Who they serve
Fee-only 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.
By the numbers
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.
- Advisors listed
- 686
- Firms
- 299
- Cities
- 269
- Hold the CFP
- 48%
- Other credentials: CFA 11% · CPA 3% · EA 2%
- How they charge (of 686 with fees on file): percentage of assets 89% · fixed fees 50% · hourly 42% · ongoing planning fee 16%
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 physicians
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Annette Di Bello Member | Di Bello Financial | Mission Viejo | CFP, CPA, PFS™ | Percentage of assets |
| Alan Rhode | Modern Wealth | Blue Bell | CFP, RLP, CPWA | Percentage of assets |
| Amber FitzRysler | Rising Financial | Minneapolis | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Amy Barnes | Firebrand Wealth Management, LLC | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Andrew Langdon | VetWorth | Peachtree City | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| Austin Lee | Lee Financial Group LLC | Ladera Ranch | CFP, MBA | Ongoing planning fee, Percentage of assets |
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Chao Zhang | Think Different Wealth Advisors LLC | Allen | CFA, CFP, MBA | Percentage of assets |
| Charles Harper | Harper Financial Planning LLC | Columbia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Daniel Wrenne | Wrenne Financial Planning | Lexington | CFP, ChFC | Flat fee or retainer, Ongoing planning fee |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Hunter Kelly | Palm Valley Wealth Management | Saint Augustine | CFP | Percentage of assets |
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| Jared Andreoli | Simplicity Financial, LLC | Milwaukee | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee |
| Jared Paul | Capable Wealth | Albany | CFP, CIMA | Percentage of assets, Hourly |
| Jim Pan | Panorama Financial Planning | Vancouver | CFP, MFA-P | Flat fee or retainer, Ongoing planning fee |
| John Gugle | Gugle Wealth Advisory LLC | Indian Land | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee |
| Jordan Banning | Crafted Financial Planning | Glendale | CFP | Percentage of assets, Ongoing planning fee |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| Mai Yang | Heartworth Financial | Saint Louis Park | CFP | One-time planning fee, Ongoing planning fee |
| Marcus Miller | Mainstay Capital LLC | Lakeland | CFP | Ongoing planning fee, Percentage of assets |
| Meri-Li Forrest | Be Wealthy Financial Coaching Inc. | Oakville | CFP, CIM | Flat fee or retainer, One-time planning fee |
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| Patricia Kane | Kane Financial Planning, LLC | Avon | CFP, MBA | Percentage of assets, Hourly |
| Sara Young | Live and Give Financial LLC | Cincinnati | CFP | Flat fee or retainer, Ongoing planning fee |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Tommy Lopez | Coffeehouse Capital LLC | Financial Planning and Wealth Management | Fresno | CFP, CRPC | Hourly, One-time planning fee |
| Travis Tracy | Fortitude Financial Planning, LLC | Raleigh | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee |
| Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. | Fiduciary Financial Advisors | Grand Rapids | CFP | Percentage of assets, Subscription |
| Betsy Ratashak-Vogel | R&V Personal Finance | Decorah | CFP | Percentage of assets, Ongoing planning fee |
| Bob Wolfe | HealthyFP | Conshohocken | CFP, EA | Percentage of assets, Ongoing planning fee |
| Clint Gossage | CMG Financial Consulting, LLC | Scottsdale | CFA, CFP, CPA | Ongoing planning fee |
| Gabriel Motta | Inclinevest® | Plano | CFP, MBA | Percentage of assets, One-time planning fee |
| Garrett Bybee | Bybee Wealth Management | Roy | CFP | Percentage of assets, Ongoing planning fee |
| Ivan Havrylyan | Outside The Box Financial Planning, LLC | Wheeling | CFP | One-time planning fee |
| Jason Richmond | Pruitt Richmond Wealth Management | Estero | CFP | Percentage of assets, Ongoing planning fee |
| Jessica Smith | Vitality Wealth | Meridian | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee |
| John West | Spraker West Wealth Management, Inc. | Winter Park | CFP, MBA | Percentage of assets, Hourly |
| Otto Rivera | Mindful Wealth LLC | St Louis | CFP, EA | Ongoing planning fee, Percentage of assets |
| Rachel Lawrence | Reverie Wealth | Rochester | CFP, MSFP | Ongoing planning fee, One-time planning fee |
| Rosario Chacón | Wealth-Source Financial | Oakland | CFP, CSLP, CDFA, EA | Ongoing planning fee, Percentage of assets |
| Scott Sturgeon | Oread Wealth Partners | Leawood | CFP, JD, MBA | Percentage of assets |
| Thomas Mclean | Altruist Wealth Management | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Zach Reyes | Circadia Financial Planning | Westlake | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Mastro | Wrought Financial Planning | Haddonfield | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| Betsy Hutchins | Forward Financial Planning | Germantown | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |