| Listing Name |
Firm |
City & Contact Info |
Credentials, Certifcations and Degrees |
Minimum Portfolio |
Association(s) |
Assets Managed |
Yrs Exp |
Fee and/or Commission Based |
| Alabama |
|
Dyken, Jason Dr. |
Dyken Wealth Strategies |
Gulf Shores•(251) 955-2827 jason@dykenwealthstrategies.com www.dykenwealthstrategies.com |
MBA, MD |
$250K |
FPA |
N/A |
13 |
Fee and Commission Based |
|
Welch, Stewart H. III
|
The Welch Group, LLC. |
Birmingham (205) 879-5001
stewart@welchgroup.com www.welchgroup.com |
AEP, CFP® |
$1M |
FPA |
$630 |
33 |
Fee Only |
| Arizona |
|
Bonnett, Mark A |
North Star Resource Group |
Phoenix (602) 224-5366
mark.bonnett@northstarf nancial.com
www.northstarf nancial.com |
None |
$50K |
None |
$50M |
16 |
Fee Based |
| California |
|
Kallinowski, Joseph E. |
Thomas Wirig Doll |
Walnut Creek (925) 939-2500
joe@twdadvisors.com www.twdadvisors.com |
CPA, PFS |
$500K |
AICPA |
$1B |
25 |
Fee Only |
|
Leininger,
Steven E. |
Thomas Wirig Doll |
Walnut Creek (925) 939-2500
steve@twdadvisors.com www.twdadvisors.com |
CPA, PFS |
$500K |
AICPA |
$1B |
20 |
Fee Only |
|
McNeely,
Timothy J. |
McNeely Financial
Strategies LLC |
Northridge tim@mcneelyfs.com mcneelyfs.com |
CFP®,
CIMA® |
Flexible |
FSI |
$85M |
13 |
Fee Based |
|
Oliver, Barry. |
Thomas Wirig Doll |
Walnut Creek (925) 939-2500
barry@twdadvisors.com www.twdadvisors.com |
CPA, PFS |
$500K |
AICPA |
$1B |
28 |
Fee Only |
|
Wirig, Jay W. |
Thomas Wirig Doll |
Walnut Creek (925) 939-2500
jay@twdadvisors.com www.twdadvisors.com |
CPA, PFS |
$500K |
AICPA |
$1B |
35 |
Fee Only |
|
Zirbes, Thomas |
North Star Resource
Group |
San Mateo tomz@thomasz.com |
None |
Flexible |
MDRT, NAIFA |
$28M+ |
25 |
Fee and
Commission
Based |
| Colorado |
|
Carnick, Craig Evans |
Carnick & Kubik |
Colorado Springs (719) 579-8000
www.DentistAdvisory.com |
CFP® |
No
Minimum |
FPA, NAPFA |
N/A |
35 |
Fee Only |
|
Hernandez, Clarisa |
North Star Resource
Group |
clarisa.hernandez@northstarý nancial.com |
CFP® |
No
Minimum |
FPA, MDRT,
NAIFA |
N/A |
8 |
Fee Based |
|
Javer, Joel B. |
Sharkey, Howes & Javer |
Denver (303)-639-5100 joel@shwj.com |
CFP®,
CLU® |
No
Minimum |
FPA, MDRT |
$575M |
30 |
Fee Only |
|
White, Herb |
Life Certain Wealth
Strategies |
Greenwood Village hwhite@lifecertain.com
www.lifecertain.com |
CFP®,
ChFC®,
CLU®,
MBA, RFC |
$250K |
NAIFA, FPA,
MDRT |
$100M |
16 |
Fee Based |
| Connecticut |
|
Lincoln, David J. |
MONECO |
Fairý eld (203) 319-3550 |
CFP®,
ChFC®,
CLU®,
MSFS |
Flexible |
None |
$101K |
39 |
Fee Based |
| Delaware |
|
Hagerman,
Jason Wm. |
Diamond State Financial
Group |
Newark Jason.hagerman@dsfg.com
www.dsfg.com |
AIF®, CFP® |
$100K |
MDRT, NAIFA |
$60M |
16 |
Fee Based |
| Florida |
|
Katz, David I. |
Ameriprise Financial |
Boca Raton www.ameripriseadvisors.com |
AAMS®,
AIF® |
$1M |
FPA, FSI |
$120M |
21 |
Fee and
Commission
Based |
|
Ruggie, Thomas H. |
Ruggie Wealth
Management |
Tavares (352) 343-2700 truggie@ruggiewealth.com
ruggiewealth.com |
CFP®,
ChFC® |
Flexible |
None |
$439M |
22+ |
Fee Based |
|
Sokalsky, Eliot |
Doctors Asset Group |
www.doctorsassetgroup.com |
None |
Flexible |
None |
N/A |
10 |
Commission
Based |
| Georgia |
|
Hockett, Robert S. |
Cambridge Wealth
Counsel |
Georgia (770) 506-7377 robert@cwcounsel.com
www.cwcounsel.com |
CFP® |
$1M |
FPA, NAPFA,
NATP |
$175M |
21 |
Fee Only |
|
Kaplan, Barry H. |
Cambridge Wealth
Counsel |
Atlanta (678) 833-1110 barry@cwcounsel.com
www.cwcounsel.com |
CFP®, DDS,
EA |
$1M |
FPA, NAPFA,
NATP |
$95M |
14+ |
Fee Only |
| Illinois |
|
Hessel, Clay |
GCG Financial, Inc |
Bannockburn (847) 457-3098
clay.hessel@gcgf nancial.com
www.gcgf nancial.com |
None |
$50K |
MDRT, NAIFA |
$30M |
20 |
Fee Based |
|
Paulsen, Kevin |
GreatLight Fee Only
Advisors, LLC |
Evanston www.greatlightadvisors.com |
CFP® |
No
Minimum |
FPA, NAPFA |
$34M |
7 |
Fee Only |
|
Wimbiscus, John W. |
Trinity Financial
Advisors, LLC |
Chicago (312) 245-1300
john.wimbiscus@tfa-llc.com www.tfa-llc.com |
CFA®, MBA |
$500K |
FPA, NAPFA,
AICPA |
$178M |
30 |
Fee Only |
| Indiana |
|
Dekruyter, Todd |
TLarson Financial |
Indianapolis (317) 567-2400
todd.dekruyter@larsonf nancial.com |
RFC |
Physicians
Only |
FPA |
$22M |
6 |
Fee Based |
|
DeWald, Joe |
Wealth Advisors Group |
Fort Wayne (260) 619-3100
info@wealthag.com www.wealthag.com |
CFP® |
$250K |
FPA, FSI |
$260M |
15 |
Fee Based |
|
Galecki, Greg |
Galecki Financial
Management, Inc |
Ft. Wayne (260) 436-8525
greg@galecki.com www.galecki.com |
CFP® |
$500K |
FPA, NAPFA |
$375M |
27 |
Fee Only |
|
Martin, Thomas |
Larson Financial |
Fort Wayne (260) 436-9600
tom.martin@larsonf nancial.com |
AIF®, CFP®,
CPWA |
Physicians
Only |
FPA, IMCA |
$142M |
14 |
Fee Based |
|
McArdle, Brady |
Galecki Financial
Management, Inc. |
Ft. Wayne (260) 436-8525
brady@galecki.com www.galecki.com |
CFP® |
$500K |
None |
$375M |
18 |
Fee Only |
|
Whicker, Seth |
SYM Financial Advisors |
Fort Wayne (800) 888-7968
swhicker@sym.com www.sym.com |
CFP® |
$300K |
FPA |
$1.5B |
22 |
Fee Based |
| Iowa |
|
Friedow, Forrest |
Larson Financial |
Oak Brook (866) 569-2450
forrest.friedow@larsonf nancial.com |
None |
Physicians
Only |
FPA |
$21M |
13 |
Fee Based |
| Louisiana |
|
Thompson, J., Ryan |
Thompson Financial |
Shreveport (318) 841-0247
jrthompson1@louisiana.nef.com |
CFP®,
ChFC® |
$100K |
FPA, MDRT,
NAIFA |
N/A |
14+ |
Fee and
Commission
Based |
| Maryland |
|
Cohen, Len |
CF Services Group, Inc. |
Gaithersburg (301) 963-8820
len@cfservicesgroup.com |
AEP, CFP®,
CLU® |
$500K |
FPA, FSI, SFSP |
N/A |
32 |
Fee Based |
|
Thompson, Mary |
FAI Wealth
Management |
Columbia (410) 715-9200 www.investfai.com |
CFP® |
$500K |
FPA, NAPFA |
$68M |
5 |
Fee Only |
| Massachusetts |
|
Herlihy, Michaela |
Beacon Financial
Planning, Inc |
Hyannis (508) 790-7039
michaela@beaconf nancialplanning.com
www.beaconf nancialplanning.com |
CFP® |
Flexible |
FPA |
$198M |
9 |
Fee Only |
|
Herlihy, Walter |
Beacon Financial
Planning, Inc |
South Easton (508) 230-3588
walter@beaconf nancialplanning.com
www.beaconf nancialplanning.com |
CFP®,
CHFC®,
CLU® |
Flexible |
FPA, NAPFA,
SFSP |
$198M |
27 |
Fee Only |
| Michigan |
|
Zhang, Charles |
Zhang Financial |
Portage (888) 777-0126
charles.zhang@zhangf nancial.com
www.zhangf nancial.com |
CFP®,
CHFC®,
