Sanderson Named a Top-100 Fee-Only Wealth Management Firm

by May 29, 2014Firm News

It gives us great pride to announce that Sanderson Wealth Management was ranked number 30 in the inaugural Top-100 Fee-Only Wealth Management Firms list by CNBC Digital.

The list was compiled with the assistance of Meridian-IQ, and determined by a proprietary formula that included the following criteria:

  • Assets under management
  • Having staff with professional designations such as a CFP or CFA
  • Working with third-party professionals such as attorneys or CPAs
  • Average account size
  • Client segmentation
  • Growth of assets
  • Years in business
  • Number of advisory clients
  • Providing advice on insurance solutions

Being named one of the top fee-based wealth management firms in the country is a testament to our unwavering philosophy of independence and transparency, the dedication of our experienced team and the strong relationships that we’ve created with our clients. On behalf of the entire firm, we are grateful for everyone who helped make this recognition possible.

Disclaimer.

Sanderson Wealth Management was ranked 30 out of 100 on the CNBC Top 100 Fee-Only Wealth Management Firms. The rating is not indicative of Sanderson Wealth Management’s future performance. Sanderson Wealth Management did not pay a fee to participate in the survey. CNBC, along with Meridian-IQ, created the rankings based on a proprietary methodology that weighted certain quantitative measures (e.g. assets under management, years in business) and qualitative measures (e.g. absence of regulatory complaints and actions, having a staff with professional designations) to arrive at a final total rank. A more thorough disclosure of the criteria and methodology used in creating this ranking can be provided upon request or is available by clicking here.