Top advisors in Mason
We’ve curated a list of the best financial advisors in Mason, take a look at it below
Find an advisor in Mason| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $244,436,115 | 7 advisors | ||
| 2 | $114,848,449 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in Mason, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mason. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Generations Wealth, LLC
Assets under management
$244,436,115
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Tax Planning And Compliance; Investment Consulting; Personal Cfo
2. 365 Wealth Management Group
Assets under management
$114,848,449
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.