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Ad Astra Financial Planning
Andy Moran
Founder
Series 65
Location
O'Fallon,MO
Compensation
Fee Only
Mercer Advisors
Jaron Carmichael
Partner, Shareholder
CPFA®
Location
Salt Lake City,UT
Compensation
Fee Only
Legacy Consulting Group
Roger Shake
Partner
Registered Life Planner, Certified Financial Transitionist
Location
Plano,TX
Compensation
Commission and Fee
Sorelle Wealth Partners
Susan Jones
Managing Partner
Location
Boca Raton,FL
Compensation
Fee Only
Homrich Berg
Patrick McGonigle
Shareholder
MPAS
Location
Atlanta,GA
Compensation
Fee Only
Rothman Investment Management
Jacob Rothman
Portfolio Manager
Location
ATASCADERO,CA
Compensation
Fee Only
Investment House, LLC
Joanne Mungall
Financial Planner & Investment Manager
Location
San Jose,CA
Compensation
Commission and Fee
Advise Financial LLC
Alonso Rodriguez Segarra
CEO
Location
Boca Raton,FL
Compensation
Fee Only
LPL Financial
James Parks
President and Wealth Advisor
Location
Ridgewood,NJ
Compensation
Commission and Fee
Jacobson Wealth Management, Inc.
Rich Jacobson
President
Location
Napa,CA
Compensation
Commission and Fee
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