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Glassman Wealth Services
Candace Lee
Vice President and Client Advisor
CFP®, IRS Enrolled Agent (EA)
Location
Vienna,VA
Compensation
Fee Only
Precedent Financial Strategies
Kenneth Klabunde
Founding Principal
CFP® +1
Location
Indianapolis,IN
Compensation
Fee Only
Strateon Intelligent Wealth
Michael Halper
CFP®, CRPC, SE-AWMA, CBDA, CDAA
Location
Simi Valley,CA
Compensation
Fee Only
Legacy Planning Advisors, LLC
Paul Collinson
Member
CFP®, MBA
Location
Arlington,VA
Compensation
Fee Only
Savvy Wealth
Clinton Seefeldt
Financial Planner
CFP®
Location
Carmel,IN
Compensation
Commission and Fee
High Rock Wealth Management
Andrew Van Alstyne Sr.
Founder
CFP®, EA, MBA
Location
Waxhaw,NC
Compensation
Fee Only
Independence Wealth
Eric Nelson
Financial Advisor
CFP® +1
Location
Voorhees,NJ
Compensation
Commission and Fee
Nexa Financial Group
Paul Morrone
Owner and Wealth Manager
CFP®, CPA, PFS
Location
North Haven,CT
Compensation
Fee Only
Armor Investment Advisors, LLC
John Purrington
CFP®
Location
Raleigh,NC
Compensation
Fee Only
Tusk Financial Planning
Kenneth Tucker
CERTIFIED FINANCIAL PLANNER™
CFP®, ChFC®
Location
Saint Augustine,FL
Compensation
Commission and Fee
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