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1 | Firm Name | First Name | Last Name | Primary Contact Email | Website | How Do You Prefer Prospective Clients to Connect with you? | Do You have a Particular Area of Focus, Niche, etc? | Briefly Describe Your Ideal Client? | Do You Take Financial Fitness Reviews or Other Projects? | What is Your Minimum Open Retainer Fee? | Location | Do you work with people outside your local area? | | |||||||||||||||||
2 | Central Park FInancial Planning | Rob | Friedman | rfriedman@cpfinplan.com | cpfinplan.com | Book an Appointment | (1) People approaching or in retirement, (2) young professionals (can support but do not require moving accounts to my custodian) | Comprehensive financial planning client | Generally No | $5,000 | New York, NY; Westchester County, NY | Yes | ||||||||||||||||||
3 | Values Added Financial | Zach | Teutsch | zach@valuesadded.com | valuesadded.com | We work with charitably-inclined, values-oriented clients, usually progressives. Many are inheritors, some run mission-driven businesses, some have built (and often exited) companies, and others are approaching or retired. | Charitably-inclined people with more money than they need and a desire to have a social impact and do good in their communities, families, etc. | If it's an unusually good niche fit | $6,000 for singles, $8,000 for couples We also have a tiered AUM charge | Washington, DC | Yes | |||||||||||||||||||
4 | Access Financial Planning, LLC | Tricia | Rosen | tricia.rosen@accessfinplan.com | https://accessfinancialplanning.com | Book an Appointment | (1) Individuals and families with equity compensation planning needs (2) socially conscious investors (3) women investors | Individuals and families with equity compensation planning needs, highly concentrated stock positions, and financial goal planning needs | No | $6,000 | Andover, MA | Yes | ||||||||||||||||||
5 | BRIO Financial Planning | Michelle | Morris | michelle@briofp.com | briofp.com | Single women in or nearing retirement | Single woman in or within 5 years of retirement; diligent saver seeking ongoing expert guidance | No | $6,000 | Quincy, MA | Yes | |||||||||||||||||||
6 | Conscious Money Solutions | Steve | Swicegood | steve@consciousmoney.com | consciousmoney.com | Book an Appointment | Individuals or families in our geographic area, including the Texas panhandle, the Oklahoma panhandle, eastern New Mexico, and Southwest Kansas | A small town approach to financial planning | No | $3,000 | Amarillo, TX | Yes | ||||||||||||||||||
7 | Great Path Planning | Chris | Pollard | chris.pollard@greatpathfp.com | https://greatpathfp.com | Book an Appointment | (1) individuals about to retire (2) Business owners doing a sale or exit of the buisiness (internal succession, buying in/out, sale of business) | comprehensive planning with discretionary asset management | no | $10,000 | Goshen, NY | Yes | ||||||||||||||||||
8 | Northern Financial Advisors | Isham | Christine | christinei@nfa1040.com | https://northernfinancialadvisors.com/ | Wholistic Financial Planning | We will take anyone with any amount of debt or income, but ideallly we wilke to work with clients who have a networth of 1-5 million. | no | $7,000 for most new clients, but smaller cleints are taken on fro $2000-3000 | Bloomfield Hills, MI | yes | |||||||||||||||||||
9 | Rand Financial Planning LLC | Marge | Rand | marge@randfinancialplanning.com | RandFinancialPlanning.com | Book an Appointment | People with Christian values who are approaching retirement | Comprehensive FP client, assets > $ 1M, Christian values | No | 5,000 | Flemington, NJ | Yes | ||||||||||||||||||
10 | Trailhead Planners | Bill | Mulvahill | bill@trailheadplanners.com | https://trailheadplanners.com/ | Book an Appointment | Retirees, doctors, executives & tech employees with stock options | Ongoing, comprehensive financial planning clients | No | $6,000 | Portland, OR & Minneapolis, MN | Yes | ||||||||||||||||||
11 | Trailhead Planners | Courtney | Ranstrom | courtney@trailheadplanners.com | https://trailheadplanners.com/ | Book an Appointment | Retirees, doctors, executives & tech employees with stock options | Ongoing, comprehensive financial planning clients, particularly those interested in ESG (Environment, Social, Governance) investing. | No | $6,000 | Portland, OR & Minneapolis, MN | Yes | ||||||||||||||||||
12 | Trailhead Planners | Morgan | Ranstrom | morgan@trailheadplanners.com | https://trailheadplanners.com/ | Book an Appointment | Retirees, doctors, executives & tech employees with stock options | Ongoing, comprehensive financial planning clients | No | $6,000 | Portland, OR & Minneapolis, MN | Yes | ||||||||||||||||||
13 | Tranquil Path Financial Planning | Britta | Koepf | Britta@TranquilFP.com | Tranquifp.com | Book an Appointment | Special Needs Planning | Has a family member with special needs and wants ongoing comprehensive planning | No | $7,000 | Cleveland, OH | Yes | ||||||||||||||||||
14 | True Abundance Advisors | Laura | Rotter | laura@trueabundanceadvisors.com | trueabundanceadvisors.com | Female professionals choosing or forced into career change | A professional woman experiencing change, open to possibility and embracing the journey. A delegator. | No | $5,000 | Westchester County, NY and NYC office. | Yes | |||||||||||||||||||
