Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Featured advisors
86 agents found - Take our quiz to see our full list of certified advisors in your area.
Jeremy Wilson, CFP®
J Wilson Wealth Management
Expertise
Investment Management
Expertise
Investment Management
AUM
$59M
Experience
15 years
Pricing
AUM
Joshua Rigden, CFP®
Risemint Capital Advisors
Expertise
Investment Management
Expertise
Investment Management
AUM
$81M
Experience
14 years
Pricing
AUM, Flat-Fee Retainer, One-Time
Richard Jakotowicz, CFP®, CFA®, MSF
Benchmark Financial
Expertise
Investment Management
Expertise
Investment Management
AUM
$74M
Experience
20 years
Pricing
AUM
Andrew Fuller, MSF, CFP®
Creative Planning
Expertise
Investment Management
Expertise
Investment Management
AUM
$175B
Experience
18 years
Pricing
AUM
Kevin Copley, CFP®
Creative Planning
Expertise
Investment Management
Expertise
Investment Management
AUM
$175B
Experience
18 years
Pricing
AUM
Ryan Vogl, CFP®
Creative Planning
Expertise
Investment Management
Expertise
Investment Management
AUM
$175B
Experience
9 years
Pricing
AUM
Arnold Kiman, CFP®
Creative Planning
Expertise
Investment Management
Expertise
Investment Management
AUM
$175B
Experience
20 years
Pricing
AUM
Dan Foster, CFP®, CPA
Creative Planning
Expertise
Investment Management
Expertise
Investment Management
AUM
$175B
Experience
23 years
Pricing
AUM
