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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

Advisory firmSole propWebsite listed

HANCOCK WEALTH ADVISORY

Culver City, CA

AUM

—

Based in CA
Financial PlanningFee-Only/Hourly
  • Financial planning
  • CONSULTING & TESTING

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

HOLISTIC-SOLUTIONS

AUM

—

Single-office firm
Financial PlanningFee-Only/Hourly
  • Financial planning
  • Educational seminars

Team

1 advisors

Clients

0

Fees

Hourly charges · Fixed fees +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

HUGUENOT FINANCIAL PLANNING

AUM

—

Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

1 advisors

Clients

51-100

Fees

Hourly charges · Subscription fees +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

HUSAMI & ASSOCIATES

Fullerton, CA

AUM

—

Based in CA
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

IKIGAI PLANNING

AUM

$0

Single-office firm
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

JOHN C. GOWER, CFP, EA

AUM

$0

Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmSole propWebsite listed

JOHN FRIEDMAN FINANCIAL

AUM

—

Single-office firm
Financial PlanningFee-Only/Hourly
  • Financial planning
  • Selection of other advisers
  • FINANCIAL HEALTH ADVISORY SERVICES, PORTFOLIO DESIGN SERVICES FOR INDIVIDUALS

Team

1 advisors

Clients

11-25

Fees

Hourly charges; PER-PROJECT FEES

View detailsVisit website
Advisory firmSole propWebsite listed

JSM INVESTMENT MANAGEMENT

AUM

$0

Single-office firm
Wealth MgmtInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

KEITH L. ELIOU, CFP

Pittsburgh, PA

AUM

—

Based in PA
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmSole propWebsite listed

KINKELAAR & ASSOCIATES

Chicago, IL

AUM

—

Based in IL
Financial PlanningTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Educational seminars
  • SMALL BUSINESS CONSULTING

Team

1 advisors

Clients

51-100

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

KOBATA FINANCIAL

Atascadero, CA

AUM

—

Based in CA
Financial PlanningFee-Only/Hourly
  • Financial planning

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

KRAMER FIDUCIARY SERVICES

Pittsburgh, PA

AUM

$0

Based in PA
Financial PlanningFee-Only/Hourly
  • Financial planning
  • Pension consulting
  • Selection of other advisers

Team

1 advisors

Clients

11-25

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

KRYSTAL FORTNER

AUM

—

Single-office firm
Financial PlanningFee-Only/Hourly
  • Financial planning

Team

1 advisors

Clients

26-50

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

LEWIS M. WALLENSKY ASSOCIATES

AUM

—

Single-office firm
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
  • Financial planning
  • Selection of other advisers
  • CONSULTING

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

LI ENTERPRISES

San Francisco, CA

AUM

—

Licensed in CA
CA
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)

Team

0 total employees

Clients

1-10

Fees

SUBSCRIPTION FEE

View detailsVisit website
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