Who they serve
Fee-only 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.
By the numbers
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.
- Advisors listed
- 147
- Firms
- 68
- Cities
- 76
- Hold the CFP
- 47%
- Other credentials: CFA 15% · CPA 3% · EA 2%
- How they charge (of 147 with fees on file): percentage of assets 82% · hourly 55% · fixed fees 35% · one-time planning fee 24%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors who work with cross-border families
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| S Yeyni | Wealth-Builders | Bellevue | CFP | Percentage of assets, Hourly |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Claudina Campbell | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Wing-Yin Kong | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| David Jacoby | Remote Financial Planner | Palm Beach Gardens | CFP, CFA | Ongoing planning fee |
| David Rabinowitz | Equilibrium Wealth | Jerusalem | CFP | Percentage of assets, Hourly |
| Eva Howland | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| John McNertney | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| John Wanvig | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| John York | White Lighthouse Investment Management | Aurich | CFP | Percentage of assets, Hourly |
| Jonathan Lachowitz | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Mark Moberg | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Noa Hoffman | Green Ocean Global | San Francisco | CFP | Percentage of assets, Fixed fees |
| Roberta Tondo | White Lighthouse Investment Management | Bedford | CFP | Percentage of assets, Hourly |
| Abraham Amador-Lindner | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Ajbinder Sull | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Amandeep Bhangu | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Ann Herrero | DF Direct | London | CFP | Percentage of assets |
| Cheryl Deknatel | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Damanjit Minhas | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Diego Luna Y Parra Diaz | Berlin Wealth Group Advisors | Tomball | Not listed | Flat fee or retainer, Hourly |
| Grace Trewartha | MAPT Capital | Madison | Not listed | Percentage of assets, Flat fee or retainer |
| Nicolaas Letschert | Noesis Capital Management | Boca Raton | CFP | Percentage of assets, Fixed fees |
| Robin Lakey-White | DF Direct | London | CFP | Percentage of assets |
| Rosalie Hirst Almenara | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Scott Beasley | Liberty Atlantic Advisors | Valencia | CFP, ChFC | Percentage of assets, Hourly |
| Scott Evans | Liberty Atlantic Advisors | Princeton | CFP, CFA | Percentage of assets, Hourly |
| Thomas Holloway | Pacifica Partners | Calgary | CFA | Percentage of assets, Hourly |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Dixie Klaibert | Beacon Hill Wealth Management | Victoria, Bc | CFA | Percentage of assets |
| Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. | The World Changers | Miami | Not listed | Percentage of assets, Subscription |
| Hiroshi Goto | Goto Financial Advisory | Franklin | CFA | One-time planning fee |
| Riddhi Jain | HappyRich Capital | Mumbai | CFP | Percentage of assets, Hourly |
| William Hammond | TechView Wealth Advisors | St. Petersburg | Not listed | Percentage of assets |
| Arijeet Singh | Willow Grove Advisors | Brier | Not listed | Percentage of assets, Hourly |
| Christian Paterok | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Eric Diandrea | WealthUnite Advisors | Manhasset | Not listed | Percentage of assets |
| Gregory Nakano | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Jeffrey Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Jennifer Patterson | Patterson Partners | Hamilton | CFP | Percentage of assets, Hourly |
| Keley Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Laleeta Hill | Noesis Capital Management | Boca Raton | CFA | Percentage of assets, Fixed fees |
| Laura Kohler | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Michael Simcock | Liberty Atlantic Advisors | Florence | CFA | Percentage of assets, Hourly |
| Naveen Gopal | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Reuben Moldowan | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. | Northwestern Mutual Investment Services, LLC | ATLANTA | Not listed | Percentage of assets |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |