Firms based in other states that are registered in Pennsylvania
298 fee only firms that publish prices. Back to the Pennsylvania page.
These firms are based in another state and are registered in Pennsylvania. The list isn't complete: a firm with five or fewer clients in Pennsylvania doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
298 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 1 North Wealth Services, LLCAnnapolis, MDCFP® | From $400/hr | Not published | No monthly fee$3,200/yr |
| 3Roots Wealth Partners LLCScottsdale, AZ | $400/hr | $5,000- | % of assets |
| AAA Advisory LLCWalkersville, MDNo AUM feeVirtual meetingsCFP® | $300/hr | Not published | Not published |
| 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 |
| 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 |
| Adirondack Capital Advisors, LLCSyracuse, NY | $250- | Not published | % of assets |
| Advanced Practice Planning, LLCMissoula, MTVirtual meetingsCFP® | $250/hr | $499- | % 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 |
| 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 |
| Albion Financial GroupSalt Lake City, UT | $250- | $2,500- | % of assets |
| Alexis AdvisorsRichmond, VA | $150- | Not published | % of assets |
| Altfest Personal Wealth ManagementNew York City, NY | $250/hr | Not published | % of assets |
| Anchor Wealth Advisors, LLCCockeysville, MD | Up to $495/hr | Not published | % of assets |
| Anthony Investment Management, LLCWheeling, WV | Not published | $100- | % 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 |
| Apprise Wealth Management LLCPhoenix, MD | From $350/hr | Not published | % of assets |
| Arbor Investment AdvisorsWinston-Salem, NC | Not published | $3,000- | % of assets |
| Arcadia Wealth ManagementSmithtown, NYCFP® | $250/hr | Not published | % of assets |
| Arista Advisory Group, LLCAlbany, NYCFP® | $150- | Up to $10,000 | % of assets |
| Artemis Wealth AdvisorsFlemington, NJ | Not published | $500- | % 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 |
| Astoria Portfolio Advisors LLCNew York City, NY | $300/hr | $300- | % of assets |
| Aureum Wealth Management, LLCNorth Palm Beach, FL | $100- | From $1,500 | % of assets |
| Bailard, Inc.Foster City, CA | Not published | $3,500- | No monthly fee$2,000- |
| BakerAvenueSan Francisco, CA | $225- | $2,000- | % of assets |
| Baron Financial Group LLCFair Lawn, NJ | Not published | $2,500 | % of assets |
| Beacon TrustMorristown, NJ | Not published | $5,000- | % of assets |
| Beacon Wealth Consultants, Inc.Roanoke, VAVirtual meetingsCFP® | $300/hr | Not published | $100/mo$300/qtr ($100/mo)$3,500- |
| Bedel Financial Consulting IncIndianapolis, IN | Not published | $1,000- | % of assets |
| Benchmark Financial, LLCWilmington, DE | $500/hr | Not published | $400/mo$400/mo |
| Best Life Infinity, LLCColorado Springs, COCFP® | Up to $375/hr | Not published | No monthly feeUp to $24,000/yr |
| Black Arrow Capital LLCNewark, DEVirtual meetingsCFP® | $250/hr | $1,250- | % of assets |
| Blacktower Financial Management (US) LLCOrlando, FL | Not published | Up to $5,000 | % of assets |
| Blue AdvisorsUpper Arlington, OHCFP® | $200/hr | $1,500- | % of assets |
| Boldin AdvisorsMill Valley, CANo AUM fee | $300- | Up to $6,000 | No monthly feeUp to $6,000/yr |
| Bone Fide WealthNew York City, NY | $550/hr | $5,000- | % of assets |
| Bourgeon Capital Management LLCDarien, CTCFP® | Not published | $7,000 | % of assets |
| Breakwater Capital GroupParamus, NJCFP® | Up to $500/hr | $5,000- | % of assets |
| Brennan Capital Management LLCWestport, CTCFP® | $300/hr | $750- | $750/mo$750/mo |
| Bridge To Wealth LLCCorinth, TXCFP® | $200/hr | $500- | $200- |