CLU®MBA |
$250K |
FPA, NAPFA |
$1.5B+ |
22+ |
Fee Only |
| Minnesota |
|
Gifford, Marshall W. |
North Star Resource
Group |
Minneapolis (612) 617-6119
mgifford@northstarf nancial.com
www.northstarf nancial.com |
CHFC®,
CLU® |
Flexible |
MDRT, NAIFA |
$120M |
20 |
Fee Based |
|
Greenwald, Joel |
Greenwald Wealth
Management |
St. Louis Park www.joelgreenwald.com |
AIF®,
CFP®, MD |
No
Minimum |
FPA |
$91M |
16 |
Fee Based |
| North Carolina |
|
Lichtenberger, Damon |
North Star Resource
Group |
Durham damon.lichtenberger@northstarý nancial.com
www.northstarf nancial.com |
None |
Flexible |
MDRT, NAIFA |
$30M |
11 |
Fee Based |
| Nebraska |
|
Stark, Todd J. |
UBS Financial Services |
Lincoln (402) 328-2072 todd.stark@ubs.com
http://www.ubs.com/branch/lincoln6z |
CFP® |
$250K |
None |
$250M |
16 |
Fee Based |
| Nevada |
|
Blum, Sidney A. |
GreatLight Fee Only
Advisors, LLC |
Las Vegas (877) 333-1197 sidb@glfoa.com
www.greatlightadvisors.com |
CFP®,
ChFC®,
CPA, PFS |
$300K |
FPA, NAPFA,
AICPA |
$34M |
30 |
Fee Only |
| New Hampshire |
|
Goodwin, Thomas |
Financial Focus, Inc. |
Wolfeboro (603) 569-1994 tom@yourý nancialfocus.com
www.yourf nancialfocus.com |
CFP®, EA |
Flexible |
NAPFA, NATP |
$166M |
16 |
Fee Only |
|
Mayes, David T. |
Mackensen & Company
Inc. |
Hampton (603) 926-1775
david.mayes@mackensen.com www.mackensen.com |
CFP®, EA |
No
Minimum |
NAPFA |
$130M |
12 |
Fee Only |
| New Jersey |
|
Kaye, Steven W. |
AEPG Wealth Strategies |
Warren (908) 757-5600 skaye@aepg.com
www.aepg.com |
AAMS®,
AIF®, CFP®,
ChFC®,
CLU® |
$750K |
FPA, SFSP |
$768M |
31 |
Fee Only |
|
Schapiro, Ken. |
Condor Capital
Management |
Martinsville (732) 356-7323
info@condorcapital.com www.condorcapital.com |
CFA® |
$250K |
CFA Institute |
$734M |
25 |
Fee Only |
|
Slater, Brian |
Condor Capital
Management |
Martinsville (732) 356-7323
info@condorcapital.com www.condorcapital.com |
None |
$250K |
None |
$734M |
17 |
Fee Only |
| New York |
|
Altfest, Lewis J. |
Altfest Personal
Wealth Management |
New York (212) 406-0850
inquiry@altfest.com www.altfest.com |
CFA®,
CFP®, CPA,
MBA, PFS,
Ph.D |
$1M |
FPA, NAPFA,
AICPA, CFA
Institute |
$1.1B |
31 |
Fee Only |
|
Hajdari, Zaim |
Raymond James
Financial |
New York (212) 883-4048
Zaim.hajdari@raymondjames.com
www.thehajdarigroup.com |
CRPC |
$500K |
None |
$300M |
20 |
Fee Only |
Ohio |
|
Chasnoff, Michael J. |
Truepoint Inc. |
Cincinnati (513) 792-6648 m.chasnoff@truepointinc.com
www.truepointcapital.com |
CFP® |
$500K |
FPA, NAPFA |
$1.5B |
28 |
Fee Only |
|
Hamilton, R. Matthew |
Hamilton Capital
Management, Inc |
Columbus http://www.hamiltoncapital.com |
CFP® |
Flexible |
FPA |
$1.28B |
30 |
Fee Only |
|
Leuby, William A. |
Hamilton Capital
Management, Inc |
Columbus http://www.hamiltoncapital.com |
CFP®, CPA,
JD |
Flexible |
None |
$1.28B |
30 |
Fee Only |
|
Loftus, Doug |
Wealth Dimensions
Group |
Cincinnati (513) 554-6000 dloftus@wealthdimensions.com
www.wealthdimensions.com |
AIF®, CFP® |
$500K |
None |
$350M |
30 |
Fee Only |
|
Sutliff, Brian |
Summit Financial
Strategies, Inc |
Columbus (614) 885-1115
brian@summitý n.com www.summitý n.com |
CFP®,
