Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 5237 Hhr Ranch Road, Suite 2 Wilson, WY, 83014-9220 | $18,432,519,674 | 20 | 25 | A percentage of AUM, Other (PERFORMANCE ALLOCATION OR CARRIED INTEREST) |
2 | 3415 North Pines Way, Suite 205 Wilson, WY, 83014 | $869,628,401 | 7 | 4 | A percentage of AUM, Performance Based |
3 | 3485 North Pines Way, Suite 105 Wilson, WY, 83014 | $116,050,600 | 37 | 1 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 157389
Assets Under Management $18,432,519,674
No. Of Clients20
Clients Per Financial Advisor1
SCHF (GPE), LLC is a financial advisory firm situated in Wilson, Wyoming. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 291593
Assets Under Management $869,628,401
No. Of Clients7
Clients Per Financial Advisor2
FLAT FOOTED LLC is a financial advisory firm situated in Wilson, Wyoming. With a nearly $870M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299347
Assets Under Management $116,050,600
No. Of Clients37
Clients Per Financial Advisor37
GERVAIS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Wilson, Wyoming. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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