Management, LLC · Ridgefield, CT · $150-$250/hr
- Envoy Advisory Inc. · Colorado Springs, CO · $250/hr · Up to $10,000 flat
- Equal Voices Wealth LLC · Minneapolis, MN · $300-$400/hr · $2,000-$20,000 flat · $8,500/yr
- 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
- Eslami & Co. Wealth Management, LLC · Glen Ridge, NJ · $400/hr · $1,000-$15,000 flat · Up to $10,000/yr
- Evident Financial · Erie, PA · $125-$250/hr
- Exchange Place Advisors, LLC · Sudbury, MA · $250/hr · $1,000-$5,000 flat
- Exhale Wealth · Edina, MN · $500-$30,000/yr
- Facet · West Palm Beach, FL · $2,600-$10,000/yr
- Fair Weather Strategies LLC · Andover, MA · $300/hr · $1,000-$5,000 flat
- Falcon Wealth Planning, LLC · Ontario, CA · $500/hr · $5,000-$25,000 flat · From $5,000/yr
- Fern Impact Advisors, LLC · Duluth, GA · $2,000 flat
- Fiduciary Financial Group, LLC · San Rafael, CA · $7,200-$100,000/yr
- Fierston Financial Group Inc · West Hartford, CT · $150-$750/hr · $1,000-$7,500 flat
- Figure 8 Investment Strategies LLC · Boise, ID · $500-$20,000 flat
- Financial Alternatives, Inc. · La Jolla, CA · $300/hr
- Financial Answers, LLC · Ellington, CT · $240/hr
- Financial Freedom · Cincinnati, OH · $150/hr · $3,000-$4,500 flat · $8,000-$25,000/yr
- Financial Freedom Management LLC · Ramsey, NJ · $150-$250/hr · $1,200 flat
- Financial Futures · Brielle, NJ · $300-$500/hr
- Financial Planning First, LLC · Tucson, AZ · Up to $300/hr · $1,500-$10,000 flat
- Financial Solutions Advisory Group · Chicago, IL · $250/hr
- Financial Solutions Associates · Dedham, MA · $300/hr
- Financial Synergies · Houston, TX · $3,000-$10,000 flat
- Financial Zen · San Francisco, CA · $50-$1,500/mo
- FinArc Investments, Inc. · Norwood, MA · $300/hr
- Fintegrity · Tenafly, NJ · From $10,000 flat · $2,500-$42,500/yr
- Firebrand Wealth Management, LLC · Redmond, WA · $400/hr
- Firestone Capital Management Inc · South Miami, FL · $350/hr · $1,000-$5,000 flat
- Fischer Investment Strategies, LLC · Westlake Village, CA · $350/hr · $500-$10,000 flat
- Fleurus Investment Advisory, LLC · Weston, CT · $250/hr · Up to $5,000 flat
- Flow Financial Planning, L.L.C. · Bellingham, WA · $500/hr · $11,000-$13,000 flat
- 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
- Franklin Madison Private Wealth · Pittsburgh, PA · $250-$2,000/mo
- Frazier Financial Consultants, LLC · Chapel Hill, NC · $300/hr
- Garritt Financial Solutions LLC · Baltimore, MD · $275/hr · $1,800-$3,500 flat
- Gen Y Planning · Austin, TX · $300/hr · $4,800-$15,000 flat · $400-$1,250/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
- Gordon Oak Financial, LLC · Plano, TX · $5,000-$10,000 flat
- Gradient Capital Advisors, LLC · San Diego, CA · $100-$350/hr · $500-$10,000 flat
- Granite Rose Wealth Alliance LLC · Fairfield, NJ · $300/hr · $1,000-$10,000 flat · $300/mo
- Grant Street Asset Management Inc · Canonsburg, PA · $5,000 flat
- Gray Private Wealth, LLC · Canton, MA · $250-$600/hr · From $5,000 flat
- Great Point Wealth Advisors, LLC · Boston, MA · $250/hr · $1,000-$50,000 flat
- Green Musa Capital, LLC · Fort Lauderdale, FL · $200-$1,000/hr
