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 |
|---|---|---|---|---|
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gary Harris | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Gracelyn Snider | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Grant Germscheid | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Gregory Nakano | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| Ian McGinnis | Dental Wealth Partners | Jackson | Not listed | Percentage of assets, Hourly |
| Igor Tsukerman | Eureka Wealth Solutions | New York | Not listed | Percentage of assets |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Emrich | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jeffrey Lehmann | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Jeffrey Venables | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Jennifer Berdell | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| Jennifer Walenter | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Merrill | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Jon Duane | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Jonathan Glaser | Iowa Wealth Management | West Des Moines | CFP | Percentage of assets, Hourly |
| Joshua Angell | Poinciana Advisors Group | Palm Beach Gardens | CFA | Percentage of assets |
| Justin Garritt | Garritt Financial Solutions | Baltimore | Not listed | Percentage of assets, Ongoing planning fee |
| Justin Smallwood | The Financial Resource Center | Covington | Not listed | Percentage of assets, Hourly |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kerry Pennington | The Financial Resource Center | Carmel | Not listed | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin McNab | ACE Wealth Partners | Westminster | CFP, ChFC | Percentage of assets, Hourly |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kurt Gunter | Lake Hills Wealth Management | Austin | Not listed | Percentage of assets, Hourly |
| Luke Sauter | Vidarrow Investment Advisors | Arlington Heights | PFS | Percentage of assets, Hourly |
| Mark Eid | Acts Financial Advisors | Mclean | Not listed | Percentage of assets, Hourly |
| Marshall Rathmell | BCR Wealth Strategies | Vestavia | CFP, PFS | Percentage of assets |
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Michael Hengehold | HCM Wealth Advisors | Cincinnati | PFS | Percentage of assets, Fixed fees |
| Michael Klaiber | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Kuehn | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Marietti | Riverbend Planning Group | Chicago | Not listed | Percentage of assets, Hourly |
| Michael Nix | Verity Investment Partners | Beaufort | CFA | Percentage of assets, Fixed fees |
| Michael Schwartz | MZ Capital | Washington | Not listed | Percentage of assets, Hourly |
| Michael Stevenson | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Naveen Gopal | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Nicholas Stancato | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Patrick Kearney | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Patrick Rohe | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Paul Broomell | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |