Efficient Advisors
Efficient Advisors (CRD# 150144) is a financial advisory firm headquartered in Mason, OH. They manage $1,870,228,388 in 12,950 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management1,870MILLION
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Total Number of Accounts12,950ACCOUNTS
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Average Account Value$144,419
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
Marc Becker (CRD# 4247479) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Durham, NC and has over 15 years of experience in the finance industry.
Timothy Chisholm (CRD# 2871455) is an Investment Advisor Representative working at Efficient Advisors in Newtown Square, PA and has over 24 years of experience in the finance industry.
Thomas Dundorf (CRD# 2080469) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 32 years of experience in the finance industry. Thomas Dundorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nathan Fulks (CRD# 6338435) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 7 years of experience in the finance industry. Nathan Fulks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Resnick (CRD# 2564858) is an Investment Advisor Representative working at Efficient Advisors in Mason, OH and has over 28 years of experience in the finance industry.
Mark Zorko (CRD# 6146675) is an Investment Advisor Representative working at Efficient Advisors in Mason, OH and has over 12 years of experience in the finance industry.
Jhon Khan (CRD# 7615472) is an Investment Advisor Representative working at Efficient Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.