Firms
Pros
Learn
Financial Topics
Find a Financial Professional
Sign Up
Compensation Type:
Fee-Only
Jeremy Eppley, CRPC®, APMA®, AIF®
Founder & Financial Advisor
Silverstone Financial
Maryland
Minimum Assets:
$0
Jenna Biancavilla
Owner & Founder - Lead Wealth Planner
Pearl Capital Management
Arizona
Minimum Assets:
$250,000
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Roy Larsen
Financial Advisor
Larsen Wealth Management
Georgia
Minimum Assets:
$0
Steve Stanganelli CFP
Managing Member & Financial Planner
Clear View Wealth Advisors, LLC & Boston Tax Planners
Massachusetts
Minimum Assets:
$0
Tanina Frouge Linden, CFP
Financial Advisor
Futurity Capital LLC
Virginia
Minimum Assets:
$0
Mark Shone
Financial Advisor
Shone Wealth Management
California
Minimum Assets:
$0
Robert Riedl, CPA, CFP, AWMA
President & CEO
Endowment Wealth Management, Inc. (A Multi-Family Office)
Wisconsin
Minimum Assets:
$0
Anthony Watson
Founder & President
Thrive Retirement Specialists
Michigan
Minimum Assets:
$0
Danny Michael, CFP® RLP® MSBA
Financial Advisor
Satori Wealth Management, Inc.
California
Minimum Assets:
$0
Nick Mitchell
Financial Advisor
HBW Advisory Services
Oklahoma
Minimum Assets:
$0
Robert Henderson, CFP®
President
LWM
Connecticut
Minimum Assets:
$0
Jeremy Torgerson
Financial Advisor
nVest Advisors, LLC
Colorado
Minimum Assets:
$0
Wes Shannon
Financial Planner
SJK Financial Planning, L.L.C.
Texas
Minimum Assets:
$0
Bryce Anderson AAMS, AIFA®
Financial Advisor
Intermountain Wealth Management
Oklahoma
Minimum Assets:
$0
Sharon Lear
Owner
Guideway Financial, LLC
Texas
Minimum Assets:
$0
Karl Leonard Hicks
Financial Advisor
The Leonard Financial Group, LLC
California
Minimum Assets:
$0
William Bevins, CFP® CTFA
Financial Advisor
William Bevins, CFP® CTFA
Tennessee
Minimum Assets:
$0
Skip Fleming, CFP®
Founder
Lodestar Financial Planning
Colorado
Minimum Assets:
$0
David John Marotta
Financial Advisor
Marotta Wealth Management
Virginia
Minimum Assets:
Jim Lear
Chief Investments Officer
Guideway Financial
Texas
Minimum Assets:
$0
Scott Sadler
Financial Advisor
Boardwalk Capital Management
Georgia
Minimum Assets:
$0
Lili Vasileff
Financial Advisor
Wealth Protection Management
Connecticut
Minimum Assets:
$0
Matthew McKee, CFA, CFP®
Financial Advisor
Target Rock Wealth Management
New York
Minimum Assets:
$0
Thomas Hlohinec
Financial Advisor
Rise Financial Partners LLC
Pennsylvania
Minimum Assets:
$0
Philip Weiss
Principal
Apprise Wealth Management
Maryland
Minimum Assets:
$0
Rick Fingerman, CFP®
Co-Founder & Managing Partner
Financial Planning Solutions, LLC
Massachusetts
Minimum Assets:
$0
Todd Calamita
Financial Advisor
Calamita Wealth Management Inc
North Carolina
Minimum Assets:
$0
Anna Sergunina
President & CEO
MainStreet Financial Planning, Inc
California
Minimum Assets:
$0
Kimberly J. Howard, CFP
Founder & Owner
KJH Financial Services
Massachusetts
Minimum Assets:
$0
Virajith Wijeweera
Financial Advisor
FPL Capital Management
California
Minimum Assets:
$0
Michael Mezheritskiy
Financial Advisor
Milestone Asset Management Group
Connecticut
Minimum Assets:
$250,000
Lane Mullinax, JD, CFP, MBA
Financial Advisor
NPV Advisory Services, LLC
Georgia
Minimum Assets:
$0
Martin A. Federici, Jr.
CEO
MF Advisers, Inc.
Pennsylvania
Minimum Assets:
$0
Jeffrey Broadhurst
Financial Advisor
Broadhurst Financial Advisors, Inc.
Pennsylvania
Minimum Assets:
$0
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Nicole Polanco
Wealth Advisor
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
N/A
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James
NC
Minimum Assets:
0
Are you a Financial Professional?
Our FinPro program matches financial professionals with new clients across the U.S.
Join Today