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 |
|---|---|---|---|---|
| Olivia Otoole | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Patrick Evans | Grant Street Asset Management | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Patrick Peters | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Paula Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Randall Kronour | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Remington Conte | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Robert Williams | Poinciana Advisors Group | Palm Beach Gardens | Not listed | Percentage of assets |
| Roy McGuffin | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Scot Morris | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Sharese Abbadessa | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Sivaparvati Thagirisa | Map to Your Wealth | Floral Park | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Bock | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Tracy Riordan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Benjamin Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Brian Iles | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| Carter Pearl | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Chad Gifford | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Chao Yang | Conrad Capital Management | Hauppauge | CFA | Percentage of assets, Hourly |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Daniel Flack | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
| Eric Malden | Shearwater Capital | Denver | Not listed | Percentage of assets |
| Erik Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Jackson Collins | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| James Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Jared Meese | Shearwater Capital | Ballwin | Not listed | Percentage of assets |
| John Swift | Benchmark Investment Advisors | Chicago | CFA | Percentage of assets |
| John Verducci | Verducci Asset Management | Agawam | Not listed | Percentage of assets |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Matthew Hudgins | Mosaic Wealth Management | Atlanta | CFA | Percentage of assets, Fixed fees |
| Michael Gallagher | Pecaut Wealth Management | Sioux City | CFA | Percentage of assets, Fixed fees |
| Pat Wang | Shearwater Capital | Redondo Beach | Not listed | Percentage of assets |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |
| Pierce Roe | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Rishabh Goyal | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Robert Arnold | Grayton Beach Capital | Miami | CFA | Percentage of assets, Hourly |
| Robert Moise | Jackson Financial Services | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| Scott Busch | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Abigail Kotarski | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Annelise Sutherland | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Elizabeth Johnson | Iowa Wealth Management | West Des Moines | Not listed | Percentage of assets, Hourly |
| John Montgomery | Montgomery Wealth Advisors | Shreveport | Not listed | Percentage of assets, Hourly |
| John Quimjian | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |