Vetted Financial Advisors 2025

Updated: December 15, 2025 — Based on advisor profile data as of Q4 2025.

Not investment advice. Not a solicitation. For informational purposes only.

Choosing the right financial advisor can have a lasting impact on your financial wellbeing. That’s why we compiled this editorial list of standout fiduciary advisors from Sam’s List — not based on advertising dollars, but on data-backed, transparent criteria.

How We Ranked These Advisors

To build this list, we reviewed advisors listed on Sam’s List with at least one public client review. We evaluated them on key factors like client satisfaction, how clearly they define who they serve, how transparently they disclose fees, and how complete their public profiles are. Our goal is to make it easier to find advisors who are both trustworthy and a strong fit for your needs.

Note: This list is for informational purposes, not investment advice or a personal recommendation.

Top Financial Advisors on Sam’s List (2025)

1. Chris Gure — Fortress Financial Partners

Reviews: 15

Fees: 0.35%–2% AUM or $2,750–$100,000 consulting

Chris Gure leads Fortress Financial Partners, serving ultra-high-net-worth clients and entrepreneurs navigating major liquidity events with a family office model. His highly personalized approach integrates investments, tax, estate, and insurance strategies under one roof.

2. Ryan Johnson, CFP®, BFA™ — Hundred Financial Planning

Reviews: 10

Fees: $2,500–$15,000 flat/subscription or 0.75%–1% AUM

Ryan Johnson specializes in helping dual-income professionals and young families create clarity around taxes, equity comp, and long-term financial goals. His approach is structured, supportive, and values-driven.

3. Anthony Syracuse, CFP®

Reviews: 5

Fee: 0.5%–0.9% AUM 

Anthony Syracuse helps high-earning tech professionals and HENRYs build a personalized financial architecture. His planning focuses on equity compensation, life transitions, and maximizing return on life.

4. Cayden McLaughlin, CFP®, EA — WealthAdvisor365

Reviews: 3

Fee: $3,750–$50,000 flat + 0.85%–1.25% AUM

Cayden McLaughlin serves 7-figure online entrepreneurs and creators with a focus on tax efficiency, wealth building, and early retirement. He combines investment and tax expertise into one integrated plan.

5. Pillar Wealth

Reviews: 11 |

Fee: $11,400–$111,000 flat retainer

Pillar Wealth caters to business owners and real estate investors who have outgrown DIY finances. They offer full-service wealth and real estate advisory built around quarterly planning and business alignment.

6. Capital Area Planning Group

Reviews: 1 

Fee: 0.25%–1.5% AUM

This boutique firm specializes in equity compensation and advanced tax planning for tech executives and first-gen wealth builders. Their service includes a deep planning process with behavioral insights.

7. Ian Weiner, CFP®, CEPA

Reviews: 1

Fee: 0.5%–1.75% AUM 

Ian Weiner helps entrepreneurs and real estate investors grow and protect generational wealth with proactive tax and estate strategies. His practice emphasizes advanced trusts and multi-generational planning.

No advisor paid to be included or ranked on this list. Some advisors may participate in Sam’s List paid programs, which can enhance their profile visibility or features but did not influence ranking placement.

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Editorial content. Not investment advice.