Firms based in other states that are registered in Washington
304 fee only firms that publish prices. Back to the Washington page.
These firms are based in another state and are registered in Washington. The list isn't complete: a firm with five or fewer clients in Washington doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
304 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 |
| Abundo WealthHouston, TXNo AUM fee | Not published | Not published | $199/mo$199/mo |
| 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 |
| Aerodigm Wealth LLCLake Oswego, ORVirtual meetings | $225- | 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 |
| Allied Investment Advisors LLCBillings, MT | $75- | Not published | % of assets |
| Alpha FiduciaryPhoenix, AZ | $350/hr | Not published | % of assets |
| Altfest Personal Wealth ManagementNew York City, NY | $250/hr | Not published | % of assets |
| Alturas Wealth Management, LLCEagle, ID | $175/hr | Not published | % of assets |
| American Financial Advisors, LLC.Marietta, GA | $150/hr | Not published | % of assets |
| ApforiaVirginia Beach, VA | Up to $500/hr | Not published | No monthly feeUp to $30,000/yr |
| 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- |
| Aspired WealthLoveland, COCFP® | $100/hr | $2,400 | % of assets |
| Assembly WealthMill Valley, CA | Not published | $2,500- | % 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 |
| Aurelius Family Office, LLCBedford, NH | Not published | $2,000- | % of assets |
| Avise FinancialLos Angeles, CA | Up to $500/hr | Up to $30,000 | No monthly feeUp to $18,000/yr |
| Axia Wealth Management IncBend, OR | From $350/hr | Not published | $417/mo$1,250/qtr ($417/mo)$5,000/yr |
| Axiom Wealth Strategies, LLCBend, OR | $150/hr | $5,000 | % of assets |
| Bailard, Inc.Foster City, CA | Not published | $3,500- | No monthly fee$2,000- |
| BakerAvenueSan Francisco, CA | $225- | $2,000- | % of assets |
| Banta Asset Management LPNewport Beach, CA | $350/hr | Not published | % of assets |
| Beacon TrustMorristown, NJ | Not published | $5,000- | % of assets |
| Becker Capital Management, Inc.Portland, OR | $100- | Not published | % of assets |
| Bedel Financial Consulting IncIndianapolis, IN | Not published | $1,000- | % of assets |
| Bell Investment Advisors IncOrinda, CA | $150/hr | From $10,000 | % of assets |
| Best Life Infinity, LLCColorado Springs, COCFP® | Up to $375/hr | Not published | No monthly feeUp to $24,000/yr |
| Blacktower Financial Management (US) LLCOrlando, FL | Not published | Up to $5,000 | % of assets |
| BLBB AdvisorsMontgomeryville, PA | Not published | $2,500- | % of assets |
| Blue Anchor Wealth Advisors, LLCKetchikan, AK | $195/hr | Not published | % of assets |
| Blue Barn WealthOrem, UT | Up to $300/hr | Not published | No monthly fee$1,800- |
| Blue Water WealthPortland, OR | Not published | $2,000- | % of assets |
| Blueprint Financial Advisors, LLCPortland, OR | $250/hr | Not published | % of assets |
| Boldin AdvisorsMill Valley, CANo AUM fee | $300- | Up to $6,000 | No monthly feeUp to $6,000/yr |
| Bond & Devick Wealth PartnersSt. Louis Park, MN | Up to $350/hr | $750- | % of assets |
| Brava FinancialSan Diego, CANo AUM feeCFP® | $450/hr | $3,000- | No monthly fee$5,000- |
| Briggs Financial Inc.Round Lake Beach, ILVirtual meetings | $400/hr | Not published | $250/mo$250/mo |
| Bright Road Wealth Management, LLCAnchorage, AK | $300- | $800- | % of assets |
| Brownson, Rehmus & Foxworth, Inc.Chicago, ILVirtual meetingsCFP® | $150- | Not published | % of assets |
| BSW Wealth PartnersBoulder, COVirtual meetings | Not published | Not published | No monthly fee$7,500- |
| Buff Your FinancesThousand Oaks, CA | $350/hr | $500 | % of assets |
| Buttonwood Financial Group, LLCKansas City, MO | $300- | Not published | $100- |
| Cahill Financial Advisors, Inc.Edina, MN | Not published | Up to $5,000 | % of assets |
| Cambridge Financial Group, LLCTucson, AZ | Not published | Not published | No monthly fee$3,500- |
254 more firms with published fees
- Camelotta Advisors · San Francisco, CA · $610/hr · $1,500-$20,000 flat
- Capital Financial Planners · Salem, OR · $250-$350/hr
- Capitol Family Office, Inc. · Beaverton, OR · $250-$30,000 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
- Castle Wealth Planning · Santa Barbara, CA · Up to $250/hr · Up to $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
- Chief Capital Management, Inc · San Jose, CA · $200/hr
- Choate Investment Advisors · Boston, MA · $1,000-$2,500 flat
- Citrine Capital · San Francisco, CA · $7,000-$90,000 flat
- CJM Wealth Advisers, Ltd. · Falls Church, VA · $2,000-$10,000 flat
- Clarity Capital Management LLC · Tigard, OR · $300/hr
- Clear Capital Management LP · Doylestown, PA · $200/hr
- Compass Investment Advisers, LLC · Portland, OR · $250/hr
- Concorde Investment Management · Dallas, TX · $200-$300/hr
- Condor Capital Wealth Management · Martinsville, NJ · $200-$300/hr · $500-$3,000 flat
- Contango Wealth Management LLC · Oakland, CA · $250-$325/hr · $750-$5,000 flat
- Cornerstone Financial Group, LLC · Omaha, NE · Up to $500/hr · $5,000-$25,000 flat
- Corvus Wealth Advisors LLC · Templeton, CA · $250-$350/hr · $2,000-$5,000 flat
- Cox Capital Management LLC · Andover, MA · $150-$350/hr
- Cresscila Wealth Management · Bend, OR · $250/hr · $4,000 flat · $6,000/yr
- Crusonia Wealth Advisors LLC · Denver, CO · Up to $500/hr
- CX Institutional, LLC · Auburn, IN · From $3,125/yr
- Dakota Wealth, LLC · Palm Beach Gardens, FL · $5,000-$25,000 flat
- DecisionPoint Financial, LLC · Mesa, AZ · $150-$300/hr · $2,000-$15,000 flat
- Delphi Wealth Partners · Grand Junction, CO · $750-$15,000 flat
- Destination Wealth Management · Walnut Creek, CA · $250/hr
- DLK Investment Management · Solana Beach, CA · $250-$500/hr
- Doceo Wealth, LLC · Meridian, ID · Up to $650/hr · $1,500-$50,000/yr
- Domain Money Advisors, LLC · New York City, NY · $500/hr · $9,000 flat
- Eclectic Associates, Inc. · Fullerton, CA · $350/hr · $350-$7,000 flat
- Edelman Financial Engines · Santa Clara, CA · Up to $10,000 flat
- Ellevest · New York City, NY · $4,800/yr
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Elmwood Wealth Management · Berkeley, CA · $225/hr · $3,000-$5,000 flat · $7,500/yr
- Elwood & Goetz · Athens, GA · From $250/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
- Equal Voices Wealth LLC · Minneapolis, MN · $300-$400/hr · $2,000-$20,000 flat · $8,500/yr
- Equita Financial Network, Inc. · Fort Washington, PA · Up to $500/hr · Up to $10,000 flat · Up to $7,500/qtr
- Eugenio Financial · Tigard, OR · $345/hr
- Facet · West Palm Beach, FL · $2,600-$10,000/yr
- Falcon Wealth Planning, LLC · Ontario, CA · $500/hr · $5,000-$25,000 flat · From $5,000/yr
- Fiduciary Financial Group, LLC · San Rafael, CA · $7,200-$100,000/yr
- Figure 8 Investment Strategies LLC · Boise, ID · $500-$20,000 flat
- Financial Alternatives, Inc. · La Jolla, CA · $300/hr
- Financial Elements, Inc · Rolling Meadows, IL · $400-$500/hr · $3,500-$10,000 flat
- Financial Planning First, LLC · Tucson, AZ · Up to $300/hr · $1,500-$10,000 flat
- Firestone Capital Management Inc · South Miami, FL · $350/hr · $1,000-$5,000 flat
- Firm Foundation Wealth Management, LLC · Caldwell, ID · $250/hr · Up to $5,000 flat
- Fischer Investment Strategies, LLC · Westlake Village, CA · $350/hr · $500-$10,000 flat
- Five Pine Wealth · Coeur d'Alene, ID · Up to $350/hr · From $1,500 flat · $3,000-$5,000/yr
- Folsom Wealth Advisors · Cameron Park, CA · $350/hr · $2,450-$5,250 flat · From $10,000/yr
- Form Wealth Advisors, LLC · Lake Geneva, WI · $1,000-$4,000 flat
- Fortis Wealth Management · Blowing Rock, NC · $250/hr · $250-$1,500 flat
- Foster Group, Inc. · Urbandale, IA · Up to $250/hr
- FourPath Capital Management, LLC · Oklahoma City, OK · Up to $20,000/yr
- Gates Pass Advisors, LLC · Los Altos, CA · From $5,000 flat
- Gen Y Planning · Austin, TX · $300/hr · $4,800-$15,000 flat · $400-$1,250/mo
- Global Freedom Financial LLC · South Charleston, WV · $250/hr · $1,000-$12,000/yr
- Goodstein Wealth Management LLC · Encino, CA · $320/hr · $500-$5,500 flat
- Gradient Capital Advisors, LLC · San Diego, CA · $100-$350/hr · $500-$10,000 flat
- Grange Capital, LLC · Beaverton, OR · Up to $150/hr
- Greenspring Advisors, LLC · Towson, MD · $150-$750/hr · $2,000-$150,000 flat
- Griffin Black, LLC · Redwood City, CA · $200-$350/hr
- Guide Financial Planning · Shoreview, MN · $250/hr · $1,800-$4,500 flat · $150-$800/mo
- H.M. Payson · Portland, ME · $5,000 flat
- Hamilton Capital · Columbus, OH · $2,500 flat
- Handy & Company Financial Advisors, Inc. · Lake Oswego, OR · $250/hr · $1,500-$5,000 flat
- HCM Wealth · San Rafael, CA · $350/hr · $3,000-$5,000 flat
- Hendershott Wealth Management, LLC · Fishers, IN · $350/hr · $1,000-$12,000 flat
- Human Investing · Lake Oswego, OR · Up to $300/hr
- Insight Wealth Strategies, LLC · San Ramon, CA · Up to $500/hr · Up to $50,000 flat · Up to $40,000/yr
- InsuraWealth, LLC · Tampa, FL · $250/hr · $50/mo
- Integrity Financial Strategies · Palmetto, FL · $250/hr
- Integrity Wealth LLC · Eugene, OR · $1,500-$5,000 flat
- Integrity Wealth Partners, LLC · Walnut Creek, CA · Up to $400/hr · $1,500-$10,000 flat
- Investment Management Group · Billings, MT · $2,500 flat
- Ironwood Wealth Management, LLC · Chandler, AZ · $2,000 flat · $5,000-$50,000/yr
- J.R. Prunier Capital Management LLC · Holden, MA · $1,800-$20,000 flat
- Jacobson & Schmitt Advisors, LLC · Middleton, WI · $5,000-$50,000/yr
- Jade & Cowry LLC · Arlington, VA · $500/hr · $525-$1,260/mo
- JGP Wealth Management, LLC · Bend, OR · Up to $350/hr · Up to $50,000 flat
