# Fee-only financial advisors for real estate investors

> Real-estate investors have planning needs that intersect with active operating decisions: 1031 exchanges, depreciation recapture, financing terms, entity structure, and the cash-flow modeling that makes the difference between a portfolio that compounds and one that absorbs every gain into expenses. Advisors matched here treat real estate as a core asset class, not a footnote.

The Wellspent public graph lists 148 fee-only financial advisors who work with real estate investors at 77 firms, most in Dallas, San Diego and Newport Beach. 47% hold the CFP certification. Of the 148 with fees on file, 80% charge percentage of assets.

Page: https://find.wellspent.co/audiences/real-estate-investors/
148 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer |
| [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly |
| [Austin Preece](https://find.wellspent.co/advisors/austin-preece.md) | Preece Financial Planning | Eau Claire, Wisconsin | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Christina Empedocles](https://find.wellspent.co/advisors/christina-empedocles.md) | Insight Personal Finance | San Francisco, California | CFP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Dave Rowan](https://find.wellspent.co/advisors/dave-rowan.md) | Rowan Financial LLC | Bethlehem, Pennsylvania | CFP, MBA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [David Lyon](https://find.wellspent.co/advisors/david-lyon.md) | Lyon Wealth Advisory | San Deigo, California | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Sweta Bhargav](https://find.wellspent.co/advisors/sweta-bhargav.md) | Adviso Wealth | Princeton, New Jersey | CEPA, CFA, CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly |
| [Britton Wellington](https://find.wellspent.co/advisors/britton-wellington.md) | Real Agency Wealth | Beaverton, Oregon | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Dillon Kenniston](https://find.wellspent.co/advisors/dillon-kenniston.md) | REWealth Financial Planning | Sinking Spring, Pennsylvania | CFP | Ongoing planning fee, Flat fee or retainer |
| [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer |
| [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets |
| [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer |
| [Christopher Christiansen](https://find.wellspent.co/advisors/christopher-christiansen.md) | Quantum Financial Planning Services, Inc. | Spokane, Washington | CFP | Flat fee or retainer, Percentage of assets, One-time planning fee |
| [Liz Schieck](https://find.wellspent.co/advisors/liz-schieck.md) | New School of Finance | Toronto, Ontario | CFP | Flat fee or retainer, One-time planning fee |
| [Neil Portus](https://find.wellspent.co/advisors/neil-portus.md) | Olivehurst Advisors LLC | Roseville, California | CFP, CFA, MBA, TPCP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee |
| [Nicola Cyr](https://find.wellspent.co/advisors/nicola-cyr.md) | Five8 Financial LLC | Rogers, Arkansas | CFP, EA | Percentage of assets |
| [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets |
| [Justin Porter](https://find.wellspent.co/advisors/justin-porter.md) | Porter Wealth Management, LLC | Nashville, Tennessee | CFP, CPA/PFS, JD, CPA | Percentage of assets, Hourly, Fixed fees |
| [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles.md) | Focused Founders Wealth Planning | MOUNT JOY, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly |
| [David Wiedmeyer](https://find.wellspent.co/advisors/david-wiedmeyer.md) | KLD Wealth Management | Lebanon, Ohio | CFP | Hourly |
| [Jonathan Heagle](https://find.wellspent.co/advisors/jonathan-heagle.md) | Mountain Vista Wealth Management | Santa Barbara, California | CFP, CFA | Hourly |
| [Malcolm Ethridge](https://find.wellspent.co/advisors/malcolm-ethridge.md) | Capital Area Planning Group | Washington, District of Columbia | CFP | Subscription, Flat fee or retainer, Percentage of assets |
| [Alexis Miranda](https://find.wellspent.co/advisors/alexis-miranda.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Christian Litscher](https://find.wellspent.co/advisors/christian-litscher.md) | Illumination Wealth Management | San Diego, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Christine Papelian](https://find.wellspent.co/advisors/christine-papelian.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [David Kim](https://find.wellspent.co/advisors/david-kim-7316818.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Jack Stemper](https://find.wellspent.co/advisors/jack-stemper.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Jessica Lanning](https://find.wellspent.co/advisors/jessica-lanning.md) | Lanning Financial | San Francisco, California | CFP | Percentage of assets, One-time planning fee |
| [John Kenny](https://find.wellspent.co/advisors/john-kenny.md) | Illumination Wealth Management | Berkeley, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Joshua St. Laurent](https://find.wellspent.co/advisors/joshua-st-laurent.md) | Wealth In Yourself | Zephyr Cove, Nevada | CFP | Ongoing planning fee |
| [Kathleen Daunt](https://find.wellspent.co/advisors/kathleen-daunt.md) | New School of Finance | Toronto, Ontario |   | Flat fee or retainer, One-time planning fee |
| [Kimberly Nickel](https://find.wellspent.co/advisors/kimberly-nickel.md) | Illumination Wealth Management | La Grange, Texas | CFP | Flat fee or retainer, Ongoing planning fee |
| [Kyle Kuyat](https://find.wellspent.co/advisors/kyle-kuyat.md) | Defining Wealth | Franklin, Tennessee | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Hourly, Subscription |
| [Luisa Pamela Mendoza](https://find.wellspent.co/advisors/luisa-pamela-mendoza.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Norman Mangina](https://find.wellspent.co/advisors/norman-mangina.md) | Illumination Wealth Management | Palm Springs, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Sara Gawick](https://find.wellspent.co/advisors/sara-gawick.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Ulrich Keller](https://find.wellspent.co/advisors/ulrich-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Zachary Benton](https://find.wellspent.co/advisors/zachary-benton.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Zane Keller](https://find.wellspent.co/advisors/zane-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Edward Kerns](https://find.wellspent.co/advisors/edward-kerns.md) | Footlamp Financial | Atlanta, Georgia | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Garrett Smith](https://find.wellspent.co/advisors/garrett-smith.md) | Ascend Investment Partners | Ogden, Utah | CFP | Percentage of assets, Hourly |
| [Ian Weiner](https://find.wellspent.co/advisors/ian-weiner.md) |   | Bentonville, Arkansas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Jamie Mutinsky](https://find.wellspent.co/advisors/jamie-mutinsky.md) | Emissary Wealth | Hackensack, New Jersey | CFP | Percentage of assets, Ongoing planning fee |
| [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets |
| [Mitch Hamer](https://find.wellspent.co/advisors/mitch-hamer.md) | Intersecting Wealth | Northbrook, Idaho | CFP | Flat fee or retainer, One-time planning fee, Hourly, Percentage of assets |
| [Robb Pryor](https://find.wellspent.co/advisors/robb-pryor.md) | Priority Tax & Financial Planning | Amherst , Massachusetts | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly |
| [Ryan Bouchard](https://find.wellspent.co/advisors/ryan-bouchard.md) | Rising Tide Wealth Advisory Solutions, LLC | St. Louis, Missouri | CFP, CFA, MBA | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Chase Perry](https://find.wellspent.co/advisors/chase-perry.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Daniel Huffman](https://find.wellspent.co/advisors/daniel-huffman.md) | Cornerstone Financial Planning | Other, California | ChFC | Flat fee or retainer, Ongoing planning fee |
| [Frank Gallo](https://find.wellspent.co/advisors/frank-gallo.md) | Investors Portfolio Services | Puyallup, Washington | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jacob King](https://find.wellspent.co/advisors/jacob-king.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [James Sullivan](https://find.wellspent.co/advisors/james-sullivan.md) | Beaird Harris | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees |
| [James Zimmerman](https://find.wellspent.co/advisors/james-zimmerman.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Jesse Rodriquez](https://find.wellspent.co/advisors/jesse-rodriquez.md) | Rodriquez Wealth Management | Newport Beach, New York | CFP | Percentage of assets |
| [Joseph Dunn](https://find.wellspent.co/advisors/joseph-dunn.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Joshua Simpson](https://find.wellspent.co/advisors/joshua-simpson.md) | Illumination Wealth Management | San Diego, California | ChFC | Flat fee or retainer, Ongoing planning fee |
