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2025-01-07
18.161.84.41
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2025-12-14
3.169.173.15
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HTTP/1.1 200 OKContent-Type: text/htmlContent-Length: 76871Connection: keep-aliveDate: Wed, 10 Dec 2025 01:50:01 GMTLast-Modified: Wed, 03 Jan 2024 21:35:18 GMTETag: 0a10b407f91d8d37135a52b67c10be39x-amz-server-side-encryption: AES256Cache-Control: public,max-age31536000,immutableAccept-Ranges: bytesServer: AmazonS3X-Cache: Hit from cloudfrontVia: 1.1 11017c4db22106ac70e16ce75190a430.cloudfront.net (CloudFront)X-Amz-Cf-Pop: HIO52-P4X-Amz-Cf-Id: YHzmT55oG8PxSwiS-VnzejJUJFl3-r64qUWlX1x-0GTXVsiiDXywfgAge: 405418 !DOCTYPE html>html langen> head> meta charsetutf-8/> meta contentwidthdevice-width, initial-scale1.0 nameviewport/> title> Expert Rankings of the Top Fee Only Retirement Planners /title> meta contentTop Fee Only Retirement Planners propertyog:site_name/> meta contentTop Fee Only Retirement Planners propertyog:title/> meta contenthttps://topfeeonlyretirementplanners.com propertyog:url/> meta contentwebsite propertyog:type/> meta contentOur experts have ranked the Top Fee Only Retirement Planners to help customers make informed decisions. propertyog:description/> meta contentTop Fee Only Retirement Planners itempropname/> meta contenthttps://topfeeonlyretirementplanners.com itempropurl/> meta contentOur experts have ranked the Top Fee Only Retirement Planners to help customers make informed decisions. itempropdescription/> meta contentTop Fee Only Retirement Planners nametwitter:title/> meta contenthttps://topfeeonlyretirementplanners.com nametwitter:url/> meta contentsummary nametwitter:card/> meta contentOur experts have ranked the Top Fee Only Retirement Planners to help customers make informed decisions. nametwitter:description/> meta contentOur experts have ranked the Top Fee Only Retirement Planners to help customers make informed decisions. namedescription/> meta content#fafafa nametheme-color/> link href./code/stylesheets/bundle.3289e28d.css relstylesheet/> !-- Global site tag (gtag.js) - Google Analytics --> script defer 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placeholderMessage required rows5>/textarea> /div> div classform-group mb-5> div classform-check> input checked classform-check-input idcheckbox namenonexclusive typecheckbox> I give permission to Top Fee Only Retirement Planners to reach out to firms on my behalf. /input> /div> /div> button classsubmitBtn mt-5 disabled idsubmit namesubmit onclickhandleSubmit(event) typesubmit valueSUBMIT> SUBMIT /button> /form> /div> div classbannerContainer container-fluid pb-3 pb-sm-auto> nav classnavbar navbar-expand-lg pt-4> div classcontainer-fluid ms-sm-5 me-sm-5> button aria-controlsnavbarNavAltMarkup aria-expandedfalse aria-labelToggle navigation classnavbar-toggler data-bs-target#navbarNavAltMarkup data-bs-togglecollapse typebutton> span classnavbar-toggler-icon> /span> /button> a classnavbar-brand href./index> TOP FEE ONLY RETIREMENT PLANNERS /a> div classcollapse navbar-collapse idnavbarNavAltMarkup> div classnavbar-nav> a classnav-link href./index> Home /a> a classnav-link href./about-us> 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/path> path dM12.2566 7.6969C12.2671 7.82703 12.3261 7.94846 12.4221 8.037C12.518 8.12555 12.6438 8.17472 12.7743 8.17472C12.9049 8.17472 13.0307 8.12555 13.1266 8.037C13.2225 7.94846 13.2816 7.82703 13.292 7.6969C13.2903 6.32794 12.7457 5.01556 11.7777 4.04756C10.8097 3.07956 9.4973 2.53496 8.12834 2.5332C8.06057 2.5332 7.99347 2.54655 7.93086 2.57248C7.86825 2.59842 7.81137 2.63643 7.76345 2.68435C7.71553 2.73227 7.67752 2.78915 7.65159 2.85176C7.62565 2.91437 7.6123 2.98147 7.6123 3.04924C7.6123 3.11701 7.62565 3.18411 7.65159 3.24672C7.67752 3.30933 7.71553 3.36621 7.76345 3.41413C7.81137 3.46205 7.86825 3.50006 7.93086 3.526C7.99347 3.55193 8.06057 3.56528 8.12834 3.56528C9.22327 3.56704 10.2728 4.00301 11.0467 4.77755C11.8206 5.55209 12.2558 6.60197 12.2566 7.6969Z fill#001D56> /path> /svg> a classtelephone hreftel: idphoneNumber> /a> /button> h5 classbuttonText> Questions? Let us help. /h5> /div> /div> /div> /div> /nav> h1 classsiteHeader> The leading fee only retirement planners /h1> h6 classsiteSubHeader> Weve ranked the top 10 fee only retirement planners. /h6> /div> div classindexingContainer d-flex flex-wrap justify-content-center container-sm-fluid w-75 flex-sm-column m-auto> div classcard> div classcard-body d-flex justify-content-around> img altThe Planning Center classcard-img srcimages/logo-10.png/> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> The Planning Center /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> Moline, IL /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #10 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://www.theplanningcenter.com/ target_blank> Website /a> /div> /div> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample1> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://www.theplanningcenter.com/ target_blank> img altThe Planning Center classsnapshot srcimages/screenshot-10.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> The Planning Center is a fee-only financial planning firm based in the United States that specializes in helping clients plan for retirement. Their team of certified advisors, CPAs, and psychologists are dedicated to providing personalized guidance and integrated tax planning services. With their comprehensive expertise, they are able to provide support through lifes transitions such as marriage, career changes, or sudden money gains. Clients have the peace of mind knowing they will always be charged a fair price for their services with no hidden commissions or referral fees. The Planning Center offers an invaluable service to those looking for professional advice throughout their retirement journey. /div> /div> /div> /div> /div> hr/> div classcard> div classcard-body d-flex justify-content-around> img altFuture Perfect classcard-img srcimages/logo-9.png> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> Future Perfect /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> New York, NY /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #9 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://futureperfect.nyc/ target_blank> Website /a> /div> /div> /img> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample2> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://futureperfect.nyc/ target_blank> img altFuture Perfect classsnapshot srcimages/screenshot-9.