Who they serve
Fee-only 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.
By the numbers
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.
- Advisors listed
- 148
- Firms
- 77
- Cities
- 82
- Hold the CFP
- 47%
- Other credentials: CFA 7% · CPA 4% · EA 3%
- How they charge (of 148 with fees on file): percentage of assets 80% · fixed fees 41% · flat fee or retainer 32% · hourly 30%
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 real estate investors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Dirk Conradie | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Donald Harris | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Eric Bergquist | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Geoffrey Dougall | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Gladys Limones | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Henry Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Jorden Bastien | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| M'Lissa Brillhart | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Marylynn Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Noah Fenz | Investors Portfolio Services | Puyallup | Not listed | Percentage of assets, Hourly |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Robert Cardenas | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Craig Johnston | Fiduciary Counsel | Englewood | Not listed | Percentage of assets, Hourly |
| Mitchell Bloom | Bloom Financial | Westminster | Not listed | Percentage of assets |
| Ann Lobos | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Carrie Jorgensen | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Christopher Martin | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Donald Fallenbaum | Fallenbaum CPA & Advisors | Plantation | Not listed | Percentage of assets, Hourly |
| Drake Dunlap | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Joel Yaeger | Compound | Waunakee | Not listed | Percentage of assets, Fixed fees |
| Joseph Fierro | Tamalpais Asset Management | Long Beach | Not listed | Percentage of assets |
| Lincoln Wells | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Matthew Romney | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Pieter Conradie | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Robert Wycoff | BrightOrange Advisors | Altadena | Not listed | Percentage of assets, Hourly |
| Toby Wolfe | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Tyler Johnson | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Wayne Best | Tamalpais Asset Management | La Conner | Not listed | Percentage of assets |
| Arthur Smithee | Insight Investment Advisers | Lehi | Not listed | Percentage of assets, Hourly |
| Brandon Bruckman | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Daniel DeWhitt | Waystone Advisors | Redmond | Not listed | Percentage of assets, Hourly |
| Joshua Wright | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Julia Fritzlen | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Logan Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Michael Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Nathan Williamson | Waystone Advisors | Stockton | Not listed | Percentage of assets, Hourly |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |