Recommended Financial Advisors

Recommended Financial AdvisorsThis page provides a list of recommended financial advisors. All of the advisors listed on this page are paid advertisers on the site but have been vetted by myself or WCI, with an application below that you can review. Financial planning and investment management is expensive and you should expect to pay thousands of dollars per year for quality service.

We have only included firms which have the lowest fee structures (i.e. flat fee, hourly rate, or AUM  / equivalent fees well below the industry average) to help lower your costs and help you reach early FI. I could charge more to present higher-cost options, but wanted to bring you the best of the best.

While one of our ten recommended financial advisors may not live close to you, all routinely work with clients around the country. Feel free to reach out, regardless of where you call home.

We appreciate hearing feedback on these advertisers, both good and bad. Thank you for supporting those who support this site and our charitable mission.

 

Aptus Financial

 

Fees:

Comprehensive Financial Plan ($3,000 plus a minimum of 12 months of AptusCare ongoing planning support)
Financial Review for Long-term DIYers ($1,000 plus a minimum of 4 months of AptusCare ongoing planning support)
AptusCare ongoing planning support service ($125 per month)
Initial Interviews (~15 minutes, free)

Contact Info:
2 Van Circle, Suite 4
Little Rock, Arkansas 72207
501.907.1993
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Prospective clients should request to interview us by submitting our contact form.

Visit Aptus Financial

 

Integrity Wealth Solutions

A cornerstone in Integrity Wealth Solutions’ financial planning process is the alignment of financial goals with insightful strategies that fit individual circumstances.  We develop a holistic, customized, integrated financial plan that can evolve as the client’s needs grow and help clients maintain focus through the inevitable ups and downs of the market.

Fees:

A one-time financial plan fee ranges between $1,000 – $5,000, depending on complexity.

Contact Info:
5211 S. Quebec St. Greenwood Village, CO 80111
303-716-5777
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FPL Capital Management

Fees:

Annual Advisory Fees range between $1,000 and $5,000, depending on the level of service selected.

Contact Info:
3525 North Causeway Blvd.
Suite 633
Metairie, LA 70002
800-835-1969
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Shearwater Capital

Fees:

Compensation is based solely on assets under management:

Account SizeAnnual Cost
Less than $100,000:0.85%
$100,000 – $250,000:0.75%
$250,000 – $500,000:0.65%
$500,000 – $1,000,000:0.55%
$1,000,000 – $2,500,000:0.45%
$2,500,000 – $5,000,000:0.35%
$5,000,000 – $10,000,000:0.25%
More than $10,000,000:0.15%

Contact Info:

7750 Maryland Ave. #11517
St. Louis, MO 63105
(888) 450-5623
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CMG Financial Consulting

Fees:

One-Time Services:
Student Loan Review – $500
Financial Review– $4,500

Residents/Fellows:
Ongoing Student Loan Support  – $100/month
Financial Planning  – $225/month

Financial Planning, Investment Management & Tax:
Early Investors: (Up to $500,000 of Assets Under Management): $450/month
Foundation Builders: ( Up to $1,000,000 of Assets Under Management ): $850/month
Financially Independent> (Over $1,000,000 of Assets Under Management): $1,250/month

Contact Info:
22816 N 79th Pl
Scottsdale, AZ 85255
(480) 695-8004
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Physician Family Financial Advisors Inc.

Fees:

Subscriptions from $165.00 per month
Includes Annual Checkups, unlimited meetings & online portal
Unlimited investment services without asset-based fees
No up front fee. Pay as you go. Cancel anytime.

Contact Info:
PhysicianFamily.com

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