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> Future Perfect Planning, based in Brooklyn, NY, offers fee-only fiduciary financial planning services to mid-career professionals. The company is headed by Cristina Guglielmetti, a CFP® since 2010 with over twenty years of experience in the industry. Future Perfect Planning provides holistic services to help clients balance their current needs with their future goals, offering advice tailored to individual needs. They also have a Perfect Planning Kickstart guide for new customers, which includes general questions about what to look for when finding a retirement planner. All of this is backed up by professional memberships in trusted organizations such as RightCapital and TD Ameritrade. In conclusion, Future Perfect Planning provides reliable options for those looking for Fee Only Retirement Planners in the US. /div> /div> /div> /div> /div> hr/> div classcard> div classcard-body d-flex justify-content-around> img altSecond Half Planning classcard-img srcimages/logo-8.png> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> Second Half Planning /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> Portland, OR /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #8 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://secondhalfplanning.com/ target_blank> Website /a> /div> /div> /img> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample3> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://secondhalfplanning.com/ target_blank> img altSecond Half Planning classsnapshot srcimages/screenshot-8.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> SecondHalf Planning & Investment is a Portland, Oregon-based, fee-only retirement planning and wealth management firm specializing in helping people in their 50s and 60s to prepare for retirement. The companys comprehensive approach is designed to provide its clients with both financial and non-financial advice, including Social Security strategies, income optimization, estate issues, end-of-life matters, and more. Furthermore, the company employs a defensive tactical strategy for investments that seeks to reduce downside risk while still allowing reasonable gains when market conditions permit. For those looking for an experienced team of Fee-Only Retirement Planners in the US who understand the complexities of prepping for retirement life, SecondHalf Planning & Investment may be worth considering. /div> /div> /div> /div> /div> hr/> div classcard> div classcard-body d-flex justify-content-around> img altSatori Wealth classcard-img srcimages/logo-7.jpg> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> Satori Wealth /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> Temple, TX /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #7 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://satoriwealth.com/ target_blank> Website /a> /div> /div> /img> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample4> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://satoriwealth.com/ target_blank> img altSatori Wealth classsnapshot srcimages/screenshot-7.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> Satori Wealth is a Fee-Only Financial Planner based in San Diego that specializes in helping dedicated savers close to retirement. This company provides dependable advice from Certified Financial Planners and Registered Life Planners with over 20 years of experience, working as a fee-only fiduciary to ensure clients’ best interests are always taken into account. Additionally, they provide comprehensive wealth management for prospective and current retirees, including strategies to minimize taxes, create tax-efficient income, invest smarter, and protect families after the client has passed away. With their RetireNow™ Checkup service, it is easy to ask the right questions and get the right answers for an enjoyable transition from paycheck dependency to financial freedom. Satori Wealth gives you the confidence you need for a secure retirement journey. /div> /div> /div> /div> /div> hr/> div classcard> div classcard-body d-flex justify-content-around> img altRetirement Income Solutions classcard-img srcimages/logo-6.svg> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> Retirement Income Solutions /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> Ann Arbor, MI /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #6 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://risadvisory.com/ target_blank> Website /a> /div> /div> /img> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample5> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://risadvisory.com/ target_blank> img altRetirement Income Solutions classsnapshot srcimages/screenshot-6.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> Retirement Income Solutions in Ann Arbor is a top choice for those seeking an independent, fee-only financial advisor. With over 30 years of experience providing financial advice to the local community and beyond, this company offers an all-inclusive approach to wealth management with a team of highly experienced advisors who have cumulatively managed university assets for 130 years. From goal setting and life planning to pension lump sum analysis, Retirement Income Solutions provides comprehensive services that are tailored to each clients individual needs. As evidenced by the hundreds of families they have served, they offer trusted guidance towards achieving long-term financial success. /div> /div> /div> /div> /div> hr/> div classcard> div classcard-body d-flex justify-content-around> img altThe Advistory Firm classcard-img srcimages/logo-5.png> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> The Advistory Firm /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> Alpharetta, GA /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #5 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://theadvisoryfirm.net/ target_blank> Website /a> /div> /div> /img> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample6> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://theadvisoryfirm.net/ target_blank> img altThe Advistory Firm classsnapshot srcimages/screenshot-5.