Marrs Wealth Management 313 Fifth St, Ste 101 Ames, IA 50010 515-233-0307 craig@marrswealth.com www.marrswealthmanagement.com Services Marrs Wealth Management will work with clients remotely. Marrs offers comprehensive wealth management, investment management, and financial planning. There are digital platform (robo) services available. Compensation methods accepted Assets Under Management (AUM) Required education for senior advisors in the firm […]

ISI Financial Group, Inc. 570 Lausch Lane, Suite 100 Lancaster, PA 17601 800-342-5474 isi@isifinancialgroup.com www.isifinancialgroup.com https://youtu.be/ewOstAtiIdI Services ISI Financial Group will work with clients remotely. ISI offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Hourly Required education for senior advisors in the firm 31 years of experience […]

Elements 5 Investment Management David B. Schram, JD, CFP®, CIMA®, AWMA® New Jersey 908-421-1164 david@elements5.us https://www.elements5.us// Services Elements 5 Investment Management will work with clients remotely. Elements 5 offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Hourly Fixed fee based on assets or financial circumstances. Required education […]

The Connemara Group 1700 Rockville Pike Suite 400 Rockville MD 20852 301.998.6595 info@connemara.com www.connemara.com Other Locations 1300 Pennsylvania Ave NW 7th FL Washington DC 20004 Services The Connemara Group offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Fixed fee based on assets or financial circumstances. Required education for senior advisors in […]

Charleston Financial Advisors, LLC 4 N Atlantic Wharf, Suite 200 Charleston, SC 29401 843-722-3331 myles@charlestonfinancial.net www.charlestonfinancial.net Services Charleston Financial Advisors offers comprehensive wealth management, investment management, and financial planning. Charleston Financial Advisors will work with clients remotely. There are digital platform (robo) services available. Compensation methods accepted Assets Under Management (AUM) Hourly Fixed fee based […]

Moisand Fitzgerald Tamayo, LLC 200 South Orange Avenue, Suite 2025 Orlando, FL 32801 Derrick Chandler, CFP®, Principal & Financial Advisor (407) 869-6228 ext. 105 derrick@moisandfitzgerald.com www.moisandfitzgerald.com Other Locations 6767 N Wickham Road, Suite 215, Melbourne, FL 32940 Dan Moisand, CFP® Principal, Moisand Fitzgerald Tamayo, LLC Services Moisand Fitzgerald Tamayo offers comprehensive wealth management, investment management […]