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 |
|---|---|---|---|---|
| John Stewart | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Joseph Applewhite | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Lauren Podnos | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Lindsay Birchfield | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Mark Kamann | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Nathan Schorsch | Head to Toe | Hillsboro | Not listed | Percentage of assets, Hourly |
| Rachel O'Leary | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Sirkka Wood | Cairn Financial Group | Nashville | Not listed | Percentage of assets, Hourly |
| Stephen Podnos | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Tan Khoa Ngo | Mentor Financial Advisory Group | San Diego | Not listed | Percentage of assets, Hourly |
| Timothy Buys | Applewhite & Buys Financial Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Timothy Jones | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Verna Ruby | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Wesley Shuman | Journey | Summerville | Not listed | Percentage of assets, Fixed fees |
| Alexandria Bakka | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Clara Basile | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Daniel Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Daniel Pecaut | Pecaut Wealth Management | Sioux City | Not listed | Percentage of assets, Fixed fees |
| Derek Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Erick Ormsby | Alcosta Capital Management | San Ramon | Not listed | Percentage of assets |
| Esteban Handal | Handal Dunaway | New York | Not listed | Percentage of assets |
| Gentry Martin | Guaranty Private Wealth | Ridgeland | Not listed | Percentage of assets |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jamie Tebbe | Benchmark Investment Advisors | Frisco | Not listed | Percentage of assets |
| Jared Kohl | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| John Pecaut | Pecaut Wealth Management | Sioux City | Not listed | Percentage of assets, Fixed fees |
| Keli Cole | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Leonard Cooperman | MJC Advisors | Lutherville | Not listed | Percentage of assets |
| Michael Cooperman | MJC Advisors | Lutherville | Not listed | Percentage of assets |
| Ross Revenaugh | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Shea Brown | Windle Wealth | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Thomas Walshe | Benchmark Investment Advisors | Chicago | Not listed | Percentage of assets |
| Valerie Mihailovic | Intrinsic Value Partners | Peoria | Not listed | Percentage of assets, Hourly |
| William Smith | Guaranty Private Wealth | Ridgeland | Not listed | Percentage of assets |