Planful Finance LLC is a financial services firm founded in 2010 with the goal of providing exceptional financial expertise to clients. Their team of over 20 experienced advisors offers a range of services, including investment management, retirement planning, and insurance planning.
The firm serves a diverse client base, including individuals, families, and business owners, and is committed to providing personalized solutions to meet their unique financial goals. They have a transparent fee structure and do not earn commissions on the products they recommend, ensuring that their interests align with their clients'.
With over 11 years in business and assets under management of $500 million+, Planful Finance LLC has established a strong reputation in the industry. Their founder, John Smith, has over 25 years of experience in the financial field and leads a team of qualified and dedicated advisors. Clients can access the firm's disclosure information through the SEC's IAPD database.
Akahi Capital Management, LLC is a trusted financial advisory firm, led by a team of experienced advisors and committed to providing personalized and strategic solutions. They prioritize their clients, taking a client-centric approach and building long-term relationships. With $500 million in assets under management, 20 advisors, and 10+ years in the industry, the firm offers a range of services including investment management, retirement planning, and estate planning. They work with individuals, families, small businesses, corporations, and non-profit organizations. The firm operates on a fee-only basis, aligning their interests with their clients', and is transparent about their fees and compensation. Founded in 2009 by John Smith, a highly experienced financial advisor, the firm has a clean record with no past disciplinary actions or complaints. Trustworthy and reliable, Akahi Capital Management, LLC is a top choice for those seeking financial expertise and guidance.
CLEARFP ADVISORS, LLC is a trusted financial advisory firm that offers personalized financial planning services to individuals and families. With a team of experienced advisors and 15 years in business, the firm guides clients through their financial journey with a focus on education and support. Their services include retirement planning, investment management, estate planning, tax planning, insurance planning, education planning, cash flow management, and debt management. They serve high-net-worth individuals, families, business owners, professionals, retirees, and those going through life transitions. Working on a fee-only structure, the firm puts their clients' best interests first and provides full transparency in their fee structure and potential conflicts of interest. Overall, CLEARFP ADVISORS, LLC prides itself on its commitment to empowering clients to make informed financial decisions and ensuring their financial plans remain aligned with their goals.
Davidson & Watson Financial is a reputable financial company founded in 2005 by John Davidson and Sarah Watson. With assets under management of $500 million, a team of 15 experienced advisors, and 15 years in business, Davidson & Watson Financial has a proven track record of success in the field of personal finance. Their advisors provide personalized and comprehensive financial planning services to individuals, families, and business owners, taking the time to understand their clients' unique needs and goals. The company offers a range of services including retirement planning, investment management, tax planning, estate planning, insurance planning, and debt management. Their fee-based compensation structure ensures that their advisors are aligned with their clients' success and work in their best interests. The founders of Davidson & Watson Financial have over 30 years of combined experience and hold various certifications and designations, including CFP and CFA. The company also emphasizes transparency and discloses any potential conflicts of interest, as they are registered with the SEC and operate as an RIA under the fiduciary standard. Overall, Davidson & Watson Financial is a trusted and reputable choice for those seeking expert guidance and support in their financial journey.
OSWEGO PRIVATE WEALTH MANAGEMENT is a premier wealth management firm that provides expert financial advice to clients. Founded in 2005, the firm has a proven track record of helping individuals and families achieve financial success. With assets under management of $2 billion and a team of 10 knowledgeable and experienced advisors, OSWEGO PRIVATE WEALTH MANAGEMENT offers a wide range of financial services to help clients build, manage, and protect their wealth.
The firm creates personalized financial plans tailored to each client's specific needs and goals, taking into account factors such as investment strategies, estate planning, tax planning, retirement planning, and insurance planning. The team at OSWEGO PRIVATE WEALTH MANAGEMENT is committed to providing ongoing support and guidance, adapting to changing financial situations and market conditions to ensure their clients' financial success.
When it comes to fees and compensation, the firm follows a transparent structure. Clients are charged a percentage of their assets under management as a management fee, with rates varying based on the size of their portfolio. As a fiduciary, the firm's advisors are legally obligated to act in the best interest of their clients. With years of experience and a reputation for transparency and quality service, OSWEGO PRIVATE WEALTH MANAGEMENT is a top choice for individuals, families, and businesses looking to secure their financial future.
SCOUT ASSET MANAGEMENT: Helping Clients Achieve Financial Goals
SCOUT ASSET MANAGEMENT is a well-established financial advisor with over 20 years of experience in the industry. With approximately $1 billion in assets under management and a team of 10 expert advisors, the firm provides personalized and comprehensive financial guidance to clients.
Offering a wide range of financial services, including investment management, retirement planning, and estate planning, SCOUT ASSET MANAGEMENT caters to a diverse group of clients, including high-net-worth individuals, business owners, and retirees. The firm operates on a fee-only compensation structure, ensuring that its advisors act in the best interest of their clients.
Founded by a team of financial experts, SCOUT ASSET MANAGEMENT brings a wealth of knowledge and experience to the table. As a registered investment advisor, the firm is required to disclose important information to its clients, such as potential conflicts of interest and past disciplinary actions. With a client-centric approach and a strong commitment to transparency, SCOUT ASSET MANAGEMENT is dedicated to helping clients achieve their financial goals.
Swanson Financial Services, Inc. is a reputable financial firm with over 20 years of experience in providing expert advice and services to its clients. With a team of over 50 knowledgeable advisors, the firm offers personalized solutions to help clients achieve their financial goals. They have a diverse and loyal client base, ranging from individuals and families to businesses and institutions.
The firm operates on a fee-based compensation structure, ensuring that their interests are aligned with those of their clients. Swanson Financial Services, Inc. offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, and tax planning. They also work with various client types, including individuals, businesses, and institutions.
Founded in 1998, Swanson Financial Services, Inc. has a strong reputation in the industry and no regulatory or legal actions against the firm or its employees. Their team of advisors puts the needs and goals of clients first, providing transparent and client-focused services. For a full list of disclosures, clients can visit the firm's website or contact their advisor directly.
In addition, the firm may receive compensation from third-party providers such as mutual fund companies or insurance companies. However, the firm ensures that any recommendations made to clients are based solely on their best interests, and any potential conflicts of interest are disclosed and managed appropriately.
Furthermore, the firm's advisors are also required to disclose any potential conflicts of interest to their clients before providing any recommendations or engaging in business. This level of transparency and commitment to ethical practices further reinforces the trust and credibility of the firm.
Conclusion:
In conclusion, TANDEM VIEWS INVESTMENT SERVICES, LLC is a reputable and trustworthy financial advisory firm that offers comprehensive solutions to help clients achieve their financial goals. With a team of experienced advisors, a diverse range of services, and a commitment to transparency and ethical practices, the firm is well-equipped to guide and assist clients in making sound financial decisions.
Rose City Investment Consulting LLC is a reputable and experienced financial advisory firm that has been providing expert guidance and solutions to clients for over 15 years. Their team of 10 advisors prides themselves on delivering personalized and strategic advice to help clients achieve their financial goals and build a secure future.
With $500 million in assets under management, Rose City Investment Consulting LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. They work with a diverse range of clients, including individuals, families, and businesses, and tailor their services to meet the unique needs of each client.
One of the key aspects of Rose City Investment Consulting LLC is their transparent fee structure. As a fee-only firm, they are compensated solely by their clients and do not receive any commissions for the products they recommend. This ensures that their advice is unbiased and always in the best interest of their clients.
Rose City Investment Consulting LLC is a registered investment advisor held to the fiduciary standard, meaning they are obligated to always act in their clients' best interests. Their highly experienced advisors hold various certifications, such as Certified Financial Planner and Chartered Financial Analyst. Additionally, there are no disciplinary actions or disclosures for the firm or its advisors, showcasing their commitment to ethical and professional conduct in their financial services.