- Green Ridge Wealth Planning LLC · Montville, NJ · $3,500-$25,000 flat
- Greenspring Advisors, LLC · Towson, MD · $150-$750/hr · $2,000-$150,000 flat
- Greenwich Advisors, LLC · Greenwich, CT · $375/hr
- Grey Fox Wealth Advisors, LLC · Rockland, DE · $450-$550/hr
- Grey Private Capital · Charlotte, NC · $300/hr · $500-$10,000 flat
- Guided Capital Wealth Management, LLC · Houston, TX · $1,200-$20,000 flat
- H.M. Payson · Portland, ME · $5,000 flat
- Hall Capital Management Company, Inc. · Barrington, RI · $250-$300/hr · $1,500-$3,000 flat
- Halyard Financial, LLC · St. Louis, MO · $300/hr
- Hamilton Capital · Columbus, OH · $2,500 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
- Haven Capital Group · Westlake Village, CA · $200-$750/hr · $5,000/yr
- Haviland & Sams, LLC · Farmington, CT · Up to $500/hr · $3,500-$35,000/yr
- Headinvest · Portland, ME · $3,000-$5,000 flat
- Heintz Wealth Management, LLC · Scottsdale, AZ · $250/hr · $5,000-$20,000/yr
- 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 Financial Counselors, LLC · Bedminster, NJ · Up to $15,000 flat
- Heritage Investors Management Corp · Bethesda, MD · Up to $500/hr
- Heyman Wealth Management, LLC · Encino, CA · $2,500-$10,000 flat · $1,000-$10,000/yr
- High Point Wealth Management, LLC · Chester, NJ · $200-$250/hr · Up to $2,500 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
- Howard Financial Services, Ltd. · Dallas, TX · $500/hr · $7,500-$75,000 flat
- Human Investing · Lake Oswego, OR · Up to $300/hr
- Hurlow Wealth Management Group, Inc. · Bloomington, IN · Up to $350/hr · Up to $15,000 flat
- I.M.S. Wealth Management, LLC · Erie, PA · $125/hr · $250-$1,500 flat
- IFC Advisors LLC · Los Angeles, CA · $25,000 flat
- Ifrah Financial Services, Inc. · Little Rock, AR · $250/hr · $2,500/qtr
- Impact Fiduciary LLC · Pasadena, CA · $1,000-$10,000 flat · $400-$3,500/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
- Intrepid Wealth Partners, LLC · Melbourne Beach, FL · $8,000 flat
- Investment Management Group · Billings, MT · $2,500 flat
- Iron Path Wealth Management, Inc. · Newtown, CT · $3,500-$50,000 flat · From $1,000/yr
- Jacobson & Schmitt Advisors, LLC · Middleton, WI · $5,000-$50,000/yr
- Jade & Cowry LLC · Arlington, VA · $500/hr · $525-$1,260/mo
- Jason Howell Company · Fairfax, VA · $500/hr · $1,000-$25,000 flat
- Java Wealth Planning · Lee's Summit, MO · $4,800-$8,000 flat
- Jeffrey N. Mehler, CFP LLC · Essex, CT · Up to $600/hr · $500-$10,000/qtr
- Jersey Shore Portfolio Management, LLC · Point Pleasant, NJ · Up to $5,000 flat
- JFK Advisory Services, LLC · The Villages, FL · $250/hr · $2,500 flat · 2019 brochure
- JMG Financial Group Ltd · Downers Grove, IL · $100-$600/hr · $10,000-$50,000 flat
- Journey Advisory Group, LLC · Covington, KY · $200/hr · $500-$5,000 flat
- JP Wealth Management, Inc. · Mount Pleasant, SC · $200/hr
- Juth Investment Advisory · Naples, FL · $2,000 flat
- KAI Advisors · Princeton Jct, NJ · Up to $300/hr · $2,000-$15,000 flat
- Kaylin Dillon Financial Planning · Lawrence, KS · $350/hr · $8,400 flat · $8,400/yr
- KDT Advisors, LLC · Princeton, NJ · Up to $350/hr · Up to $10,000 flat
- Keener Financial Planning · Keller, TX · $300/hr
- Keep It Simple Financial Planning · Orange, CA · $250-$500/hr · $9,000-$25,000/yr
- Kensington Financial Advisors LLC · Roseland, NJ · $200-$400/hr · $250-$10,000 flat
- Ketwich Capital LLC · Malvern, PA · $500-$5,000 flat · $150-$500/mo
- KeyVantage Wealth Advisors · Bethlehem, PA · Up to $500/hr · Up to $15,000 flat
- Kimery Wealth Management, LLC · Memphis, TN · Up to $350/hr · Up to $10,000 flat
- KinVest Capital Management, Inc. · Millburn, NJ · $250-$50,000 flat
- Krane Financial Solutions · Calabasas, CA · $200-$1,000/hr · $500-$40,000 flat
- Kuhn Advisors, Inc. · Durham, NC · $200-$250/mo
- L & S Advisors, Inc · Los Angeles, CA · $500/hr
- Lailaps Capital, L.L.C. · Abbeville, LA · Up to $1,000 flat
- Lane Brothers Investment Counsel · Prescott, AZ · $1,500-$5,000 flat
- Lavish Financial Planning · Morristown, NJ · $350/hr · $335-$450/mo · $12,000/yr
- LDN Wealth, LLC · Orlando, FL · $350/hr · $1,000-$18,000 flat
- Ledgewood Wealth Advisors, LLC · Exeter, NH · $100-$250/hr · $3,000-$15,000 flat
- Legacy Financial Strategies, LLC · Overland Park, KS · $250/hr
- LifeGuide Financial Advisors, LLC · Mechanicsburg, PA · Up to $800/hr · Up to $50,000 flat · $4,800/yr
- Lighthouse Financial · St. Petersburg, FL · $120/hr
- Lighthouse Financial Services Inc · Brea, CA · $200-$1,200 flat · $199/mo
- Lincoln Capital Corporation · East Greenwich, RI · $1,200-$5,000 flat
- Livelihood LLC · Philadelphia, PA · $100-$400/hr · $1,800-$5,500 flat
- Lodestar Private Asset Management LLC · Alamo, CA · $500-$750/hr
- Logan Capital Management, Inc. · Newtown Square, PA · $150-$250/hr
- Logbook Financial Planning, LLC · Rockport, ME · $400/hr · $4,000-$6,000 flat
- Loretta Nolan Associates, LLC · Old Greenwich, CT · $100-$425/hr
- Luminary Financial Advisors, LLC · Cocoa Beach, FL · $400-$20,000 flat
- Luskin Financial Planning · San Diego, CA · $450/hr · $4,695 flat
- LVS Advisory LLC · Orlando, FL · $100-$600/hr · $2,000-$20,000 flat
- MainStreet Financial Planning, Inc. · Los Gatos, CA · $450/hr · $800 flat · $309/mo
- Majestic Oak Financial, LLC · Round Rock, TX · Up to $200/hr · $3,500-$10,000 flat
- Manchester Capital Management LLC · Manchester, VT · $10,000-$500,000 flat
- Mangolds Investment Advisors Inc. · Lancaster, PA · $100/hr
- Marble Trail Advisors · Middlebury, VT · From $2,500/yr
- Marotta Wealth Management, Inc. · Charlottesville, VA · $500/hr
- Mattern Capital Management, LLC · Lakewood, CO · $350/hr
- Mattern Wealth Management LLC · Lawrence, KS · $300/hr
- Mavericus Retirement Services LLC · Georgetown, SC · $450/hr · $1,700 flat · $1,700/yr
- McMill CPA and Advisors · Norfolk, NE · Up to $250/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
- Meira Wealth · Coral Gables, FL · From $2,000 flat
- Members Wealth LLC · Media, PA · Up to $50,000 flat
- Memento Financial Planning · Oak Bluffs, MA · $350/hr · $3,000-$12,000 flat · $1,500-$3,000/qtr
- Mendel Money Management Inc · Northbrook, IL · $250-$500/hr · $1,500-$3,000 flat · $100/mo
- Meridian Financial Partners LLC · Warrenton, VA · $300/hr
- Meritas Wealth Management, LLC · San Rafael, CA · $4,000-$7,000 flat
- Method Finance, LLC · St. Louis, MO · $5,000-$15,000/yr
- Metis Wealth Management & Planning LLC · Bluffton, SC · $300/hr
- Midway Capital Research & Management LLC · Chicago, IL · $300/hr · $2,000-$12,000/qtr
- Milestone Asset Management Group, LLC · Avon, CT · $150-$300/hr · $2,000-$15,000 flat
- Milestone Financial Planning, LLC · Bedford, NH · $100-$8,000/mo
- Milestone Investment Advisors, LLC · Middleton, WI · $300/hr
- Millennial Wealth · Fall City, WA · $1,000-$20,000 flat · $2,000-$30,000/yr
- Mission Creek Capital Partners, Inc. · San Francisco, CA · $250-$350/hr
- Mission Park Capital, LLC · Waltham, MA · $250/hr · $6,000 flat
- Modera Wealth Management, LLC · Westwood, NJ · From $1,500 flat
- Moisand Fitzgerald Tamayo, LLC · Orlando, FL · $500/hr · $2,500-$25,000 flat
- Moment Partners, LLC · San Francisco, CA · $2,000-$50,000 flat
- Monarch Wealth Strategies · Santa Barbara, CA · Up to $1,000/hr · Up to $30,000 flat
- Monograph Wealth Advisors, LLC · Manhattan Beach, CA · From $500/hr
- Monte Financial Group, LLC · Guilford, CT · $150-$350/hr
- Monument Wealth Management · Alexandria, VA · $2,500-$25,000 flat
- Moran Wealth Management, LLC · Naples, FL · $100/hr
- Morton Financial Advice LLC · Harvard, MA · $360-$600/hr · $2,400-$7,500 flat · $8,400/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
- Mountain Vista Wealth Management · Santa Barbara, CA · $250-$500/hr · $150-$500/mo
- 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
- Navalign, LLC · Encino, CA · $400-$600/hr · $4,000-$25,000 flat · From $4,000/yr
- NCM Capital Management, LLC · Ramsey, NJ · $300/hr
- Nelson Capital Management, LLC · Menlo Park, CA · $500/hr
- Nerad + Deppe Wealth Management · La Jolla, CA · Up to $250/hr · $1,200-$10,000 flat
- New Amsterdam Wealth Planning · Long Branch, NJ · $750-$5,000 flat
- New Wave Financial Services · Hermosa Beach, CA · $400/hr · From $899 flat · $9,000/yr
- NextGen Wealth Counselors Limited Liability Company · Plainsboro, NJ · $1,000 flat
- Nonesuch Advisors · Kent, CT · $500/hr
- NoorVest LLC · Leesburg, VA · $2,500-$7,500 flat · $2,400/yr
- North Berkeley Wealth Management, LLC · Berkeley, CA · $295/hr
- Northbrook Financial · Baltimore, MD · $800-$5,000/mo
- Northwest Criterion Asset Management, L.L.C. · Princeton, NJ · $350/hr · $1,000-$10,000 flat
- Novi Wealth Partners · Princeton, NJ · $150-$450/hr · $2,500-$100,000 flat
- NPF Investment Advisors · Grand Rapids, MI · $250-$500/hr
- NWK Group · San Francisco, CA · $500-$2,500 flat
- Oak Advisors, LLC · Bluffton, SC · $200-$350/hr · $1,000-$10,000 flat
- Oak Maple Finance, LLC · Burlington, VT · $400/hr · $1,250-$7,500 flat · $200-$625/mo
- Ocean Breeze Wealth LLC · Winter Garden, FL · $250-$500/hr · $1,500 flat · $250/mo
- OLIO Financial Planning · McLean, VA · $100-$250/hr · $1,500-$50,000 flat
- Omega Wealth Management LLC · Arlington, VA · From $20,000/yr
- Omnia Family Wealth, LLC · Aventura, FL · $10,000-$100,000 flat
- Omnivest · Casper, WY · $3,800 flat
- Optas, LLC · Dripping Springs, TX · Up to $500/hr
- Opulus · Doylestown, PA · $150-$400/hr · $1,750-$20,000/yr
