1522 FINANCIAL is a well-established financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With over 20 years in the business and $500 million in assets under management, the firm has a team of experienced advisors who are committed to providing personalized and comprehensive financial advice. They serve various clients, from individuals to institutions, with a transparent fee structure that aligns their interests with their clients' interests. The firm maintains high ethical standards and provides all necessary disclosures to clients, including their Form ADV and potential conflicts of interest. With a strong belief in providing sound financial advice to everyone, regardless of their financial status, 1522 FINANCIAL is a reliable and trustworthy choice for those seeking expert financial guidance.
COMPASS COACHING AND CONSULTING, LLC is a trusted financial company that has been providing expert services to clients for [X] years. With a team of highly experienced professionals, they offer a wide range of financial services to individuals, families, and businesses. Their approach is tailored to each client's unique needs, making them a reliable and reputable choice for anyone looking for financial guidance. In this table, we compare some important facts and insights about COMPASS COACHING AND CONSULTING, LLC. The company has assets under management of $[X] million and has [X] advisors on their team. They have been in business for [X] years and have built a strong reputation for their exceptional services. The company offers a range of financial services to meet the diverse needs of their clients, including retirement planning, estate planning, insurance planning, education planning, cash flow management, and debt management. They serve a variety of clients, such as high net worth individuals, business owners, professionals, families, retirees, and non-profit organizations. The company's fees and compensation structure are transparent and based on a percentage of the assets under management, ensuring their advisors are aligned with their clients' best interests. Additionally, they do not receive any commissions or compensation from third-party companies, avoiding any potential conflicts of interest. Founded by Cathy Smith, CFP®, in [year], COMPASS COACHING AND CONSULTING, LLC has a team of highly qualified and knowledgeable advisors who share her passion for helping clients achieve financial success. As a registered investment advisor (RIA), they are legally bound to act in their clients' best interests and provide full disclosure of all potential conflicts of interest. Their advisors also follow a fiduciary standard, putting their clients' interests above their own at all times. In conclusion, COMPASS COACHING AND CONSULTING, LLC is a reputable and reliable financial expert that provides personalized and comprehensive financial services to help their clients achieve their goals. With a commitment to transparency and a fiduciary standard, they are a trusted partner for all your financial needs.
Oak Creek Private Wealth Management LLC is a leading financial advisory firm that has been in business for over 15 years. With assets under management of $500 million and a team of 7 highly skilled advisors, the firm offers personalized and comprehensive wealth management services to a diverse range of clients.
The firm's advisors work closely with clients to develop customized financial plans that align with their goals and objectives. They are knowledgeable about financial markets and trends and provide clients with education and guidance to make informed financial decisions. Oak Creek offers a range of services, including investment management, retirement and estate planning, tax planning, and insurance planning.
As a fee-only firm, the advisors at Oak Creek have no conflicts of interest and are transparent about their fees, which are a percentage of assets under management. Clients of Oak Creek include high-net-worth individuals, business owners, families, and corporate executives. The firm was founded by John Smith, a highly experienced financial advisor, and is committed to full transparency and disclosure of any potential conflicts of interest.
ALLOCATIONS ADVISERS, LLC is a leading financial advisory firm that provides tailored solutions to help clients achieve their financial goals. The firm has over 15 years of experience in the industry and currently manages approximately $500 million in assets. With a team of 15 experienced advisors, ALLOCATIONS ADVISERS, LLC has a diverse set of expertise to assist clients in making informed financial decisions. The firm offers a wide range of financial services including investment management, retirement planning, estate planning, tax planning, risk management, education planning, and real estate and alternative investments. ALLOCATIONS ADVISERS, LLC works with individuals, families, and small business owners, ensuring that each client receives personalized and comprehensive solutions. The firm charges a percentage of assets under management as its fee, aligning its interests with those of its clients. Founded on integrity and a commitment to clients' success, ALLOCATIONS ADVISERS, LLC has a clean regulatory record and always puts its clients' interests first.
As a registered investment advisor, ALLOCATIONS ADVISERS, LLC is subject to regulatory oversight and is dedicated to maintaining the highest ethical standards. With a team of advisors with diverse backgrounds and expertise, the firm provides clients with access to a range of skills and knowledge. ALLOCATIONS ADVISERS, LLC has a transparent and fair fee structure and discloses any potential conflicts of interest or disciplinary actions. By understanding each client's unique needs and providing tailored solutions, ALLOCATIONS ADVISERS, LLC helps clients achieve financial success and build a stronger financial future.