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> The Advisory Firm is a fee-only retirement planner based in Alpharetta, GA. They provide comprehensive financial planning services, investment management, and tax advice. The firm prides itself on being a fiduciary and is committed to acting in their clients best interests at all times. Their personalized strategies are designed to meet each individuals unique goals and are monitored weekly. Furthermore, they offer guidance on the latest IRS regulations for electric vehicle tax credits as well as insights into Social Security benefits and fear-based investing decisions. With personalized wealth management offerings, responsive customer service hours (Monday–Friday, 9 a.m.–5 p.m.), and an experienced team of professionals, The Advisory Firm can help you make your money work harder for you! /div> /div> /div> /div> /div> hr/> div classcard> div classcard-body d-flex justify-content-around> img altNorth Star Planners classcard-img srcimages/logo-4.png> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> North Star Planners /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> Plantation, FL /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #4 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://www.northstarplanners.com/ target_blank> Website /a> /div> /div> /img> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample7> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://www.northstarplanners.com/ target_blank> img altNorth Star Planners classsnapshot srcimages/screenshot-4.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> Northstar Financial Planners is a fee-only, fiduciary financial advisory firm based in Plantation, Florida. Founded in 2000, they specialize in helping individuals and families make better decisions with their money, especially pre-retirees and those within the Florida Retirement System Special Risk Employees. They also offer tailored services to families of children with special needs, providing tools for retirement planning as well as Social Security optimization and investment management strategies. Northstar offers complimentary consultations to help clients navigate their financial journeys, allowing them to pursue their goals without compromising security or quality of life. /div> /div> /div> /div> /div> hr/> div classcard> div classcard-body d-flex justify-content-around> img altSearcy Financial classcard-img srcimages/logo-3.png> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> Searcy Financial /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> Overland Park, KS /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #3 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://www.searcyfinancial.com/ target_blank> Website /a> /div> /div> /img> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample8> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://www.searcyfinancial.com/ target_blank> img altSearcy Financial classsnapshot srcimages/screenshot-3.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> Searcy Financial Services is a fee-only financial and wealth services firm with locations in Overland Park & the Kansas City Metro, Naples, and Phoenix. They offer personalized wealth planning for individuals and families, as well as employer-sponsored retirement plans to help businesses and their employees thrive. The team at Searcy strives to stand by their clients side, providing the support they need to reach their goals. They have five fundamentals for selecting an advisor that promise quality service tailored to individual needs. Furthermore, Searcy is dedicated to giving back to the community through philanthropic projects and educational opportunities. With a focus on helping people understand their financial situation in order to make the most informed decisions possible, its no wonder why so many trust Searcy Financial Services for their fee-only retirement planning needs. /div> /div> /div> /div> /div> hr/> div classcard> div classcard-body d-flex justify-content-around> img altSavant Wealth classcard-img srcimages/logo-2.svg> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> Savant Wealth /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> Rockford, IL /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #2 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://savantwealth.com/ target_blank> Website /a> /div> /div> /img> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample9> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://savantwealth.com/ target_blank> img altSavant Wealth classsnapshot srcimages/screenshot-2.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> Savant Wealth Management is a fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses throughout the United States. They have established themselves as fiduciary financial advisors with an evidence-based approach to investing and planning. Their team of Wise Counsels brings both experience and knowledge to the table when helping clients build wealth, transition into retirement, or leave a legacy. Savant Wealth Management offers a range of services, from comprehensive wealth management to trust services, tailored to each individual’s specific needs. As well as their focus on their clients financial health, they also strive for excellence in corporate culture through their Community Involvement programs such as the Cents of Self Womens Initiative. With Savant Wealth Management, you can expect expert guidance in creating a personalized plan for your future success. /div> /div> /div> /div> /div> hr/> div classcard> div classcard-body d-flex justify-content-around> img altWedmont classcard-img srcimages/logo-1.png> div classd-flex flex-column justify-content-around ms-3 w-50> h5 classcard-title d-flex companyName> Wedmont /h5> p classlocation card-text> img alt classlocationPinSvg src./images/mdi_location.svg/> span> Philadelphia, PA /span> /p> /div> div classlastChild d-flex flex-column flex-lg-row justify-content-between h-100> div classrankNumber card-text ms-4 me-4> #1 /div> div classcol d-flex flex-column gap-sm-3 gap-2 ps-sm-3> a classbtn contactUsBtn row href#> Contact /a> a classbtn websiteBtn row hrefhttps://wedmont.com/ target_blank> Website /a> /div> /div> /img> /div> /div> div classrow dropDownSec> div classcollapse contents idmultiCollapseExample10> div classcard-body d-flex flex-column flex-sm-row justify-content-around align-items-center align-items-sm-start> div classrow> a classimageLink d-flex flex-column justify-content-center justify-content-sm-start hrefhttps://wedmont.com/ target_blank> img altWedmont classsnapshot srcimages/screenshot-1.png/> /a> /div> div classrevSec row d-flex flex-column ps-sm-1 pe-sm-1 mb-5 w-50> div classinnerTitle card-title col-sm-2 col-4> REVIEW /div> div classinnerText card-text col> Wedmont Private Capital is a US-based, flat-fee financial advisor that specializes in providing private wealth management services for investors with assets of over $1,000,000. Founded by experienced Credit Suisse and Vanguard alums, Wedmont offers sophisticated investors tax-efficient portfolios and comprehensive advice at significantly lower fees than traditional advisors. They also provide clients with modern technology and white-glove service to ensure an optimal client experience. Wedmonts flat-fee structure allows their clients to benefit from long-term savings without being penalized for success in the form of higher AUM fees. For high net-worth investors looking for an experienced and reliable firm to manage their financial portfolio, Wedmont Private Capital provides a highly attractive option. /div> /div> /div> /div> /div> hr/> /div> div classfaqContainer container-lg text-center> div classrelQuesCont row m-auto mt-5 mb-5 pb-sm-5> h3 aria-controlsaccordionFlushExample aria-expandedtrue classrelQuesTitle mb-3 href#accordionFlushExample rolebutton> Frequently Asked Questions /h3> div classcol idaccordionFlushExample> br/> br/> div classaccordion d-flex flex-column gap-3 m-auto> div classaccordion-item> h2 classaccordion-header idflush-headingOne> button aria-controlsflush-collapseOne aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseOne data-bs-togglecollapse typebutton> What is a fee-only retirement planner? /button> /h2> div aria-labelledbyflush-headingOne classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseOne> div classaccordion-body> p> A fee-only retirement planner is a professional financial advisor who specializes in helping individuals and families plan for their future retirement. /p> p> They provide comprehensive services such as developing personalized retirement strategies, evaluating current investments, creating tailored portfolios, and providing guidance on various investment options. /p> p> Unlike commission-based advisors, who are typically compensated through sales of certain products or services to their clients, fee-only planners receive no commissions from any sources; instead they charge a flat fee or an hourly rate for their services. /p> p> This ensures that the advice they provide is completely unbiased and based solely upon whats best for the client. /p> p> Additionally, fee-only planners have a fiduciary responsibility to act in the best interests of their clients at all times—something not always required of commission-based advisors. /p> p> Consequently, those seeking help crafting a secure financial future should consider engaging with a fee-only retirement planner. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingTwo> button aria-controlsflush-collapseTwo aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseTwo data-bs-togglecollapse typebutton> What services do fee-only retirement planners offer? /button> /h2> div aria-labelledbyflush-headingTwo classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseTwo> div classaccordion-body> p> Fee-only retirement planners offer comprehensive services tailored to the needs and goals of their clients. They provide objective advice on topics such as investment strategies, estate planning, tax planning, insurance coverage, Social Security benefits, and more. Their mission is to help clients prepare for a secure financial future by providing sound guidance with respect to long-term financial objectives. /p> p> Fee-only retirement planners are typically compensated solely through client fees – not commissions or sales incentives – making them free from any conflicts of interests when recommending products or services. As fiduciaries, they are held to the highest standard of care in protecting their clients assets and best interests. In addition to offering financial advice and guidance on retirement planning strategies, many fee-only planners will also provide: /p> ul> li> Ongoing monitoring of investments and portfolios /li> li> Periodic reviews aimed at ensuring that portfolios remain well diversified /li> li> Risk management assessments /li> li> Periodic checkups /li> li> Rebalancing recommendations /li> li> Tax coordination assistance /li> li> Estate planning assistance /li> li> Budgeting tools and support for setting up appropriate accounts such as IRAs and 401(k)s /li> /ul> p> Ultimately, fee-only retirement planners can provide invaluable peace of mind in helping people achieve their desired lifestyle during retirement. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingThree> button aria-controlsflush-collapseThree aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseThree data-bs-togglecollapse typebutton> How do fee-only retirement planners get paid? /button> /h2> div aria-labelledbyflush-headingThree classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseThree> div classaccordion-body> p> Fee-only retirement planners are compensated solely through client fees, rather than commissions on the sale of financial products. This ensures that their advice is unbiased and tailored to each individuals unique financial situation. /p> p> Clients can typically choose from several fee structures when hiring a fee-only retirement planner: /p> ul> li> An hourly rate /li> li> A flat fee /li> li> A percentage of assets under management (AUM) /li> /ul> p> Hourly rates vary depending on the services offered, but they usually range between $150–300/hour. Flat fees are often charged for specific projects such as developing an investment plan or creating a comprehensive financial plan. AUM fees tend to be lower than other types of fees and are paid as a percentage of the assets managed by the planner—usually 0.50%–1%. /p> p> All in all, opting for a fee-only retirement planner can provide clients with peace of mind knowing that they will receive objective advice without any hidden costs or kickbacks; while at the same time allowing them to benefit from personalized guidance tailored to their particular needs and goals. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingFour> button aria-controlsflush-collapseFour aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseFour data-bs-togglecollapse typebutton> How do fee-only retirement planners differ from other financial advisors? /button> /h2> div aria-labelledbyflush-headingFour classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseFour> div classaccordion-body> p> Fee-only retirement planners are a unique type of financial advisor. Unlike traditional advisors, who may receive commissions from the products they recommend, fee-only retirement planners dont accept any kind of compensation that could be perceived as a conflict of interest. /p> p> Instead, these professionals are compensated solely by their clients for providing independent advice and services tailored to each individuals needs and goals. They provide an objective and unbiased approach to retirement planning that is free from the potential influence of external factors such as product sales or commissions. /p> p> Fee-only retirement planners can help you: /p> ul> li> Determine your current financial situation /li> li> Develop long-term strategies for maximizing your savings and income in retirement /li> li> Identify appropriate investments based on your risk tolerance and time horizon /li> li> Create an actionable plan for reaching your goals /li> li> Monitor progress throughout the life cycle of your plan /li> li> Adjust as necessary when markets or personal circumstances change /li> /ul> p> In short, they provide comprehensive guidance to ensure you make informed decisions about how best to secure your future finances. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingFive> button aria-controlsflush-collapseFive aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseFive data-bs-togglecollapse typebutton> What types of retirement plans do fee-only retirement planners specialize in? /button> /h2> div aria-labelledbyflush-headingFive classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseFive> div classaccordion-body> p> Fee-only retirement planners specialize in helping individuals maximize their retirement savings and investments with a focus on minimizing fees associated with the plans. They are knowledgeable about a variety of different types of retirement plans, including 401(k)s, Traditional/Roth IRAs, SEP IRAs, SIMPLE IRAs, annuities; and other tax-advantaged investment vehicles. /p> p> These financial professionals can help clients understand the advantages and disadvantages of each plan to help them make an informed decision that best suits their needs. Additionally, they provide guidance on investment strategies such as asset allocation techniques for higher returns and lower risk. /p> p> With their expertise in this area, fee-only retirement planners can be trusted to provide unbiased advice that is tailored to an individual’s specific financial goals. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingSix> button aria-controlsflush-collapseSix aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseSix data-bs-togglecollapse typebutton> What qualifications and certifications do fee-only retirement planners have? /button> /h2> div aria-labelledbyflush-headingSix classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseSix> div classaccordion-body> p> Fee-only retirement planners are highly qualified and certified professionals who have the expertise to help you plan for your financial future. They hold a variety of credentials, including Certified Financial Planner (CFP®) certification, Chartered Retirement Planning Counselor (CRPC®) designation, and Certified Retirement Counselor (CRC®) accreditation. /p> p> Each of these certifications requires rigorous training and testing in order to demonstrate mastery of important topics such as: /p> ul> li> Investment management strategies /li> li> Tax planning /li> li> Retirement planning /li> li> Estate planning /li> li> Insurance advice /li> li> Budgeting and cash flow management /li> li> Education savings plans /li> li> Social Security benefits analysis /li> li> And more /li> /ul> p> Fee-only advisors must also adhere to a fiduciary standard which means they must always act in their clients best interests when offering investment advice or recommending products or services. As a result, fee-only advisors can offer unbiased guidance that is tailored specifically to you and your unique goals for retirement. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingSeven> button aria-controlsflush-collapseSeven aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseSeven data-bs-togglecollapse typebutton> Are fee-only retirement planners regulated by any government agencies? /button> /h2> div aria-labelledbyflush-headingSeven classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseSeven> div classaccordion-body> p> Fee-only retirement planners are an increasingly popular choice for individuals looking to plan for their financial future. As such, it is important to understand how they are regulated and what safeguards exist when working with one. /p> p> Fee-only retirement planners are not directly regulated by government agencies; instead, they must comply with the regulations of the Financial Industry Regulatory Authority (FINRA). FINRA is a self-regulatory organization that works in conjunction with the Securities and Exchange Commission (SEC) to ensure that all financial professionals adhere to certain standards of practice when providing services related to investments. In addition, many states also have their own laws and regulations governing fee-only retirement planners in order to protect consumers from fraudulent activity or other unethical practices. /p> p> When hiring a fee-only retirement planner, it is important to find someone who abides by FINRAs regulations as well as any applicable state laws regarding investment advisors. Additionally, investors should look for a planner who holds appropriate credentials such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC). These designations ensure that the advisor has undergone rigorous training in order to provide quality advice tailored specifically towards your individual goals and needs. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingEight> button aria-controlsflush-collapseEight aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseEight data-bs-togglecollapse typebutton> What types of investments do fee-only retirement planners recommend? /button> /h2> div aria-labelledbyflush-headingEight classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseEight> div classaccordion-body> p> Fee-only retirement planners are financial advisors who provide advice and services related to retirement planning, but without any commission or sales incentives associated with the products they recommend. They focus solely on providing sound investment advice tailored to the individual goals of their clients. /p> p> When it comes to investments, fee-only retirement planners typically take a holistic approach, considering each clients unique circumstances such as age, risk tolerance, current income and debt levels, savings rate and desired retirement date. From there, they develop an overall asset allocation strategy that is designed to achieve maximum return while minimizing risk for each individual investor. This could involve investing in a mix of stocks (both domestic and international), bonds (corporate or government), mutual funds (index or actively managed) exchange traded funds (ETFs), real estate investment trusts (REITs), commodities and alternative investments like annuities. Ultimately it depends on what fits best with an individuals long-term goals. /p> p> Fee-only retirement planners also often provide educational resources for their clients so they can make more informed decisions about their investments in the future by understanding how different types of assets work together in a portfolio. Ultimately, these advisors work hard to ensure that their clients have the best chance at reaching their financial goals over time by providing unbiased advice free from the influence of commissions or sales incentives. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingNine> button aria-controlsflush-collapseNine aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseNine data-bs-togglecollapse typebutton> How often do fee-only retirement planners meet with their clients? /button> /h2> div aria-labelledbyflush-headingNine classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseNine> div classaccordion-body> p> Fee-only retirement planners usually meet with their clients on a regular basis, depending on each clients individual needs. Generally speaking, meetings can range from once every few months to once every few weeks or even more frequently. The frequency of the meetings is determined by how closely the planner and client want to monitor their financial progress. /p> p> Some planners may opt for regular check-ins while others prefer longer periods between meetings in order to review larger trends and make more substantial changes if necessary. Ultimately, it depends on the type of relationship that works best for both parties involved—the planner and the client—as they work together towards achieving their retirement goals. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingTen> button aria-controlsflush-collapseTen aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseTen data-bs-togglecollapse typebutton> How do fee-only retirement planners help their clients achieve their retirement goals? /button> /h2> div aria-labelledbyflush-headingTen classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseTen> div classaccordion-body> p> Fee-only retirement planners provide invaluable guidance to their clients in helping them achieve their long-term financial goals. These specialized professionals are dedicated to providing unbiased advice and creating a customized plan tailored to the individual’s needs. They employ an evidence-based approach that takes into account a person’s age, life expectancy, assets, liabilities, income sources, and other factors when constructing a retirement strategy. /p> p> By evaluating investments risk tolerance and personal goals such as travel or lifestyle expenses during retirement years; fee only planners can help create an actionable road map that will help ensure the client achieves his/her desired outcome. Furthermore, they are able to provide ongoing advice along the way with periodic reviews of investments performance and changes in life circumstances that may necessitate modifications to the original plan. /p> p> Ultimately, fee-only retirement planners help their clients make informed decisions about their finances in order to meet both short term needs while also planning for a secure future during retirement years—a priceless service for anyone seeking peace of mind about their financial security. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingEleven> button aria-controlsflush-collapseEleven aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseEleven data-bs-togglecollapse typebutton> What are the advantages of working with a fee-only retirement planner? /button> /h2> div aria-labelledbyflush-headingEleven classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseEleven> div classaccordion-body> p> Working with a fee-only retirement planner can be an excellent way to ensure that you have the best possible outcome for your retirement. Fee-only retirement planners are professionals who provide financial advice solely in the interest of their clients, and do not accept commissions or other forms of compensation from product sales. /p> p> This means that they can focus entirely on devising strategies to meet their clients individual needs, without having any vested interest in selling particular products or services. Additionally, fee-only planners typically provide comprehensive advice on everything from investments and tax planning to Social Security and estate planning – so they can help ensure that your entire financial plan is optimized for maximum benefit throughout all stages of life. /p> p> Moreover, because these planners arent incentivized by commission payments, they are more likely to provide unbiased advice tailored specifically to you and your long-term goals. Ultimately, working with a fee-only retirement planner can give you peace of mind knowing that someone has your best interests at heart when it comes to preparing for the future. /p> /div> /div> /div> hr classhrLine mt-3 mb-3 w-100 m-auto/> div classaccordion-item> h2 classaccordion-header idflush-headingTwelve> button aria-controlsflush-collapseTwelve aria-expandedfalse classaccordion-button collapsed data-bs-target#flush-collapseTwelve data-bs-togglecollapse typebutton> What kinds of questions should I ask a potential fee-only retirement planner? /button> /h2> div aria-labelledbyflush-headingTwelve classaccordion-collapse collapse data-bs-parent#accordionFlushExample idflush-collapseTwelve> div classaccordion-body> p> When selecting a fee-only retirement planner, it is important to ask questions that can help you determine whether or not the individual is qualified and experienced in providing comprehensive financial advice. /p> p> Some key questions to ask include: /p> ul> li> What type of experience do you have in providing retirement planning services? /li> li> Are there any areas of expertise that you focus on specifically within this field? /li> li> Do you have any certifications or credentials that are relevant to your work as a retirement planner? /li> li> How do you determine your fees for services rendered? /li> li> Is there an initial consultation fee, and what does it cover? /li> /ul> p> Also consider asking if the professional belongs to any industry organizations, such as the National Association of Personal Financial Advisors (NAPFA). This can give insight into how seriously they take their job, and may also indicate whether they keep up with current trends in the field. /p> p> Additionally, inquire about what methods they use when creating financial plans – including how much involvement clients have when making decisions – as well as which types of investments they suggest for long-term growth. /p> p> Finally, make sure to get clarification on how often consultations occur and communication takes place throughout the process. Asking these types of questions will help ensure that you find a qualified fee-only retirement planner who has your best interests at heart. /p> /div> /div> /div> /div> /div> /div> br/> /div> div classmobileNumberBtnContainer p-3> h5 classbuttonText> Questions? 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6.09156 10.0922 5.95156 9.88223 5.91656H9.84723L8.20223 5.74156L7.53723 4.23656C7.53723 4.23656 7.53723 4.20156 7.50223 4.20156C7.46723 3.95656 7.29223 3.85156 7.11723 3.85156C6.94223 3.85156 6.76723 3.95656 6.66223 4.13156C6.66223 4.13156 6.66223 4.16656 6.62723 4.16656L5.96223 5.67156L4.31723 5.84656H4.28223C4.10723 5.88156 3.93223 6.02156 3.86223 6.19656C3.82723 6.40656 3.86223 6.61656 4.00223 6.75656Z fillwhite> /path> /svg> span classbroughtToYouBytext> Brought to you by the Editorial Board of Top Fee Only Retirement Planners /span> /div> div classd-sm-flex p-3 p-sm-0> a classghostAuthorsDes ghostAuthor relnoopener noreferrer target_blank> Zero-Error Content /a> div classghostAuthorContainer hidden idghostAuthor1> div classghostAuthorDiv> div classghostAuthorHeader> h1> Zero-Error Content /h1> hr/> /div> div classghostAuthorDescription> We employ skilled writers, editors, and industry professionals to craft, fact-check, and review our content, upholding a standard of excellence. /div> div classghostAuthorTeamSection> h2> Our Team /h2> hr/> div classghostAuthorSection> svg fillnone height42 viewbox0 0 42 42 width42 xmlnshttp://www.w3.org/2000/svg> path classstroke-color dM26.2503 6.5625H32.8125C33.1606 6.5625 33.4944 6.70078 33.7406 6.94692C33.9867 7.19306 34.125 7.5269 34.125 7.875V35.4375C34.125 35.7856 33.9867 36.1194 33.7406 36.3656C33.4944 36.6117 33.1606 36.75 32.8125 36.75H9.1875C8.8394 36.75 8.50556 36.6117 8.25942 36.3656C8.01328 36.1194 7.875 35.7856 7.875 35.4375V7.875C7.875 7.5269 8.01328 7.19306 8.25942 6.94692C8.50556 6.70078 8.8394 6.5625 9.1875 6.5625H15.7496 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM14.4375 11.8125V10.5C14.4375 8.75952 15.1289 7.09032 16.3596 5.85961C17.5903 4.6289 19.2595 3.9375 21 3.9375C22.7405 3.9375 24.4097 4.6289 25.6404 5.85961C26.8711 7.09032 27.5625 8.75952 27.5625 10.5V11.8125H14.4375Z stroke-linecapround stroke-linejoinround stroke-width2.625> /path> /svg> div classtextSection> div classghostAuthorWork> Writer /div> div classghostAuthorName> Olivia Blake /div> /div> /div> div classghostAuthorSection> svg fillnone height42 viewbox0 0 42 42 width42 xmlnshttp://www.w3.org/2000/svg> path classstroke-color dM15.75 24.9375H26.25 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM15.75 19.6875H26.25 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM26.2503 6.5625H32.8125C33.1606 6.5625 33.4944 6.70078 33.7406 6.94692C33.9867 7.19306 34.125 7.5269 34.125 7.875V35.4375C34.125 35.7856 33.9867 36.1194 33.7406 36.3656C33.4944 36.6117 33.1606 36.75 32.8125 