Pensinger Financial

AIO Fee-Only Financial Planners

At AIO Fee-Only Financial Planners, we offer independent and comprehensive financial planning services without any commissions or product sales. We are committed to fulfilling our fiduciary responsibility to our clients by providing unbiased advice tailored to their individual needs. Our fee is based on the assets we manage and we work with clients from around the world via virtual meetings. Additionally, we specialize in Sustainable, Responsible, Impact Investing and our team often travels to visit non-local clients. Our services include asset management, retirement planning, taxes, estate planning, and impact investing. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

AIO Fee Only Financial

AIO Fee Only Financial is an independent, fee-only financial planning firm that focuses on providing unbiased advice as fiduciaries. They provide comprehensive services such as asset management, retirement planning, taxes, estate planning, and impact investing. Their fee is based on the assets they manage and they work with clients virtually throughout the world. The team at AIO Fee Only Financial often travel to meet non-local clients and specialize in Sustainable, Responsible, Impact Investing. They prioritize their clients' financial well-being and work closely with them to create tailored strategies for their financial goals.

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor based in Houston, Texas. For over three decades, we have been providing individuals, families, and businesses from all over the world with financial guidance. We strive to make our clients’ lives easier by delivering comprehensive financial planning services and creating lasting relationships with them. Our team of Certified Financial Planner™ professionals and advisors are dedicated to helping you reach your financial goals. We use a combination of investment management and holistic planning strategies to craft comprehensive wealth management solutions tailored to your unique needs. With our help, you can make confident decisions about your future.

Define Financial

At Define Financial, we are a fee-only financial advisor based in San Diego, committed to providing professional retirement advice to those who are 10 years away from retirement. Our mission is to help you reduce taxes, make smarter investments, and work towards an enjoyable retirement. We specialize in working with individuals who have saved up at least $1 million or more in investment and retirement assets. We understand that the success of your retirement is too important to be done alone, so our team of certified financial planners are here to help you every step of the way. From investment and asset allocation advice to tax planning and charitable giving, you can trust us to provide unbiased and well informed advice as we are a fiduciary with personal liability should we give you bad advice.

Babylon Wealth Management

Babylon Wealth Management is a fee-only financial advisor located in the San Francisco Financial District. We are dedicated to helping families navigate life transitions through our fiduciary approach to financial planning and investment management. Our team of advisors has the skills and knowledge needed to provide holistic guidance that simplifies and brings clarity to complex financial decisions. We specialize in helping tech professionals and executives with equity compensation, stock options, risk mitigation, and income tax planning. By taking a comprehensive approach to wealth management, we create tailored plans that account for all aspects of one's financial life. Our services include personal financial planning, traditional investment management, tax-smart investing, tax planning, estate planning, and risk management.

Schultz Collins

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).  Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

Avier Wealth Advisors

Avier Wealth Advisors provides financial planning and investment advisory services to individual investors, families and business owners for a fee. We strive to develop strong relationships with our clients based on trust, shared values and effective investment strategies. We are dedicated to helping our clients live a more prosperous life through transparency and clarity of our work. Our services include maximizing corporate benefits, Dimensional Fund Advisors (DFA), women and investing, distribution strategies, concentrated stock positions, fee-only financial planning, investment management, 401(K) and IRA, tax planning, college education planning, stock options, insurance review, and estate planning. The information provided on this page is only for illustration purposes. Everyone's situation is different, so please consult your advisor to decide if the scenarios discussed are appropriate for you. Investment Advisory services are offered by Avier Wealth Advisors. Testimonials on this page have not been compensated for and, to the best of our knowledge, are conflict free.

Good Life Asset Strategies

Good Life Asset Strategies is a financial planning firm based in Fort Worth, Texas, that is dedicated to helping individuals realize their financial goals. Led by fee-only fiduciary advisors Justin and DeWayne Hall, the team is committed to providing personalized and comprehensive services. The firm utilizes a proprietary wealth management process that takes each client's financial objectives and risk tolerance into account to create unique investing, retirement, and business financial strategies. Good Life Asset Strategies strives to provide trustworthiness and expertise, so clients can live their best life.Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.