Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . Are there conflicts of interest in the advisor offering you financial guidance? . Seek a Reliable Personal Financial Advisor . Related Posts.

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Sara Grillo

MAY 16, 2022

Abundo provides flat fee financial planning. This includes unlimited financial guidance for all of life’s adventures including all meetings, texts, e-mails, and calls. They charge $495 per month for on-going investment management, retirement planning and financial advice as-needed. Jon Luskin, CFP.

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52