# Fee-only financial advisors for physicians

> Physicians as an audience combine a long training runway, significant early-career debt, and a rapid income ramp once they enter attending practice. Planning priorities differ sharply across the stages, and advisors with experience across them can keep the plan coherent from residency to retirement.

The Wellspent public graph lists 686 fee-only financial advisors who work with physicians at 299 firms, most in Cincinnati, Dallas and Boulder. 48% hold the CFP certification. Of the 686 with fees on file, 89% charge percentage of assets.

Page: https://find.wellspent.co/audiences/physicians/
686 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 |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Alan Rhode](https://find.wellspent.co/advisors/alan-rhode.md) | Modern Wealth | Blue Bell, Pennsylvania | CFP, RLP, CPWA | Percentage of assets |
| [Amber FitzRysler](https://find.wellspent.co/advisors/amber-fitzrysler.md) | Rising Financial | Minneapolis, Minnesota | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Amy Barnes](https://find.wellspent.co/advisors/amy-barnes.md) | Firebrand Wealth Management, LLC | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee |
| [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee |
| [Andrew Ish](https://find.wellspent.co/advisors/andrew-ish.md) | Prepared Financial Planning LLC | Milwaukee, Wisconsin | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon.md) | VetWorth | Peachtree City, Georgia | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| [Austin Lee](https://find.wellspent.co/advisors/austin-lee.md) | Lee Financial Group LLC | Ladera Ranch, California | CFP, MBA | Ongoing planning fee, Percentage of assets |
| [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins.md) | Metanoia Financial | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Chao Zhang](https://find.wellspent.co/advisors/chao-zhang.md) | Think Different Wealth Advisors LLC | Allen, Texas | CFA, CFP, MBA | Percentage of assets |
| [Charles Harper](https://find.wellspent.co/advisors/charles-harper.md) | Harper Financial Planning LLC | Columbia, South Carolina | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Daniel Wrenne](https://find.wellspent.co/advisors/daniel-wrenne.md) | Wrenne Financial Planning | Lexington, Kentucky | CFP, ChFC | Flat fee or retainer, Ongoing 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 |
| [Hunter Kelly](https://find.wellspent.co/advisors/hunter-kelly.md) | Palm Valley Wealth Management | Saint Augustine, Florida | CFP | Percentage of assets |
| [Jaime Ruff](https://find.wellspent.co/advisors/jaime-ruff.md) | HB Wealth | Nashville, Tennessee | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| [Jared Andreoli](https://find.wellspent.co/advisors/jared-andreoli.md) | Simplicity Financial, LLC | Milwaukee, Wisconsin | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Jared Paul](https://find.wellspent.co/advisors/jared-paul.md) | Capable Wealth | Albany, New York | CFP, CIMA | Percentage of assets, Hourly, Fixed fees |
| [Jim Pan](https://find.wellspent.co/advisors/jim-pan.md) | Panorama Financial Planning | Vancouver, British Columbia | CFP, MFA-P | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [John Gugle](https://find.wellspent.co/advisors/john-gugle.md) | Gugle Wealth Advisory LLC | Indian Land, South Carolina | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee |
| [Jordan Banning](https://find.wellspent.co/advisors/jordan-banning.md) | Crafted Financial Planning | Glendale, Arizona | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Mai Yang](https://find.wellspent.co/advisors/mai-yang.md) | Heartworth Financial | Saint Louis Park, Minnesota | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Marcus Miller](https://find.wellspent.co/advisors/marcus-miller.md) | Mainstay Capital LLC | Lakeland, Florida | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Meri-Li Forrest](https://find.wellspent.co/advisors/meri-li-forrest.md) | Be Wealthy Financial Coaching Inc. | Oakville, Ontario | CFP, CIM | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane.md) | Kane Financial Planning, LLC | Avon, Connecticut | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Sara Young](https://find.wellspent.co/advisors/sara-young.md) | Live and Give Financial LLC | Cincinnati, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Tommy Lopez](https://find.wellspent.co/advisors/tommy-lopez.md) | Coffeehouse Capital LLC \| Financial Planning and Wealth Management | Fresno, California | CFP, CRPC | Hourly, One-time planning fee |
| [Travis Tracy](https://find.wellspent.co/advisors/travis-tracy.md) | Fortitude Financial Planning, LLC | Raleigh, North Carolina | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription |
| [Betsy Ratashak-Vogel](https://find.wellspent.co/advisors/betsy-ratashak-vogel.md) | R&V Personal Finance | Decorah, Iowa | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Bob Wolfe](https://find.wellspent.co/advisors/bob-wolfe.md) | HealthyFP | Conshohocken, Pennsylvania | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Clint Gossage](https://find.wellspent.co/advisors/clint-gossage.md) | CMG Financial Consulting, LLC | Scottsdale, Arizona | CFA, CFP, CPA | Ongoing planning fee |
| [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee |
| [Garrett Bybee](https://find.wellspent.co/advisors/garrett-bybee.md) | Bybee Wealth Management | Roy, Utah | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Ivan Havrylyan](https://find.wellspent.co/advisors/ivan-havrylyan.md) | Outside The Box Financial Planning, LLC | Wheeling, Illinois | CFP | One-time planning fee |
| [Jason Richmond](https://find.wellspent.co/advisors/jason-richmond.md) | Pruitt Richmond Wealth Management | Estero, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith.md) | Vitality Wealth | Meridian, Idaho | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee |
| [John West](https://find.wellspent.co/advisors/john-west.md) | Spraker West Wealth Management, Inc. | Winter Park, Florida | CFP, MBA | Percentage of assets, Hourly, One-time planning fee |
| [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 |
| [Rachel Lawrence](https://find.wellspent.co/advisors/rachel-lawrence.md) | Reverie Wealth | Rochester, New Hampshire | CFP, MSFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Rosario Chacón](https://find.wellspent.co/advisors/rosario-chacon-10416.md) | Wealth-Source Financial | Oakland, California | CFP, CSLP, CDFA, EA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Scott Sturgeon](https://find.wellspent.co/advisors/scott-sturgeon.md) | Oread Wealth Partners | Leawood, Kansas | CFP, JD, MBA | Percentage of assets |
| [Thomas Mclean](https://find.wellspent.co/advisors/thomas-mclean.md) | Altruist Wealth Management | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Zach Reyes](https://find.wellspent.co/advisors/zach-reyes.md) | Circadia Financial Planning | Westlake, Texas | CFP | Percentage of assets, Ongoing planning fee |
| [Andrew Mastro](https://find.wellspent.co/advisors/andrew-mastro.md) | Wrought Financial Planning | Haddonfield, New Jersey | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| [Betsy Hutchins](https://find.wellspent.co/advisors/betsy-hutchins.md) | Forward Financial Planning | Germantown, Tennessee | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| [Brett Croft](https://find.wellspent.co/advisors/brett-croft.md) | Croft Financial Planning | Newbury, New Hampshire | CFA, CFP, CTFA | Hourly, One-time planning fee |
| [Brian Face](https://find.wellspent.co/advisors/brian-face.md) | Face 2 Face Financial Planning | Portage, Michigan | CFP | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Caleb Pepperday](https://find.wellspent.co/advisors/caleb-pepperday.md) | Advanced Practice Planning, LLC | Missoula, Montana | CFP, ChFC | Ongoing planning fee |
| [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady.md) | Michael Brady & Co., LLC | Westlake, Ohio | CFP, MBA | Percentage of assets |
| [Chris Ferris](https://find.wellspent.co/advisors/chris-ferris.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Chris Ryan](https://find.wellspent.co/advisors/chris-ryan.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Cody Cassidy](https://find.wellspent.co/advisors/cody-cassidy.md) | TCI Wealth Advisors, Inc. | Scottsdale, Arizona | CFP, CPA, MBA, AAMS, ChFC, CWS, CFA, MD, AIF | Percentage of assets, Hourly, Fixed fees |
| [David Martin](https://find.wellspent.co/advisors/david-martin.md) | Eltero Financial Partners Inc. | Halifax, Nova Scotia | FCSI, CIM, CFP (ret'd) | Flat fee or retainer, One-time planning fee |
| [Helen Ngo](https://find.wellspent.co/advisors/helen-ngo.md) | Capital Benchmark Partners, LLC | Atlanta, Georgia | CFP | Percentage of assets, Hourly |
| [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jacob Rich](https://find.wellspent.co/advisors/jacob-rich.md) | Capstone Wealth Advisors | Indianapolis, Indiana | CFP | Percentage of assets, One-time planning fee |
| [Kevin Michels](https://find.wellspent.co/advisors/kevin-michels.md) | Medicus Wealth Planning, Inc. | Draper, Utah | CFP | Percentage of assets, Hourly, One-time planning fee |
| [Kody Brown](https://find.wellspent.co/advisors/kody-brown.md) | Sequoia Financial Group | Pasadena, California | CFP, CRPS | Percentage of assets, Hourly, Subscription, Fixed fees, Performance-based fees |
| [Logan Murray](https://find.wellspent.co/advisors/logan-murray.md) | Pocket Project LLC | Philadelphia, Pennsylvania | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Matthew Kelley](https://find.wellspent.co/advisors/matthew-kelley.md) | Gold Medal Waters, Inc. | Boulder, Colorado | AAMS, AIF, CFP | Flat fee or retainer, Ongoing planning fee |
| [Matthew Morris](https://find.wellspent.co/advisors/matthew-morris.md) | Multipath Wealth Management | Columbia, South Carolina | CFP, MSFP | Ongoing planning fee |
| [Michael Tarascio](https://find.wellspent.co/advisors/michael-tarascio.md) | Tarascio Financial Planning, LLC | Mesa, Arizona | CFP | Percentage of assets, Fixed fees |
| [Mike Henzes](https://find.wellspent.co/advisors/mike-henzes.md) | Open Wealth Network | Pottstown, Pennsylvania | CFP, EA, MBA | Flat fee or retainer |
| [Robert Bartley](https://find.wellspent.co/advisors/robert-bartley.md) | Bartley Financial Advisors | Bedford, New Hampshire | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets |
| [Ryan Veldhuizen](https://find.wellspent.co/advisors/ryan-veldhuizen.md) | Catalyze Wealth Management | Carmel, Indiana | CFP, MSFP | Percentage of assets |
| [Sanjay Pamurthy](https://find.wellspent.co/advisors/sanjay-pamurthy.md) | Artham Advisors LLC | Dallas, Texas | CFP, MBA | Flat fee or retainer |
| [Sean Wilson](https://find.wellspent.co/advisors/sean-wilson.md) | Moraine Wealth Advisory | Calgary, Alberta | CIM, CFP | One-time planning fee, Hourly |
| [Zack Gutches](https://find.wellspent.co/advisors/zack-gutches.md) | True Riches Financial Planning | Denver, Colorado | CFP, CPA | Flat fee or retainer |
| [Andrew Trammell](https://find.wellspent.co/advisors/andrew-trammell.md) | Trammell Wealth LLC | Wellington, Florida | CFP, EA, MSFP, RICP | Percentage of assets, Ongoing planning fee |
| [Dwayne Reinike](https://find.wellspent.co/advisors/dwayne-reinike.md) | Valiant Financial Planning | Kirkland, Washington | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| [Eric Hollen](https://find.wellspent.co/advisors/eric-hollen.md) | Open Window Financial Solutions, Ltd. | Reno, Nevada | CFP, MD | Percentage of assets, Hourly, One-time planning fee |
| [Eric Imley](https://find.wellspent.co/advisors/eric-imley.md) | Soaring Investment Management, LLC | Portland, Oregon | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| [John Fales](https://find.wellspent.co/advisors/john-fales.md) | Searcy Financial Services, Inc. | Overland Park, Kansas | AIF, CFP, CIMA, EA | Percentage of assets, Hourly, Fixed fees |
| [John Stocking](https://find.wellspent.co/advisors/john-stocking.md) | Evidence Based Finance | Toronto, Ontario | CIM, CIWM, PFP | One-time planning fee, Ongoing planning fee |
| [Jovan Johnson](https://find.wellspent.co/advisors/jovan-johnson.md) | Piece of Wealth Planning LLC | Athens, Georgia | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Justin Harvey](https://find.wellspent.co/advisors/justin-harvey.md) | APM Wealth, LLC | Portland, Oregon | CFP, ChFC, RICP | Ongoing planning fee |
| [Kade Hammes](https://find.wellspent.co/advisors/kade-hammes.md) | Storybook Financial | Coralville, Iowa | CFP, RLP | Percentage of assets, Hourly, Fixed fees |
| [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit.md) | Soaring Investment Management, LLC | Portland, Oregon | CFA, CFP, ChFC | Percentage of assets, Hourly |
| [Mark Schweiss](https://find.wellspent.co/advisors/mark-schweiss.md) | Modern Dollar Planning | St. Louis, Missouri | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Matt Fizell](https://find.wellspent.co/advisors/matt-fizell.md) | Harmony Wealth | Madison, Wisconsin | CFP | Ongoing planning fee |
| [Tripp Yates](https://find.wellspent.co/advisors/tripp-yates.md) | Eaglestrong Financial | Memphis, Tennessee | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Fixed fees |
| [Vishal Gill](https://find.wellspent.co/advisors/vishal-gill.md) | Portfolio Planning | Vancouver, British Columbia | CFP | Flat fee or retainer |
| [Adam Neal](https://find.wellspent.co/advisors/adam-neal.md) | TPC Financial Group Ltd. | Victoria, British Columbia | CFP, CLU, CEA | One-time planning fee |
| [Andrew Musbach](https://find.wellspent.co/advisors/andrew-musbach.md) | MD Wealth Management | Chelsea, Michigan | CFP, CFA, MBA | Ongoing planning fee |
| [Ben Gajardo](https://find.wellspent.co/advisors/ben-gajardo.md) | Gajardo Wealth Management | American Fork, Utah | CFP | Percentage of assets, Hourly, Fixed fees |
| [Debbie Levenson](https://find.wellspent.co/advisors/debbie-levenson.md) | Levenson Wealth LLC | Newtonville, Massachusetts | CFP, MBA | One-time planning fee, Ongoing planning fee |
| [Dedrick Curtis](https://find.wellspent.co/advisors/dedrick-curtis.md) | Penny Earned Financial | San Antonio, Texas | CFP, AFC, ChFC | Ongoing planning fee, One-time planning fee |
| [Elaine Bedel](https://find.wellspent.co/advisors/elaine-bedel.md) | Bedel Financial Consulting, Inc. | Indianapolis, Indiana | BA, CFP, MBA | Percentage of assets, Fixed fees |
| [James Hemphill](https://find.wellspent.co/advisors/james-hemphill.md) | TGS Financial Advisors | Radnor, Pennsylvania | CASL, CFP, ChFC, CIMA, CPWA, Retirement Management Advisor | Percentage of assets, Fixed fees |
| [Katie Brewer](https://find.wellspent.co/advisors/katie-brewer.md) | Your Richest Life, LLC | Plano, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Loyd Burleson](https://find.wellspent.co/advisors/loyd-burleson.md) | Financial Freedom for Dentists LLC | Snoqualmie, Washington | CFP, MS | Percentage of assets, Fixed fees |
| [Ron Graham](https://find.wellspent.co/advisors/ron-graham.md) | Ron Graham and Associates Ltd. | Edmonton, Alberta | CA, RFP, CFP | Hourly |
| [Ryan Bayonnet](https://find.wellspent.co/advisors/ryan-bayonnet.md) | Hyland Wealth Management | Green, Ohio | CFP, MSFP | Percentage of assets, Hourly, Fixed fees |
| [Trent DeBruin](https://find.wellspent.co/advisors/trent-debruin.md) | MD Wealth Management | Chelsea, Michigan | CFA, CFP, MBA | Ongoing planning fee |
| [Ajay Kaisth](https://find.wellspent.co/advisors/ajay-kaisth.md) | KAI Advisors | Princeton Jct, New Jersey | CFP, CRPC, MA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Ben Mayhew](https://find.wellspent.co/advisors/ben-mayhew.md) | Aergo Financial Planning | Halifax, Nova Scotia | CFP | Hourly |
| [David Carlson](https://find.wellspent.co/advisors/david-carlson.md) | Sound Investment Management, LLC | Newport Beach, California | CFP, ChFC, CKA, MBA | Percentage of assets |
| [Donald DeMuth](https://find.wellspent.co/advisors/donald-demuth.md) | Mighty Oak Strong America Investment Company | Mechanicsburg, Pennsylvania | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| [Edward Fulbright](https://find.wellspent.co/advisors/edward-fulbright.md) | Fulbright Financial Consulting, PA | Durham, North Carolina | CPA/PFS | Ongoing planning fee |
| [Erik Kroll](https://find.wellspent.co/advisors/erik-kroll.md) | Hilltop Financial Advisors | Wauwatosa, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Holtzman](https://find.wellspent.co/advisors/james-holtzman.md) | Legend Financial Advisors, Inc. | Pittsburgh, Pennsylvania | CFP, CPA | Percentage of assets |
| [Rob Lyman](https://find.wellspent.co/advisors/rob-lyman.md) | Johnson Lyman Wealth Advisors | Los Altos, California | CFP | Percentage of assets, Fixed fees |
| [Tiffany Bergland](https://find.wellspent.co/advisors/tiffany-bergland.md) | Bergland Wealth Management, Inc. | Ridgeland, Mississippi | AIF, CFP, MSPFP | Percentage of assets, Fixed fees |
| [Tyler Day](https://find.wellspent.co/advisors/tyler-day.md) | Foresight Financial Planning | Alma, Georgia | CFP, CSLP | Flat fee or retainer, Ongoing planning fee |
