# Fee-only financial advisors for cross-border families > Cross-border families (split residency, dual citizenship, income or assets in more than one country) need planning that coordinates the two regimes. Tax treaty coordination, account-type mapping (RRSP/IRA), estate rules, and the mechanics of a move are the repeated themes. The Wellspent public graph lists 147 fee-only financial advisors who work with cross-border families at 68 firms, most in San Francisco, Markham and London. 47% hold the CFP certification. Of the 147 with fees on file, 82% charge percentage of assets. Page: https://find.wellspent.co/audiences/cross-border-families/ 147 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 | |---|---|---|---|---| | [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham.md) | Elgon Financial Advisors | Austin, Texas | CFP, MSC | Percentage of assets, One-time planning fee, Subscription, Hourly | | [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer | | [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 | | [Andrew Dobson](https://find.wellspent.co/advisors/andrew-dobson.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP, CIM | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Anna Golan-Reznick](https://find.wellspent.co/advisors/anna-golan-reznick.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Brenda Hiscock](https://find.wellspent.co/advisors/brenda-hiscock.md) | Objective Financial Partners | Toronto, Ontario | CFP, RHU | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee | | [Hannah McVean](https://find.wellspent.co/advisors/hannah-mcvean.md) | Objective Financial Partners | Markham, Ontario | CFP, CIM | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Hui-chin Chen](https://find.wellspent.co/advisors/hui-chin-chen.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Jason Heath](https://find.wellspent.co/advisors/jason-heath.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Jeff McCartney](https://find.wellspent.co/advisors/jeff-mccartney.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP, CFDS, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Jordan Vlastuin Vlastuin](https://find.wellspent.co/advisors/jordan-vlastuin-vlastuin.md) | Make the Memory Financial Planning LLC | Clemmons, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Julia Chung](https://find.wellspent.co/advisors/julia-chung.md) | Spring Financial Planning | Surrey, British Columbia | CFP, CLU, FEA | One-time planning fee, Ongoing planning fee | | [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 | | [Malissa Marshall](https://find.wellspent.co/advisors/malissa-marshall.md) | Soaring Wealth LLC | Bristol, Vermont | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Matthew Hale](https://find.wellspent.co/advisors/matthew-hale.md) | Make the Memory Financial Planning | Johnson City, Tennessee | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Nancy Grouni](https://find.wellspent.co/advisors/nancy-grouni.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Prudence Zhu](https://find.wellspent.co/advisors/prudence-zhu.md) | Enso Financial | Phoenix, Arizona | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly | | [Ryan Johnson](https://find.wellspent.co/advisors/ryan-johnson.md) | Hundred Financial Planning | Grand Rapids, Michigan | CFP | One-time planning fee, Percentage of assets, Subscription, Flat fee or retainer | | [Ryan Kurtz](https://find.wellspent.co/advisors/ryan-kurtz.md) | Objective Financial Partners Inc. | Markham, Ontario | CPA, CFP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Sefa Mawuli](https://find.wellspent.co/advisors/sefa-mawuli.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Thuy (Twee) Lam](https://find.wellspent.co/advisors/thuy-twee-lam.md) | Objective Financial Partners | Markham, Ontario | CFP | Flat fee or retainer, Hourly, Ongoing planning fee, 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 | | [Zeke Anders](https://find.wellspent.co/advisors/zeke-anders.md) | Planalto Financial LLC | Huntsville, Alabama | CFP | Flat fee or retainer, Hourly, Ongoing planning fee | | [Ariadne Horstman](https://find.wellspent.co/advisors/ariadne-horstman.md) | Tamarind Financial Planning | Palo Alto, California | CFP, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, 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 | | [Emilie Goldman](https://find.wellspent.co/advisors/emilie-goldman.md) | Tamarind Financial Planning | Palo Alto, California | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Greg Crofton](https://find.wellspent.co/advisors/greg-crofton.md) | Adap Tax Financial, Inc. | Pleasanton, California | CFP, EA | Hourly, Flat fee or retainer, One-time planning fee, Percentage of assets | | [Otto Rivera](https://find.wellspent.co/advisors/otto-rivera.md) | Mindful Wealth LLC | St Louis, Florida | CFP, EA | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Brandon Davies](https://find.wellspent.co/advisors/brandon-davies.md) | Objective Financial Partners Inc. | Markham, Ontario | CFP (Canada), CFP (U.S.), CIM, CLU, TEP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Jane Beule](https://find.wellspent.co/advisors/jane-beule.md) | Griffin Black, LLC | Redwood City, California | BA, CFP, MBA | Percentage of assets, Ongoing planning fee | | [Karen Richardsdon](https://find.wellspent.co/advisors/karen-richardsdon.md) | Spring Financial Planning | Kenora, Ontario | QAFP | One-time planning fee, Ongoing planning fee | | [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing 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 | | [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee | | [Brett Spencer](https://find.wellspent.co/advisors/brett-spencer.md) | Impact Financial LLC | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Bill Holliday](https://find.wellspent.co/advisors/bill-holliday.md) | AIO Financial, LLC | Los Angeles, California | | Percentage of assets, Ongoing planning fee, Hourly | | [Rupa Pereira](https://find.wellspent.co/advisors/rupa-pereira.md) | FWJ Planning | Raleigh Durham Triangle, North Carolina | | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles.md) | Focused Founders Wealth Planning | MOUNT JOY, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly | | [Brennan Vitali](https://find.wellspent.co/advisors/brennan-vitali.md) | Vitality Wealth Planning | Elkhart, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Francisco Aguilar Puyol](https://find.wellspent.co/advisors/francisco-aguilar-puyol.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Nancy Metzger](https://find.wellspent.co/advisors/nancy-metzger.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Tamara Witham](https://find.wellspent.co/advisors/tamara-witham.md) | GreenLife Advisors, LLC | Harrison, New York | CFP, CFA, MBA | Percentage of assets, Hourly, Fixed fees | | [Victor Gersten](https://find.wellspent.co/advisors/victor-gersten.md) | Cross Border Wealth Advisors | San Diego, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Guilian DiLeonardo](https://find.wellspent.co/advisors/guilian-dileonardo.md) | Liberty One Wealth Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets | | [Matthew Lewis](https://find.wellspent.co/advisors/matthew-lewis.md) | TechView Wealth Advisors | San Francisco, California | CFP, CFA | Percentage of assets | | [Ross Cutler](https://find.wellspent.co/advisors/ross-cutler.md) | King Tide Advisors | Stuart, Florida | CFP | Hourly, One-time planning fee, Percentage of assets | | [S Yeyni](https://find.wellspent.co/advisors/s-yeyni.md) | Wealth-Builders | Bellevue, Washington | CFP | Percentage of assets, Hourly | | [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer | | [Claudina Campbell](https://find.wellspent.co/advisors/claudina-campbell.md) | Willow Grove Advisors | Berkeley, California | CFP | Percentage of assets, Hourly | | [Wing-Yin Kong](https://find.wellspent.co/advisors/wing-yin-kong.md) | Willow Grove Advisors | Berkeley, California | CFP | Percentage of assets, Hourly | | [David Jacoby](https://find.wellspent.co/advisors/david-jacoby.md) | Remote Financial Planner | Palm Beach Gardens, Florida | CFP, CFA | Ongoing planning fee | | [David Rabinowitz](https://find.wellspent.co/advisors/david-rabinowitz.md) | Equilibrium Wealth | Jerusalem, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Eva Howland](https://find.wellspent.co/advisors/eva-howland.