AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
Search advisors
Filter by name, location, specialty, or legal structure. All data from public SEC filings.
Single-owner practices registered as sole proprietorships.
1,145 advisers found
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
- Pension consulting
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
AMPORN W. LEININGER, SUMMIT FINANCIAL SERVICES
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- TAX , RETIREMENT, INSURANCE AND ANNUTY PLANNING, SMALL BUSINESS CONSULTING
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
AUM
—
Based in MA
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
- Publication of periodicals
- TAX PREPARATION SERVICES, HOST RADIO SHOW
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
APOGEE WEALTH ADVISORS
AUM
$0
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
AQUARIUS FINANCIAL
AUM
—
Single-office firm
Wealth MgmtFee-Only/Hourly
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
Advisory firmSole propWebsite listed
AQUILA VENTURES LLC
AUM
—
Single-office firm
Wealth MgmtFee-Only/Hourly
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
Advisory firmSole propWebsite listed
ARCADIAN FINANCIAL SERVICES
AUM
—
Single-office firm
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
AUM
—
Based in PR
Team
—
Clients
—
Fees
Fees not disclosed
AUM
—
Based in CA
- Selection of other advisers
- Educational seminars
Team
1 advisors
Clients
—
Fees
SELECTION OF OTHER ADVISORS
Advisory firmSole propWebsite listed
BANCROFT BOOTH CAPITAL ADVISORS
AUM
$0
Single-office firm
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
- Educational seminars
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
Advisory firmSole propWebsite listed
BARRY F.T. BOLKER
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
BAY AREA WEALTH ADVISORS
AUM
$0
Single-office firm
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
AUM
—
Based in CA
Financial Planning
- Financial planning
- HOLDING OUT AS AN INVESTMENT ADVISER
Team
1 advisors
Clients
0
Fees
NO COMPENSATION. HOLDING OUT AS AN INVESTMENT ADVISER
AUM
—
Based in IL
Financial PlanningFee-Only/Hourly
- Financial planning
- Selection of other advisers
Team
—
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
AUM
—
Based in FL
Team
—
Clients
—
Fees
Fees not disclosed
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Subscription fees +1 more
AUM
—
Based in CT
- Selection of other advisers
Team
2 advisors
Clients
—
Fees
SELECTION OF OTHER ADVISERS FEES
Advisory firmSole propWebsite listed
BONANNI, FRANK
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- CONSULTING
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
BOUR GROUP
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- Educational seminars
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
BOYTER FINANCIAL SERVICES
AUM
—
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Educational seminars
Team
1 advisors
Clients
—
Fees
Hourly charges · Fixed fees +1 more
Advisory firmSole propWebsite listed
BROAD BROOK FINANCIAL
AUM
—
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
—
Based in TX
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
AUM
—
Based in WI
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Hourly charges