| Brighton Jones LLCSeattle, WA | $150- | $5,000- | % of assets |
248 more firms with published fees
- Broadhurst Financial Advisors, Inc. · Austin, TX · $350/hr
- Brooklyn FI, LLC · Brooklyn, NY · $500-$2,000/mo
- Brooklyn Plans LLC · Beacon, NY · $300/hr · $320-$500/mo
- Brownson, Rehmus & Foxworth, Inc. · Chicago, IL · $150-$500/hr
- Burns Matteson Capital Management, LLC · Corning, NY · $400/hr · $5,000-$8,000 flat · $3,500/yr
- 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
- Cahill Financial Advisors, Inc. · Edina, MN · Up to $5,000 flat
- Campbell Financial Partners, LLC · Fort Myers, FL · $300/hr · $3,000-$5,000 flat
- Canopy Wealth Management · Middleton, WI · $1,000-$25,000 flat · From $200/mo
- 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 Partners · Dublin, OH · $1,500 flat
- Castle Wealth Management · Boynton Beach, FL · $100-$450/hr · From $2,500 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
- CFM Advisors Inc · Hauppauge, NY · $500-$2,500 flat
- CGN Advisors, LLC · Manhattan, KS · $480-$8,000/yr
- Chemistry Wealth Management LLC · New York City, NY · Up to $300/hr · Up to $10,000/yr
- Chicago Capital, LLC · Chicago, IL · From $1,000/hr
- Choate Investment Advisors · Boston, MA · $1,000-$2,500 flat
- CJM Wealth Advisers, Ltd. · Falls Church, VA · $2,000-$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
- Cornell Pochily Investment Advisors, Inc. · Ithaca, NY · $150-$350/hr · $100-$10,000 flat
- Cornerstone Management, Inc. · Duluth, GA · Up to $50,000 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
- Covered Bridge Financial LLC · Califon, NJ · Up to $300/hr · $300-$5,000 flat
- 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
- CRB Strategic Services LLC · Phoenix, AZ · $1,000-$10,000 flat · $250-$2,500/qtr
- Creative Financial Concepts, Inc. · Wilmington, DE · $150/hr · $300 flat
- Crusonia Wealth Advisors LLC · Denver, CO · Up to $500/hr
- CSG Financial · Dover, DE · $1,800-$5,000 flat · $200-$500/mo
- Curio Wealth, LLC · Annapolis, MD · $350/hr
- CX Institutional, LLC · Auburn, IN · From $3,125/yr
- Cypress Financial Planning · Haddon Heights, NJ · $1,500-$5,000 flat
- Dakota Wealth, LLC · Palm Beach Gardens, FL · $5,000-$25,000 flat
- Delaware Financial Planning, LLC · Newark, DE · $450/hr · $4,000-$8,000 flat · $5,400-$9,000/yr
- Dependent Financial Planning · Edgewater, MD · $320/hr · $840-$8,000 flat · $70-$670/mo
- Digital Asset Investment Management · Palm Beach Gardens, FL · $150-$1,000/hr · Up to $5,000 flat
- Discovery Wealth Planning LLC · Vienna, VA · $395/hr
- Dogwood Investment Advisors · Northbrook, IL · $250/hr
- Domain Money Advisors, LLC · New York City, NY · $500/hr · $9,000 flat
- Dyer Financial Advisory · Towson, MD · $210-$350/hr · $895 flat
- Edelman Financial Engines · Santa Clara, CA · Up to $10,000 flat
- Ellevest · New York City, NY · $4,800/yr
- Envest Asset Management, LLC · Ridgefield, CT · $150-$250/hr
- Envoy Advisory Inc. · Colorado Springs, CO · $250/hr · Up to $10,000 flat
- Ethos Private Wealth · Coral Gables, FL · $100-$400/hr
- Facet · West Palm Beach, FL · $2,600-$10,000/yr
- Fagan Associates Inc · Troy, NY · Up to $400/hr
- Falcon Wealth Planning, LLC · Ontario, CA · $500/hr · $5,000-$25,000 flat · From $5,000/yr
- Figure 8 Investment Strategies LLC · Boise, ID · $500-$20,000 flat
- Financial Concepts · Columbus, MS · $1,000-$5,000 flat
- Financial Freedom · Cincinnati, OH · $150/hr · $3,000-$4,500 flat · $8,000-$25,000/yr
- Financial Futures · Brielle, NJ · $300-$500/hr
- Financial Symmetry Inc. · Raleigh, NC · $1,000-$4,000 flat
- Finco Investment Services, Inc. · Gilbert, AZ · $150-$250/hr