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [John McNertney](https://find.wellspent.co/advisors/john-mcnertney.md) | Green Ocean Global | San Francisco, California | CFP | Percentage of assets, Fixed fees | | [John Wanvig](https://find.wellspent.co/advisors/john-wanvig.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [John York](https://find.wellspent.co/advisors/john-york.md) | White Lighthouse Investment Management | Aurich, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Lachowitz](https://find.wellspent.co/advisors/jonathan-lachowitz.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas | | Percentage of assets | | [Mark Moberg](https://find.wellspent.co/advisors/mark-moberg.md) | Green Ocean Global | San Francisco, California | CFP | Percentage of assets, Fixed fees | | [Noa Hoffman](https://find.wellspent.co/advisors/noa-hoffman.md) | Green Ocean Global | San Francisco, California | CFP | Percentage of assets, Fixed fees | | [Roberta Tondo](https://find.wellspent.co/advisors/roberta-tondo.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees | | [Abraham Amador-Lindner](https://find.wellspent.co/advisors/abraham-amador-lindner.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [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 | | [Ann Herrero](https://find.wellspent.co/advisors/ann-herrero.md) | DF Direct | London, Florida | CFP | Percentage of assets | | [Cheryl Deknatel](https://find.wellspent.co/advisors/cheryl-deknatel.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [Damanjit Minhas](https://find.wellspent.co/advisors/damanjit-minhas.md) | Pacifica Partners | Surrey, Washington | CFA | Percentage of assets, Hourly | | [Diego Luna Y Parra Diaz](https://find.wellspent.co/advisors/diego-luna-y-parra-diaz.md) | Berlin Wealth Group Advisors | Tomball, Texas | | Flat fee or retainer, Hourly, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Grace Trewartha](https://find.wellspent.co/advisors/grace-trewartha.md) | MAPT Capital | Madison, Wisconsin | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Nicolaas Letschert](https://find.wellspent.co/advisors/nicolaas-letschert.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [Robin Lakey-White](https://find.wellspent.co/advisors/robin-lakey-white.md) | DF Direct | London, Florida | CFP | Percentage of assets | | [Rosalie Hirst Almenara](https://find.wellspent.co/advisors/rosalie-hirst-almenara.md) | Pacifica Partners | Surrey, Washington | CFA | Percentage of assets, Hourly | | [Rupesh Goyal](https://find.wellspent.co/advisors/rupesh-goyal.md) | Alphanso | Rochester, New York | | Flat fee or retainer, Ongoing planning fee | | [Scott Beasley](https://find.wellspent.co/advisors/scott-beasley.md) | Liberty Atlantic Advisors | Valencia, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Scott Evans](https://find.wellspent.co/advisors/scott-evans.md) | Liberty Atlantic Advisors | Princeton, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Thomas Holloway](https://find.wellspent.co/advisors/thomas-holloway.md) | Pacifica Partners | Calgary, Washington | CFA | Percentage of assets, Hourly | | [Dane May](https://find.wellspent.co/advisors/dane-may.md) | D&M Strategic Wealth | Irvine, California | | Percentage of assets | | [Dixie Klaibert](https://find.wellspent.co/advisors/dixie-klaibert.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas | CFA | Percentage of assets | | [Fradel Barber](https://find.wellspent.co/advisors/fradel-barber.md) | The World Changers | Miami , Florida | | Percentage of assets, Subscription | | [Hiroshi Goto](https://find.wellspent.co/advisors/hiroshi-goto.md) | Goto Financial Advisory | Franklin, Tennessee | CFA | One-time planning fee | | [Riddhi Jain](https://find.wellspent.co/advisors/riddhi-jain.md) | HappyRich Capital | Mumbai, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [William Hammond](https://find.wellspent.co/advisors/william-hammond.md) | TechView Wealth Advisors | St. Petersburg, Florida | | Percentage of assets | | [Arijeet Singh](https://find.wellspent.co/advisors/arijeet-singh.md) | Willow Grove Advisors | Brier, Washington | | Percentage of assets, Hourly | | [Christian Paterok](https://find.wellspent.co/advisors/christian-paterok.md) | Noesis Capital Management | Boca Raton, Florida | CFA | Percentage of assets, Fixed fees | | [Eric Diandrea](https://find.wellspent.co/advisors/eric-diandrea.md) | WealthUnite Advisors | Manhasset, New York | | Percentage of assets | | [Gregory Nakano](https://find.wellspent.co/advisors/gregory-nakano.md) | Pacifica Partners | Surrey, Washington | | Percentage of assets, Hourly | | [Jeffrey Petersen](https://find.wellspent.co/advisors/jeffrey-petersen-5569357.md) | Willow Grove Advisors | Berkeley, California | | Percentage of assets, Hourly | | [Jennifer Patterson](https://find.wellspent.co/advisors/jennifer-patterson.md) | Patterson Partners | Hamilton, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Keley Petersen](https://find.wellspent.co/advisors/keley-petersen.md) | Willow Grove Advisors | Berkeley, California | | Percentage of assets, Hourly | | [Laleeta Hill](https://find.wellspent.co/advisors/laleeta-hill.md) | Noesis Capital Management | Boca Raton, Florida | CFA | Percentage of assets, Fixed fees | | [Laura Kohler](https://find.wellspent.co/advisors/laura-kohler.md) | Willow Grove Advisors | Berkeley, California | | Percentage of assets, Hourly | | [Michael Simcock](https://find.wellspent.co/advisors/michael-simcock.md) | Liberty Atlantic Advisors | Florence, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Rush Imhotep](https://find.wellspent.co/advisors/rush-imhotep.md) | Northwestern Mutual Investment Services, LLC | ATLANTA, Georgia | | Percentage of assets | | [Sarah Smith](https://find.wellspent.co/advisors/sarah-smith.md) | Willow Grove Advisors | Berkeley, California | | Percentage of assets, Hourly | | [Sean Kearney](https://find.wellspent.co/advisors/sean-kearney.md) | Amvoy Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Suzue Sato](https://find.wellspent.co/advisors/suzue-sato.md) | MoneyCafe Advisors | Denver, Colorado | | Hourly, Fixed fees | | [Amar Pandit](https://find.wellspent.co/advisors/amar-pandit.md) | HappyRich Capital | Mumbai, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Anil Kothari](https://find.wellspent.co/advisors/anil-kothari.md) | HappyRich Capital | Monroe Township, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Asaph Elan](https://find.wellspent.co/advisors/asaph-elan.md) | Equilibrium Wealth | San Carlos, California | | Percentage of assets, Hourly, Fixed fees | | [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 | | [Jacob Schwartz](https://find.wellspent.co/advisors/jacob-schwartz.md) | Green Ocean Global | San Francisco, California | | Percentage of assets, Fixed fees | | [Lindsey Swanson](https://find.wellspent.co/advisors/lindsey-swanson.md) | We Financial Group | Oakland, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Herskovitz](https://find.wellspent.co/advisors/mark-herskovitz.md) | Equilibrium Wealth | Jerusalem, California | | Percentage of assets, Hourly, Fixed fees | | [Phillip Hogan](https://find.wellspent.co/advisors/phillip-hogan.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas | | Percentage of assets | | [Ryan Ahrens](https://find.wellspent.co/advisors/ryan-ahrens.md) | Green Ocean Global | San Francisco, California | | Percentage of assets, Fixed fees | | [Rylee Felice](https://find.wellspent.co/advisors/rylee-felice.md) | White Lighthouse Investment Management | Boston, Massachusetts | | Percentage of assets, Hourly, Fixed fees | | [Xijian Zhang](https://find.wellspent.co/advisors/xijian-zhang.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas | | Percentage of assets | | [Alexander Ingrim](https://find.wellspent.co/advisors/alexander-ingrim.md) | Liberty Atlantic Advisors | Florence, Texas | | Percentage of assets, Hourly, Fixed fees | | [Brian Dunhill](https://find.wellspent.co/advisors/brian-dunhill.md) | DF Direct | London, Florida | | Percentage of assets | | [Cedric Bernier](https://find.wellspent.co/advisors/cedric-bernier.md) | DF Direct | Biarritz, Florida | | Percentage of assets | | [David Cantor](https://find.wellspent.co/advisors/david-cantor.md) | Liberty Atlantic Advisors | Florence, Texas | | Percentage of assets, Hourly, Fixed fees | | [David Oldenkamp](https://find.wellspent.co/advisors/david-oldenkamp.md) | DF Direct | London, Florida | | Percentage of