- JH Advisors · Salem, OR · $95-$695/mo
- 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
- Journey Advisory Group, LLC · Covington, KY · $200/hr · $500-$5,000 flat
- Kindness Financial Planning · Madison, WI · $420/hr
- L & S Advisors, Inc · Los Angeles, CA · $500/hr
- Lake Avenue Financial LLC · Pasadena, CA · Up to $600/hr · Up to $20,000 flat
- Lake Road Advisors, LLC · Corning, NY · $750-$2,000/qtr
- Lantz Financial LLC · Naperville, IL · From $1,000/yr
- LDN Wealth, LLC · Orlando, FL · $350/hr · $1,000-$18,000 flat
- Lighthouse Financial · St. Petersburg, FL · $120/hr
- Lighthouse Financial Services Inc · Brea, CA · $200-$1,200 flat · $199/mo
- Lodestar Private Asset Management LLC · Alamo, CA · $500-$750/hr
- Logan Capital Management, Inc. · Newtown Square, PA · $150-$250/hr
- Luminvest Wealth Management LLC · Scottsdale, AZ · Up to $200/mo
- Madrona Wealth Management LLC · Happy Valley, OR · $150/hr · $500-$1,500 flat
- Main Avenue Financial Services, LLC · Beaverton, OR · $250/hr
- Marotta Wealth Management, Inc. · Charlottesville, VA · $500/hr
- McBee Advisors, Inc. · Glendale, AZ · $200-$400/hr
- McMill CPA and Advisors · Norfolk, NE · Up to $250/hr
- Mengis Capital Management, Inc. · Portland, OR · $200-$300/hr
- Meritas Wealth Management, LLC · San Rafael, CA · $4,000-$7,000 flat
- Milestone Investment Advisors, LLC · Middleton, WI · $300/hr
- Mission Creek Capital Partners, Inc. · San Francisco, CA · $250-$350/hr
- Modera Wealth Management, LLC · Westwood, NJ · From $1,500 flat
- Modus Advisors, LLC · Excelsior, MN · Up to $300/hr · $1,000-$10,000 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
- Moran Wealth Management, LLC · Naples, FL · $100/hr
- 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
- Mraz and Associates · Modesto, CA · $250/hr · $1,000-$5,000 flat
- 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
- Nelson Capital Management, LLC · Menlo Park, CA · $500/hr
- Nest Financial Planning, LLC · Hood River, OR · $250/hr · $2,500-$10,000 flat · $2,400-$12,000/yr
- Next Level Wealth Planning, LLC · Meridian, ID · $250-$1,000/hr · $1,000-$50,000 flat
- North Berkeley Wealth Management, LLC · Berkeley, CA · $295/hr
- Optas, LLC · Dripping Springs, TX · Up to $500/hr
- Oregon Pacific Wealth Management · Medford, OR · Up to $250/hr
- Pacific Coast Investment Advisors, LLC · West Linn, OR · $250/hr · $500-$2,500 flat
- Painted Porch Advisors LLC · Santa Barbara, CA · $7,500/yr
- Paragon Capital Management · Denver, CO · $400/hr
- 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
- Pathview Wealth Advisors · San Diego, CA · $90-$500/hr · $1,500-$10,000 flat
- Pathway Financial Advisory, LLC · Edwards, CO · $275/hr
- Pathways Advisory Group, Inc. · Fresno, CA · $300/hr
- Pearl Wealth LLC · Portland, OR · $350/hr
- Pecaut Wealth Management · Sioux City, IA · Up to $7,500 flat
- 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
- Petra Financial Advisors Inc · Colorado Springs, CO · From $8,000 flat · $2,000/qtr
- Pihl Financial Planning · Albuquerque, NM · $275/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
- Portfolio Advisors, Inc. · Fresno, CA · $5,000-$15,000 flat
- Portfolio Wealth Advisors · Albuquerque, NM · $500/hr
