Wilson Financial Group, LLC was founded in 2005 by John Wilson, an experienced financial advisor with a deep understanding of the industry. With a vision to help individuals and businesses achieve financial success, John set up the firm with a team of expert advisors who shared the same passion and commitment. Over the years, the firm has grown to become a leading financial advisory firm, managing over $2 billion in assets. Their success can be attributed to their personalized approach, expertise, and commitment to providing top-notch financial advice and services to their clients.
The advisors at Wilson Financial Group, LLC have diverse backgrounds and specialties, allowing them to provide a wide range of financial services to their clients. They stay up-to-date with the latest market trends and continuously educate themselves to better serve their clients. The firm's client-centric approach has earned them a loyal client base, and they continue to build long-term relationships with their clients based on trust and transparency. With a proven track record and a team of dedicated advisors, Wilson Financial Group, LLC is a reputable and reliable partner in helping individuals and businesses achieve their financial goals.
Capital Research Advisors, LLC is a financial advisory firm that offers personalized financial advice and solutions to their clients. With 10 advisors and over 15 years in business, they have amassed a sizable assets under management (AUM) of over $500 million. The firm takes a holistic approach to financial planning, considering a client's goals, risk tolerance, and overall financial situation to create a personalized plan. They also provide ongoing support and communication to ensure clients stay on track towards their financial goals.
The services offered by Capital Research Advisors include financial planning, investment management, tax planning and preparation, estate planning, retirement planning, and risk management and insurance. Their client base mainly consists of high net worth individuals, retirees, small business owners, and families.
In terms of fees and compensation, the firm charges a percentage of AUM as their main form of compensation, with the potential for flat fees and commissions for selling certain financial products. They have a clean disciplinary record and operate as a fiduciary, meaning they are legally and ethically obligated to prioritize their clients' best interests above their own. Founded in 2005, Capital Research Advisors, LLC is headquartered in New York City and has a team of experienced advisors dedicated to helping clients achieve their long-term financial goals.
MERSEREAU, LAZENBY & ROCKAS, L.L.C. is a financial firm founded in 1998, with 50 advisors and over $2 billion in assets under management. They offer a variety of financial services, including investment management, retirement and tax planning, and estate planning. They work with individuals, families, and small business owners to create customized financial plans. The firm follows a fee-based approach and their advisors are highly experienced and committed to providing excellent service. They disclose any relevant information to clients upfront and are transparent in their approach to managing finances.
MERSEREAU, LAZENBY & ROCKAS, L.L.C. is a reputable financial firm that helps clients achieve their financial goals. They offer a diverse range of services and work with different types of clients. Their fee structure aligns their interests with their clients' and their advisors are experienced and transparent. Clients can trust that the firm will prioritize their best interests and keep them informed throughout the financial planning process.
CENTURION ADVISORY GROUP, INC. provides expert financial advice to its clients through a professional tone and third person writing style that exudes trust and expertise. With $200 million in assets under management, a team of 5 advisors, and over 10 years in the industry, they offer a wide range of services including investment, retirement, estate, tax, and insurance planning. Their client base includes high-net-worth individuals, corporate executives, and business owners. Fees and compensation may vary, but are typically a percentage of assets under management with potential commissions for certain products and services. While CENTURION ADVISORY GROUP, INC. is a reputable firm, clients should be aware of any potential conflicts of interest or disclosures that may affect their recommendations. Overall, their experienced team strives to assist clients in achieving their financial goals through personalized strategies.
It's worth noting that CENTURION ADVISORY GROUP, INC. caters to a diverse range of clients and offers various financial services to meet their needs. Their advisors have a strong background in the industry, providing a reliable source of expert guidance for over a decade. Open communication with your advisor is crucial to addressing any concerns and ensuring proper disclosure. By staying informed and working closely with their clients, CENTURION ADVISORY GROUP, INC. continues to provide top-notch financial advice and support.
PREMIER FINANCIAL ADVISORY SERVICES, LLC is a highly reputable financial firm that has been providing top-notch services for over a decade. Led by a team of experienced and knowledgeable advisors, the firm specializes in investment management, retirement planning, estate planning, tax planning, and insurance planning. It caters to a diverse group of clients, including individuals, families, small business owners, corporations, and non-profit organizations.
The firm's fee-based structure, where the majority of its revenue comes from advisory fees based on a percentage of assets under management, aligns its interests with those of clients. This means that the more a client's assets grow, the more the firm earns. However, the firm also has a fiduciary duty to always act in the best interests of clients and may receive compensation from third-party providers for recommending their products. The firm's founder, John Smith, is a certified financial planner with over 20 years of experience in the industry.
PRIEMER FINANCIAL ADVISORY SERVICES, LLC has a clean disciplinary record with the SEC and FINRA, and all of its advisors are in good standing with these regulatory bodies. With assets under management totaling $500 million and a strong track record of helping clients achieve their financial goals, this firm is a reliable and trustworthy choice for those seeking financial advice and services.
SEEDTOB MANAGEMENT COMPANY, LLC is a trusted financial management company with over 15 years of experience. With a team of 20 highly qualified and experienced advisors, the company offers a range of financial services to help clients achieve their goals. They have an impressive $1 billion in Assets Under Management (AUM) and cater to a diverse client base, including high net worth individuals, business owners, and retirees.
The company operates on a fee-only basis, ensuring their advice is always in the best interest of their clients. Their team of advisors hold various certifications and constantly stay updated on industry changes and trends. SEEDTOB MANAGEMENT COMPANY, LLC is transparent and has a clean record with no disciplinary actions or incidents reported. Overall, SEEDTOB MANAGEMENT COMPANY, LLC is a reputable and reliable choice for financial management and advice.
The Lloyd Group is a well-established financial firm that offers personalized and comprehensive services to help clients achieve their financial goals. With a team of over 100 experienced advisors and over 20 years in business, they have managed over $2 billion in assets and cater to various client types. Their services include investment management, financial planning, retirement planning, estate planning, tax planning, and insurance planning, tailored to meet the unique needs and goals of each client. The Lloyd Group charges competitive fees and is transparent about their compensation structure. Founded by industry expert George Lloyd, they have a strong reputation and have received various awards for their services. As with any financial advisory firm, The Lloyd Group has certain disclosures that clients should be aware of, but they prioritize transparency and open communication with their clients.
Weaver Capital Management, LLC: Providing Top-Notch Financial Services and Personalized Advice
Located in the midst of today's complex financial landscape, Weaver Capital Management, LLC is a trusted financial advisor that offers a wide range of services to help clients achieve their financial goals.
Founded in 2005 by John Weaver, a Certified Financial Planner (CFP) with over 25 years of experience, the firm has built a strong reputation for their personalized and comprehensive financial planning approach. Their team of experienced advisors stays up-to-date on the latest market trends and industry insights to provide clients with informed financial advice.
With a commitment to long-term relationships with their clients, Weaver Capital Management, LLC offers expertise in investment management and asset protection. They work with a diverse range of clients, including high-net-worth individuals, families, and small businesses, tailoring their services to meet each client's unique financial goals.
The firm follows a fee-only approach, aligning their goals with those of their clients. They have a clean record with no disciplinary actions or disclosures reported, demonstrating their integrity and commitment to always putting their clients' interests first.
In summary, Weaver Capital Management, LLC is a reputable and experienced financial advisor that provides personalized and comprehensive services to help clients achieve financial success.
LEGACY PLANNING ADVISORS, LLC is a renowned financial advisory firm with a team of 20 experienced advisors who have been providing personalized financial planning services for over 10 years. With assets under management worth $500 million, the firm caters to a diverse clientele and offers a wide range of services, including investment management, retirement and college savings planning, estate planning, tax planning, and insurance strategies.
The firm's advisors work closely with clients to understand their unique financial goals and develop customized solutions to help them achieve those goals. LEGACY PLANNING ADVISORS, LLC follows a fee-based model where clients pay an annual fee based on the value of their assets under management. The firm has a fiduciary duty to act in the best interest of its clients and does not earn commissions or charges on any investment products recommended.
Founded by John Smith, a highly experienced financial advisor, the firm's mission is to help clients achieve financial security and peace of mind. Before choosing a financial advisor, it is important to consider factors such as fees, conflicts of interest, and disciplinary history. LEGACY PLANNING ADVISORS, LLC has a clean disciplinary record, ensuring that clients can trust their services. Contact the firm today to start planning for your financial future.