assets | | [Dylan St. Cyr](https://find.wellspent.co/advisors/dylan-st-cyr.md) | DF Direct | Biarritz, Florida | | Percentage of assets | | [Eric Frison](https://find.wellspent.co/advisors/eric-frison.md) | DF Direct | Biarritz, Florida | | Percentage of assets | | [Henry Rutherford](https://find.wellspent.co/advisors/henry-rutherford.md) | Liberty Atlantic Advisors | Florence, Texas | | Percentage of assets, Hourly, Fixed fees | | [Isa Hantzsch](https://find.wellspent.co/advisors/isa-hantzsch.md) | DF Direct | London, Florida | | Percentage of assets | | [Jamie Tulip](https://find.wellspent.co/advisors/jamie-tulip.md) | Forth Capital | Edinburgh, Texas | | Percentage of assets, Hourly, Fixed fees | | [Joshua Madden](https://find.wellspent.co/advisors/joshua-madden.md) | DF Direct | London, Florida | | Percentage of assets | | [Kaitlin Krozel](https://find.wellspent.co/advisors/kaitlin-krozel.md) | Krozel Capital | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Kamaljit Somal](https://find.wellspent.co/advisors/kamaljit-somal.md) | DF Direct | London, Florida | | Percentage of assets | | [Mathieu Cyr](https://find.wellspent.co/advisors/mathieu-cyr.md) | DF Direct | London, Florida | | Percentage of assets | | [Niamh Aitken](https://find.wellspent.co/advisors/niamh-aitken.md) | Forth Capital | Edinburgh, Texas | | Percentage of assets, Hourly, Fixed fees | | [Nicola Barton](https://find.wellspent.co/advisors/nicola-barton.md) | Forth Capital | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Reuben Woods](https://find.wellspent.co/advisors/reuben-woods.md) | DF Direct | London, Florida | | Percentage of assets | | [Ricardo Jesus](https://find.wellspent.co/advisors/ricardo-jesus.md) | Liberty Atlantic Advisors | Conceição, Texas | | Percentage of assets, Hourly, Fixed fees | | [Robin Lin](https://find.wellspent.co/advisors/robin-lin.md) | Lin Global Advisors | Kirkland, Washington | | Percentage of assets | | [Shihfang Chuang](https://find.wellspent.co/advisors/shihfang-chuang.md) | Noesis Capital Management | Boca Raton, Florida | | Percentage of assets, Fixed fees | | [Simon Kasbari](https://find.wellspent.co/advisors/simon-kasbari.md) | Noesis Capital Management | Boca Raton, Florida | | Percentage of assets, Fixed fees | | [Thomas Tracy](https://find.wellspent.co/advisors/thomas-tracy.md) | Forth Capital | Edinburgh, Texas | | Percentage of assets, Hourly, Fixed fees | | [Abhijeet Mhatre](https://find.wellspent.co/advisors/abhijeet-mhatre.md) | HappyRich Capital | Monroe Township, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Fernando Germana](https://find.wellspent.co/advisors/fernando-germana.md) | Germana Capital | Miami, Florida | | Percentage of assets, Hourly, Performance-based fees | | [Jean Coletta](https://find.wellspent.co/advisors/jean-coletta.md) | Germana Capital | Miami, Florida | | Percentage of assets, Hourly, Performance-based fees | | [Michael Laubinger](https://find.wellspent.co/advisors/michael-laubinger.md) | Stono River Wealth Management | Johns Island, South Carolina | | Percentage of assets, Fixed fees | | [Curtis Patterson](https://find.wellspent.co/advisors/curtis-patterson.md) | Patterson Partners | Hamilton, Texas | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Patterson](https://find.wellspent.co/advisors/jeffrey-patterson.md) | Patterson Partners | Hamilton, Texas | | Percentage of assets, Hourly, Fixed fees | | [John Brock-Edgar](https://find.wellspent.co/advisors/john-brock-edgar.md) | LDN Wealth | Orlando, Florida | | Hourly, Fixed fees | | [Ryan Schmitt](https://find.wellspent.co/advisors/ryan-schmitt.md) | LDN Wealth | Orlando, Florida | | Hourly, Fixed fees | | [Guillaume Decalf](https://find.wellspent.co/advisors/guillaume-decalf.md) | We Financial Group | San Francisco, California | | Percentage of assets, Hourly, Fixed fees | | [Nicolas Benit](https://find.wellspent.co/advisors/nicolas-benit.md) | We Financial Group | San Francisco, California | | Percentage of assets, Hourly, Fixed fees | | [Smara Savoy](https://find.wellspent.co/advisors/smara-savoy.md) | We Financial Group | East Windsor, New Jersey | | Percentage of assets, Hourly, Fixed fees | ## 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).