- Portland Private Wealth Management, Inc. · Portland, OR · $125/hr
- Private Wealth Partners, LLC · Mill Valley, CA · $300-$500/hr · $3,000-$5,000 flat
- Professional Financial Management, Inc. · Bozeman, MT · $200/hr
- Professional Financial Solutions, LLC · Fairfax, VA · $200-$500/hr · $2,000-$5,000 flat
- Q3 Asset Management Corporation · Birmingham, MI · $200/hr
- R M Davis Inc · Portland, ME · $5,000 flat
- Radiant Wealth Planning · Palo Alto, CA · $5,000 flat
- Rain Or Shine Planning, LLC · Portland, OR · $350/hr
- Red Door Wealth Management, LLC · Memphis, TN · $1,000-$20,000/yr
- REDW Wealth LLC · Albuquerque, NM · $225-$650/hr · From $3,500 flat
- Regatta Capital Group, LLC · El Segundo, CA · $1,000-$15,000 flat
- Rembert Pendleton Jackson · Vienna, VA · $3,000-$15,000 flat
- Retegy LLC · Irvine, CA · $250/hr
- Retire Agile · Hermantown, MN · Up to $20,000 flat
- Retirement Consulting Group, Inc. · Lake Oswego, OR · $750-$1,500/yr
- 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
- Rigden Capital Strategies · Englewood, CO · $300/hr · $1,500-$5,000 flat · $350/mo
- RMG Advisors · Rockville, MD · $500/hr
- Roberts Wealth Advisors, LLC · Menlo Park, CA · Up to $450/hr · Up to $10,000 flat
- Rocky Mountain Advisers, LLC · Salina, KS · $100-$250/hr
- ROI Financial · Beaverton, OR · $250/hr · $600-$4,800 flat
- Root Financial Partners · Austin, TX · $2,000-$65,000 flat
- RPG Investment Advisory, LLC · Pleasanton, CA · $250/hr · $600-$1,800 flat
- RW Baker Wealth Management Group LLC · Cheyenne, WY · Up to $300/hr · $1,000-$10,000 flat
- RZH Advisors LLC · Stamford, CT · $400-$600/hr · $2,500-$50,000 flat
- Sage Rhino Capital LLC · Menlo Park, CA · Up to $500/hr
- Salmon Bay Wealth Management, LLC · Coeur d'Alene, ID · $200/hr
- Samatva Wealth Management LLC · Clarksburg, MD · Up to $250/hr
- 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
- Scholar Financial Advising, LLC · Winston-Salem, NC · $385-$800/hr · From $6,000 flat · $500-$5,000/mo
- Scott Capital Advisors, LLC · Portland, OR · Up to $7,500 flat
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- Sharkey Howes & Javer Inc · Denver, CO · $2,000-$15,000 flat
- Shufro, Rose & Co., LLC · New York City, NY · From $2,500 flat
- Sierra Asset Management · Oakhurst, CA · $180-$250/hr
- Simon Quick Advisors, LLC · Morristown, NJ · $125/hr · $250 flat
- Sky-Mountain Capital Management · Ketchum, ID · $450/hr
- Skyline Financial Northwest · Portland, OR · $300/hr
- Snake River Investment Counsel LLC · Idaho Falls, ID · $300/hr · From $250/qtr
- Soaring Investment Management, LLC · Portland, OR · $280/hr · $1,200-$1,800/yr
- Solitude Financial Services, Inc. · Charlottesville, VA · $250/hr
- Soltis Investment Advisors, LLC · St. George, UT · $500-$50,000 flat · $2,500-$6,000/mo
- Stewart Wealth Management, Inc. · San Rafael, CA · Up to $300/hr · $2,000-$12,000 flat
- Stordahl Capital Management, Inc. · Greenwood Village, CO · Up to $500/hr
- Strategic Finance Inc. · Clackamas, OR · $500-$5,000 flat
- Stride Financial Planning · Madera, CA · $200/hr · $900-$1,200 flat · $900-$1,200/qtr
- Summa Global Advisors, LLC · Clackamas, OR · $1,000-$20,000 flat
- Summitry, LLC · Foster City, CA · $1,500-$5,000 flat
