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 |
|---|---|---|---|---|
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Suzue Sato | MoneyCafe Advisors | Denver | Not listed | Hourly, Fixed fees |
| Amar Pandit | HappyRich Capital | Mumbai | CFA | Percentage of assets, Hourly |
| Anil Kothari | HappyRich Capital | Monroe Township | CFA | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Christopher Stooksbury | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |
| Evan Carey | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |
| Jacob Schwartz | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Lindsey Swanson | We Financial Group | Oakland | CFP | Percentage of assets, Hourly |
| Mark Herskovitz | Equilibrium Wealth | Jerusalem | Not listed | Percentage of assets, Hourly |
| Phillip Hogan | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |
| Ryan Ahrens | Green Ocean Global | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| Xijian Zhang | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |
| Alexander Ingrim | Liberty Atlantic Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Brian Dunhill | DF Direct | London | Not listed | Percentage of assets |
| Cedric Bernier | DF Direct | Biarritz | Not listed | Percentage of assets |
| David Cantor | Liberty Atlantic Advisors | Florence | Not listed | Percentage of assets, Hourly |
| David Oldenkamp | DF Direct | London | Not listed | Percentage of assets |
| Dylan St. Cyr | DF Direct | Biarritz | Not listed | Percentage of assets |
| Eric Frison | DF Direct | Biarritz | Not listed | Percentage of assets |
| Henry Rutherford | Liberty Atlantic Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Isa Hantzsch | DF Direct | London | Not listed | Percentage of assets |
| Jamie Tulip | Forth Capital | Edinburgh | Not listed | Percentage of assets, Hourly |
| Joshua Madden | DF Direct | London | Not listed | Percentage of assets |
| Kaitlin Krozel | Krozel Capital | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Kamaljit Somal | DF Direct | London | Not listed | Percentage of assets |
| Mathieu Cyr | DF Direct | London | Not listed | Percentage of assets |
| Niamh Aitken | Forth Capital | Edinburgh | Not listed | Percentage of assets, Hourly |
| Nicola Barton | Forth Capital | Houston | Not listed | Percentage of assets, Hourly |
| Reuben Woods | DF Direct | London | Not listed | Percentage of assets |
| Ricardo Jesus | Liberty Atlantic Advisors | Conceição | Not listed | Percentage of assets, Hourly |
| Robin Lin | Lin Global Advisors | Kirkland | Not listed | Percentage of assets |
| Shihfang Chuang | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Simon Kasbari | Noesis Capital Management | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Thomas Tracy | Forth Capital | Edinburgh | Not listed | Percentage of assets, Hourly |
| Abhijeet Mhatre | HappyRich Capital | Monroe Township | Not listed | Percentage of assets, Hourly |
| Fernando Germana | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Jean Coletta | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Michael Laubinger | Stono River Wealth Management | Johns Island | Not listed | Percentage of assets, Fixed fees |
| Curtis Patterson | Patterson Partners | Hamilton | Not listed | Percentage of assets, Hourly |
| Jeffrey Patterson | Patterson Partners | Hamilton | Not listed | Percentage of assets, Hourly |
| John Brock-Edgar | LDN Wealth | Orlando | Not listed | Hourly, Fixed fees |
| Ryan Schmitt | LDN Wealth | Orlando | Not listed | Hourly, Fixed fees |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Nicolas Benit | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Smara Savoy | We Financial Group | East Windsor | Not listed | Percentage of assets, Hourly |