36.75H9.1875C8.8394 36.75 8.50556 36.6117 8.25942 36.3656C8.01328 36.1194 7.875 35.7856 7.875 35.4375V7.875C7.875 7.5269 8.01328 7.19306 8.25942 6.94692C8.50556 6.70078 8.8394 6.5625 9.1875 6.5625H15.7496 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM14.4375 11.8125V10.5C14.4375 8.75952 15.1289 7.09032 16.3596 5.85961C17.5903 4.6289 19.2595 3.9375 21 3.9375C22.7405 3.9375 24.4097 4.6289 25.6404 5.85961C26.8711 7.09032 27.5625 8.75952 27.5625 10.5V11.8125H14.4375Z stroke-linecapround stroke-linejoinround stroke-width2.625> /path> /svg> div classtextSection> div classghostAuthorWork> Editor /div> div classghostAuthorName> Avery Lincoln /div> /div> /div> div classghostAuthorSection> svg fillnone height42 viewbox0 0 42 42 width42 xmlnshttp://www.w3.org/2000/svg> path classstroke-color dM28.2188 17.0625L18.5937 26.25L13.7812 21.6562 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM8.93499 33.065C7.42496 31.555 8.4265 28.3847 7.65791 26.5271C6.86115 24.6014 3.9375 23.0516 3.9375 20.9999C3.9375 18.9483 6.86117 17.3985 7.65792 15.4729C8.42651 13.6153 7.42496 10.445 8.93499 8.93499C10.445 7.42496 13.6153 8.4265 15.4729 7.65791C17.3986 6.86115 18.9484 3.9375 21.0001 3.9375C23.0517 3.9375 24.6015 6.86117 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6.5625 33.4944 6.70078 33.7406 6.94692C33.9867 7.19306 34.125 7.5269 34.125 7.875V35.4375C34.125 35.7856 33.9867 36.1194 33.7406 36.3656C33.4944 36.6117 33.1606 36.75 32.8125 36.75H9.1875C8.8394 36.75 8.50556 36.6117 8.25942 36.3656C8.01328 36.1194 7.875 35.7856 7.875 35.4375V7.875C7.875 7.5269 8.01328 7.19306 8.25942 6.94692C8.50556 6.70078 8.8394 6.5625 9.1875 6.5625H15.7496 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM14.4375 11.8125V10.5C14.4375 8.75952 15.1289 7.09032 16.3596 5.85961C17.5903 4.6289 19.2595 3.9375 21 3.9375C22.7405 3.9375 24.4097 4.6289 25.6404 5.85961C26.8711 7.09032 27.5625 8.75952 27.5625 10.5V11.8125H14.4375Z stroke-linecapround stroke-linejoinround stroke-width2.625> /path> /svg> div classtextSection> div classghostAuthorName> Olivia Blake /div> div classghostAuthorWork> Written By /div> /div> /div> hr/> p classghostAuthorBio> Olivia Blake, a seasoned market researcher and writer specializing in the financial services and insurance industry, brings valuable expertise to our team. Olivia Blake has no affiliations with any of the listed firms. /p> /div> /div> , polished by a classghostAuthor relnoopener noreferrer target_blank> Avery Lincoln /a> div classghostAuthorContainer1 hidden idghostAuthor3> div classghostAuthorDiv> div classghostAuthorSection> svg fillnone height42 viewbox0 0 42 42 width42 xmlnshttp://www.w3.org/2000/svg> path classstroke-color dM15.75 24.9375H26.25 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM15.75 19.6875H26.25 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM26.2503 6.5625H32.8125C33.1606 6.5625 33.4944 6.70078 33.7406 6.94692C33.9867 7.19306 34.125 7.5269 34.125 7.875V35.4375C34.125 35.7856 33.9867 36.1194 33.7406 36.3656C33.4944 36.6117 33.1606 36.75 32.8125 36.75H9.1875C8.8394 36.75 8.50556 36.6117 8.25942 36.3656C8.01328 36.1194 7.875 35.7856 7.875 35.4375V7.875C7.875 7.5269 8.01328 7.19306 8.25942 6.94692C8.50556 6.70078 8.8394 6.5625 9.1875 6.5625H15.7496 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM14.4375 11.8125V10.5C14.4375 8.75952 15.1289 7.09032 16.3596 5.85961C17.5903 4.6289 19.2595 3.9375 21 3.9375C22.7405 3.9375 24.4097 4.6289 25.6404 5.85961C26.8711 7.09032 27.5625 8.75952 27.5625 10.5V11.8125H14.4375Z stroke-linecapround stroke-linejoinround stroke-width2.625> /path> /svg> div classtextSection> div classghostAuthorName> Avery Lincoln /div> div classghostAuthorWork> Edited By /div> /div> /div> hr/> p classghostAuthorBio> Avery Lincoln, a professional editor with deep expertise in financial services and insurance, brings valuable insights to our team. Averys background includes working as a management consultant with a broad range of highly regulated clientele across banking, insurance, asset management, principal investing, payments, and related verticals. Avery Lincoln has no affiliation with any of the firms ranked. /p> /div> /div> , and evaluated by a classghostAuthor relnoopener noreferrer target_blank> Teresa Silver /a> div classghostAuthorContainer1 hidden idghostAuthor4> div classghostAuthorDiv> div classghostAuthorSection> svg fillnone height42 viewbox0 0 42 42 width42 xmlnshttp://www.w3.org/2000/svg> path classstroke-color dM28.2188 17.0625L18.5937 26.25L13.7812 21.6562 stroke-linecapround stroke-linejoinround stroke-width2.625> /path> path classstroke-color dM8.93499 33.065C7.42496 31.555 8.4265 28.3847 7.65791 26.5271C6.86115 24.6014 3.9375 23.0516 3.9375 20.9999C3.9375 18.9483 6.86117 17.3985 7.65792 15.4729C8.42651 13.6153 7.42496 10.445 8.93499 8.93499C10.445 7.42496 13.6153 8.4265 15.4729 7.65791C17.3986 6.86115 18.9484 3.9375 21.0001 3.9375C23.0517 3.9375 24.6015 6.86117 26.5271 7.65792C28.3847 8.42651 31.555 7.42496 33.065 8.93499C34.575 10.445 33.5735 13.6153 34.3421 15.4729C35.1388 17.3986 38.0625 18.9484 38.0625 21.0001C38.0625 23.0517 35.1388 24.6015 34.3421 26.5271C33.5735 28.3847 34.575 31.555 33.065 33.065C31.555 34.575 28.3847 33.5735 26.5271 34.3421C24.6014 35.1388 23.0516 38.0625 20.9999 38.0625C18.9483 38.0625 17.3985 35.1388 15.4729 34.3421C13.6153 33.5735 10.445 34.575 8.93499 33.065Z stroke-linecapround stroke-linejoinround stroke-width2.625> /path> /svg> div classtextSection> div classghostAuthorName> Teresa Silver /div> div classghostAuthorWork> Reviewed By /div> /div> /div> hr/> p classghostAuthorBio> Teresa Silver, an attorney, business professional, and specialist in financial services and insurances, enriches our teams assessment of the financial and insurance sector. As an admitted member of the bar and a 2-15 licensed insurance agent, Teresa Silver has depth of experience in consumer financial protection and business financial advisory support. Teresa Silver has no affiliations with any of the firms ranked on this list. /p> /div> /div> | All rights reserved. /div> /div> /div> /div> /body>/html>
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