AUM
—
Based in MI
Team
—
Clients
—
Fees
Fees not disclosed
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
PAUL M. WENDEE & ASSOCIATES
AUM
—
Single-office firm
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
AUM
—
Based in MI
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Publication of periodicals
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Subscription fees
Advisory firmSole propWebsite listed
PERSONAL PATH FINANCIAL PLANNING
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
PETER PESIC & CO. ADVISORS
AUM
—
Single-office firm
- Selection of other advisers
Team
1 advisors
Clients
0
Fees
SOLICITOR FEE (TYPICALLY % BASED)
Advisory firmSole propWebsite listed
PETERKOFSKY, ROY
AUM
$0
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
—
Based in PA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
PINECONE FINANCIAL
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
AUM
$0
Based in MA
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
PRIME PERSONAL FINANCE
AUM
—
Single-office firm
Financial Planning
- Financial planning
Team
1 advisors
Clients
0
Fees
Fixed fees
Advisory firmSole propWebsite listed
R. W. STANLEY INVESTMENT PLANNING
AUM
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Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- Pension consulting
- Educational seminars
Team
1 advisors
Clients
51-100
Fees
Hourly charges; PER-PROJECT
Advisory firmSole propWebsite listed
R.E.A.L. COACH
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- Selection of other advisers
- Educational seminars
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
Advisory firmSole propWebsite listed
RANDALL STONE FINANCIAL
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
—
Based in PA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
AUM
—
Based in CA
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
- Educational seminars
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
ROBERT A. JONES
AUM
—
Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
AUM
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Based in IL
Financial PlanningFee-Only/Hourly
- Financial planning
Team
—
Clients
11-25
Fees
Hourly charges
Advisory firmSole propWebsite listed
SAVAGE, TERRY L.
AUM
—
Single-office firm
- Publication of periodicals
- RADIO AND TELEVISION PROGRAMS, SPEAKING ENGAGEMENTS
Team
1 advisors
Clients
—
Fees
FEES FROM MEDIA COMPANIES AND GROUPS
AUM
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Based in WA
Financial PlanningFee-Only/Hourly
- Financial planning
- Educational seminars
Team
1 advisors
Clients
1-10
Fees
Hourly charges
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
- Educational seminars
- TAX PREPARATION
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
SHANNAH L. COMPTON, CFP®, MBA
AUM
—
Single-office firm
- Selection of other advisers
Team
1 advisors
Clients
0
Fees
PERCENTAGE OF ASSETS UNDER THIRD PARTY MANAGEMENT (NOT AUM)
Advisory firmSole propWebsite listed
SHENANDOAH FINANCIAL
AUM
—
Single-office firm
Financial Planning
- Financial planning
- Selection of other advisers
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Commissions
AUM
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Based in MA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
Advisory firmSole propWebsite listed
SIMPLIFIED RETIREMENT
AUM
—
Single-office firm
Financial Planning
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Fixed fees