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.