The Top 10 List
Brought to you by the Editorial Board of Best Fee Only Financial Advisors
Highly Rated
#1
Savant Wealth
Offers the Wise Counsel program, providing personalized financial guidance tailored to individual client goals and circumstances.
Emphasizes evidence-based investing, leveraging research to support investment strategies and client education.
Provides a wide range of resources on their website, including market commentary, webinars, and detailed case studies to enhance client understanding of financial concepts.
Editor's Summary
What people are saying: #TrustedAdvisor #TailoredGuidance #InvestmentExperts
The Analysis
Pros
- Offers the Wise Counsel program, providing personalized financial guidance tailored to individual client goals and circumstances.
- Emphasizes evidence-based investing, leveraging research to support investment strategies and client education.
Cons
- Higher fees compared to some competitors like Plancorp, which may offer similar services at a lower cost.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
I have been with Savant Wealth Management for a decade, and their expertise in financial investments has truly made a difference in my financial journey.
The knowledge and guidance I've received from Savant Wealth over the years have been invaluable in helping me achieve my financial goals.
Licensed
#2
Buckingham Strategic Wealth
Utilizes a proprietary evidence-based investment approach that is regularly updated with new insights and studies, providing clients with cutting-edge financial strategies.
Offers a personalized financial planning service that includes a comprehensive assessment of individual values and goals, ensuring a tailored experience.
Has a team of certified financial planners (CFP) and chartered financial analysts (CFA), enhancing credibility and the quality of advice provided.
Editor's Summary
What people are saying: #Trustworthy #Knowledgeable #Personalized
The Analysis
Pros
- Utilizes a proprietary evidence-based investment approach that is regularly updated with new insights and studies, providing clients with cutting-edge financial strategies.
- Offers a personalized financial planning service that includes a comprehensive assessment of individual values and goals, ensuring a tailored experience.
Cons
- Higher minimum asset requirements for new clients compared to firms like Savant Wealth, which may limit accessibility for some potential clients.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
Buckingham Strategic Wealth has truly transformed my financial outlook. Their expertise and personalized approach have made all the difference in my planning.
I can't recommend Buckingham Strategic Wealth enough! Their dedicated team takes the time to understand my needs, ensuring I feel confident about my financial future.
Award Winning
#3
Plancorp
Offers a unique InspireHer program aimed at empowering women through financial education and support, which is not commonly found among competitors.
Possesses CEFEX certification, indicating a commitment to fiduciary standards and industry best practices that ensure transparency and accountability.
Provides a wide range of services including corporate retirement plans and family office consulting, catering to both personal and business wealth management needs.
Editor's Summary
What people are saying: #Trusted #Empowering #Proactive
The Analysis
Pros
- Offers a unique InspireHer program aimed at empowering women through financial education and support, which is not commonly found among competitors.
- Possesses CEFEX certification, indicating a commitment to fiduciary standards and industry best practices that ensure transparency and accountability.
Cons
- Primarily based in St. Louis, which may limit accessibility for clients seeking local advisors in other regions compared to firms with a nationwide presence.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
Plancorp has truly transformed my approach to financial planning; their knowledgeable team provided invaluable insights that helped me feel secure about my future.
I can't recommend Plancorp enough! Their personalized service and commitment to being fee-only advisors make all the difference in managing my finances.
#4
RegentAtlantic Private Wealth
Expertise in multigenerational wealth management, providing tailored strategies for families with complex financial legacies.
Offers a comprehensive suite of services, including tax planning, estate planning, and investment management, ensuring holistic financial solutions.
Access to a dedicated team of Certified Financial Planners (CFP(R)) and Chartered Financial Analysts (CFA) with a focus on personalized client interaction.
Editor's Summary
What people are saying: #ClientCentric #InnovativeSolutions #ExpertAdvice
The Analysis
Pros
- Expertise in multigenerational wealth management, providing tailored strategies for families with complex financial legacies.
- Offers a comprehensive suite of services, including tax planning, estate planning, and investment management, ensuring holistic financial solutions.
Cons
- Higher minimum investment requirements compared to some competitors, making it less accessible for younger or less affluent clients.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
RegentAtlantic has been a game changer for us; their personalized approach to financial planning has truly made a difference in our lives.
Working with RegentAtlantic has given us peace of mind knowing that our financial future is in capable hands. Their expertise and attention to detail are unmatched.
#5
Wedmont
Flat fee structure that provides substantial savings for investors compared to traditional AUM fees, making costs predictable and transparent.
Access to innovative institutional strategies such as automatic tax loss harvesting, hedge funds, and private equity, which may enhance portfolio performance.
Dedicated team of experienced CFPs and JD/LLMs providing fiduciary guidance, ensuring clients receive comprehensive legal and financial advice.
Editor's Summary
What people are saying: #Sophisticated #Innovative #CostEffective
The Analysis
Pros
- Flat fee structure that provides substantial savings for investors compared to traditional AUM fees, making costs predictable and transparent.
- Access to innovative institutional strategies such as automatic tax loss harvesting, hedge funds, and private equity, which may enhance portfolio performance.
Cons
- Focuses primarily on clients with assets over $1,000,000, potentially excluding smaller investors who may benefit from their services.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
Wedmont has been a reliable partner in managing our finances, providing thoughtful guidance and expertise when we needed it most.
After working with Wedmont for a while now, I truly appreciate their commitment to transparency and effective financial strategies.
#6
Vintage Wealth Management
The team at Vintage Wealth Management holds a diverse range of credentials, including CFP(R), CPA, CIMA(R), and CDFA(TM), which allows them to provide specialized advice in areas such as retirement planning, tax efficiency, and divorce financial planning.
Vintage Wealth Management offers comprehensive financial planning services that integrate investment management with personal financial planning, ensuring a holistic approach to clients' financial goals.
Editor's Summary
What people are saying: #Trustworthy #HolisticApproach #HighlyCredentialed
The Analysis
Pros
- The team at Vintage Wealth Management holds a diverse range of credentials, including CFP(R), CPA, CIMA(R), and CDFA(TM), which allows them to provide specialized advice in areas such as retirement planning, tax efficiency, and divorce financial planning.
- Vintage Wealth Management offers comprehensive financial planning services that integrate investment management with personal financial planning, ensuring a holistic approach to clients' financial goals.
Cons
- Vintage Wealth Management may have a higher fee structure compared to some competitors, such as F5 Financial or Ritholtz Wealth Management, which could be a concern for cost-sensitive clients.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
Vintage Wealth Management truly stands out for their ethical approach and unwavering support; they've made navigating my taxes and investments a seamless experience.
I couldn't be happier with the level of patience and professionalism from the team at Vintage Wealth Management; they have been invaluable in guiding me through my financial journey.
#7
F5 Financial
Offers a personalized financial planning process that includes one-on-one consultations to tailor strategies based on individual client goals, which enhances client engagement and satisfaction.
Comprehensive services that cover not only investment management but also estate and legacy planning, tax planning, and retirement planning, providing a holistic approach that many competitors may not fully integrate.
Editor's Summary
What people are saying: #Transparent #Trustworthy #ResultsDriven
The Analysis
Pros
- Offers a personalized financial planning process that includes one-on-one consultations to tailor strategies based on individual client goals, which enhances client engagement and satisfaction.
- Comprehensive services that cover not only investment management but also estate and legacy planning, tax planning, and retirement planning, providing a holistic approach that many competitors may not fully integrate.
Cons
- Limited geographic presence with offices only in Naperville, IL, McDonough, GA, and Venice, FL, which may restrict access for potential clients outside these areas compared to competitors with a nationwide footprint.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
Curt at F5 Financial provided invaluable guidance for my debt situation, demonstrating a level of expertise and support that I truly appreciated.
I highly recommend F5 Financial for their trustworthy and strategic approach to financial advising; they really know how to help their clients succeed.
#8
Moneta
Moneta has a strong fiduciary commitment, ensuring that all advice is in the best interest of clients without any conflicts of interest.
Editor's Summary
What people are saying: #Trusted #Comprehensive #Personalized
The Analysis
Pros
- Moneta has a strong fiduciary commitment, ensuring that all advice is in the best interest of clients without any conflicts of interest.
Cons
- Moneta's fee structure may be higher than firms like Buckingham Strategic Wealth, which offers more competitive pricing for similar services.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
Moneta's wealth management team has been exceptional in safeguarding my investments while consistently delivering solid returns.
I've been thoroughly impressed with Moneta's strategic approach; their focus on safety and effectiveness truly sets them apart in the financial advisory space.
#9
Beacon Pointe
Offers a unique values-based investing approach, aligning investment strategies with clients' personal values and ethical considerations.
Editor's Summary
What people are saying: #Knowledgeable #Trustworthy #CustomizedSolutions
The Analysis
Pros
- Offers a unique values-based investing approach, aligning investment strategies with clients' personal values and ethical considerations.
Cons
- Higher fees compared to some competitors like Plancorp, which may offer more budget-friendly options for clients.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
Beacon Pointe's expertise as a leading independent advisory firm has truly made a difference in my investment journey; their personalized approach is unmatched.
Working with Beacon Pointe has been a game changer for my financial planning-I'm grateful for their professional guidance and commitment to my success.
#10
Ritholtz Wealth Management
Offers a unique focus on socially responsible investing, allowing clients to align their portfolios with their values and ethical considerations.
Editor's Summary
What people are saying: #Trustworthy #Analytical #TailoredServices
The Analysis
Pros
- Offers a unique focus on socially responsible investing, allowing clients to align their portfolios with their values and ethical considerations.
Cons
- Higher minimum asset requirements for new clients compared to firms like Savant Wealth, which may limit accessibility for potential clients with lower investable assets.
Composite Feedback
Representative excerpts based on common themes from verified customer reviews. Not direct quotes.
Ritholtz Wealth Management has completely transformed my approach to finances; their expertise and personalized service have made all the difference in achieving my financial goals.
The team at Ritholtz is incredibly knowledgeable and supportive, providing clear guidance that has empowered me to make informed decisions about my wealth.