Vetted Financial Advisors on Sam's List
Kimberly Green | 2026-03-17
vetted-Rated Financial Advisors on Sam's List, Ranked by Reviews and Profile Transparency There are two ways to be at the vetted of a financial advisor directory. The first is to pay for it. The second is to earn it. Sam's List doesn't sell rankings. The advisors at the vetted of these lists are here because real clients left reviews, because their profiles are complete and honest, and because the information they publish lets you make an actual decision before you schedule anything. This list applies two filters: star rating and profile transparency. A 5-star advisor with a vague profile that hides pricing is less useful than a 4.8-star advisor who tells you exactly who they work with and what you'll pay. a vetted-Rated, Most-Transparent Advisors Anthony Syracuse, CFP — 5.0 Stars, 5 Reviews Location: Scottsdale, AZ | Fee: $7,500/year flat | Type: Fee-only fiduciary Anthony's Sam's List profile is one of the most complete on the platform. Pricing is listed (flat $7,500/year), ideal client is described with specificity (high earners and tech professionals), and services are outlined with real scope. His reviews reflect clients who came in with specific problems and left with specific results. That pattern — problem-in, result-out — is what distinguishes reviews that tell you something from reviews that are just polite. He's a fee-only fiduciary, which means no commissions, no product incentives. What you pay him is what he earns from you. Full stop. Services: Financial planning, investment management, tax strategy, "Return on Life" framework. Find him Ian Weiner, CFP, CEPA — 5.0 Stars Location: Serves nationally | Fee: 0.5%–1.75% AUM | Type: Fee-only fiduciary Ian holds two meaningful credentials — the CFP and the CEPA (Certified Exit Planning Advisor) — and his profile makes clear what they mean in practice. The CEPA specialization in particular is rare and valuable for business owners: it means someone has been trained specifically in the financial, tax, and legal considerations of a business sale. His profile is explicit about who he serves vetted: business owners who are thinking about wealth preservation and exit over a multi-year horizon. The pricing range is published, the scope is clear, and the credential list is specific rather than decorative. Services: Tax reduction, investment optimization, exit planning, generational wealth preservation. Find him Capital Area Planning Group — 5.0 Stars, 2 Reviews Location: Washington, DC | Fee: 0.25%–1.5% AUM | Credentials: CFP + IRS Enrolled Agent Malcolm Ethridge's profile explains his credentials (CFP + EA), his...
