# Fee-only financial advisors for canadians in the us

> A tight sub-audience of cross-border planning: Canadians working, studying, or permanently relocated to the US. Planning priorities include residency-status coordination, RRSP treatment under US tax, and whether and how to unwind Canadian holdings.

The Wellspent public graph lists 19 fee-only financial advisors who work with canadians in the us at 7 firms, most in Surrey, Victoria, Bc and Springfield. 26% hold the CFP certification. Of the 19 with fees on file, 89% charge percentage of assets.

Page: https://find.wellspent.co/audiences/canadians-in-us/
19 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Aditi Kapadia](https://find.wellspent.co/advisors/aditi-kapadia.md) | Wealth IQ | Springfield, Illinois | CFA, CFP, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee, Hourly |
| [Andrea Thompson](https://find.wellspent.co/advisors/andrea-thompson.md) | Modern Cents | Toronto, Ontario | CFP, CRPC, CLU, CHS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten.md) | 49th Parallel Wealth Management, LLC | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Hourly, One-time planning fee |
| [Vikki Brown](https://find.wellspent.co/advisors/vikki-brown.md) | Modern Cents | Mississauga, Ontario | CFP, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Bryan Haggard](https://find.wellspent.co/advisors/bryan-haggard.md) | RetireMitten Financial LLC | Milford, Michigan | CFA, CFP | Percentage of assets, One-time planning fee |
| [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten-0180.md) | 49th Parallel Wealth Management | Vancouver, British Columbia | CFA, CFP (Canada), CFP (U.S.) | Percentage of assets, Hourly, One-time planning fee |
| [Ajbinder Sull](https://find.wellspent.co/advisors/ajbinder-sull.md) | Pacifica Partners | Surrey, Washington | CFA | Percentage of assets, Hourly |
| [Amandeep Bhangu](https://find.wellspent.co/advisors/amandeep-bhangu.md) | Pacifica Partners | Surrey, Washington | CFA | Percentage of assets, Hourly |
| [Damanjit Minhas](https://find.wellspent.co/advisors/damanjit-minhas.md) | Pacifica Partners | Surrey, Washington | CFA | Percentage of assets, Hourly |
| [Rosalie Hirst Almenara](https://find.wellspent.co/advisors/rosalie-hirst-almenara.md) | Pacifica Partners | Surrey, Washington | CFA | Percentage of assets, Hourly |
| [Thomas Holloway](https://find.wellspent.co/advisors/thomas-holloway.md) | Pacifica Partners | Calgary, Washington | CFA | Percentage of assets, Hourly |
| [Dixie Klaibert](https://find.wellspent.co/advisors/dixie-klaibert.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas | CFA | Percentage of assets |
| [Gregory Nakano](https://find.wellspent.co/advisors/gregory-nakano.md) | Pacifica Partners | Surrey, Washington |   | Percentage of assets, Hourly |
| [Naveen Gopal](https://find.wellspent.co/advisors/naveen-gopal.md) | Pacifica Partners | Surrey, Texas |   | Percentage of assets, Hourly |
| [Reuben Moldowan](https://find.wellspent.co/advisors/reuben-moldowan.md) | Pacifica Partners | Surrey, Washington |   | Percentage of assets, Hourly |
| [Christopher Stooksbury](https://find.wellspent.co/advisors/christopher-stooksbury.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas |   | Percentage of assets |
| [Evan Carey](https://find.wellspent.co/advisors/evan-carey.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas |   | Percentage of assets |
| [Phillip Hogan](https://find.wellspent.co/advisors/phillip-hogan.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas |   | Percentage of assets |
| [Xijian Zhang](https://find.wellspent.co/advisors/xijian-zhang.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas |   | Percentage of assets |

## Related

- [Cross-border (US / Canada)](https://find.wellspent.co/specialties/cross-border.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).