Who they serve
Fee-only 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.
By the numbers
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.
- Advisors listed
- 30
- Firms
- 17
- Cities
- 19
- Hold the CFP
- 47%
- Other credentials: CFA 17% · ChFC 3%
- How they charge (of 30 with fees on file): percentage of assets 83% · hourly 50% · fixed fees 37% · one-time planning fee 27%
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 newcomers (immigration)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Didi Chen | Everleap Financial Planning | Newcastle | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Hui-chin Chen | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Sefa Mawuli | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Amol Desai | Perceptive Wealth Advisors | Houston | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Chandler Fugate-Laus | Moneyfluent | Columbus | CFP | Flat fee or retainer, One-time planning fee |
| Tamara Witham | GreenLife Advisors, LLC | Harrison | CFP, CFA, MBA | Percentage of assets, Hourly |
| S Yeyni | Wealth-Builders | Bellevue | CFP | Percentage of assets, Hourly |
| Daniel Heidel | Integritas Wealth Strategies | Charleston | CFP | Percentage of assets, Hourly |
| Daniel Trezub | Not listed | Montreal | Not listed | One-time planning fee |
| David Rabinowitz | Equilibrium Wealth | Jerusalem | CFP | Percentage of assets, Hourly |
| Dixie Klaibert | Beacon Hill Wealth Management | Victoria, Bc | CFA | Percentage of assets |
| James Boyle | Plan First Wealth | Greenwich | CFP | Percentage of assets |
| Martha Kern | Plan First Wealth | Greenwich | CFP, ChFC | Percentage of assets |
| Omar Ezz | Olive Tree Asset Management | Northville | CFP | Percentage of assets, One-time planning fee |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Joseph Recznik | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Matthew McGee | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Mark Herskovitz | Equilibrium Wealth | Jerusalem | Not listed | Percentage of assets, Hourly |
| Phillip Hogan | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |
| Xijian Zhang | Beacon Hill Wealth Management | Victoria, Bc | Not listed | Percentage of assets |
| Kaitlin Krozel | Krozel Capital | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Sivaparvati Thagirisa | Map to Your Wealth | Floral Park | Not listed | Percentage of assets, Flat fee or retainer |
| Richard Taylor | Plan First Wealth | Greenwich | Not listed | Percentage of assets |
| Boris Suvorov | Three Main Points | Los Gatos | Not listed | Percentage of assets, Hourly |