ChFC®,
MSFP |
$300K |
NAPFA |
$812M |
21 |
Fee Only |
|
Welsh, Eugene E. |
Professional
Management, Inc |
Strongsville (440) 572-5522
genew@professionalmanagementinc.com
www.professionalmanagementinc.com |
CPA, PFS |
Flexible |
AICPA |
$100M |
30 |
Fee Based |
| Pennsylvania |
|
DeMuth, Donald L. |
Mighty Oak Strong
America Investment
Company |
investwithmosaic.com |
CFA®,
CHBC, CPA,
MBA, PFS |
$100K |
NAPFA, AICPA,
CFA Institute,
NSCHBC |
$80M |
10+ |
Fee Only |
|
Holtzman, James J. |
Legend Financial
Advisors, Inc. |
Pittsburgh (412) 635-9210
www.legend-ý nancial.com |
CFP®, CPA |
$1M |
FPA, AICPA |
$340M |
18 |
Fee Only |
|
Pearson, Diane M. |
Legend Financial
Advisors, Inc. |
Pittsburgh (412) 635-9210
www.legend-ý nancial.com |
CFP® |
$1M |
FPA, AICPA |
$340M |
25 |
Fee Only |
|
Sklencar, John M. |
Physicians Private
Client Group |
Plymouth Meeting info@physicianswealthadvisor.com www.physicianswealthadvisor.com |
ChFC® |
$1M |
FPA, FSI |
$50M |
25 |
Fee Based |
|
Stanasolovich,
Louis P. |
Legend Financial
Advisors, Inc. |
Pittsburgh (412) 635-9210
www.legend-ý nancial.com |
CFP® |
$1M |
FPA, AICPA |
$340M |
33 |
Fee Only |
| South Carolina |
|
Brown, Brian M. |
Commonwealth
Financial Group |
Daniel Island (843) 884-4545
brian.brown@commonwealthfg.com
www.commonwealthfg.com |
JD |
Flexible |
FPA, MDRT |
$10M |
4 |
Fee Based |
|
Pavia, Nicholas C. |
Commonwealth
Financial Group |
Daniel Island (843) 884-4545
nick.pavia@commonwealthfg.com
www.commonwealthfg.com |
None |
Flexible |
FPA, MDRT |
$10M |
9 |
Fee Based |
| Tennessee |
|
Howard Jr.,
William B. |
William Howard & Co.
Financial Advisors, Inc |
Memphis (901) 761-5068
jbcarmichael@whcfa.com www.whcfa.com |
CFP®,
CHFC® |
$500K |
FPA |
$144M+ |
34 |
Fee Only |
| Texas |
|
Lugar, Steven M. |
Beaird Harris Wealth
Management, Inc. |
Dallas 972-503-1040 stevel@bh-co.com
www.bh-co.com |
CFP® |
$500K |
FPA |
$671M |
32 |
Fee Only |
|
McDuffee, Shaun |
North Star
Consultants |
Austin (512)610-4050
shaun.mcduffee@northstarf nancial.com
www.northstarf nancial.com |
AEP, ChFC®,
CLU®,
CEPA, RFC |
No
Minimum |
FPA, NAPFA,
IARFC, MDRT,
NAIFA |
$50M+ |
25 |
Fee Based |
|
Molldrerm, Craig |
North Star Consultants
Of Texas |
Dallas (612)-617-6019
craig.molldrem@northstarf nancial.com
www.northstarf nancial.com |
CEPA, CFP®,
ChFC®,
CLU® |
No
Minimum |
MDRT, NAIFA |
$30M |
12 |
Fee Based |
| Utah |
|
Hockett, Robert S. |
Cambridge Wealth
Counsel |
Salt Lake City (801) 783-2241
robert@cwcounsel.com www.cwcounsel.com |
CFP® |
$1M |
FPA, NAPFA,
NATP |
$175M |
21 |
Fee Only |
| Virginia |
|
Joyce, Michael |
Joyce Payne Partners |
Richmond www.joycepaynepartners.com |
CFA®,
CFP®, MBA |
Flexible |
NAPFA, CFA
Institute |
$540M |
31 |
Fee Only |
| Washington |
|
Stapp, Gregory T. |
Stapp Financial
Planning, PLLC |
Olympia (855) 872-3159 gstapp@stappý nancial.com
www.stappf nancial.com |
CFP®, CPA |
$100K |
NAPFA, AICPA,
NATP |
$52M |
24 |
Fee Only |
| Wisconsin |
|
Goihl, Matthew |
SJA Financial Advisory |
Menomonee Falls (414)-390-1491
mattgoihl@sattell.com www.unbiasedfeeonly.com |
ADPA, CFP® |
No
Minimum |
NAPFA |
$100M+ |
21 |
Fee Only |
|
| |
|