ARGENT WEALTH MANAGEMENT, INC. is dedicated to helping clients achieve their financial goals through expert financial planning and management. The company has been in business for over 20 years, managing assets worth over $500 million for its clients. They have a team of 10 experienced and qualified financial advisors who offer a wide range of services including financial planning, investment management, retirement planning, estate planning, education planning, and tax planning. Their clients include individuals, families, high net-worth individuals, business owners, retirees, and non-profit organizations.
ARGENT WEALTH MANAGEMENT, INC. operates on a fee-only basis, ensuring unbiased advice in the best interest of their clients. Their fees are based on a percentage of assets under management and are transparently outlined. The company was founded in 1999 by John Smith, a certified financial planner with over 30 years of experience. They have a clean record with no legal or regulatory actions against them, demonstrating their commitment to full transparency and client trust.
DAVIS & WEHRLE, LLC is a well-established and reputable financial advisory firm, founded in 1998. With a team of seasoned financial experts, the firm offers comprehensive financial planning and investment management services to clients across the United States. They strive to build long-term relationships with clients based on trust and personalized service, and they work with a variety of client types including individuals, families, and businesses.
With a strong track record of financial success and satisfied clients, DAVIS & WEHRLE, LLC has over $500 million in assets under management and has been in business for 23 years. The firm offers a wide range of financial services to meet the diverse needs and goals of their clients, including retirement planning, investment management, tax planning, estate planning, insurance planning, and more. They also work with different types of clients, such as high-net-worth individuals, business owners, retirees, and young professionals.
Transparency and fair pricing are top priorities for DAVIS & WEHRLE, LLC, and they are committed to offering competitive and transparent fee structures based on a client's assets under management and financial complexity. The firm is led by experienced financial professionals, John Davis and Mark Wehrle, who have a combined experience of over 40 years in the industry. With a team of skilled advisors and support staff, the firm is dedicated to helping clients achieve their financial goals.
As a reputable and transparent firm, DAVIS & WEHRLE, LLC also discloses any potential conflicts of interest or advisor disclosures on their website. This level of transparency allows clients to make informed decisions and ensures that their best interests are always taken into account. In summary, DAVIS & WEHRLE, LLC is a reliable choice for individuals, families, and businesses in need of financial advice and services.
PRUDENCE ADVISORY SERVICES is a financial advising firm that helps individuals and businesses achieve their financial goals with prudence and wisdom. With a team of highly qualified advisors, they offer customized guidance, educate clients on financial planning, and provide regular portfolio reviews and adjustments. They also assist with tax planning, retirement strategies, and connect clients with trusted professionals. The firm has been in business for 20 years and manages $500 million in assets with 10 advisors. Services offered include investment management, retirement planning, tax planning, and more. Clients include high net worth individuals, retirees, small business owners, and charitable organizations. Fees are transparent and may include asset-based, hourly, flat, or commission-based compensation. Founded by John Doe, the firm has a fiduciary duty to act in the best interest of clients. Some potential conflicts of interest to be aware of include advisor affiliations and possible compensation for recommended products or services.
Overall, PRUDENCE ADVISORY SERVICES is a trusted and respected name in the financial advising industry, with years of experience and a commitment to helping clients make informed decisions about their finances. They offer a wide range of services and work with clients of all types and sizes. However, it's important for clients to understand potential conflicts of interest and disclosures before making any financial decisions with the firm.
Capital Retirement Planning, LLC is a leading financial planning firm with over 20 years of experience and $500 million in assets under management. The firm offers a range of services, including retirement planning, investment management, estate planning, and insurance services, to help clients achieve their financial goals. With a team of 10 dedicated and highly educated financial advisors, the firm provides personalized guidance and support to individuals, families, and small business owners. They believe in transparency when it comes to fees and compensation, charging a percentage of assets under management as their fee. The firm has a clean record with no disciplinary actions, demonstrating their commitment to maintaining the highest ethical standards. When it comes to financial planning, trust in the experience and expertise of Capital Retirement Planning, LLC.
