Pricing Model:
AUM
Number of Clients
50
Years of Experience:
18 years
Cerity Partners
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Wealthcare for Women
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
31 years
Ellis Investment Partners, LLC
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
12 years
Pearl Capital Management
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
16 years
Financial & Insurance Services of Texas
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Wells Fargo Advisors
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
16 years
Presidio Group Wealth Management
Pricing Model:
Fees Information
Number of Clients
85
Years of Experience:
38 years