|
Michael Brocavich
Center For Financial Planning
|
Southfield, MI
|
CFP®
|
11-20 years
|
General financial
|
$250,000 – $1,000,000
|
|
Lisa Kirchenbauer
Omega Wealth Management, LLC
|
Arlington, VA
|
CFP®
|
Greater than 20 years
|
Retirement, general financial
|
No asset requirement, but minimum fees may apply
|
|
Gayle Colman
Colman Knight Advisory Group, LLC
|
Acton, MA
|
CFP®
|
Greater than 20 years
|
Investment, general financial
|
No asset requirement, but minimum fees may apply
|
|
Marguerita Cheng
Blue Ocean Global Wealth
|
Gaithersburg, MD
|
CFP®
|
Greater than 20 years
|
Investment, budgeting/debt
|
No minimum
|
|
Tyson Ray
FORM Wealth Advisors
|
Lake Geneva, WI
|
CFP®
|
Greater than 20 years
|
Retirement, general financial
|
$250,000 – $1,000,000
|
|
John Kvale
J.K. Financial, Inc.
|
Dallas, TX
|
CFP®, CFA*
|
Greater than 20 years
|
Investment, retirement
|
No minimum
|
|
John James Chichester, Jr.
Chichester Financial Group LLC
|
Phoenix, AZ
|
CFP®, CPA, PFS
|
Greater than 20 years
|
Retirement, investment
|
No asset requirement, but minimum fees may apply
|
|
James Lee
Lee Investment Management
|
Saratoga Springs, NY
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
|
Gary Williams
Williams Asset Management
|
Columbia, MD
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
|
Stephen Roth
Limestone Financial Group
|
South Orange, NJ
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
‘s Guides to Financial Planning
|
|
Beth Gallen Mastromarino
Financial Planning Advisors
|
Reading, PA
|
CFP®
|
Greater than 20 years
|
General financial
|
$250,000 – $1,000,000
|
|
|
Bellevue, WA
|
CFP®
|
11-20 years
|
Retirement, tax
|
$250,000 – $1,000,000
|
|
George Clifford Lewis
Carson Wealth
|
Milton, GA
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
|
Derek Lawson
Navigate Financial
|
Suwanee, GA
|
CFP®
|
11-20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
|
Nycole Freer
Eden Financial
|
Aliso Viejo, CA
|
CFP®
|
11-20 years
|
General financial
|
No minimum
|
|
Wendell B. Fuller
Fuller Wealth Advisors, Inc.
|
Midlothian, VA
|
CFP®
|
Greater than 20 years
|
Investment, tax
|
No asset requirement, but minimum fees may apply
|
|
Cheryl Holland
Abacus Planning Group
|
Columbia, SC
|
CFP®
|
Greater than 20 years
|
Retirement, general financial
|
No asset requirement, but minimum fees may apply
|
|
Hannah Szarszewski
Blue Mountain Financial Planning
|
Melissa, TX
|
CFP®
|
6-10 years
|
General financial
|
No minimum
|
|
Rose Pricce
VLP Financial Advisors
|
Vienna, VA
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$1,000,001 – $5,000,000
|
|
Aimee Bauman
Caissa Wealth Strategies
|
Bloomington, MN
|
CFP®, ChFC
|
Greater than 20 years
|
Retirement, estate
|
$1,000,001 – $5,000,000
|
|
Janet Stanzak
Financial Empowerment LLC
|
Chanhassen, MN
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
No minimum
|
|
Daniel M. Yerger
MY Wealth Planners
|
Longmont, CO
|
CFP®, ChFC
|
6-10 years
|
Retirement, investment
|
No asset requirement, but minimum fees may apply
|
|
Aaron W. Clarke
Heritage Financial Wealth Management
|
Ashburn, VA
|
CFP®
|
6-10 years
|
Retirement, tax
|
$250,000 – $1,000,000
|
|
Kelly L. Oliven
William Blair & Company
|
Chicago, IL
|
CFP®, ChFC
|
Greater than 20 years
|
Retirement, estate
|
No minimum
|
|
Inna Rivilis
Sunflower Financial Planning
|
Windham, NH
|
CFP®
|
11-20 years
|
Retirement, investment
|
No asset requirement, but minimum fees may apply
|
|
Crystal Billing
SFMG Wealth Advisors
|
Plano, TX
|
CFP®
|
Greater than 20 years
|
General financial
|
$1,000,001 – $5,000,000
|
|
Andy Baxley
The Planning Center
|
Chicago, IL
|
CFP®
|
6-10 years
|
General financial
|
No minimum
|
|
John Comer
McNellis & Asato
|
Bloomington, MN
|
CFP®
|
Greater than 20 years
|
Retirement, general financial
|
No asset requirement, but minimum fees may apply
|
|
Wes Battle
Financial Advantage Associates
|
Rockville, MD
|
CFP®
|
11-20 years
|
All retirement planning
|
No minimum
|
|
Nathan Burcham
Burcham Advantages, LLC
|
Knoxville, TN
|
CFP®
|
6-10 years
|
Retirement, general financial
|
No minimum
|
|
Mitchell Kraus
Capital Intelligence Associates
|
Santa Monica, CA
|
CFP®, ChFC
|
Greater than 20 years
|
Retirement, general financial
|
No minimum
|
|
Edward Wildermuth
Revolutionary Financial Solutions
|
Carmel, IN
|
CFP®, CPA, ChFC
|
11-20 years
|
General financial
|
No asset requirement, but minimum fees may apply
|
|
Beth Jeter Hrubala
Jeter Hrubala Wealth Strategies
|
Isle of Palms, SC
|
CFP®
|
Greater than 20 years
|
General financial
|
$250,000 – $1,000,000
|
|
Nathan W. Davis
Aspen Wealth Management
|
Fort Price, TX
|
CFP®, CFA
|
11-20 years
|
Investment, general financial
|
$1,000,001 – $5,000,000
|
|
Robert M. Cheney
Westridge Wealth Strategies
|
Winnetka, IL
|
CFP®, CFA
|
Greater than 20 years
|
Retirement, general financial
|
$1,000,001 – $5,000,000
|
|
Jim Shagawat
AdvicePeriod
|
Paramus, NJ
|
CFP®, ChFC
|
Greater than 20 years
|
General financial
|
$1,000,001 – $5,000,000
|
|
Jonathan Robertson
Abacus Planning Group
|
Columbia, SC
|
CFP®
|
11-20 years
|
Retirement, general financial
|
$1,000,001 – $5,000,000
|
|
Brad D. Johnson
Ameriprise Financial
|
Columbus, OH
|
CFP®, ChFC
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
|
Missie Beach
Wiser Wealth Management
|
Marietta, GA
|
CFP®
|
Greater than 20 years
|
General financial
|
No minimum
|
|
Roberta B. Ferguson
Aberdeen Wealth Management LLC
|
Lake Bluff, IL
|
CFP®, CFA
|
Greater than 20 years
|
Investment, retirement
|
$1,000,001 – $5,000,000
|
|
Larry Lytle
Wiser Advisor Group
|
Phoenix, AZ
|
CFP®
|
11-20 years
|
Investment, general financial
|
$1,000,001 – $5,000,000
|
|
Shashin Shah
SFMG Wealth Advisors
|
Dallas, TX
|
CFP®, CFA
|
Greater than 20 years
|
Investment, retirement
|
$1,000,001 – $5,000,000
|
|
Paul Morrone
Nexa Financial Group
|
North Haven, CT
|
CFP®, CPA, PFS
|
11-20 years
|
Investment, tax
|
No asset requirement, but minimum fees may apply
|
|
Tyler A. Gray
SageOak Financial, LLC
|
Tulsa, OK
|
CFP®
|
11-20 years
|
General financial
|
No minimum
|
|
Randall L. Franklin
Franklin Wealth Management Inc
|
Madisonville, KY
|
CFP®, CPA, PFS
|
Greater than 20 years
|
Investment, retirement
|
$1,000,001 – $5,000,000
|
|
Kevin Clark
Highview Advisor Group
|
Columbus, OH
|
CFP®
|
11-20 years
|
Tax, general financial
|
No minimum
|
|
Wealthy Jacobson
Jacobson Wealth Management
|
Napa, CA
|
CFP®
|
Greater than 20 years
|
Retirement, general financial
|
$250,000 – $1,000,000
|
|
Kimberly L. Foss
Mercer Advisors
|
Roseville, CA
|
CFP®
|
Greater than 20 years
|
Investment, general financial
|
$1,000,001 – $5,000,000
|
|
Nayan Lapsiwala
ASPIRIANT LLC
|
San Jose, CA
|
CFP®, CFA
|
11-20 years
|
Retirement, investment
|
$1,000,001 – $5,000,000
|
|
John R. Calvert III
Trapani Calvert Meyer / Northwestern Mutual
|
Los Angeles, CA
|
CFP®, ChFC
|
Greater than 20 years
|
General financial
|
No asset requirement, but minimum fees may apply
|
|
Devin DeLapp
SFMG Wealth Advisors
|
Plano, TX
|
CFP®
|
6-10 years
|
Investment, general financial
|
$1,000,001 – $5,000,000
|
|
Tara Scottino
True North Advisors, LLC
|
McKinney, TX
|
CFP®
|
Greater than 20 years
|
General financial
|
$5,000,001 +
|
|
James “JJ” Williams
Williams Financial, LLC
|
Bennington, VT
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
|
|
Frisco, TX
|
CFP®
|
11-20 years
|
Investment, tax
|
No asset requirement, but minimum fees may apply
|
|
Scott Van Den Berg
Century Management Financial Advisors
|
Austin, TX
|
CFP®, ChFC
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
|
Victor Larsen
Larsen Financial Management, LLC
|
San Antonio, TX
|
CFP®, CPA
|
Greater than 20 years
|
Investment, tax
|
No asset requirement, but minimum fees may apply
|
|
Taylor Steele
Cadent Capital / Raymond James
|
Las Colinas, TX
|
CFP®
|
Greater than 20 years
|
Investment, retirement
|
$1,000,001 – $5,000,000
|
|
Daniel Farid Yasharel
NWF Advisory Group
|
Los Angeles, CA
|
CFP®, ChFC
|
Greater than 20 years
|
Investment, general financial
|
$250,000 – $1,000,000
|
|
Julie E. Hall
Vision Capital Partners
|
Ann Arbor, MI
|
CFP®
|
Greater than 20 years
|
General financial
|
No asset requirement; minimum annual fee may apply
|
|
Laura Addington
Addington Financial Group
|
Winnsboro, TX
|
CFP®
|
Greater than 20 years
|
Investment, retirement
|
No minimum
|
|
Melissa A. Cox
Institutional Securities Corp
|
Dallas, TX
|
CFP®
|
11-20 years
|
Retirement, investment
|
No minimum
|
|
Scott OethScott Oeth
Cahill Financial Advisors
|
Edina, MN
|
CFP®, ChFC
|
Greater than 20 years
|
Retirement, investment
|
No asset requirement, but minimum fees may apply
|
|
John C. Girvin
Fiduciary Wealth Group
|
Dayton, OH
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
|
Mark L. Prendergast
APELLA WEALTH
|
Huntington Beach, CA
|
CFP®, CPA
|
Greater than 20 years
|
Estate, tax
|
$1,000,001 – $5,000,000
|
|
Martin Swiecki
The Valletta Group
|
Northville, MI
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|
|
Peter Jeffrey Christakos
Westfield Wealth Management
|
Cranford, NJ
|
CFP®, CPA, PFS
|
Greater than 20 years
|
Investment, tax
|
$250,000 – $1,000,000
|
|
Heidi Ann Foster
American Wealth Management
|
Reno, NV
|
CFP®
|
Greater than 20 years
|
Investment, tax
|
No minimum
|
|
Paul Romo
Impact Financial Advisors
|
Davis, CA
|
CFP®, ChFC
|
11-20 years
|
Retirement, general financial
|
$250,000 – $1,000,000
|
|
Michael Cooper
Ameriprise Financial LLC
|
NY, NY
|
CFP®, CPA, PFS
|
Greater than 20 years
|
General financial
|
$250,000 – $1,000,000
|
|
|
St. Louis, MO
|
CFA
|
11-20 years
|
Retirement, general financial
|
$1,000,001 – $5,000,000
|
|
Stacy Francis
Francis Financial, Inc.
|
Recent York, NY
|
CFP®
|
Greater than 20 years
|
Tax, general financial
|
$1,000,001 – $5,000,000
|
|
Chase Thomas
SFMG Wealth Advisors
|
Plano, TX
|
CFP®, CPA
|
11-20 years
|
Retirement, investment
|
$1,000,001 – $5,000,000
|
|
Stephen C. Brody
Greenville Financial Advisors
|
Greenville, NC
|
CFP®, ChFC
|
Greater than 20 years
|
Retirement, investment
|
No minimum
|
|
Jason Bottenfield
Steward Partners
|
Dallas, TX
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$1,000,001 – $5,000,000
|
|
Brian T. Houts
Frazier Financial Advisors
|
Upper Arlington, OH
|
CFP®
|
11-20 years
|
Tax, retirement
|
No asset requirement; minimum annual fee may apply
|
|
Gerard Kassouf
Kassouf Wealth Advisors
|
Birmingham, AL
|
CFP®, CPA, PFS
|
Greater than 20 years
|
Tax, general financial
|
No minimum
|
|
Kathy Longo
Flourish Wealth Management
|
Edina, MN
|
CFP®
|
Greater than 20 years
|
Retirement, investment
|
$1,000,001 – $5,000,000
|
|
Elizabeth K. Miller
Summit Place Financial Advisors, LLC
|
Summit, NJ
|
CFP®, CFA
|
Greater than 20 years
|
Investment, general financial
|
$5,000,001 +
|
|
William R. Collins IV
Morgan Stanley
|
Purchase, NY
|
CFP®
|
Greater than 20 years
|
Investment, retirement
|
$1,000,001 – $5,000,000
|
|
Ben Johnson
Gap Financial Services
|
Austin, TX
|
CFP®, ChFC
|
Greater than 20 years
|
Retirement, investment
|
$250,000 – $1,000,000
|