Top Ranked
Financial Planning Consultants

Why These
Financial Planning Consultants?

Last Updated May, 20, 2021

Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top Financial Planning Consultants in the United States .


Reputation

Analysis of all reviews across verifiable platforms to determine overall sentiment.

Expertise

Team experience and knowledge, along with number of years in business.

Service Quality

The quality of service delivered measured by quality, speed, and value.

Consistency

Rate at which the business consistently produce high quality outcomes.

Customer Service

Reputation and quality of customer experience departments.

Top Financial Planning Consultants in USA - 2021

Financial Planning Consultants

Financial Planning Consultants have extensive resources to assist companies of all sizes, and those just starting out. While most clients share similar requirements, they will still seek out customised solutions that address the individual factors in every case. makes it possible for them to provide state of the art to technical and cutting-edge facilities.

Reputation
5/5
Expertise
5/5
Service Quality
4/5
Consistency
4/5
Customer Service
5/5
4.6
out of 5
5/5 | 3 Reviews

Raymond James Financial

Raymond James has always been different in that it values methodical long-term thinking and does not overreact to short-term pressures. That’s because they consider it their work to be about helping individuals get ahead in their careers, families, building their own businesses, as well as enhancing the community. Actually, it’s true for their customers, advisors and staff. They develop, celebrate, and reinforce their own culture with their design, and strategy for colleagues, agents, and they guide their subsidiaries.

Reputation
4/5
Expertise
5/5
Service Quality
5/5
Consistency
4/5
Customer Service
4/5
4.4
out of 5
5/5 | 34 Reviews

Padden Financial Planning

Padden Financial Planning offers smarter approaches to life planning. Holistic financial advice for better results and fewer worries. These advisors do not charge any fees or receive any compensation from their customers’. They offer services such as goal-setting, wealth creation, tax-planning, asset-class management, investment portfolio analysis, and asset allocation.

Reputation
5/5
Expertise
5/5
Service Quality
5/5
Consistency
5/5
Customer Service
5/5
5
out of 5
5/5 | 44 Reviews

Carson Wealth Management

Carson Wealth Management provides management for the simple transaction. They help others by being concerned with what’s in the best interests of themselves and their families at all times. they ensure that everything is covered thoroughly They are more than a banker. They help people to take step in order to accomplish their goals.

Reputation
5/5
Expertise
5/5
Service Quality
4/5
Consistency
4/5
Customer Service
4/5
4.4
out of 5
4/5 | 40 Reviews

Kitces

Kitces is a very much a member of the Nerd’s Eye View blog community, and far more! Their intention is to provide better financial advisers, which is an admirable one. As advocates of financial planning, they seek to assist financial advisors who want to uphold their sacred responsibility to their clients. A lot of money is being invested into this company because of their leading online research, education, and training resources.

Reputation
4/5
Expertise
5/5
Service Quality
4/5
Consistency
4/5
Customer Service
5/5
4.4
out of 5
4/5 | 31 Reviews

Mindful Money Financial Counsel

Mindful Money Financial Counsel provides holistic, fee-only investment advice with hourly plans for a fixed fee or less. They see a future where money managers will be rewarded on the amount of value they provide, and how much good they can do for your relationships and your money, rather than just the number of financial products they sell.

Reputation
5/5
Expertise
5/5
Service Quality
4/5
Consistency
4/5
Customer Service
4/5
4.4
out of 5
5/5 | 40 Reviews

Financial Security Consultants

When it comes to financial planning, Financial Security Consultants assist you in these main areas: Savings, portfolio management, risk control, college funding, and tax management. Their only goal is to establish and nurture long-term client relationships. To be concerned with financial literacy is to be interested in helping people who are working to develop and managing their own personal wealth.

Reputation
4/5
Expertise
4/5
Service Quality
5/5
Consistency
4/5
Customer Service
5/5
4.4
out of 5
5/5 | 46 Reviews

Retirement Plan Consultants

Retirement Plan Advisors (RPC) is a small and medium Public Sector, Corporate, and Non-Profit Retirement Plan Specialist They offer experienced strategies ideas and support, employee financial education, and onsite enrollment assistance. RPC is an Independent agency. Their independence allows them to offer unbiased recommendations. Working with several respected investment providers, RPC will help you design a solution that’s right for you.

Reputation
5/5
Expertise
4/5
Service Quality
4/5
Consistency
5/5
Customer Service
4/5
4.4
out of 5
5/5 | 40 Reviews

Mercer Advisors

Mercer Advisors grew out of a need they saw from their clients. Their founder, Kendrick Mercer, started the agency as a law practice based on estate planning for families and professionals. They quickly learned that their clients had needs well beyond the drafting of wills, trusts, and estate plans.

Reputation
5/5
Expertise
4/5
Service Quality
5/5
Consistency
5/5
Customer Service
5/5
4.8
out of 5
4/5 | 27 Reviews

Financial Planning Consultants

Financial Planning Consultants is an independent wealth management firm dedicated to assisting families with their greatest financial concerns. They offered customized financial planning coupled with objective advice and recommendations from investment management and retirement savings strategies to estate conservation and college savings plans. With more than four decades of experience, they are established in their San Diego community.

Reputation
5/5
Expertise
4/5
Service Quality
4/5
Consistency
4/5
Customer Service
4/5
4.2
out of 5
4/5 | 37 Reviews

Retirement Plan Consultants, LLC

Retirement Plan Services offer ideas to private and public sector employees. Retirement Plan Consultants’ retirement ideas are developed to work participants on their way to retirement. Be confident that your retirement strategy is supported by experts with experience in plan administration and management, who are focused on solutions that meet your requirement.

Reputation
4/5
Expertise
4/5
Service Quality
5/5
Consistency
4/5
Customer Service
4/5
4.2
out of 5
5/5 | 18 Reviews

Lighthouse Planning Consultants

Lighthouse Planning Consultants have to get that an expert approach can be a strategic method to assist customers who have a wide variety of requirements as they maneuver through a complex financial-services globe. They invite you to discover and experience the power of theirs assistance. They know it has the far-reaching advantage for their customers to get opinions from several sources.

Reputation
4/5
Expertise
4/5
Service Quality
4/5
Consistency
5/5
Customer Service
4/5
4.2
out of 5
5/5 | 37 Reviews

LPL Financial

Financial advice is improving, and at LPL Financial, they’re developing a future where experts can with no friction or complexity, as easy as turning the dials pick the company model, services, technology, and product mix that best get their customers’ requirements. With one platform, one sign-on, and one group to call, you can take your company anywhere you want it to go.

Reputation
5/5
Expertise
5/5
Service Quality
5/5
Consistency
5/5
Customer Service
5/5
5
out of 5
4/5 | 25 Reviews

WealthPlan Advisors

WealthPlan Advisors is an investment and retirement plan advisor company. WealthPlan Advisors is an Independent Registered Investment Advisor with nation-based core markets in Utah, Missouri, Arizona, and Tennessee. Their company delivers completely independent and unbiased wealth management and retirement ideas consulting assistance to their valued customers.

Reputation
5/5
Expertise
4/5
Service Quality
4/5
Consistency
4/5
Customer Service
4/5
4.2
out of 5
5/5 | 2 Reviews

Heritage Financial Consultants

Heritage Financial Consultants approach the financial marketplace with a fresh perspective, identifying opportunities and solutions that are innovative and effective. They have intentionally built a firm that maintains flexibility, hires carefully, and values relationships. That’s why many of their clients choose to work with them over the long term, and often over multiple generations.

Reputation
4/5
Expertise
4/5
Service Quality
4/5
Consistency
4/5
Customer Service
4/5
4
out of 5
5/5 | 22 Reviews

Northwestern Mutual

Northwestern Mutual is the advertising name for Northwestern Mutual Life Insurance Firm. Their advisors are here and ready to help. They’ve taken the skills and technology to assist you to make an idea, no matter where you are. And even though things are a bit uncertain right now, their version of financial planning can help you be ready for anything.

Reputation
5/5
Expertise
5/5
Service Quality
5/5
Consistency
4/5
Customer Service
5/5
4.8
out of 5
4/5 | 36 Reviews

Frazier Financial Consultants

At Frazier Financial Consultants, they believe in the importance of Client-Partner relationships. As a Fee-Only family-run firm, they revolve their practice around your unique interests, needs, and goals. They are core specialists working with you closely to develop tailored strategies that assist you towards your ideal financial future. Their relationship with you is ultimately what sets them apart

Reputation
5/5
Expertise
4/5
Service Quality
5/5
Consistency
5/5
Customer Service
5/5
4.8
out of 5
4/5 | 23 Reviews

Beacon Pointe Advisors

Beacon Pointe Advisors is one of the highest independent Registered Investment Advisors company in the nation working with defined contribution plans, individuals, institutions, and families. They offer full-service financial strategies and research-driven investments enabling their client to develop important and informed idealogic decisions.

Reputation
4/5
Expertise
4/5
Service Quality
4/5
Consistency
5/5
Customer Service
4/5
4.2
out of 5
4/5 | 47 Reviews

Diamond Financial Consultants

Diamond Consultants was founded in 1998 by Mindy Diamond, who had the mission to change the way financial advisors and companies interacted with recruiters. She sought to out the sales-forward practices that so many had become accustomed to from recruiters. Instead, Diamond focused on putting experts first by creating relationships and providing vision counsel, information, and tools.

Reputation
4/5
Expertise
4/5
Service Quality
4/5
Consistency
4/5
Customer Service
4/5
4
out of 5
5/5 | 33 Reviews

Lowe Wealth Advisors

Lowe Wealth Advisors is a group of expert financial specialists spanning 2 generations. Lowe Wealth Advisors will assist you to create a clear vision statement for your family’s finances. You all have flexibility in the future, knowing that you have properly planned and prepared to live out your vision.

Reputation
4/5
Expertise
5/5
Service Quality
5/5
Consistency
4/5
Customer Service
5/5
4.6
out of 5
4/5 | 14 Reviews

Creative Planning,

Creative Planning’s unique financial planning-led approach considers income, retirement goals, estate plans, tax situation, and current assets to create a holistic plan that’s completely customized for you. That’s how they’ve become one of the top independent wealth management firms in America, with over $69.4 billion in assets as of 2020, and advisors serving clients in all 50 states and abroad

Reputation
5/5
Expertise
5/5
Service Quality
5/5
Consistency
4/5
Customer Service
4/5
4.6
out of 5
5/5 | 2 Reviews