Top Financial Planning Companies in the United States

Strategic financial planning is key to personal and business success. Our list of top financial planning companies in the United States includes advisors who provide customized strategies to help you achieve your financial goals. Explore our selection to find a trusted financial planning partner.

See Pricing Analytics

12 Companies

Last updated:Dec 22, 2024

List of the Top Financial Planning Companies in the United States

infotrum LLC

Claimed

better together

About company

infotrum is a family of hand-vetted professionals from 4 continents who are here to help you get best-in-class quality services consistently. Each of our employees will do best-in-class quality work... Read more about infotrum LLC

Less than $5000

$25 - $49/hr

50 - 199

2016

Casper, Wyoming

Service focuses

‌

Backoffice Pro

Claimed

Your Reliable Support for Business Growth

About company

Backoffice Pro (BOP) is an offshore outsourcing company that provides a variety of business process outsourcing (BPO) services to companies across the globe. Recognizing the increasing need for effic... Read more about Backoffice Pro

Less than $5000

500 - 999

2014

Princeton, New Jersey

Service focuses

‌

RCM Matter

Claimed

Best Medical Billing Services in Pittsburg

About company

RCM Matter is a top Medical Revenue Cycle Management company that offers a comprehensive product of fully integrated clinical, revenue cycle, credentialing, medical billing & coding, practice managem... Read more about RCM Matter

Less than $5000

$25 - $49/hr

500 - 999

2016

Pittsburgh, Pennsylvania

Service focuses

‌

GLOBAL FPO

Claimed

Global FPO is an outsourcing and consulting company providing services around the world.

About company

Global FPO is an outsourcing and consulting company providing services around the world. We also have a presence in the UK, USA, AUS, and Canada We provide expert services at competitive prices and a... Read more about GLOBAL FPO

Less than $5000

$100 - $149/hr

200 - 499

2012

Mount Pleasant, South Carolina

Service focuses

‌

PayBitoPro

Claimed

PayBitoPro is an Online platform for launching a crypto business in Cryptocurrency Exchange, Brokerage, Payments, Tokenization, ICO & Banking.

About company

PayBitoPro is an online platform for launching a crypto business in Cryptocurrency Exchange, Brokerage, Payments, Tokenization, ICO & Banking. Launch your business in Crypto Trading, Brokerage, Paym... Read more about PayBitoPro

$5000 - $9999

$100 - $149/hr

50 - 199

2017

Palo Alto, California

Service focuses

‌

Sistar Mortgage Company

Claimed

About company

Mortgage Company Michigan, USA As a known Mortgage Company Michigan, USA, we work face-to-face with borrowers to prequalify you, verify the credit and property aspects of the loan and make sur... Read more about Sistar Mortgage Company

Undisclosed

10 - 49

2002

Sterling Heights, Michigan

Service focuses

‌

Medical Billers and Coders (MBC)

Claimed

Medical Billing Services in USA

About company

Medical Billers and Coders is a reputable medical billing company that assists various medical specialties with their billing needs. With two decades of experience, the company offers top-notch serv... Read more about Medical Billers and Coders (MBC)

Undisclosed

500 - 999

1999

Wilmington, Delaware

Service focuses

‌

Medical Billing Company

Claimed

Medical Billing Company in New Jersey

About company

Medical Billing Company is a premier provider of comprehensive medical billing and coding solutions, proudly serving healthcare providers across New Jersey, New York, and Pennsylvania. With extensiv... Read more about Medical Billing Company

Undisclosed

$25 - $49/hr

50 - 199

2010

Bergenfield, New Jersey

Service focuses

‌

BillingFreedom

Claimed

Get Best Medical Billing services in USA

About company

BillingFreedom is a reputable provider of best-in-class billing services for healthcare practitioners, hospitals, and group and individual practices. The company is committed to solving the toughest... Read more about BillingFreedom

Undisclosed

50 - 199

2018

Frisco, Texas

Service focuses

‌

GreenSense Billing

Claimed

Reduce Financial Costs. Maximize Revenue!

About company

GreenSense Billing, a tight-knit family venture, is all about punching above our weight to cater to our clients. We get that medical providers swim in paperwork and hurdles just to get their dues. Wi... Read more about GreenSense Billing

Undisclosed

10 - 49

2019

Las Vegas, Nevada

Service focuses

‌

EmdeonMD

Claimed

We take care of your Medical Billing and Coding

About company

EmdeonMD is a dedicated medical billing company that specializes in streamlining the billing process for healthcare providers. Our mission is to maximize revenue for our clients while ensuring accura... Read more about EmdeonMD

Undisclosed

10 - 49

2023

Sheridan, Wyoming

Service focuses

‌

Paywint

Claimed

Request, Send & Receive Money Instantly, Free with PayWint Digital Wallet Mobile App, use any Bank Account or Card.

About company

Paywint is a Digital Wallet to Request, Send & Receive Money Instantly. Link multiple Bank Accounts and Debit or Credit Cards. Share a unique Payment Link, QR Code, or Pay Tag to receive money from a... Read more about Paywint

$1,000,000 - $9,999,999

$25 - $49/hr

50 - 199

2024

Tyler, Texas

Service focuses

‌

How much does it cost to hire Financial Planning Companies in the United States?

Pricing by Location in 2024

Data current as of: Dec 21, 2024

Country

Total number of companies

Companies undisclosed data

Companies provided data

Employees

Avg. hourly rate	50 - 199	500 - 999	200 - 499	Number of companies
$25 - $49/hr	3	1		4
$100 - $149/hr	1		1	2
	4 66.67%	1 16.67%	1 16.67%	6

$50 - $99/hr

Avg. hourly rate

$25 - $49/hr

Summary of Financial Planning Companies in the United States (as of Dezember 21, 2024)

To determine the average hourly cost of hiring Financial Planning Companies in the United States, we can analyze the distribution of companies across different hourly rate ranges and company sizes.

Hourly Rate Ranges:

$25 - $49/hr: 4 companies (66.67%) Most Popular Rate
$100 - $149/hr: 2 companies (33.33%)

Analysis

Most Popular Hourly Rate: The most popular hourly rate among Financial Planning Companies in the United States is $25 - $49/hr, with 4 companies (66.67%) offering services within this range. This indicates that a significant portion of the market is targeting a low-range pricing strategy, which may appeal to a broad spectrum of clients seeking a balance between cost and quality.

Conclusions

The Financial Planning market is diverse, with a substantial number of companies offering services at different price points to cater to a wide range of clients.
The most competitive and densely populated hourly rate range is $25 - $49/hr, making it the most accessible for many potential clients.
The hourly rates ($50 - $99/hr and above) are also common, indicating a robust market for specialized and potentially higher-quality services.

This analysis provides a comprehensive overview for businesses or individuals looking to hire Financial Planning Companies in the United States, enabling them to make informed decisions based on their budget and project requirements.

Choosing the Right Financial Planning in the United States Partner: A Full Guide

Which providers of Financial Planning services in the United States featured on the SuperbCompanies portal have more than 10 years of experience?

Currently, several firms listed on SuperbCompanies boast over 10 years of experience in providing high-quality Financial Planning in the United States services. Some of the most prominent among them are:

GLOBAL FPO (2012)
Sistar Mortgage Company (2002)
Medical Billers and Coders (MBC) (1999)
Medical Billing Company (2010)

These companies combine rich experience and cutting-edge technology. For more detailed information, you can visit their profiles on the SuperbCompanies portal.

What firms specializing in Financial Planning in the United States have 1–3 years of experience and offer the lowest prices?

Here are some of the best firms with 1-3 years of experience and positive reviews, offering competitive pricing:

EmdeonMD (2023) - NA

These companies are relatively new to the market, but they have quickly gained good reputations for delivering cost-effective, high-quality solutions

What are the Top providers of Financial Planning services in the United States that have 10 years of experience and offer the lowest prices?

Here are some of the top providers with over 10 years of experience, excellent reviews, and competitive pricing:

GLOBAL FPO (2012) - $100 - $149 per hour

These companies are all well-regarded for their expertise in various types of Financial Planning in the United States and offer scalable and affordable solutions for businesses of all kinds and sizes

What are the most experienced providers of Financial Planning services in the United States among those listed on SuperbCompanies?

Among these providers listed on the SuperbCompanies portal, the following have the most significant experience:

Medical Billers and Coders (MBC) (1999)
Sistar Mortgage Company (2002)
Medical Billing Company (2010)
GLOBAL FPO (2012)
Backoffice Pro (2014)

These companies are known for their extensive experience in Financial Planning in the United States and have established themselves as industry leaders over the years. You can find more details about these companies on the SuperbCompanies website.

Which Financial Planning in the United States service providers on the SuperbCompanies portal are the most awarded and certified?

On the SuperbCompanies portal, providers stand out for being highly awarded and certified. Among them, the following companies are particularly noteworthy:

GLOBAL FPO (2012) - $100 - $149 per hour

How many providers of Financial Planning services in the United States are listed on the SuperbCompanies portal?

The SuperbCompanies portal lists a variety of Financial Planning in the United States service providers across multiple regions, and over 12 featured companies are based across countries like Canada, the United States, Ukraine, and more.

It is worth mentioning that around 6 of the Financial Planning in the United States firms on the SuperbCompanies portal do not provide full information. This means that they cannot be used in the in-depth analytical research conducted by the SuperbCompanies experts. As a result, their services and performance may not be as easily evaluated or scrutinized compared to companies with full, transparent data.

Which working models are the most popular among firms of Financial Planning services in the United States listed on the SuperbCompanies portal?

The most popular working models among Financial Planning in the United States firms listed on the SuperbCompanies portal are the following:

Full Time - 5 companies
On Demand - 3 companies
Part Time - 3 companies

These models cater to various project needs and requirements, offering flexibility in terms of resource allocation and engagement.

Which leading vendors of Financial Planning in the United States have success stories that demonstrate their expertise?

On the SuperbCompanies portal, several leading Financial Planning in the United States experts share success stories and client experiences. These companies are recognized for their expertise in delivering quality and reliable Financial Planning in the United States services. Some of the top companies with impressive portfolios are:

GLOBAL FPO (1 case)
RCM Matter (1 case)

These companies have built stellar reputations by consistently delivering high-quality Financial Planning in the United States services and working with prominent brands across different industries. To read their success stories and client experiences, as well as to gain more insights into their achievements, visit their profiles on the SuperbCompanies portal.