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 |
|---|---|---|---|---|
| Brett Croft | Croft Financial Planning | Newbury | CFA, CFP, CTFA | Hourly, One-time planning fee |
| Brian Face | Face 2 Face Financial Planning | Portage | CFP | Percentage of assets, Hourly |
| Caleb Pepperday | Advanced Practice Planning, LLC | Missoula | CFP, ChFC | Ongoing planning fee |
| Cameron Brady | Michael Brady & Co., LLC | Westlake | CFP, MBA | Percentage of assets |
| Chris Ferris | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Chris Ryan | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| David Martin | Eltero Financial Partners Inc. | Halifax | FCSI, CIM, CFP (ret'd) | Flat fee or retainer, One-time planning fee |
| Helen Ngo | Capital Benchmark Partners, LLC | Atlanta | CFP | Percentage of assets, Hourly |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jacob Rich | Capstone Wealth Advisors | Indianapolis | CFP | Percentage of assets, One-time planning fee |
| Kevin Michels | Medicus Wealth Planning, Inc. | Draper | CFP | Percentage of assets, Hourly |
| Kody Brown | Sequoia Financial Group | Pasadena | CFP, CRPS | Percentage of assets, Hourly |
| Logan Murray | Pocket Project LLC | Philadelphia | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee |
| Matthew Kelley | Gold Medal Waters, Inc. | Boulder | AAMS, AIF, CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Morris | Multipath Wealth Management | Columbia | CFP, MSFP | Ongoing planning fee |
| Michael Tarascio | Tarascio Financial Planning, LLC | Mesa | CFP | Percentage of assets, Fixed fees |
| Mike Henzes | Open Wealth Network | Pottstown | CFP, EA, MBA | Flat fee or retainer |
| Robert Bartley | Bartley Financial Advisors | Bedford | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Robert Riedl | Endowment Wealth Management, Inc. | Chicago | AWMA, BS, CFA, CFP | Percentage of assets |
| Ryan Veldhuizen | Catalyze Wealth Management | Carmel | CFP, MSFP | Percentage of assets |
| Sanjay Pamurthy | Artham Advisors LLC | Dallas | CFP, MBA | Flat fee or retainer |
| Sean Wilson | Moraine Wealth Advisory | Calgary | CIM, CFP | One-time planning fee, Hourly |
| Zack Gutches | True Riches Financial Planning | Denver | CFP, CPA | Flat fee or retainer |
| Andrew Trammell | Trammell Wealth LLC | Wellington | CFP, EA, MSFP, RICP | Percentage of assets, Ongoing planning fee |
| Dwayne Reinike | Valiant Financial Planning | Kirkland | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Eric Hollen | Open Window Financial Solutions, Ltd. | Reno | CFP, MD | Percentage of assets, Hourly |
| Eric Imley | Soaring Investment Management, LLC | Portland | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| John Fales | Searcy Financial Services, Inc. | Overland Park | AIF, CFP, CIMA, EA | Percentage of assets, Hourly |
| John Stocking | Evidence Based Finance | Toronto | CIM, CIWM, PFP | One-time planning fee, Ongoing planning fee |
| Jovan Johnson | Piece of Wealth Planning LLC | Athens | CFP, CPA, PFS | Percentage of assets, Hourly |
| Justin Harvey | APM Wealth, LLC | Portland | CFP, ChFC, RICP | Ongoing planning fee |
| Kade Hammes | Storybook Financial | Coralville | CFP, RLP | Percentage of assets, Hourly |
| Lisa Mesquit | Soaring Investment Management, LLC | Portland | CFA, CFP, ChFC | Percentage of assets, Hourly |
| Mark Schweiss | Modern Dollar Planning | St. Louis | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Tripp Yates | Eaglestrong Financial | Memphis | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Fixed fees |
| Vishal Gill | Portfolio Planning | Vancouver | CFP | Flat fee or retainer |
| Adam Neal | TPC Financial Group Ltd. | Victoria | CFP, CLU, CEA | One-time planning fee |
| Andrew Musbach | MD Wealth Management | Chelsea | CFP, CFA, MBA | Ongoing planning fee |
| Ben Gajardo | Gajardo Wealth Management | American Fork | CFP | Percentage of assets, Hourly |
| Debbie Levenson | Levenson Wealth LLC | Newtonville | CFP, MBA | One-time planning fee, Ongoing planning fee |
| Dedrick Curtis | Penny Earned Financial | San Antonio | CFP, AFC, ChFC | Ongoing planning fee, One-time planning fee |
| Elaine Bedel | Bedel Financial Consulting, Inc. | Indianapolis | BA, CFP, MBA | Percentage of assets, Fixed fees |
| James Hemphill | TGS Financial Advisors | Radnor | CASL, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Katie Brewer | Your Richest Life, LLC | Plano | CFP, MBA | Percentage of assets, Hourly |
| Loyd Burleson | Financial Freedom for Dentists LLC | Snoqualmie | CFP, MS | Percentage of assets, Fixed fees |
| Ron Graham | Ron Graham and Associates Ltd. | Edmonton | CA, RFP, CFP | Hourly |
| Ryan Bayonnet | Hyland Wealth Management | Green | CFP, MSFP | Percentage of assets, Hourly |
| Trent DeBruin | MD Wealth Management | Chelsea | CFA, CFP, MBA | Ongoing planning fee |