- Osher Capital Advisors, LLC · Great Barrington, MA · From $200/mo
- Painted Porch Advisors LLC · Santa Barbara, CA · $7,500/yr
- Panorama Financial LLC · Fair Lawn, NJ · $175-$300/hr · $1,800-$5,000 flat
- 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
- Pathview Wealth Advisors · San Diego, CA · $90-$500/hr · $1,500-$10,000 flat
- Pathway Financial Advisors, LLC · South Burlington, VT · $195-$300/hr
- Patriot Investment Management Group Inc · Knoxville, TN · $300/hr · $500-$3,000 flat
- Pavilion Financial Planning · Allentown, PA · $400/hr · $450-$800/mo
- Peak Asset Management, LLC · Louisville, CO · $2,500-$10,000 flat
- Pecaut Wealth Management · Sioux City, IA · Up to $7,500 flat
- Peddock Capital Advisors, LLC · Braintree, MA · $150-$500/hr
- Penobscot Financial Advisors · Portland, ME · Up to $7,200 flat · $7,200/yr
- Persium Advisors, LLC · Atlanta, GA · $1,000-$10,000 flat · $24,000-$50,000/yr
- Petredis Investment Advisors · Warrendale, PA · $250-$750/hr
- 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
- Pinney & Scofield, Inc. · Cambridge, MA · $250-$500/hr
- Pioneer Wealth Management Group · Austin, TX · $250-$1,000/hr
- Plancorp, LLC · St. Louis, MO · Up to $40,000 flat
- Planful Finance LLC · Lake Oswego, OR · $300/hr · $500-$10,000 flat
- Platform Wealth Advisors · Holladay, UT · $2,500-$10,000 flat
- Pochop Financial Management, Inc. · South Burlington, VT · $100/hr
- Portfolio Wealth Advisors · Albuquerque, NM · $500/hr
- Presidio Advisors, LLC · Denver, CO · $6,000-$25,000/yr
- Principle Wealth · Madison, CT · Up to $5,000 flat
- 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
- Propel Financial Advisors, LLC · Chicago, IL · $150-$300/hr
- R M Davis Inc · Portland, ME · $5,000 flat
- Recker Financial LLC · Bay City, MI · $250/hr · $50-$500/mo
- Red Door Wealth Management, LLC · Memphis, TN · $1,000-$20,000/yr
- Red Reef Advisors LLC · Boca Raton, FL · $150-$500/hr · $1,500-$50,000 flat · $1,500-$50,000/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
- Rembert Pendleton Jackson · Vienna, VA · $3,000-$15,000 flat
- 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
- Retiremitten Financial LLC · Clarkston, MI · $4,800 flat
- Reverie Wealth · Rochester, NH · $350/hr · $500-$20,000 flat · $1,800-$40,000/yr
- Ridgewood Investments · Springfield, NJ · $450-$1,000/hr
- Rigden Capital Strategies · Englewood, CO · $300/hr · $1,500-$5,000 flat · $350/mo
- 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
- 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
- RMG Advisors · Rockville, MD · $500/hr
- Roche Financial Partners LLC · Hopewell, NJ · $95-$1,000/mo
- Root Financial Partners · Austin, TX · $2,000-$65,000 flat
- Rora Wealth, Inc. · Atlanta, GA · $7,500-$25,000/yr
- RZH Advisors LLC · Stamford, CT · $400-$600/hr · $2,500-$50,000 flat
- S.F. Ehrlich Associates, Inc. · Cranford, NJ · $500-$5,000 flat
- Sage Rhino Capital LLC · Menlo Park, CA · Up to $500/hr
- Sagebroadview Wealth Management, LLC · Farmington, CT · Up to $500/hr · From $400/mo
- SageVest Wealth Management · McLean, VA · $100-$500/hr
- Salvus Wealth Management, LLC · Red Bank, NJ · $200-$400/hr