| [Allen Regan](https://find.wellspent.co/advisors/allen-regan.md) | Vistica Wealth Advisors | Carlsbad, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Amy Braun-Bostich](https://find.wellspent.co/advisors/amy-braun-bostich.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Brad Cougill](https://find.wellspent.co/advisors/brad-cougill.md) | Deerfield Financial Advisors, Inc. | Park Ridge, Illinois | CFP, CPA, CEPA | Percentage of assets, Hourly, Fixed fees |
| [Brian Bruggeman](https://find.wellspent.co/advisors/brian-bruggeman.md) | Walla Walla Wealth Advisors | Walla Walla, Washington | CFP | Percentage of assets |
| [Christine Skoczek](https://find.wellspent.co/advisors/christine-skoczek.md) | Vistica Wealth Advisors | San Diego, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Cynthia Menker](https://find.wellspent.co/advisors/cynthia-menker.md) | Contour Financial | Orland Park, Illinois | CFP, CPA, MBA | Percentage of assets |
| [Daniel Peters](https://find.wellspent.co/advisors/daniel-peters.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee |
| [Deborah Klein](https://find.wellspent.co/advisors/deborah-klein.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [Eric Raether](https://find.wellspent.co/advisors/eric-raether.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets |
| [Fatima Iqbal](https://find.wellspent.co/advisors/fatima-iqbal.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [Ibtasam Mahmood](https://find.wellspent.co/advisors/ibtasam-mahmood.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [James Hargrave](https://find.wellspent.co/advisors/james-hargrave.md) | Pillar Financial Planning | Raymore, Missouri | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Jeffrey Vistica](https://find.wellspent.co/advisors/jeffrey-vistica.md) | Vistica Wealth Advisors | Carlsbad, California | CFP, ChFC | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jim Stanhouse](https://find.wellspent.co/advisors/jim-stanhouse.md) | Stanhouse Financial Planning & Mgt. | Duluth, Georgia | MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Mark Buchanan](https://find.wellspent.co/advisors/mark-buchanan.md) | Canopy Wealth Management | Middleton, Wisconsin | CFP | Percentage of assets |
| [Mary McCraw](https://find.wellspent.co/advisors/mary-mccraw.md) | The Arkansas Financial Group, Inc. | Little Rock, Arkansas | CFP, CPA/PFS | Percentage of assets, Ongoing planning fee |
| [Nicole Sullivan](https://find.wellspent.co/advisors/nicole-sullivan.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee |
| [Reem Hussein](https://find.wellspent.co/advisors/reem-hussein.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [Robert Hamilton](https://find.wellspent.co/advisors/robert-hamilton-6331348.md) | Integrity Investment Advisors | Fort Collins, Colorado | CFP | Percentage of assets |
| [Ronald Bernstein](https://find.wellspent.co/advisors/ronald-bernstein.md) | Prism Planning Partners | Rancho Mirage, California | CFP, PFS | One-time planning fee |
| [Samer Eshmawy](https://find.wellspent.co/advisors/samer-eshmawy.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [Tammy Pompei](https://find.wellspent.co/advisors/tammy-pompei.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Thomas Little](https://find.wellspent.co/advisors/thomas-little.md) | Yeti Wealth Management Group | Highlands Ranch, Colorado | CFP | Percentage of assets, One-time planning fee |
| [Adam Stoeckler](https://find.wellspent.co/advisors/adam-stoeckler.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Becky Vasquez](https://find.wellspent.co/advisors/becky-vasquez.md) | Three Arch Wealth Management | Irvine, California | CFP | Percentage of assets |
| [Beverly Whitman](https://find.wellspent.co/advisors/beverly-whitman.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Carter Michaelson](https://find.wellspent.co/advisors/carter-michaelson.md) | illumiFI Wealth | Blaine, Minnesota | CFP | Percentage of assets, Ongoing planning fee |
| [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5186023.md) | Forward Thinking Wealth Management | Copley, Ohio | CFP | Flat fee or retainer, Ongoing planning fee |
| [Deborah Gianelli](https://find.wellspent.co/advisors/deborah-gianelli.md) | Whole Family Financial Services | Bothell, Washington | CFP | Hourly, Percentage of assets |
