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 |
|---|---|---|---|---|
| Kevin Spires | Bellaire Capital Management | Bellaire | CFA | Percentage of assets, Hourly |
| Kyle Rash | Champion Financial Planning | Anacortes | ChFC | Hourly, Flat fee or retainer |
| Landon Buzzerd | Grant Street Asset Management | Williamsport | CFP | Percentage of assets, Fixed fees |
| Lily Beitel-Horton | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lindy Yoshida | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Mark Martel | Martel Wealth Advisors | Vancouver | CFP | Percentage of assets |
| Matthew Calme | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Michael Foster | Dolan Capital Advisors | Charlotte | CFP, CFA | Percentage of assets, Hourly |
| Michael George | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Montaser Takrouri | Azzad Asset Management | Chicago | Not listed | Percentage of assets |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Philip Snyder | Snyder Asset Management | Hunt Valley | CFA | Percentage of assets |
| Raliegh Riddoch | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Randol Curtis | Thryve Wealth Management | Jackson | CFA | Percentage of assets |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Rosalie Hirst Almenara | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Ryan Kelly | RFK Capital Management | Sandy | CFP | Flat fee or retainer, One-time planning fee |
| Sean Cooper | Fit Financial Consulting | Morton | CFP, CFA | Percentage of assets, Hourly |
| Stephen Amason | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Steven Hengehold | HCM Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Steven Szafranski | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tameem Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Tami Carroll | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Thomas Figgatt | Portolan Financial | Durham | CFP | Percentage of assets, Ongoing planning fee |
| Thomas Holloway | Pacifica Partners | Calgary | CFA | Percentage of assets, Hourly |
| Timothy Wojtalik | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Virajith Wijeweera | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Lee | ARQ Wealth Advisors | Scottsdale | CFP, CFA | Percentage of assets, Fixed fees |
| Zachary Potter | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Abbigail Kuna | Highland Investment Advisors | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Allison Kade | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Anjali Jayakumar | FIT Advisors | Redondo Beach | CFP | Percentage of assets, Hourly |
| Brandon Hobson | PracticeCFO | San Diego | CFA | Percentage of assets, Fixed fees |
| Brian Wang | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| Cassandra Golden | May Hill Capital | Stuttgart | CFP | Percentage of assets, Fixed fees |
| Charles Dunn | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Charles Johnson | Differential Planning | Silverdale | CFA | Hourly |
| Colin Taylor | Capital Advantage | Walnut Creek | CFA | Percentage of assets, Ongoing planning fee |
| David Demming | Demming Financial Services | Auroara | CFP | Percentage of assets, Ongoing planning fee |
| David Demming | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| David Sheiman | The Ellerson Group | Annapolis | CFA | Percentage of assets, Hourly |
| David Thompson | Petra Wealth Management | Fredericksburg | Not listed | Percentage of assets, Hourly |
| Derek Notman | Intrepid Wealth Partners | Melbourne Beach | CFP, ChFC | Percentage of assets |