Edward Jones
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
3 years
Ellis Investment Partners, LLC
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
12 years
Wells Fargo Advisors
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
14 years
Thompson, Siegel, & Walmsley
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Kinwell
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Optimum Retirement Planning LLC
Pricing Model:
Flat Fee
Number of Clients
32
Years of Experience:
8 years
NaviPath Financial
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
Laguna Wealth Advisors
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
13 years