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 |
|---|---|---|---|---|
| Sharon Miller | Financial Rounds | Cincinnati | CFP | Ongoing planning fee |
| Stephen Andrusko | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Theodore Schumann | The DBS Companies | Bay City | CFP | Percentage of assets, Hourly |
| Todd Brand | Brand Asset Management Group, Inc. | Chesterfield | AIF | Percentage of assets, Fixed fees |
| Tony Newman | Quest Wealth Solutions | Mansfield | CFP | Percentage of assets |
| Wesley Read | PracticeCFO | San Diego | CFP | Percentage of assets, Fixed fees |
| Ajbinder Sull | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Amanda Harrell | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Amandeep Bhangu | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Andrew Block | Walla Walla Wealth Advisors | Walla Walla | Not listed | Percentage of assets |
| Andrew Jones | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| Anthony Austreng | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Atta Khan | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Ayman Khalil | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Bashar Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Benjamin Dolan | Dolan Capital Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Benjamin Weaver | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Bradley Kucharo | Kucharo Wealth | Charlotte | CFP | Percentage of assets, Fixed fees |
| Brandon Clouse | Prism Planning Partners | Libertyville | Not listed | One-time planning fee |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Brian Lichtenheld | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Carl Mariner | ARQ Wealth Advisors | Scottsdale | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Carson Fields | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Cassandra Kirby | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Connie Lee | Lakeridge Wealth Management | Albuquerque | CFP, CFA | Percentage of assets, Hourly |
| Damanjit Minhas | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| David Frazier | Kapstone Financial Advisors | Lebanon | CFP | Percentage of assets |
| David Kronour | Kapstone Financial Advisors | Lebanon | CFP | Percentage of assets |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Douglas Bostich | Braun-Bostich & Associates | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Dustin Irish | Irish Capital | Olathe | Not listed | Percentage of assets |
| Ehab Alalfey | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Eric Gardner | All Star Financial | Minneapolis | CFA | Percentage of assets, Hourly |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Frederick Moosherr | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Glenn Tom | Personal Best Financial | Oakland | CFP | Ongoing planning fee |
| Gregory Middendorf | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Griffin Kalepp | Compound | Black Earth | CFP | Percentage of assets, Fixed fees |
| Jake Butcher | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| James Eutsler | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jason Martel | Martel Wealth Advisors | Vancouver | CFP | Percentage of assets |
| Jessica Rusnock | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| John Ellis | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Joseph Abboud | Rinzler Capital | Atlanta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Joshua Brockwell | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Joshua Hovda | Lakeridge Wealth Management | Albuquerque | CFP | Percentage of assets, Hourly |
| Julie Martinez | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Kathrin Biscornet | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Kevin Apolinar Financial planner for Christians | Behavior Shift | Murrieta | Not listed | One-time planning fee, Subscription |