AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
0
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
Advisory firmSole propWebsite listed
LORDS WEALTH
AUM
—
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Educational seminars
Team
1 advisors
Clients
11-25
Fees
Hourly charges; ONE-TIME PERCENTAGE OF ASSETS UNDER ADVISEMENT
AUM
—
Based in NY
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
51-100
Fees
Hourly charges
Advisory firmSole propWebsite listed
MAB FINANCIAL PLANNING
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
AUM
$0
Based in NV
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
AUM
—
Based in NY
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
AUM
—
Based in NY
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
AUM
—
Based in CA
- EMAIL RESEARCH NOTES ON JAPANESE STOCKS/MARKETS
Team
1 advisors
Clients
—
Fees
Fixed fees
Advisory firmSole propWebsite listed
MARTIN, MARCUS
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
MATTHEW H. LAM, CPA
AUM
$0
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
$600 FOR EACH $100,000 OR PART OF $100,000 OF ASSETS UNDER MGMT
AUM
—
Based in AZ
Financial PlanningFee-Only/Hourly
- Financial planning
- Selection of other advisers
Team
1 advisors
Clients
11-25
Fees
Hourly charges; FEES RECEIVED FROM OTHER INVESTMENT ADVISORY FIRMS
Advisory firmSole propWebsite listed
MICHAEL GARBER FINANCIAL PLANNING
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
MICHAEL J. SCHUSSELE, CPA
AUM
—
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
1-10
Fees
Hourly charges
AUM
—
Based in CA
Wealth Mgmt
- Portfolio management (individuals)
Team
1 advisors
Clients
—
Fees
Percentage of AUM
Advisory firmSole propWebsite listed
MITCHELL FINANCIAL PLANNING
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Hourly charges
Advisory firmSole propWebsite listed
NASIRA FINANCIAL
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- CONSULTING
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
NBC PARDNERS
AUM
—
Single-office firm
- REFERRAL TO OTHER ADVISORS
Team
1 advisors
Clients
—
Fees
SHARE OF ADVISORY FEES
Advisory firmSole propWebsite listed
NEW PHASE FINANCIAL
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
AUM
—
Based in CT
Team
—
Clients
—
Fees
Fees not disclosed
Advisory firmSole propWebsite listed
NISIOTIS, MICHAEL
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- Publication of periodicals
- Educational seminars
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
AUM
—
Based in MA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
PANAGOTACOS, NICHOLAS
AUM
—
Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
AUM
—
Based in TX
Team
—
Clients
—
Fees
Fees not disclosed
Advisory firmSole propWebsite listed
PARENTI WEALTH MANAGEMENT
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- Selection of other advisers
Team
1 advisors
Clients
0
Fees
Hourly charges; SOLICITOR FEES