| [Dustin Javier](https://find.wellspent.co/advisors/dustin-javier.md) | Defined Capital | Oak Brook, Illinois | CFP | Percentage of assets, Ongoing planning fee |
| [Jim White](https://find.wellspent.co/advisors/jim-white.md) | Great Oak Wealth Management | Pottstown, Pennsylvania | CFP, EA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Wong](https://find.wellspent.co/advisors/jonathan-wong.md) | Layari Financial | Fullerton, California | CFP, APMA, CRPC | Percentage of assets, Fixed fees |
| [Luke Melms](https://find.wellspent.co/advisors/luke-melms.md) | Firm Foundation Family Wealth | Ft. Lauderdale, Florida | CFP | Percentage of assets |
| [Mark Whitman](https://find.wellspent.co/advisors/mark-whitman.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Robert Dignan](https://find.wellspent.co/advisors/robert-dignan.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Russell Schultz](https://find.wellspent.co/advisors/russell-schultz.md) | Schultz Financial Group, Inc. | Reno, Nevada | CFP, BS, CPWA, MSPFP, MBA | Hourly, Fixed fees |
| [Ryan Moran](https://find.wellspent.co/advisors/ryan-moran-6984569.md) | Highland Investment Advisors | Brookfield, Wisconsin | CFP, CFA | Percentage of assets, Fixed fees |
| [Tyler Vasquez](https://find.wellspent.co/advisors/tyler-vasquez.md) | Three Arch Wealth Management | Irvine, California | CFP | Percentage of assets |
| [Abigail Gunderson](https://find.wellspent.co/advisors/abigail-gunderson.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Adam Lawrence](https://find.wellspent.co/advisors/adam-lawrence.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Andrew Reynolds](https://find.wellspent.co/advisors/andrew-reynolds.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anthony Ogorek](https://find.wellspent.co/advisors/anthony-ogorek.md) | Ogorek Wealth Management | Williamsville, New York | CFP | Percentage of assets, Fixed fees |
| [Bailey Thornton](https://find.wellspent.co/advisors/bailey-thornton.md) | Kinloch Capital | Glen Allen, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Lopez](https://find.wellspent.co/advisors/benjamin-lopez.md) | PecuSavvy Financial | El Paso, Texas | CFP | Percentage of assets |
| [Brian Burton](https://find.wellspent.co/advisors/brian-burton.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian Merrill](https://find.wellspent.co/advisors/brian-merrill.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Cameron Hamilton](https://find.wellspent.co/advisors/cameron-hamilton.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carol Dixon](https://find.wellspent.co/advisors/carol-dixon.md) | Your Planning Partner | Palm Beach Gardens, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carol Lane](https://find.wellspent.co/advisors/carol-lane.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Chase Perry](https://find.wellspent.co/advisors/chase-perry.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Daniel King](https://find.wellspent.co/advisors/daniel-king.md) | S. Harris Financial Group | San Antonio, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Douglas Augenthaler](https://find.wellspent.co/advisors/douglas-augenthaler.md) | Palumbo Wealth Management | Great Neck, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Douglas Loftus](https://find.wellspent.co/advisors/douglas-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ekenna Anya-Gafu](https://find.wellspent.co/advisors/ekenna-anya-gafu.md) | Pacific Canyon Investments | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Callahan](https://find.wellspent.co/advisors/eric-callahan.md) | Thryve Wealth Management | Santa Barbara, California | CFP | Percentage of assets |
| [Eric Loftus](https://find.wellspent.co/advisors/eric-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erik Smith](https://find.wellspent.co/advisors/erik-smith.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ernest Moosherr](https://find.wellspent.co/advisors/ernest-moosherr.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets |
| [Evan Lane](https://find.wellspent.co/advisors/evan-lane.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Frank Yozwiak](https://find.wellspent.co/advisors/frank-yozwiak.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ivan Mendoza](https://find.wellspent.co/advisors/ivan-mendoza.md) | Mendoza Private Wealth | North Miami, Florida | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees |
| [Jack Marino](https://find.wellspent.co/advisors/jack-marino.md) | Lake Hills Wealth Management | Longview, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jacob King](https://find.wellspent.co/advisors/jacob-king.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Jacob McConnell](https://find.wellspent.co/advisors/jacob-mcconnell.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets |
| [Jake McCracken](https://find.wellspent.co/advisors/jake-mccracken.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets |
| [James Sullivan](https://find.wellspent.co/advisors/james-sullivan.md) | Beaird Harris | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees |
| [James Zimmerman](https://find.wellspent.co/advisors/james-zimmerman.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Jared Brock](https://find.wellspent.co/advisors/jared-brock.md) | Brock Hill Wealth Management | Newton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jason Clevlen](https://find.wellspent.co/advisors/jason-clevlen.md) | Lake Hills Wealth Management | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jason Gong](https://find.wellspent.co/advisors/jason-gong.md) | Lifelong Wealth Management Group | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets |
| [Jeffrey Viksjo](https://find.wellspent.co/advisors/jeffrey-viksjo.md) | Ogorek Wealth Management | Williamsville, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Jeremy Busch](https://find.wellspent.co/advisors/jeremy-busch.md) | Keystone Financial Services | Loveland, Colorado | CFP | Percentage of assets, Fixed fees |
| [Jerry King](https://find.wellspent.co/advisors/jerry-king.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Boardman](https://find.wellspent.co/advisors/john-boardman.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Dewitt](https://find.wellspent.co/advisors/john-dewitt.md) | Lakeshore Advisors | Fort Lauderdale, Florida | CFP | Percentage of assets |
| [Joseph Dunn](https://find.wellspent.co/advisors/joseph-dunn.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Joshua Nelson](https://find.wellspent.co/advisors/joshua-nelson.md) | Keystone Financial Services | Loveland, Colorado | CFP | Percentage of assets, Fixed fees |
| [Justin Watson](https://find.wellspent.co/advisors/justin-watson.md) | Beaird Harris | Dallas, Texas | CFP, PFS | Percentage of assets, Fixed fees |
| [Keith Fenstad](https://find.wellspent.co/advisors/keith-fenstad.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Matthew Berhow](https://find.wellspent.co/advisors/matthew-berhow.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees |
| [Melodie Ace](https://find.wellspent.co/advisors/melodie-ace.md) | Canopy Wealth Management | Middleton, Wisconsin | ChFC | Percentage of assets |
| [Michael Pumphrey](https://find.wellspent.co/advisors/michael-pumphrey.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Mitchell Byrum](https://find.wellspent.co/advisors/mitchell-byrum.md) | S. Harris Financial Group | San Antonio, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Paul Esposito](https://find.wellspent.co/advisors/paul-esposito.md) | Prestige Wealth Management Group | Flemington, New Jersey | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Peter Faust](https://find.wellspent.co/advisors/peter-faust.md) | Tanglewood Total Wealth Management | Houston, Texas | CFP | Percentage of assets |
| [Quinn McCracken](https://find.wellspent.co/advisors/quinn-mccracken.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets |
| [Robert Feather](https://find.wellspent.co/advisors/robert-feather.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Robert Klefsaas](https://find.wellspent.co/advisors/robert-klefsaas.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees |
| [Samuel Haager](https://find.wellspent.co/advisors/samuel-haager.md) | S. Harris Financial Group | San Antonio, Texas | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 200 of 686. The full list, page by page: https://find.wellspent.co/audiences/physicians/?page=2

## Related

- [Physicians & residents](https://find.wellspent.co/specialties/physicians.md)
- [Student loans](https://find.wellspent.co/specialties/student-loans.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).