Companies similar to FEE-ONLY
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  • www.jobinfinancial.com
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Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor...
Relevance: 15.156706
  • fidelisim.com
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FIDELIS iM is the only local investment firm leveraging an exclusive Preferred Provider Retirement Alliance SM for medical plan management... FIDELIS iM is a fiduciary advisor to all of our clients as a Registered Investment Advisor (RIA). Since our..
Relevance: 15.155282
  • www.iqadvisor.com.au
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IQ Advisor is a specialized provider of advisory and investment development services uniquely crafted for regional and rural communities, with a particular focus on agribusiness attunement. Our expertise extends to being intricately connected.....
Relevance: 15.151087
  • www.violichcapital.com
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Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors. Our firm acts as an Investment Advisor and manages financial assets for our..
Relevance: 15.1509495
  • chesapeakewoodsfinancial.com
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Insurance products are offered through the insurance business Woods Financial. Woods Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM..
Relevance: 15.138733
  • www.rdlewiswealthmanagement.com
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RD Lewis Wealth Management is an independent financial advisory firm that provides investment management services to individuals, families, and businesses. We are the investment advisor of choice to many first responders and public servants providing..
Relevance: 15.12702
  • shetlandwealth.com
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Shetland Financial is a CPA and Registered Investment Advisor serving clients in the Lehigh Valley and across the country... We are a boutique CPA firm and Registered Investment Advisor serving clients in the Lehigh Valley and beyond. We'll create a..
Relevance: 15.123619
  • shetlandwealth.com
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We are a boutique CPA firm and Registered Investment Advisor serving clients in the Lehigh Valley and beyond. We'll create a financial strategy for today and the future that's flexible enough to change along with you, no matter what life brings your..
Relevance: 15.123619
  • tiemanninvestmentadvisors.com
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Tiemann Investment Advisors, LLC is an independent, Registered Investment Adviser based in Menlo Park, California offering expert investment management to private clients. We manage individual portfolios with integrity, academic excellence and..
Relevance: 15.104568
  • capvisionagricommodity.wordpress.com
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Capvision Investment Advisor is an Investment Advisory Company. Capvision Investment Company Provides recommendation in all segment of Market like Capital Market, Commodity Market, Forex Market etc...
Relevance: 15.0979185
  • www.ameritrust.us
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AmeriTrust Capital Management is a fee-only investment advisor dedicated to providing personalized investment advice to individuals and businesses... As your Investment Advisor, we provide strategies to help you reduce taxes, plan for your financial..
Relevance: 15.087825
  • www.socraticbetterwealth.com
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Securities are offered through LPL Financial. Member FINRA/SIPC. Socratic Better Wealth is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered..
Relevance: 15.076191
  • princetonfundadvisors.com
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Princeton Fund Advisors, LLC together with its affiliates, manages approximately $3.4 billion of assets for institutional and private clients worldwide. Princeton Fund Advisors, LLC is a Registered Investment Advisor ("RIA") with the SEC. The firm's..
Relevance: 15.075254
  • cornerstone-ip.com
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Cornerstone is an employee-owned registered investment advisor based in Atlanta, Georgia. Throughout this website, you will become acquainted with the many differentiating aspects of Cornerstone... Learn more about Cornerstone Investment Partners, a..
Relevance: 15.073612
  • strubelim.com
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Strubel Investment Manage, LLC is a fee-only investment advisor registered under the Pennsylvania Securities Act of 1972... We serve both INDIVIDUALS and BUSINESSES. We manage individual, trust, joint, business, and retirement (IRA, Roth, Rollover,..
Relevance: 15.058592
  • www.financialstrategiesnw.com
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At Financial Strategies, it is our mission to create positive outcomes in the lives of those around us... Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Financial Strategies is not..
Relevance: 15.05846
  • jhhwealth.com
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JHH Wealth, LLC. is a financial services company and SEC-Registered Investment Advisor that provides cost-effective yet unique investment solutions to protect and grow wealth. Through direct access communication with senior account managers, best-in-..
Relevance: 15.057979
  • www.lotusment.com
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Lotusment Advisors, LLC is a registered investment advisor in the State of Washington and Texas. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized..
Relevance: 15.043508
  • www.falkerinvestments.com
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FalkerInvestments Inc. is a Registered Investment Advisor, providing investment management services to individuals and businesses...
Relevance: 15.035521
  • www.newwestinvestment.com
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New West Investment Management, Inc., was created to meet investors' needs by combining personal financial service with professional investment results. Founded in 1990 by Peter V. Hedberg, New West is a registered investment advisor that manages..
Relevance: 15.034221
  • www.peakwealth.com
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Peak Wealth Advisors, Inc. ("PWA") is a Registered Investment Advisor ("RIA") registered in the State of California. PWA provides asset management and related services for clients nationally. PWA will file and maintain all applicable licenses as..
Relevance: 15.034217
  • www.cumulareassetmanagement.com
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Because we are a registered investment advisor, we have a fiduciary duty to act in your best interest. On a broader scale, we will act as your financial advocate: objective, caring and committed to help ensure you have adequate resources when you..
Relevance: 15.032628
  • www.bluefp.com
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We are a Private Markets investment advisor supporting Limited Partners in building their Alternative Asset allocations..
Relevance: 15.028588
  • www.gpafund.com
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Home of the Gabriel Private Alpha Fund, an exclusive investment fund from investment advisor Brian Gabriel...
Relevance: 15.005318
  • www.darkhorseadvisor.com
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Darkhorse Advisor LLC. is an independent financial advisory firm in Newport Beach, California. It was founded by Alan Flores, a registered investment advisor with 31 years of financial portfolio management, industry expertise, and market analysis...
Relevance: 15.005
  • www.maverickcap.com
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Maverick Capital, Ltd. is a registered investment advisor managing private investment funds exclusively for qualified investors...
Relevance: 14.999649
  • www.amwealthmgmt.com
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC ). Insurance products are offered through LPL or its licensed affiliates. A&M Wealth Management, LLC is not..
Relevance: 14.9977665
  • theproactiveinvestor.com
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Insurance products are offered through the insurance business The Proactive Investor. The Proactive Investor is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment..
Relevance: 14.996067
  • www.crescentfinancialgroup.com
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Crescent Financial Group is made up of financial advisors serving Lexington, Columbia and Aiken SC. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients... Securities are offered..
Relevance: 14.99553
  • www.joecarter.biz
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Joe Louis Carter, Jr. manages investment advisory accounts as a Registered Investment Advisor licensed in the States of Texas and Alaska..
Relevance: 14.9935665