| [Justin Watson](https://find.wellspent.co/advisors/justin-watson.md) | Beaird Harris | Dallas, Texas | CFP, PFS | Percentage of assets, Fixed fees |
| [Mario Zumbo](https://find.wellspent.co/advisors/mario-zumbo.md) | Preserve Private Wealth | Bethesda, Maryland | CFP | Percentage of assets, Fixed fees |
| [Nicholas Bzovi](https://find.wellspent.co/advisors/nicholas-bzovi.md) | Ducere Wealth Management | Newport Beach, California | CFA | Percentage of assets |
| [Steven Lugar](https://find.wellspent.co/advisors/steven-lugar.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Tai Chu](https://find.wellspent.co/advisors/tai-chu.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Thomas Bowman](https://find.wellspent.co/advisors/thomas-bowman.md) | Investors Portfolio Services | Puyallup, Washington | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Virginia Baker](https://find.wellspent.co/advisors/virginia-baker.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas |   | Percentage of assets |
| [Cory Smith](https://find.wellspent.co/advisors/cory-smith.md) | Discretionary Inc. | Reno, Nevada |   | Percentage of assets, Flat fee or retainer |
| [Gregory Fowler](https://find.wellspent.co/advisors/gregory-fowler.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [James White Jr.](https://find.wellspent.co/advisors/james-white-jr.md) | Forty Two Wealth LLC | Atlanta, Georgia | CFP | Percentage of assets, Flat fee or retainer |
| [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas |   | Percentage of assets |
| [Maxwell Gallagher](https://find.wellspent.co/advisors/maxwell-gallagher.md) | 24Acres Wealth Management | Redondo Beach, California | CFP | Percentage of assets, Fixed fees |
| [Patrick Cicchetti](https://find.wellspent.co/advisors/patrick-cicchetti.md) | Ryse Capital Management | Rochester, New York |   | Flat fee or retainer, Hourly, One-time planning fee |
| [Phillip Durbin](https://find.wellspent.co/advisors/phillip-durbin.md) | Generational Wealth Development | Cameron, Missouri |   | Hourly, One-time planning fee |
| [Riley Adams](https://find.wellspent.co/advisors/riley-adams.md) | Daniel M Kavanaugh CPA Inc | Pleasanton, California | CPA | Percentage of assets, Flat fee or retainer, Subscription, One-time planning fee |
| [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia |   | Flat fee or retainer, Percentage of assets, Hourly |
| [Stephen Andrusko](https://find.wellspent.co/advisors/stephen-andrusko.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Kopelman](https://find.wellspent.co/advisors/thomas-kopelman.md) | AllStreet Wealth | Carmel, Indiana |   | Flat fee or retainer, One-time planning fee |
| [Allison Kramer](https://find.wellspent.co/advisors/allison-kramer.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Rinkey](https://find.wellspent.co/advisors/benjamin-rinkey.md) | Illumination Wealth Management | San Diego, California |   | Flat fee or retainer, Ongoing planning fee |
| [Cody Columna](https://find.wellspent.co/advisors/cody-columna.md) | Ducere Wealth Management | Newport Beach, California |   | Percentage of assets |
| [Griffin Kalepp](https://find.wellspent.co/advisors/griffin-kalepp.md) | Compound | Black Earth, Wisconsin | CFP | Percentage of assets, Fixed fees |
| [John Harrington](https://find.wellspent.co/advisors/john-harrington-1257672.md) | Ducere Wealth Management | Newport Beach, California |   | Percentage of assets |
| [Joshua Jenkins](https://find.wellspent.co/advisors/joshua-jenkins.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Matthew Rinkey](https://find.wellspent.co/advisors/matthew-rinkey.md) | Illumination Wealth Management | San Diego, California |   | Flat fee or retainer, Ongoing planning fee |
| [Patrick Beaird](https://find.wellspent.co/advisors/patrick-beaird.md) | Beaird Harris | Dallas, Texas | PFS | Percentage of assets, Fixed fees |
| [Austin Dean](https://find.wellspent.co/advisors/austin-dean.md) | Waystone Advisors | Redmond, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Christina Light](https://find.wellspent.co/advisors/christina-light.md) | Emissary Wealth | Hackensack, New Jersey |   | Percentage of assets, Ongoing planning fee |
| [Christopher Cacchiola](https://find.wellspent.co/advisors/christopher-cacchiola.md) | Emissary Wealth | Hackensack, New Jersey |   | Percentage of assets, Ongoing planning fee |
