Collabria Capital, Inc.
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
20 years
Magnifina
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
Core Planning
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years
Approach Financial, Inc.
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
20 years
Your Dedicated Fiduciary
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Capitalwize LLC
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
11 years
Ridgeline Private Wealth
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years
The Table Financial Planning
Pricing Model:
Flat Fee
Number of Clients
104
Years of Experience:
14 years