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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Single-owner practices registered as sole proprietorships.
1,145 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 17 of 17 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| TOM C. NELSON, PHD, CFP(R) PERSONAL FINANCIAL CONSULTANT CRD 145832 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| TOUCHSTONE FINANCIAL PLANNING CRD 132010 | Torrance, CA | Advisory firm Sole prop | — | 1 advisors | Hourly charges | View | |
| TREASURE CHEST FINANCIAL CRD 285517 | Hacienda Heights, CA | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TVM ADVISORS CRD 293588 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges | View | |
| VERE CHAPPELL CRD 145674 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges | View | |
| WATERS, JAMES J. CRD 322885 | — | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAYNE GILBERT & COMPANY CRD 117889 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| WEALTH CREATION ADVISORY CRD 334997 | — | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM | View | |
| WESTERFIELD INVESTMENT MANAGEMENT CRD 171248 | — | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM | View | |
| WHITMORE FINANCIAL PLANNING CRD 135433 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges | View | |
| WILLIAM HENRY YARNALL III CRD 127016 | — | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WILLIAM RUSSELL WELCH CRD 114036 | Houston, TX | Advisory firm Sole prop | — | 1 advisors | REFERRAL FEES | View | |
| WILSON, MARK HENRY CRD 172023 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| WOO, HARRY CRD 342251 | — | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM | View | |
| YAZDANYAR, MEHRNOUSH CRD 167301 | Westlake Village, CA | Advisory firm Sole prop | — | 1 advisors | SOLICITOR FEES | View | |
| ZAPPITELLI FINANCIAL SERVICES CRD 119711 | Concord, OH | Advisory firm Sole prop | — | 1 employees | Commissions | View | |
| ZIMMER FINANCIAL PLANNING CRD 164654 | — | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View |