Advisors who fit.

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• JA
  John Agnew

  Financial advisor at The Wealth Collective, LLC

  Fits: Business owners (a main focus)

  The Wealth Collective, LLC · $42.5M AUM · Los Angeles, CA

  Firm charges: % of assets, flat fee, hourly

  CFP®Verified
  View pageCheck on SEC IAPD ↗
• 
  Jay A. Richardson, CFA, CFP®, CKA®

  Founding Advisor Partner of Kingdom Wealth Stewards with Inspire Advisors, LLC

  Fits: Business owners (picked by them)

  Inspire Advisors, LLC · $1.33B AUM · Newport Coast, CA

  Firm charges: % of assets

  CFP®Verified
  View pageCheck on SEC IAPD ↗
• 
  Matthew R. Etzler

  Financial planner at Etzler Financial Advisors, LLC

  Fits: Business owners (picked by them)

  Etzler Financial Advisors, LLC · $5.5M AUM · Red Bluff, CA

  Firm charges: flat fee, hourly

  CFP®Verified
  View pageCheck on SEC IAPD ↗
• 
  Virg Cristobal, CFP®

  Principal at Chrome Advisors | Helping Tech Executives Get Smart with their Stock

  Fits: Business owners (picked by them)

  Chrome Advisors · $152M AUM · San Francisco, CA

  Firm charges: % of assets, flat fee, hourly

  CFP®Verified
  View pageCheck on SEC IAPD ↗
• 
  Dean Ferraro

  Co-founder and Financial advisor at Longhouse Wealth Management

  Fits: Business owners (picked by them)

  Longhouse Wealth Management · $7.3M AUM · Encinitas, CA

  Firm charges: % of assets

  Verified
  View pageCheck on SEC IAPD ↗
• 
  Chad Willardson

  I help $100M+ founders access your liquidity, reduce your taxes, invest for growth and enjoy your wealth without sacrificing your family, health, or freedom | 6x Author | 5x Dad | Founder, Pacific Capital & ELEVATED

  Fits: Business owners (mentioned on their page)

  Pacific Capital · $820.6M AUM · Corona, CA

  Firm charges: % of assets, flat fee

  Verified
  View pageCheck on SEC IAPD ↗