- Firestone Capital Management Inc · South Miami, FL · $350/hr · $1,000-$5,000 flat
- Five Rivers Financial Advisors, LLC · North East, MD · $150/hr · $600-$2,000 flat
- Flagship Wealth Management Group, LLC · Cary, NC · $450/hr
- Fort Henry Capital, LLC · Wheeling, WV · $150-$400/hr · $500-$5,000 flat
- Fortis Wealth Management · Blowing Rock, NC · $250/hr · $250-$1,500 flat
- Fortitude Financial Planning LLC · Willow Spring, NC · $450/hr · $1,950 flat
- Fox Hill Wealth Management · Dedham, MA · $500-$7,500 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
- Glass Jacobson Wealth Advisors · Owings Mills, MD · $1,000-$25,000 flat
- Glassman Wealth Services, LLC · Vienna, VA · $500-$10,000 flat
- Glenayr Family Advisors LLC · Brightwood, VA · $500/hr
- Gray Private Wealth, LLC · Canton, MA · $250-$600/hr · From $5,000 flat
- Great Ocean Road Financial · Lewes, DE · Up to $600/hr
- Greenspring Advisors, LLC · Towson, MD · $150-$750/hr · $2,000-$150,000 flat
- Grey Fox Wealth Advisors, LLC · Rockland, DE · $450-$550/hr
- H.M. Payson · Portland, ME · $5,000 flat
- Haddon Wealth Management, LLC · Haddonfield, NJ · From $1,500/yr
- Hamilton Capital · Columbus, OH · $2,500 flat
- Hawk Capital Management LLC · Millbury, MA · $1,000-$10,000 flat
- HC Advisors LLC · Sandy Springs, GA · $150-$480/hr · $1,500-$4,000 flat
- Headinvest · Portland, ME · $3,000-$5,000 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
- High Point Wealth Management, LLC · Chester, NJ · $200-$250/hr · Up to $2,500 flat
- Hill and LaBarre Wealth Management · Williamstown, NJ · Up to $250/hr · $100/mo
- Hilton Head Capital Partners, LLC · Hilton Head Island, SC · $250/hr
- 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
- Impact Advisors Group · Duxbury, MA · $400/hr · $400-$5,000 flat · $300-$2,000/mo · $10,000/yr
- Intelligent Investor Financial Planning, LLC · San Francisco, CA · $500-$2,500/yr
- Intero Financial Planning, LLC · Parkton, MD · $300/hr · $7,000 flat
- Investment Capital Advisors · Clinton, NJ · $375/hr · $400-$3,000 flat
- Islands East Advisors · Chester, MD · $200/hr · $1,800-$12,000/yr
- IWR Advisors · Denver, CO · $300-$500/hr
- Jacobson & Schmitt Advisors, LLC · Middleton, WI · $5,000-$50,000/yr
- Jake Carris Financial Planning · Orlando, FL · $300/hr · $1,000-$5,000 flat
- 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
- Juno Financial Group LLC · Richmond, VA · $2,500 flat
- Keener Financial Planning · Keller, TX · $300/hr
- Kensington Financial Advisors LLC · Roseland, NJ · $200-$400/hr · $250-$10,000 flat
- King Wealth Management Group, LLC · Saratoga Springs, NY · $2,500-$10,000 flat
- Kohmann Bosshard Financial Services, LLC. · Akron, OH · From $500 flat
- Korving & Company LLC · Suffolk, VA · $250/hr · $1,500-$10,000 flat
- Kovalcik & Geraghty Wealth Partners LLP · Upper Arlington, OH · $425/hr · $2,500-$10,000 flat
- KWM Financial LLC · Portsmouth, NH · $250/hr · $2,000-$6,000 flat
- Lake Road Advisors, LLC · Corning, NY · $750-$2,000/qtr
- Lampe Financial Group LLC · Littleton, CO · $350/hr · $500-$10,000 flat · $100-$3,500/mo
- Landing Point Financial Group · Avon, OH · Up to $50,000 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
- LexION Capital Management LP · New York City, NY · $1,000/hr
- Lighthouse Financial Services Inc · Brea, CA · $200-$1,200 flat · $199/mo
- Little House Capital, LLC · Braintree, MA · $400/hr · $1,000-$5,000 flat · Up to $10,000/yr
- Marotta Wealth Management, Inc. · Charlottesville, VA · $500/hr
- McNamara Financial Services, Inc. · Marshfield, MA · $500/hr · From $2,500 flat
- Merit Financial Partners LLC · Maspeth, NY · $475/hr · $3,800-$8,000 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