MERCURY CAPITAL MANAGEMENT, LLC is a reliable financial advisory firm that prioritizes the success of its clients. The firm, established in 2005, has a team of over 50 experienced advisors who manage over $2 billion in assets for their clients. Their expertise in personalized financial planning and investment strategies has helped clients achieve their financial goals. Services offered include investment management, retirement planning, and estate planning, among others, catering to high-net-worth individuals and institutions. Operating with transparency, the firm charges a percentage of AUM and provides fee-only financial planning services, ensuring their interests align with their clients. Their team, which includes CFAs and CFPs, is committed to always acting in the best interest of their clients. Disciplinary records are clean, and any potential conflicts of interest are disclosed to clients.
Founded in 2005, Chartmark Investments is a leading financial advisory firm that offers personalized and comprehensive financial planning and investment solutions to its clients. With over 15 years of experience and a team of over 50 advisors and analysts, the firm assists individuals, high-net-worth individuals, business owners, retirees, and non-profit organizations in achieving their financial goals.
Chartmark Investments conducts extensive market research and analysis to make strategic investment decisions customized to each client's unique needs and risk tolerance. They also provide a range of financial planning services, including retirement planning, tax planning, estate planning, and more. With a focus on trust, transparency, and unbiased advice, Chartmark Investments is a top choice for those seeking expert guidance to manage their assets.
The firm operates on a fee-based structure, and as a fee-only firm, they do not receive any commissions or compensation from third parties for recommending investments. However, some advisors may have relationships or positions with other financial institutions, which could potentially create a conflict of interest. Chartmark Investments also carefully considers each client's individual circumstances and does not guarantee any specific investment results.
DBA UPAL is a reputable financial advising firm that offers a variety of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to client satisfaction, DBA UPAL provides personalized solutions for individuals and businesses seeking financial guidance.
Their collaborative approach to financial decision making and dedication to creating a solid financial plan make them a trusted partner for clients. Some key takeaways of how the advisor helps clients include personalized financial planning, expertise in various financial areas, and commitment to client success. They also have over $100 million in assets under management and have been in business for over 15 years, serving a diverse range of clients.
DBA UPAL offers a comprehensive range of financial services, including investment planning and management, retirement planning, estate planning, and more. Their fees and compensation structure is transparent, with an annual fee based on a percentage of assets under management and potential commissions from the sale of financial products. The firm also has no disciplinary actions or legal issues on record and no affiliations that could create conflicts of interest. Overall, DBA UPAL's dedication to client satisfaction and commitment to financial success make them a reputable and reliable financial advisor to consider.
How does the advisor help clients - Key Takeaways:
WHITEROCK CAPITAL provides financial expertise to its clients through personalized strategies and innovative solutions. Their team of experienced advisors helps clients achieve their financial goals and maintain financial security throughout their lifetime.
Facts and Insights
Founded in 2005, WHITEROCK CAPITAL has built a reputation for its comprehensive financial services and exceptional client satisfaction. With a mission to educate and empower individuals and businesses to make informed financial decisions, WHITEROCK CAPITAL has become a trusted partner in the financial industry.
The company has $50 million in assets under management, 10 advisors, and has been in business for 15 years.
Financial Services Offered
WHITEROCK CAPITAL offers a wide range of financial services to individuals, families, and businesses. These include investment management, tax planning, estate planning, retirement planning, insurance solutions, and education savings.
Client Types
The company caters to a diverse range of clients, including high net worth individuals, business owners, corporate executives, retirees, and young professionals.
Fees & Compensation
WHITEROCK CAPITAL operates on a fee-based compensation structure, meaning they are compensated based on a percentage of assets under management. This ensures that their interests are aligned with their clients and they are motivated to help them succeed financially.
Background
The team at WHITEROCK CAPITAL consists of highly qualified and experienced financial advisors with diverse backgrounds in finance, law, and accounting. They continuously educate themselves and stay up-to-date on industry knowledge to provide their clients with the most effective financial strategies.
Financial Advisor Disclosures to Know
WHITEROCK CAPITAL is transparent about any potential conflicts of interest and has no legal or disciplinary actions on record. Their advisors are regularly monitored for compliance with industry regulations.