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Savant Wealth Management
Jasen Wallace
Certified Financial Planner™ Professional
Location
Austin,TX
Compensation
Commission and Fee
CSG Financial
Shane Galante
Location
Dover,DE
Compensation
Fee Only
Basso Capital Management
Rohan Nayak
Senior Wealth Manager
Location
Pleasanton,CA
Compensation
Fee Only
McCaskill Financial
Scott McCaskill
President
Registered Financial Consultant (RFC)
Location
Frederick,MD
Compensation
Commission and Fee
Intelligent Capitalworks
Charles Rossi
Wealth Advisor, Portfolio Manager, Shareholder
Certified Trust and Fiduciary Advisor (CTFA), Chartered Advisor in Philanthropy® (CAP®)
Location
Scottsdale,AZ
Compensation
Fee Only
FinPlannerCFP
Robert Hernandez
CFP
Enrolled Agent (EA)
Location
Astoria,NY
Compensation
Commission and Fee
Financial Compass
Robert Davis
Wealth Manager
Location
Eden Prairie,MN
Compensation
Fee Only
Grounded Financial Planning
Will King
Owner / Financial Planner
Location
Jackson,TN
Compensation
Commission and Fee
Private Ocean
Stephen Kepler
Location
San Rafael,CA
Compensation
Fee Only
FORUM Private Client Group
Derek Sanders
CFP®
Location
Fishers,IN
Compensation
Fee Only
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