| [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina |   | One-time planning fee, Flat fee or retainer |
| [Jesse Celeste](https://find.wellspent.co/advisors/jesse-celeste.md) | Artistic Wealth | Red Bank, New Jersey |   | Percentage of assets, Flat fee or retainer, Hourly, Subscription |
| [Matthew Powers](https://find.wellspent.co/advisors/matthew-powers.md) | Steward | San Francisco, California |   | Flat fee or retainer |
| [Molly McCarthy](https://find.wellspent.co/advisors/molly-mccarthy.md) | LD Lowe Wealth Advisory | Richardson, Texas | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Steven Longa](https://find.wellspent.co/advisors/steven-longa.md) | Emissary Wealth | Hackensack, New Jersey |   | Percentage of assets, Ongoing planning fee |
| [Taylor Thompson](https://find.wellspent.co/advisors/taylor-thompson.md) | Thompson Family Office | Gilbert , Arizona |   | Percentage of assets, Subscription, One-time planning fee |
| [Taylor Turner](https://find.wellspent.co/advisors/taylor-turner.md) | Taylor Turner Wealth Management LLC | Richmond, Virginia |   | Percentage of assets, Flat fee or retainer |
| [Tony Escobar](https://find.wellspent.co/advisors/tony-escobar.md) | Exponent Group | Morton, Illinois |   | One-time planning fee, Percentage of assets, Flat fee or retainer |
| [William Walsh](https://find.wellspent.co/advisors/william-walsh-7730706.md) | Emissary Wealth | White Plain, New York |   | Percentage of assets, Ongoing planning fee |
| [Allen Tyndall](https://find.wellspent.co/advisors/allen-tyndall.md) | Seaside Wealth Advisors | Plano, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Dirk Conradie](https://find.wellspent.co/advisors/dirk-conradie.md) | Wealth Advisors Northwest | Portland, Oregon | PFS | Percentage of assets, Fixed fees |
| [Donald Harris](https://find.wellspent.co/advisors/donald-harris.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Eric Bergquist](https://find.wellspent.co/advisors/eric-bergquist.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [Geoffrey Dougall](https://find.wellspent.co/advisors/geoffrey-dougall.md) | Wealth Advisors Northwest | Portland, Oregon | PFS | Percentage of assets, Fixed fees |
| [Gladys Limones](https://find.wellspent.co/advisors/gladys-limones.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [Henry Ford](https://find.wellspent.co/advisors/henry-ford.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [James Simmons](https://find.wellspent.co/advisors/james-simmons.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Jorden Bastien](https://find.wellspent.co/advisors/jorden-bastien.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [Kelly Snider](https://find.wellspent.co/advisors/kelly-snider.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Kevin Lindley](https://find.wellspent.co/advisors/kevin-lindley.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Kraishylea Agboaye](https://find.wellspent.co/advisors/kraishylea-agboaye.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Lauren Desmarteaux](https://find.wellspent.co/advisors/lauren-desmarteaux.md) | Preserve Private Wealth | Port St. Lucie, Florida |   | Percentage of assets, Fixed fees |
| [M'Lissa Brillhart](https://find.wellspent.co/advisors/m-lissa-brillhart.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [Marylynn Ford](https://find.wellspent.co/advisors/marylynn-ford.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [Matthew Oberdorfer](https://find.wellspent.co/advisors/matthew-oberdorfer.md) | Oberdorfer Financial | Gahanan, Ohio |   | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Michael Cox](https://find.wellspent.co/advisors/michael-cox.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania |   | Percentage of assets, Hourly, Fixed fees |
| [Noah Fenz](https://find.wellspent.co/advisors/noah-fenz.md) | Investors Portfolio Services | Puyallup, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Paula Allgood](https://find.wellspent.co/advisors/paula-allgood.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Robert Cardenas](https://find.wellspent.co/advisors/robert-cardenas.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [Ronald Skalberg](https://find.wellspent.co/advisors/ronald-skalberg.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Stuart Herzog](https://find.wellspent.co/advisors/stuart-herzog.md) | Beaird Harris | Dallas, Texas |   | Percentage of assets, Fixed fees |