- Sand Hill Global Advisors, LLC · Palo Alto, CA · $100-$300/hr · $1,200/yr
- Sandy Cove Advisors, LLC · Hingham, MA · $100-$500/hr
- Sapient Capital LLC · Indianapolis, IN · Up to $20,000 flat
- Sarsi, LLC · West New York, NJ · $250-$500/hr · From $5,000/yr
- 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
- Serenus Wealth Advisors, LLC · Santa Monica, CA · $5,000-$100,000 flat
- Sevenbridge Financial Group, LLC · Harrisburg, PA · $5,000-$25,000 flat
- Sharkey Howes & Javer Inc · Denver, CO · $2,000-$15,000 flat
- Sherman Wealth Management LLC · Gaithersburg, MD · Up to $550/hr · $500-$3,000 flat · Up to $10,000/yr
- 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
- SKP Wealth · Glendale, WI · $350-$550/hr · $6,000-$10,000 flat · $125/mo · $1,250-$2,000/qtr
- Skyview Financial Group, LLC · Ponte Vedra Beach, FL · $100-$1,000 flat
- Soaring Investment Management, LLC · Portland, OR · $280/hr · $1,200-$1,800/yr
- Soltis Investment Advisors, LLC · St. George, UT · $500-$50,000 flat · $2,500-$6,000/mo
- Sonoma Private Wealth LLC · Novato, CA · $350/hr · $3,500 flat
- Squire Wealth Advisors · Orem, UT · $300/hr
- Stardust Wealth Strategies · Arlington, MA · $500/hr · $2,000-$20,000 flat · $10,000-$100,000/yr
- Steigerwald, Gordon & Koch - Wealth Advisors · Leesburg, VA · $75-$300/hr
- Stevens Capital Partners · Omaha, NE · $500/hr
- Steward Inc. · Washington, DC · $5,000/yr
- Stone Pine Financial Partners · Media, PA · $4,000 flat
- Successful Money Strategies Inc · Fall River, MA · $1,500-$5,000 flat
- Summa Global Advisors, LLC · Clackamas, OR · $1,000-$20,000 flat
- Summitry, LLC · Foster City, CA · $1,500-$5,000 flat
- Sustainable Advisors Alliance LLC · Tulsa, OK · $125-$500/hr · $500-$7,500 flat · Up to $7,500/yr
- Sustainable Financial Planning · Philadelphia, PA · $300/hr · $2,000-$5,000 flat · $150-$400/mo
- T.M. Murphy Investment Management, Inc. · San Diego, CA · $175/hr
- Tableaux Wealth · Great Barrington, MA · $300/hr · $1,000-$10,000 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
- Taurus Capital Advisors, LLC · Lake Oswego, OR · $350/hr · $1,875/qtr
- 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 Partners LLC · Avon, CT · $500/hr · $8,000-$20,000 flat · $3,600-$18,000/yr
- Teradime Financial LLC · Aventura, FL · Up to $300/hr · $900-$3,000 flat
- 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 Goodland Group · Goleta, CA · $250/hr · $2,200-$7,500 flat · $375-$475/mo
- The Hourly Advisor LLC · Charlotte, NC · $300/hr
- The Investment Connection LLC · Bridgewater, NJ · $1,000-$3,000 flat · $2,800/yr
- The Keystone Financial Alliance, LLC · Atlanta, GA · $2,500-$10,000 flat
- The Planning Center, Inc. · Moline, IL · $500/hr · $1,500-$12,000 flat
- The SEB Group, Inc. · Philadelphia, PA · $500/hr
- 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
- Tilia Fiduciary Partners, Inc. · Wilmington, NC · $275/hr · From $10,000 flat · $2,500/qtr
- Timbuktu Capital Management, LLC · Boston, MA · $250-$385/hr · $1,850-$7,850 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
- Tradewinds Capital Management, LLC · Bellingham, WA · $150-$225/hr · $1,000-$2,000 flat
