Activate Wealth is a financial planning firm that provides comprehensive services to working 20s to early 40s. Its services are exclusively fee-based, making it an ideal choice for those looking

needs. You can choose from hourly services, project-based services, or an annual retainer. Tax preparation also available for a competitive fixed fee. Our integrated approach to financial planning ensures that all aspects to provide quality services that put your financial security first. If you have any questions,

Stash Wealth is a Registered Investment Advisor based in New York that helps young professionalsYs™) who are often ignored by traditional financial firms. Stash Wealth offers tailored advice and organize finances, to their signature financial plan, The Stash Plan™ - with fee-only, impartial wealth management. They

At RGA Investment Advisors, we take a straightforward and transparent approach to our fees. We focus on understandingthese goals. Our team of experienced advisors are committed to minimizing fees and taxes, while helping our services that will help our clients reach their financial goals. We take pride in the quality

providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover fiveadvice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation

At Alldredge Fee-Only Wealth Management, we are committed to providing comprehensive and holistic financial planning and management services. Our approach is based on the belief that financial planning is an ongoing process our clients, without taking commissions or referral fees from third parties. This helps us to

Kaufman Financial is an investment firm dedicated to helping clients long term relationships. We provide tailored portfolio design based on each individual's risk tolerance, cash flow experienced advisors are here to simplify the complexities of investing and provide a comprehensive approach to achieving financial

, LLC is a fee-only financial advisory firm based in San Diego, CA. We offer comprehensive financial planning, tax planning is to help our clients make the best financial decisions to reach their goals. We take pride

with a customized financial plan to secure their financial future. We are an independent Registered Investment Advisor and fiduciary any brokerage or insurance company. We provide fee-only services to our clients, based on their individual needs.

to investing. Our approach to investment management is based on the concept that the long term for principal protection. As an independent Registered Investment Advisor, our firm has a fiduciary duty to dedicated to helping our clients achieve their desired financial goals through tailored solutions that meet their

Financial Group, LLC is a boutique financial planning firm based in Austin, Texas. Our team has been providing sound financial other advisors to help achieve the desired results. At Ark Financial we team delivers an array of financial services, from tax reduction strategies that is based on trust and understanding.

Williamson Advisors, an Austin-based accounting firm, provides comprehensive tax, bookkeeping and accounting business reach its full potential both operationally and financially. We understand the unique needs and challenges of

Parsec Financial is a fee-only registered investment advisor with $4.08 billion in assets managed up North Carolina offices an array of investment management, financial planning, tax planning, trust services, and business retirement

wealth management firm based in the Charlotte region. Our team of experienced advisors provide tailored financial advice and planning clients' individual needs. We have been providing quality financial services for many years, and we strive to

is a fiduciary financial planning and investment management company based in Austin, TX, offering virtual meetings for clients , stock options/purchase plans, and other financial needs. Our team of experienced advisors has the necessary skills and

Pie Charts Financial is an independent, fee-only Registered Investment Advisor that specializes in personal financial planning and low-cost investing. Our flat annual fee structure make informed decisions and secure their financial future.

future. These services include Retirement Planning, Financial Planning, Investments, 401k IRAs, Fee Based Planning, and CPA Services. Let us help

Joyn Advisors is a financial wealth management firm based in Atlanta, offering Behavioral Wealth Management for high ensure that clients make sound financial decisions. As of January 2019, Joyn Advisors had $1.38 billion in

Advisors is a fee-only fiduciary registered investment advisor that assists individuals in achieving their financial goals. We provide comprehensive financial

and discuss how we can help. Edward Jones - Financial Advisor: Tiffany L Gough is an investment firm that has a personal approach to financial planning. We college and make smart tax-based investments. Our team of experienced advisors is ready to provide personalized