- 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
- Moisand Fitzgerald Tamayo, LLC · Orlando, FL · $500/hr · $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
- Moss, Luse & Womble, LLC · Plano, TX · $260/hr · $100-$855/mo
- Mullooly Asset Management, Inc. · Wall Township, NJ · $200/mo
- 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
- NavPoint Financial, Inc. · Prior Lake, MN · $150-$600/hr · $500-$20,000/yr
- Neptune Wealth · Naples, FL · $300-$3,000 flat
- NorthCape Wealth Management · Williamsville, NY · Up to $400/hr
- 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
- OLIO Financial Planning · McLean, VA · $100-$250/hr · $1,500-$50,000 flat
- Omnia Family Wealth, LLC · Aventura, FL · $10,000-$100,000 flat
- OnRoute Financial · Haddonfield, NJ · $250/hr · $100-$1,000/mo
- Oppenheimer + Close, LLC · New York City, NY · $450/hr
- Pacific Landfall · Williamsburg, VA · $250/hr · $4,000 flat · $3,000/yr
- Parallel Advisors, LLC · San Francisco, CA · Up to $1,000/hr
- Parsons Capital Management Inc · Providence, RI · $100-$500/hr · $1,000-$20,000 flat
- Patriot Investment Management Group Inc · Knoxville, TN · $300/hr · $500-$3,000 flat
- Peak Financial Planning · Canoga Park, CA · $1,000/mo
- 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
- 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
- Platform Wealth Advisors · Holladay, UT · $2,500-$10,000 flat
- Portus Wealth Advisors, LLC · Charlotte, NC · $400/hr · $5,000-$10,000 flat · Up to $20,000/yr
- Principle Wealth · Madison, CT · Up to $5,000 flat
- Professional Financial Solutions, LLC · Fairfax, VA · $200-$500/hr · $2,000-$5,000 flat
- Prosperity Financial Planning LLC · Celebration, FL · $1,500/qtr
- Purpose Built · Moorestown, NJ · $350/hr · $750-$2,000/mo
- Quabbin Advisors · Amherst, MA · $175/hr · $1,200-$3,000 flat
- R M Davis Inc · Portland, ME · $5,000 flat
- Red Reef Advisors LLC · Boca Raton, FL · $150-$500/hr · $1,500-$50,000 flat · $1,500-$50,000/yr
- 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
- 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
- Ridgeline Wealth Planning LLC · Centerville, OH · $400/hr · $500/qtr
- Ridgewood Investments · Springfield, NJ · $450-$1,000/hr
- Rigden Capital Strategies · Englewood, CO · $300/hr · $1,500-$5,000 flat · $350/mo
- Riverchase Wealth Management, LLC · Flower Mound, TX · $500-$15,000 flat
- RJ Pace Financial · Peoria, AZ · $150/hr · $150-$1,200 flat
- Roche Financial Partners LLC · Hopewell, NJ · $95-$1,000/mo
- Rockbridge Investment Management, LLC · Syracuse, NY · $2,500-$10,000 flat
- RockCrest Financial LLC · Somers Point, NJ · $1,250-$3,000/mo
- Rockford Financial Planning · Wilmington, DE · $250/hr
- Root Financial Partners · Austin, TX · $2,000-$65,000 flat
- Rooted Planning Group · Corning, NY · From $6,000/yr
- S & a Financial Strategies & Services, LLC · Cherry Hill, NJ · $350/hr · From $1,500 flat
- S.F. Ehrlich Associates, Inc. · Cranford, NJ · $500-$5,000 flat
- Sagebroadview Wealth Management, LLC · Farmington, CT · Up to $500/hr · From $400/mo
- Samatva Wealth Management LLC · Clarksburg, MD · Up to $250/hr
- 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
- Scholar Financial Advising, LLC · Winston-Salem, NC · $385-$800/hr · From $6,000 flat · $500-$5,000/mo
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- Shufro, Rose & Co., LLC · New York City, NY · From $2,500 flat
- SilverOak Wealth Management LLC · Edina, MN · $1,500-$20,000 flat
- Simon Quick Advisors, LLC · Morristown, NJ · $125/hr · $250 flat
- Solitude Financial Services, Inc. · Charlottesville, VA · $250/hr
- Soltis Investment Advisors, LLC · St. George, UT · $500-$50,000 flat · $2,500-$6,000/mo
- Sound Wealth LLC · Marlton, NJ · $350/hr · Up to $20,000 flat
- Southernmost Advisors LLC · Key West, FL · From $599/mo
- Sovereign Financial Services, LLC · Phoenix, MD · $250/hr · $500-$2,000 flat
- Spark Financial Advisors · Richmond, VA · $300/hr · Up to $6,000 flat
- Sparrow Wealth Management · Orlando, FL · $350/hr · $250-$350/mo
- Spartan Wealth Solutions LLC · Plano, TX · $250/hr
- Spyrnal Financial Group · Bokeelia, FL · $250/hr · $750-$3,000 flat
- Sr Financial Services, Inc. · Seven Hills, OH · $150/hr
- Steigerwald, Gordon & Koch - Wealth Advisors · Leesburg, VA · $75-$300/hr
- Stevens Capital Partners · Omaha, NE · $500/hr
- StratFI · Wilmington, DE · $400/hr
- Sustainable Advisors Alliance LLC · Tulsa, OK · $125-$500/hr · $500-$7,500 flat · Up to $7,500/yr
- Taconic Advisors · Saugerties, NY · $1,100-$5,000 flat
- Tandem Wealth Advisors · Phoenix, AZ · Up to $10,000 flat
- TCI Wealth Advisors, Inc. · Tucson, AZ · $150-$250/hr · $500-$1,500 flat
- Tempus Wealth Planning, LLC · Irvine, CA · Up to $250/hr · Up to $10,000 flat
- Tender Wealth · Silver Spring, MD · $208/mo
- Tenon Financial · Metuchen, NJ · $3,600-$36,000/yr
- The Investment Connection LLC · Bridgewater, NJ · $1,000-$3,000 flat · $2,800/yr
- The Planning Center, Inc. · Moline, IL · $500/hr · $1,500-$12,000 flat
- The Welch Group, LLC · Birmingham, AL · $3,500-$35,000 flat
- Timothy Financial Counsel, Inc. · Wheaton, IL · $375/hr
- Tobias Financial Advisors · Plantation, FL · $100-$500/hr · From $6,000 flat · From $6,000/yr
- Total Financial Management, LLC · Poland, OH · $100-$500/hr · From $350 flat
- Town Capital · Bel Air, MD · $1,200-$8,000 flat
- Treasure Coast Financial Planning, Inc. · Vero Beach, FL · $250/hr
- Treesa Financial Planning, LLC · Closter, NJ · $250/hr
- Twin Tiers Consulting, LLC · Painted Post, NY · $500-$5,000 flat
- Ubequity Wealth Management, LLC · Round Rock, TX · $300/hr · $5,000-$20,000 flat · $100-$2,000/mo
- 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
- Vermillion Private Wealth · Lexington, KY · $2,500 flat · $500/yr
- Virtus Wealth Solutions · Cranford, NJ · Up to $500/hr
- Voss Wealth Management · Endicott, NY · Up to $6,000/yr
- Waverly Advisors, LLC · Birmingham, AL · $75-$450/hr · $500-$50,000 flat
- Waypoint Wealth Management · Timonium, MD · $1,800-$7,500 flat
- WBH Advisory, Inc. · Baltimore, MD · $6,000 flat
- We Financial Group · San Francisco, CA · Up to $400/hr
- Wealth Management Partners, LLC · Tucson, AZ · Up to $400/hr · Up to $10,000 flat
- Wealthought LLC · Upper Arlington, OH · $100-$500/hr · $100-$25,000 flat
- Webb Financial Planning LLC · Haddon Heights, NJ · $250/hr · $625-$2,500/qtr
- Weingarten Associates, L.L.C. · Lawrenceville, NJ · From $8,000 flat
- Wellth Financial Planning · Palm Beach Gardens, FL · $300/hr · $900 flat · $125-$500/mo
- West Financial Services, Inc. · McLean, VA · $250/hr · $125/mo
- West Highland Advisors · Denver, CO · $250/hr · $5,000-$15,000/yr
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Wills Financial Group, LLC · Richmond, VA · $300/hr
- Wingate Wealth Advisors, Inc. · Lexington, MA · $3,500-$10,000 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
- World Capital Advisors, LLC · Denver, CO · $250/hr · $500-$1,500/mo
- Wrought Financial Planning · Haddonfield, NJ · $350/hr
- YFP Wealth · New Albany, OH · $1,500 flat
- Your Planning Partner LLC · Palm Beach Gardens, FL · $110-$500/hr · $1,000-$20,000 flat
- Zhang Financial · Portage, MI · $100-$500/hr · $250-$10,000 flat
- Zynergy Retirement Planning · Red Bank, NJ · $1,200/yr