15 | Verbatim Financial | John | Stoj | john.stoj@verbatimfinancial.com | https://www.verbatimfinancial.com/ | Mid to later stage professionals & business owners, typically Gen X and older Millennials | Folks who know they need help, but have put it off or avoided it because they don't trust financial services salesmen | No | $5,000 | Atlanta, GA | Yes | |||||||||||||||||||
16 | LifeCraft Financial Planning | Miriam | Whiteley | miriam@lifecraftfp.com | www.lifecraftfp.com | Near or in retirement--prepare for and navigate through age-related transitions and lifequakes | Couples and solo women (esp. widows, divorced) who want to live longer better and would value an advocate for their financial wellbeing | No; offer eldercare consulting on hourly bassi | $4,000 | Eugene OR | Yes | |||||||||||||||||||
17 | Enjoy the Ride: Financial + Life Planning | Susan | Einberger | susan@enjoytherideflp.com | www.enjoytherideflp.com | Pre-retires, young families, professionals, clients who can benefit from good tax planning | Individual/couple seeking to expand their financial knowledge and tax wise planning | Occasionally | $5,000 | Boulder, CO | Yes | |||||||||||||||||||
18 | Intera Financial Planners LLC | Liz | Griffiths | liz@interafp.com | www.interafp.com | Women, young professionals, Couples anticipating a major life change | Widowed women (or women who anticipate being alone in the future) who have not dealt with fiances and want a trusted advisor to guide them through this and other life changes. | Occasionally | $7500 and $2,500 for young professionals just starting out. | Cleveland OH | Yes | |||||||||||||||||||
19 | Lake Life Wealth Advisory Group | Patti | Hughes | patti.hughes@lakelifewealthadvisorygroup.com | https://lakelifewealthadvisorygroup.com/ | Student Loans, young high income professionals and people approaching or just starting retirement | Comprehensive financial planning client | Occasionally | $5,000 | Chicago | ||||||||||||||||||||
20 | Magnificent Life Financial Planning | Steve | Hazel | steve@magnificentlifefp.com | www.magnificentlifefp.com | Book an Appointment | Generally, people in transition - recent death, inheritance, retirement, change in employment, change in marital status | Someone who appreciates the value of professional advice with networth in the $500k-$1.5mil range | Occasionally | $5,000 | Tempe, AZ | Yes | ||||||||||||||||||
21 | Mutual Advantage, LLC | John | Einberger | john@mutual-advantage.com | www.mutual-advantage.com | Pre-retires, young families, professionals, clients who can benefit from good tax planning | Individual/couple seeking to expand their financial knowledge and tax wise planning | Occasionally | ||||||||||||||||||||||
22 | Natural Bridges Financial Advisors | Chris | Wentzien | chris@naturalbridgesfa.com | https://naturalbridgesfa.com/ | Book an Appointment | California or Bay Area pre-retirees and retirees looking for tax prep as well as financial planning. | A California/Bay Area couple retiring soon who need tax prep and planning along with ongoing retirement planning. | Occasionally | $10,000 | Santa Cruz, CA | Yes | ||||||||||||||||||
23 | Simply Steward, LLC | Steve | Cruice | steve@simplysteward.com | https://www.simplysteward.com | Book an Appointment | (1) Within 10 years of retirement (2) Christian values, charitable giving, and stewardship are important; may have an interest in BRI (Biblically Responsible Investing) (3) Looking to partner long-term with an advisor | Charitably-inclined and stewardship minded professionals within 10 years of the retirement years. | Occasionally | $6,000.00 | Denver, CO | Yes | ||||||||||||||||||
24 | NorthAvenue Financial Advocates | Kristen | Moosmiller | kristen@northavenuefa.com | http://northavenuefa.com | People that are fired up about changing the status quo. That are interested in working with a team of women advisors. Women. Men looking for a partner their wife will be comfortable with too. Clients that want white glove treatment. Pre-retirees and retirees with investable assets $1M+, and accumulators that are saving $50k+ annually. | Someone that is not hesitant to pay our one transparent fee because they appreciate our team's above and beyond service. | Only for client children and relatives that are not a fit for our inclusive service model. | $7,500 for accumulators and $10,000 for pre-retirees and retirees | Columbus, Ohio and Kansas City, Missouri | Yes | |||||||||||||||||||
25 | Practical Financial Planning | Ken | Robinson | kenneth@p-f-p.com | p-f-p.com | Book an Appointment | Public employees, Mild-Mannered Millionaires™ | Was or is a public employee and wants comprehensive planning. Financially self-sufficient people who we'd enjoy having coffee with. | Only for past clients | $10,000 | Cleveland, OH | Yes | ||||||||||||||||||
26 | A Narrow Road, LLC | Mark | Goetz | markgoetz@anarrowroad.com | www.anarrowroad.com | Pre-retirees; Retirees; looking for value in their source of advice. | Someone who expects to be challenged in their pre-existing ideas of how best to move forward financially. | Yes | $1,200 | Traverse City MI | Yes. I work almost exclusively via remote meetings. I only have 2 clients in the local area. | |||||||||||||||||||
27 | Bluestem Financial Advisors | Jacob | Kuebler | jake@bluestemfa.com | www.bluestemfa.com | Professors and Administrators at research Universities | Professor couples deeply invested in their field, often with side income from authorship, consulting or speaking. Looking for assistance on increasing complexity of their situation and looking to delegate. | Yes | $5,000 | Champaign-Urbana, Illinois | Yes | |||||||||||||||||||
28 | Clarity Financial Planning | Tim | Sullivan | tim@goclarityfinancial.com | www.goclarityfinancial.com | Real estate investors. | Couples who are the stereotypical "millionaire next door" or those people heading in that direction who appreciate our comprehensive approach. Side investments in real estate. | Yes | $4,000 | Columbia, MO | ||||||||||||||||||||
29 | Crescendo Financial Planners | Elizabeth | Buffardi | elizabeth@crescendofinancialplanners.com | www.crescendofinancialplanners.com | Book an Appointment | (1) Pre-retirees & Retirees (2) inheritors (3) people who don't want to do this themselves and value having someone else do it for them. | Someone who appreciates the value of professional, comprehensive advice | Yes | $3,300 | Oak Brook, IL (near Chicago) | Yes | ||||||||||||||||||
30 | Demers Financial Planning | Maureen | Demers | mdemers@demersfinancial.com | www.demersfinancial.com | People within 5 years to retirement, or retired | Cheerful, delegators who understand the value in planning | yes | $9,000 | North Andover MA | yes | |||||||||||||||||||
31 | FivePoints Financial Planning | Andrew | Langdon | andrew@fivepointsplanning.com | https://fivepointsplanning.com/ | (1) New parents (2) Veterinarians | Veterinarian looking to become a practice owner | Yes | 3000 | Peachtree City, GA | Yes | |||||||||||||||||||
32 | Lakeside Financial Planning | Jared | Hoole | jhoole@lakesidefinancialplan.com | www.lakesidefinancialplan.com | Book an Appointment | (1) Households where woman have higher income and manage the finances, (2) Rapid Accumulators in their late 30's / early 40's, (3) Pre-retiree's / early retirees | Households with $500k+ in investable assets or household income greater than $150,000 per year | Yes | $7,500 | Boston, MA & Southern NH | Yes | ||||||||||||||||||
33 | Spencer Financial Planning, LLC | Keith | Spencer | keith@spencerfp.com | https://www.spencerfinancialplanning.com/ | Book an Appointment | (1) People approaching retirement or in retirement, (2) Capital Group employees | Someone who is within 1-5 years of retirement, trying to map out when they can retire; wants to learn and be involved in the process | Yes | $7,000 | Spokane, WA | Yes (primarily WA and CA) | ||||||||||||||||||
34 | wHealth Advisors | Dennis | McNamara | dennis@whealthfa.com | whealthfa.com | Life optimizers (healthy, longevity-focused individuals) and/or Individuals with financial abundance who are interested in reallocating resources (time/energy/money) to areas of life that have not received enough love: often health (mental/physical/emotional), spirituality, relationships, autonomy/purpose, and good ol' rest. | Clients interested in using money for it's highest purpose. Typically $2M+ net worth and philosophically aligned in viewing money as one piece of the overall "wHealth" puzzle - other slices being: health, relationships, autonomy, purpose etc. | Yes | $7,500 | Red Bank, NJ | Yes | |||||||||||||||||||
35 | Focused Up Financial, LLC | Charlie | Horonzy | charlie@focusedupfinancial.com | https://www.focusedupfinancial.com/ | (1) Gen X, Gen Y making over $150K, (2) New families (3) Mental Health professionals | Those who value an on-going relationship and are motivated to get stuff done without constantly being prompted. | Yes - One Time Sessions | $3,000 | Riverside, IL (Chicago) | Yes | |||||||||||||||||||
36 | Essential Financial Strategies | Rorik | Larson | rorik@essentialfinancialstrategies.com | https://essentialfinancialstrategies.com/ | Book an Appointment | 1. Families with Kids 2. Pre and Post Retirees | Folks requiring general financial planning going through a transition and looking for on-going support as they navigate the life change | Yes, Paid first Appt | $3,000 | Palos Heights, IL | Yes | ||||||||||||||||||
37 | Anders Wealth Management | Tina | Anders | tina@anderswealth.com | www.anderswealth.com | retirement planning, building wealth, women | Comprehensive planning and wealth management | |||||||||||||||||||||||
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39 | More Than Your Money, Inc | Jane | Young | info@morethanyourmoney.com | morethanyourmoney.com | People approaching retirement or recently retired, widows, military retirees and corporate executives | On-going comprehensive, $2 million or more in networth. Not do it your selfers, interested in a comfortable, worry free retirement not trying to beat the market with crazy schemes. | YES | $5.000 but my average fee is around $10,000. | Colorado Springs, CO | Yes | |||||||||||||||||||
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