Top Financial Advisors for Philanthropic Planning
Philanthropic strategy services that create meaningful charitable impact aligned with your values and goals. Our directory features advisors who develop structured giving plans, evaluate charitable vehicles, and help create lasting philanthropic legacies.
Works with clients across the US
9 Client Reviews
Personalized investment management, tax planning, insurance, and estate strategy - all in one place.
$3,000-$30,000Flat Fee
Works with clients across the US
8 Client Reviews
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
$12,000-$25,000One-Time Planning Fee
Works with clients across the US
We help build ideal futures for our clients, our team, and the communities we serve.
0.50%-1.25%of AUM fee
Works with clients across the US
1 Client Reviews
Austin Wealth Management is an SEC-regulated fiduciary and independent RIA, offering fee-based financial guidance starting with holistic planning that includes cash flow management, retirement planning, tax mitigation, estate planning, business exit, and investment strategies.
$3,000-$10,000One-Time Planning Fee
Works with clients across the US
1 Client Reviews
Bringing JOY to Your Money Journey™
$2,500-$50,000Flat Fee
Works with clients across the US
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
$0-$250,000Flat Fee
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