- Sunnybranch Wealth LLC · Portland, OR · $500/hr · $10,000-$30,000/yr
- Sustainable Advisors Alliance LLC · Tulsa, OK · $125-$500/hr · $500-$7,500 flat · Up to $7,500/yr
- 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
- TDT Financial Inc · Sioux Falls, SD · $300/hr · $500-$10,000 flat
- Team Hewins, LLC · Foster City, CA · $350-$400/hr · $3,000-$10,000/yr
- Telos Capital Management, Inc. · San Diego, CA · $300/hr
- Telos Wealth Advisors · Matthews, NC · $300/hr
- Tempus Wealth Planning, LLC · Irvine, CA · Up to $250/hr · Up to $10,000 flat
- Thames Financial Management · Norwich, CT · $300/hr
- The Advisory Group of San Francisco, LLC · San Francisco, CA · $5,000-$20,000 flat
- The Clark Group Asset Management · Dana Point, CA · $2,000-$10,000 flat
- The Goodland Group · Goleta, CA · $250/hr · $2,200-$7,500 flat · $375-$475/mo
- The Planning Center, Inc. · Moline, IL · $500/hr · $1,500-$12,000 flat
- Theory Planning Partners · Marblehead, MA · $1,500/mo
- Tilia Fiduciary Partners, Inc. · Wilmington, NC · $275/hr · From $10,000 flat · $2,500/qtr
- Timothy Financial Counsel, Inc. · Wheaton, IL · $375/hr
- Treasure Coast Financial Planning, Inc. · Vero Beach, FL · $250/hr
- Trinity Capital Management, LLC · Santa Barbara, CA · $500-$20,000 flat
- True Financial Group · Cedar Park, TX · $500-$2,000 flat
- Truenorth Wealth · Salt Lake City, UT · Up to $1,000/hr · $1,000-$5,000 flat
- Tumwater Wealth Management, LLC · Boise, ID · $3,588/yr
- Uplevel Wealth · Portland, OR · $7,500-$12,500/yr
- Vannoy Advisory Group, Inc. · Austin, TX · $250/hr
- VergePointe Wealth Management, LLC · Lake Oswego, OR · $210-$570/hr
- Veridan Wealth · West Linn, OR · Up to $500/hr · $500-$25,000 flat
- Versant Capital Management, Inc. · Phoenix, AZ · $400-$800/hr
- Viento Financial Group, LLC · Hood River, OR · $200/hr
- Viewpoint Advisory, LLC · Meridian, ID · $2,500 flat
- Vitality Wealth Planning · Elkhart, IN · $400/hr · $2,400-$12,000 flat · $600-$3,000/qtr
- Waits Investments, LLC · Carlsbad, CA · $150/hr
- Waverly Advisors, LLC · Birmingham, AL · $75-$450/hr · $500-$50,000 flat
- We Financial Group · San Francisco, CA · Up to $400/hr
- Wealth Architects, LLC · Mountain View, CA · $150-$750/hr · $2,500-$20,000 flat
- Wealth Management Partners, LLC · Tucson, AZ · Up to $400/hr · Up to $10,000 flat
- WealthGuard Advisors, Inc. · Placerville, CA · $200/hr · $300-$3,000 flat
- Wedmont Private Capital · West Chester, PA · $3,750/qtr
- Wellspring Advisors, Inc. · Hillsboro, OR · Up to $400/hr · $3,000-$10,000 flat
- Wescott Financial Advisory Group LLC · Philadelphia, PA · $150-$750/hr
- White Oaks Wealth Advisors, Inc. · Minneapolis, MN · From $7,500 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
- Wilsey Asset Management Incorporated · San Diego, CA · $350-$400/hr · $1,500-$10,000 flat · $50/mo
- Windward Wealth Strategies, Inc. · Oshkosh, WI · $200-$400/hr · $1,000-$3,500 flat
- Wiser Wealth Management, Inc · Marietta, GA · $475/hr · $6,750 flat · From $5,000/yr
- Wood Tarver Financial · Boise, ID · Up to $250/hr · Up to $2,500 flat
- Xena Financial Planning, LLC · Portland, OR · $10,000-$36,000/yr
- 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