- Tradewinds, LLC · Raleigh, NC · Up to $20,000 flat
- Treasure Coast Financial Planning, Inc. · Vero Beach, FL · $250/hr
- Treesa Financial Planning, LLC · Closter, NJ · $250/hr
- Treussard Capital Management · Newport Beach, CA · $500/hr
- Trifecta Capital Advisors, LLC · Northbrook, IL · Up to $20,000 flat
- TrueNorth Financial Planning · Northborough, MA · $249/hr · Up to $5,000/yr
- Trumbower Financial Advisors LLC · Bethesda, MD · $295-$775/hr
- TS. Mitchell Financial, LLC. · Columbia, SC · $500-$1,500 flat
- Tucker Wealth Advisory · Westfield, NJ · $325/hr · $2,000-$7,500 flat
- Upbeat Wealth · New Orleans, LA · $250/hr · $750-$7,500 flat
- Upleft Asset Management · Port Angeles, WA · Up to $6,000 flat
- Uprise Advisers LLC · San Francisco, CA · $450/qtr
- Uptick Partners, LLC · Nacogdoches, TX · $300-$500/hr
- Velmark Capital Management LLC · San Francisco, CA · $350/hr · $3,500/yr
- Venado Investment Advisors LLC · Westlake Village, CA · $400/hr
- Vera-CPA, Inc. · Lords Valley, PA · $250/hr · From $2,250 flat · 2025 brochure
- 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
- Versant Capital Management, Inc. · Phoenix, AZ · $400-$800/hr
- Vetter Planning · Randolph, NJ · $3,000-$12,000 flat · $200-$1,500/mo
- Virgil Wealth Advisory · Cincinnati, OH · $1,500 flat
- Virtus Wealth Solutions · Cranford, NJ · Up to $500/hr
- Walter Keenan Wealth Management · South Bend, IN · $350/hr
- Ward & Associates · San Diego, CA · $200-$400/hr
- 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 Dimensions Group, Ltd. · Cincinnati, OH · $150-$350/hr
- Wealth in Yourself LLC · Zephyr Cove, NV · $250-$500/hr · $499 flat · $15,000/yr
- 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
- Wedmont Private Capital · West Chester, PA · $3,750/qtr
- Wernau Asset Management · Gloucester, MA · $300/hr
- 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
- wHealth Advisors · Red Bank, NJ · $350/hr
- Whitener Capital Management, Inc · Rocky Mount, NC · $250/hr
- Whiterock Financial, LLC · Las Vegas, NV · Up to $150/hr · $200-$2,000 flat
- 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 Wealth Management, Inc. · Sebastopol, CA · $300/hr
- Willow Grove Advisors, LLC · Berkeley, CA · $200-$400/hr
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Wills Financial Group, LLC · Richmond, VA · $300/hr
- Wilsey Asset Management Incorporated · San Diego, CA · $350-$400/hr · $1,500-$10,000 flat · $50/mo
- Windfall Advisors, LLC · Newport Beach, CA · $499/hr · Up to $4,750 flat
- 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
- Winthrop Capital Management · Carmel, IN · $150-$500/hr · $500-$35,000 flat
- 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
- Xena Financial Planning, LLC · Portland, OR · $10,000-$36,000/yr
- YFP Wealth · New Albany, OH · $1,500 flat
- YGC Wealth · Upper Marlboro, MD · $375/hr · From $7,500/yr
- Zenith Wealth Partners · Philadelphia, PA · $2,000-$10,000 flat · $1,000/mo
- Zero Gravity Financial, LLC · Atlanta, GA · $400/hr · $1,625/qtr · $6,500/yr
- Zhang Financial · Portage, MI · $100-$500/hr · $250-$10,000 flat
- Zynergy Retirement Planning · Red Bank, NJ · $1,200/yr