| [Craig Johnston](https://find.wellspent.co/advisors/craig-johnston.md) | Fiduciary Counsel | Englewood, Colorado |   | Percentage of assets, Hourly, Fixed fees |
| [Mitchell Bloom](https://find.wellspent.co/advisors/mitchell-bloom.md) | Bloom Financial | Westminster, Colorado |   | Percentage of assets |
| [Ann Lobos](https://find.wellspent.co/advisors/ann-lobos.md) | Vitality Capital Management | South Jordan, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Bradley Stephens](https://find.wellspent.co/advisors/bradley-stephens.md) | Tamalpais Asset Management | Larkspur, California |   | Percentage of assets |
| [Carrie Jorgensen](https://find.wellspent.co/advisors/carrie-jorgensen.md) | Wealth Advisors Northwest | Portland, Oregon |   | Percentage of assets, Fixed fees |
| [Christopher Martin](https://find.wellspent.co/advisors/christopher-martin-4094151.md) | Tamalpais Asset Management | Larkspur , California |   | Percentage of assets |
| [Donald Fallenbaum](https://find.wellspent.co/advisors/donald-fallenbaum.md) | Fallenbaum CPA & Advisors | Plantation, Florida |   | Percentage of assets, Hourly, Fixed fees |
| [Drake Dunlap](https://find.wellspent.co/advisors/drake-dunlap.md) | Wealth Advisors Northwest | Portland, Oregon |   | Percentage of assets, Fixed fees |
| [Joel Yaeger](https://find.wellspent.co/advisors/joel-yaeger.md) | Compound | Waunakee, Wisconsin |   | Percentage of assets, Fixed fees |
| [Joseph Fierro](https://find.wellspent.co/advisors/joseph-fierro.md) | Tamalpais Asset Management | Long Beach, California |   | Percentage of assets |
| [Lincoln Wells](https://find.wellspent.co/advisors/lincoln-wells.md) | Tamalpais Asset Management | Larkspur, California |   | Percentage of assets |
| [Matthew Romney](https://find.wellspent.co/advisors/matthew-romney.md) | Vitality Capital Management | South Jordan, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Perry Jeffries](https://find.wellspent.co/advisors/perry-jeffries.md) | Diamond Equity Advisors | Columbus, Ohio |   | Ongoing planning fee |
| [Pieter Conradie](https://find.wellspent.co/advisors/pieter-conradie.md) | Wealth Advisors Northwest | Portland, Oregon |   | Percentage of assets, Fixed fees |
| [Robert Wycoff](https://find.wellspent.co/advisors/robert-wycoff.md) | BrightOrange Advisors | Altadena, California |   | Percentage of assets, Hourly, Performance-based fees |
| [Toby Wolfe](https://find.wellspent.co/advisors/toby-wolfe.md) | Wealth Advisors Northwest | Portland, Oregon |   | Percentage of assets, Fixed fees |
| [Tyler Johnson](https://find.wellspent.co/advisors/tyler-johnson.md) | Wealth Advisors Northwest | Portland, Oregon |   | Percentage of assets, Fixed fees |
| [Wayne Best](https://find.wellspent.co/advisors/wayne-best.md) | Tamalpais Asset Management | La Conner, Washington |   | Percentage of assets |
| [Arthur Smithee](https://find.wellspent.co/advisors/arthur-smithee.md) | Insight Investment Advisers | Lehi, Utah |   | Percentage of assets, Hourly, Fixed fees |
| [Brandon Bruckman](https://find.wellspent.co/advisors/brandon-bruckman.md) | Insight Investment Advisers | Leawood, Kansas |   | Percentage of assets, Hourly, Fixed fees |
| [Daniel DeWhitt](https://find.wellspent.co/advisors/daniel-dewhitt.md) | Waystone Advisors | Redmond, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Joshua Wright](https://find.wellspent.co/advisors/joshua-wright.md) | Insight Investment Advisers | Leawood, Kansas |   | Percentage of assets, Hourly, Fixed fees |
| [Julia Fritzlen](https://find.wellspent.co/advisors/julia-fritzlen.md) | Insight Investment Advisers | Leawood, Kansas |   | Percentage of assets, Hourly, Fixed fees |
| [Logan Dickey](https://find.wellspent.co/advisors/logan-dickey.md) | IntelliVest Wealth Management | Boiling Springs, South Carolina |   | Percentage of assets |
| [Michael Dickey](https://find.wellspent.co/advisors/michael-dickey.md) | IntelliVest Wealth Management | Boiling Springs, South Carolina |   | Percentage of assets |
| [Nathan Williamson](https://find.wellspent.co/advisors/nathan-williamson.md) | Waystone Advisors | Stockton, California |   | Percentage of assets, Hourly, Fixed fees |
| [Peter Mitchell](https://find.wellspent.co/advisors/peter-mitchell.md) | The Tax Pro Advisor | Leander, Texas |   | Percentage of assets, Hourly, Fixed fees |

## Related

- [Real estate investors](https://find.wellspent.co/specialties/real-estate-investors.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).