WE Family Offices LLC 701 Brickell Avenue, Suite 2100 Miami FL 33131 (305) 825-2225 Michael.Zeuner@wefamilyoffices.com www.wefamilyoffices.com Other Locations ROCKEFELLER CENTER 1270 AVE OF THE AMERICAS | SUITE 2101 NEW YORK, NY 10020 Services WE Family Offices offers investment advice and management. Compensation methods accepted % of assets advised Fixed fee based on assets or financial circumstances. […]

Resource Advisory Services 2095 Lakeside Centre Way, Ste 105 Knoxville, TN 37922 865-560-0140 DLewis@ResourceAdv.com www.ResourceAdv.com Services Resource Advisory Services will work with clients remotely. Resource Advisory Services offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Fixed fee based on assets or financial circumstances. Required education for senior […]

Schulz Wealth 1752 Broad Park Cir N, Ste 110 Mansfield, TX 76063 817-405-4014 rob.schulz@schulzwealth.com schulzwealth.com Services Schulz Wealth will work with clients remotely. Schulz Wealth offers comprehensive wealth management, investment management, and financial planning. Compensation methods accepted Assets Under Management (AUM) Fixed fee based on assets or financial circumstances. Required education for senior advisors in […]

FirsTrust 113 Executive Circle Daytona Beach, FL 32114 (800) 585-9888 info@FinancialTeam.com www.FinancialTeam.com Other Locations Orlando (407) 859-4334 Atlanta (404) 991-2788 Daytona Beach (386) 788-3737 Tampa (813) 874-7200 Services FirsTrust will work with clients remotely. FirsTrust offers comprehensive wealth management, investment management, and financial planning. There are digital platform (robo) services available. Compensation methods accepted Assets […]

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 […]