Advisory firmSole propWebsite listed
SORUNKE WEALTH ADVISORS
AUM
—
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
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
SOUND VIEW FINANCIAL SERVICES
AUM
—
Single-office firm
Fee-Only/Hourly
- DIVORCE FINANCIAL PLANNING
Team
1 advisors
Clients
—
Fees
Hourly charges; Fixed fees
AUM
—
Based in NY
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
AUM
—
Based in RI
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
AUM
—
Based in TX
- SOLICITATION/REFERRAL
Team
1 advisors
Clients
0
Fees
SOLICITATION FEES
Advisory firmSole propWebsite listed
SWEETMONEY
AUM
—
Single-office firm
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
101-250
Fees
Hourly charges
Advisory firmSole propWebsite listed
TAN WEALTH MANAGEMENT
AUM
$0
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
Advisory firmSole propWebsite listed
TECHGEN FINANCIAL
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- Selection of other advisers
- Publication of periodicals
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmSole propWebsite listed
TETSCHNER FINANCIAL SERVICES
AUM
$0
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
Advisory firmSole propWebsite listed
THE CURTIS COMPANY
AUM
—
Single-office firm
- INTRODUCTIONS TO OTHER REGISTERED INVESTMENT ADVISORS.
Team
1 advisors
Clients
—
Fees
FINDER FEES PAID BY OTHER REGISTERED INVESTMENT ADVISORS.
Advisory firmSole propWebsite listed
THE DEAN'S LIST
AUM
—
Single-office firm
Wealth Mgmt
- Portfolio management (individuals)
- Selection of other advisers
- Publication of periodicals
Team
1 advisors
Clients
0
Fees
Fixed fees
Advisory firmSole propWebsite listed
THE FINANCIAL ADVISORY GROUP
AUM
—
Single-office firm
Financial PlanningTrusts & EstatesFee-Only/Hourly
- Financial planning
- FINANCIAL ADVISORY
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
0
Fees
Hourly charges
Advisory firmSole propWebsite listed
TRADE INVESTMENT ANALYSIS GROUP
AUM
—
Single-office firm
Fee-Only/Hourly
- PORTFOLIO REVIEWS
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
AUM
$0
Based in TX
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
TRUEVECTOR WEALTH ADVISORS
AUM
$0
Single-office firm
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
—
Based in IL
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Commissions
Advisory firmSole propWebsite listed
VARN FINANCIAL PLANNING
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- INVESTMENT PORTFOLIO RECOMMENDATION/PORTFOLIO STRATEGY AND OPTIMIZATION
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
VARNEY WEALTH MANAGEMENT
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Hourly charges
AUM
—
Based in IL
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- TAX PLANNING AND PREPARATION
Team
1 advisors
Clients
26-50
Fees
Fixed fees
Advisory firmSole propWebsite listed
VON HAEFEN FINANCIAL MANAGEMENT
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- TAX PREPARATION
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
Advisory firmSole propWebsite listed
W. C. BUCKINGHAM, CPA
AUM
—
Single-office firm
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
AUM
—
Based in IN
Team
—
Clients
—
Fees
Fees not disclosed
Advisory firmSole propWebsite listed
WEALTH ONE ADVISORS
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees