Range provides financial planning with human and AI advisors. Asset management is optional; clients pay an annual flat fee. Read NerdWallet's review of Range.
A fee-only financial planner is paid by the client; a fee-based financial planner may also earn commissions on products they sell, which can create conflicts.
Modern Wealth Management provides holistic wealth management, with access to a team of specialists that cover every aspect of financial planning. Read NerdWallet’s review of Modern Wealth’s services.
Wealth Enhancement provides financial planning with access to a team of specialists. Account minimum is $25,000; fees are 0.60%-1.25% of assets under management.
Mariner offers holistic wealth management services delivered by a team of financial pros with varied expertise. Read NerdWallet's review of Mariner's services.