# Fee-only financial advisors for newcomers (immigration) > Newcomers face a compressed financial onboarding: establishing credit, funding retirement vehicles available only to residents, mapping foreign accounts, and sequencing major purchases (home, car, insurance) on a new tax footprint. Specialty advisors here understand both sides of that transition. The Wellspent public graph lists 30 fee-only financial advisors who work with newcomers (immigration) at 17 firms, most in Victoria, Bc, Charleston and Greenwich. 47% hold the CFP certification. Of the 30 with fees on file, 83% charge percentage of assets. Page: https://find.wellspent.co/audiences/newcomers/ 30 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 | | [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 | | [Didi Chen](https://find.wellspent.co/advisors/didi-chen.md) | Everleap Financial Planning | Newcastle, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [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 | | [Sefa Mawuli](https://find.wellspent.co/advisors/sefa-mawuli.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Amol Desai](https://find.wellspent.co/advisors/amol-desai.md) | Perceptive Wealth Advisors | Houston, Texas | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Chandler Fugate-Laus](https://find.wellspent.co/advisors/chandler-fugate-laus.md) | Moneyfluent | Columbus, Ohio | CFP | 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 | | [S Yeyni](https://find.wellspent.co/advisors/s-yeyni.md) | Wealth-Builders | Bellevue, Washington | CFP | Percentage of assets, Hourly | | [Daniel Heidel](https://find.wellspent.co/advisors/daniel-heidel.md) | Integritas Wealth Strategies | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Trezub](https://find.wellspent.co/advisors/daniel-trezub.md) | | Montreal, Quebec | | One-time planning fee | | [David Rabinowitz](https://find.wellspent.co/advisors/david-rabinowitz.md) | Equilibrium Wealth | Jerusalem, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Dixie Klaibert](https://find.wellspent.co/advisors/dixie-klaibert.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas | CFA | Percentage of assets | | [James Boyle](https://find.wellspent.co/advisors/james-boyle.md) | Plan First Wealth | Greenwich, Connecticut | CFP | Percentage of assets | | [Martha Kern](https://find.wellspent.co/advisors/martha-kern.md) | Plan First Wealth | Greenwich, Connecticut | CFP, ChFC | Percentage of assets | | [Omar Ezz](https://find.wellspent.co/advisors/omar-ezz.md) | Olive Tree Asset Management | Northville, Michigan | CFP | Percentage of assets, One-time planning fee | | [Christopher Langlois](https://find.wellspent.co/advisors/christopher-langlois.md) | Integritas Wealth Strategies | Charleston, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Joseph Recznik](https://find.wellspent.co/advisors/joseph-recznik.md) | Integritas Wealth Strategies | Charleston, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Matthew McGee](https://find.wellspent.co/advisors/matthew-mcgee.md) | Integritas Wealth Strategies | Charleston, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Sean Kearney](https://find.wellspent.co/advisors/sean-kearney.md) | Amvoy Wealth | New York, New York | | Percentage of assets, 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 | | [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 | | [Xijian Zhang](https://find.wellspent.co/advisors/xijian-zhang.md) | Beacon Hill Wealth Management | Victoria, Bc, Texas | | Percentage of assets | | [Kaitlin Krozel](https://find.wellspent.co/advisors/kaitlin-krozel.md) | Krozel Capital | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Sivaparvati Thagirisa](https://find.wellspent.co/advisors/sivaparvati-thagirisa.md) | Map to Your Wealth | Floral Park, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Richard Taylor](https://find.wellspent.co/advisors/richard-taylor.md) | Plan First Wealth | Greenwich, Connecticut | | Percentage of assets | | [Boris Suvorov](https://find.wellspent.co/advisors/boris-suvorov.md) | Three Main Points | Los Gatos, California | | Percentage of assets, Hourly, Fixed fees, Performance-based 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).