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Thesis Financial
Katrina Soelter
Founder, Financial Planner
CFP®
Location
Burbank,CA
Compensation
Fee Only
FL Putnam Investment Management
David McPherson
CFP®
Location
Mashpee,MA
Compensation
Fee Only
Gilmore Financial Planning
Elizabeth Gilmore
CFP®, EA
Location
Herndon,VA
Compensation
Fee Only
Hopwood Financial Services, Inc.
Pedrom Sadeghi
Advisor
CFP®
Location
Reston,VA
Compensation
Fee Only
Waverly Advisors, LLC
Robert Simon
Partner, Wealth Advisor
CFP®, AEP, CAP, MSFP
Location
Jacksonville,FL
Compensation
Fee Only
Provident Financial Planning & Investment Management
Gabe Helms
Owner
CFP®, CPA, PFS
Location
Murfreesboro,TN
Compensation
Commission and Fee
Christine Messmer PC
Christine Messmer
President
CFP®
Location
Collegeville,PA
Compensation
Fee Only
Objective Wealth
Dan VanDusen
Principal
CFP®, EA, TPCP®
Location
Phoenix,AZ
Compensation
Fee Only
Compound Planning
Ian Wymore
Principal, Senior Wealth Advisor
CFP®
Location
Erie,CO
Compensation
Fee Only
PG
United Capital Wealth Management
Peter Grogan
Managing Director
CFP®, CLU +1
Location
Buffalo,NY
Compensation
Commission and Fee
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