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Victory Independent Planning, LLC
Patrick Huey
Owner & Principal Advisor
CFP® +1
Location
Naples,FL
Compensation
Commission and Fee
IronFjord Wealth Management
James Mayo, CFA, CFP®, EA
Principal
CFP®, CFA®, EA
Location
Lakewood,CO
Compensation
Fee Only
Stockade Wealth Management
Jaime Quinones
CERTIFIED FINANCIAL PLANNER™
CFP®, EA
Location
Marlboro,NJ
Compensation
Commission and Fee
Parkmount Financial Partners
Joseph Boughan
Financial Planner
CFP®
Location
Scituate,MA
Compensation
Fee Only
Lily Ho
CFP®
Location
Dripping Springs,TX
Compensation
Commission and Fee
Woodmont Financial Partners LLC
Paulo Lopes
Founder // Financial Planner
CFP®
Location
Mesa,AZ
Compensation
Fee Only
Palisade Asset Management, llc
Robert Lawson
Principal
CFP®, CPA, MBA
Location
Minneapolis,MN
Compensation
Fee Only
Great River Financial
Josh Wolberg
President and Lead Financial Planner
CFP®, RICP®, MBA
Location
Plymouth,MN
Compensation
Fee Only
Valoria Wealth Management LLC
Maria Castillo Dominguez
CFP®, Enrolled Agent
Location
Hollywood,FL
Compensation
Fee Only
Capstone Wealth Advisors
Jacob Rich
President
CFP®
Location
Indianapolis,IN
Compensation
Fee Only
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