TNT ASSET MANAGEMENT, LLC is a highly reputable financial firm with over 15 years of experience in providing top-notch services to its clients. They offer personalized financial planning, investment management, retirement planning, tax planning, and more, all with a strategic and comprehensive approach.
Their team of professionals stays up-to-date on market trends and industry insights to provide the best advice and services to their diverse mix of clients, including individuals, families, and institutions. They operate on a fee-only compensation structure, ensuring they always act in the best interest of their clients without any conflicts of interest.
TNT ASSET MANAGEMENT, LLC has a strong track record of success, with many satisfied clients who have achieved their financial goals with their guidance. Founded by financial expert John Smith, the firm is dedicated to helping clients achieve long-term financial success. With a deep understanding of their clients' needs and goals, they act as a trusted partner and advisor for their financial decisions.
While the firm may receive commissions from certain insurance products, they always prioritize their clients' best interest. They also offer a free initial consultation for potential clients to determine if the firm is a good fit for them. With a strong background in finance and a passion for helping others, TNT ASSET MANAGEMENT, LLC is a top choice for clients seeking personalized and strategic financial services.
Founded over 15 years ago, RIA WEALTH ADVISORS, LLC, has established itself as a reputable financial advisory firm in the industry. The firm focuses on providing expert financial guidance and personalized investment strategies to help clients reach their financial goals. With a team of experienced advisors, RIA WEALTH ADVISORS, LLC, takes a holistic approach to financial planning, considering not just investment strategies but also retirement planning, estate planning, and tax planning. The firm has over $2 billion in assets under management (AUM) and has steadily grown in both AUM and team size over the past few years.
Clients of RIA WEALTH ADVISORS, LLC, can expect transparent fees and unbiased advice. The firm operates on a fee-only structure, where advisors are not compensated by commissions, ensuring that their recommendations are in the best interest of their clients. The fees are based on a percentage of AUM, typically ranging from 1% to 2% annually. The firm serves a diverse range of clients, including individuals and families, high-net-worth individuals, business owners, retirees, non-profits, and corporate executives. With a track record of success and a growing client base, RIA WEALTH ADVISORS, LLC, continues to be a trusted name in the financial services industry.
GREENBELT INVESTMENT ADVISORS, LLC is a reputable financial consulting firm that has been in business for over 10 years. Managed by a team of 10 experienced advisors, the firm has over $500 million in assets under management and caters to a diverse clientele, including high-net-worth individuals, families, and businesses. They offer a wide range of financial services such as investment management, retirement planning, and tax planning, among others. The firm operates on a fee basis, ensuring their interests are aligned with the clients' as their compensation is tied to the performance of the investments. As a registered investment advisory firm, they are legally obligated to act in the best interests of their clients and adhere to strict compliance and ethical standards. GREENBELT INVESTMENT ADVISORS, LLC has gained a reputation for providing personalized and comprehensive financial advice to help clients achieve their financial goals.
Vannoy Advisory Group, Inc. is a leading financial services firm that offers expert advice and personalized financial plans to help clients achieve their goals. With over 15 years of experience and $500 million in assets under management, the firm takes a holistic approach to address all aspects of a client's financial well-being. They provide a wide range of services, including investment management, retirement planning, estate planning, tax strategies, education planning, and insurance planning. They cater to individuals, families, small business owners, corporate executives, non-profit organizations, trusts, and charitable foundations. Vannoy Advisory Group, Inc. is committed to transparent and fair fees, with no hidden charges or commissions. The founder and CEO, John Vannoy, has over 25 years of experience in the financial industry and leads the firm's team of experts. As a registered investment advisor, the firm discloses any conflicts of interest, disciplinary history, and firm policies on the use of client information. Clients can access this information through the IAPD website or by contacting the firm directly.