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 |
|---|---|---|---|---|
| Andrew Reynolds | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Bailey Thornton | Kinloch Capital | Glen Allen | CFP | Percentage of assets, Hourly |
| Benjamin Lopez | PecuSavvy Financial | El Paso | CFP | Percentage of assets |
| Brian Burton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Brian Merrill | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Cameron Hamilton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Carol Dixon | Your Planning Partner | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Carol Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Daniel King | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Ekenna Anya-Gafu | Pacific Canyon Investments | Scottsdale | CFP | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Frank Yozwiak | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jack Marino | Lake Hills Wealth Management | Longview | CFP | Percentage of assets, Hourly |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jacob McConnell | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jake McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Jason Clevlen | Lake Hills Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Jeremy Busch | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Jerry King | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| John Boardman | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| John Dewitt | Lakeshore Advisors | Fort Lauderdale | CFP | Percentage of assets |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joshua Nelson | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Keith Fenstad | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Matthew Berhow | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Michael Pumphrey | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Mitchell Byrum | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Peter Faust | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Robert Klefsaas | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Samuel Haager | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |