Stephan Morris
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
9 years
Valtinson Bruner Financial Planning LLC
Pricing Model:
Flat Fee
Number of Clients
120
Years of Experience:
25 years
Stewardship Financial
Pricing Model:
AUM
Number of Clients
160
Years of Experience:
10 years
Atomic Planning
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Sandbox Financial Partners
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
21 years
Redeem Wealth
Pricing Model:
Flat Fee
Number of Clients
250
Years of Experience:
9 years
Encore Investment Advisors, LLC
Pricing Model:
Flat Fee
Number of Clients
20
Years of Experience:
12 years
CONA Wealth
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years