# CFA financial advisors

> Look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Alex Caswell of Wealth Script Advisors, Brandon Seibel of Oasis Wealth Planning Advisors, LLC and Courtney McKenna of Altfest Personal Wealth Management.

Page: https://find.wellspent.co/by/cfa-financial-advisors/
50 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFA?

Look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Alex Caswell of Wealth Script Advisors, Brandon Seibel of Oasis Wealth Planning Advisors, LLC and Courtney McKenna of Altfest Personal Wealth Management.

## How many fee-only advisors who hold the CFA are there in the US?

The Wellspent public graph lists 2,417 fee-only advisors who hold the CFA in the US, from every advisor record that fits.

## Which states have the most fee-only advisors who hold the CFA?

California has the most fee-only advisors who hold the CFA in the Wellspent public graph, with 276, followed by Massachusetts (150) and Texas (138).

## How does Wellspent decide who counts as fee-only advisors who hold the CFA?

We count an advisor here when their record lists the CFA.

## What should I ask fee-only advisors who hold the CFA in the US?

Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Amy Rosenow](https://find.wellspent.co/advisors/amy-rosenow.md) | Bold Vision Financial | Chicago, Illinois | CFP, CFA | One-time planning fee, Hourly |
| [Avanti Shetye](https://find.wellspent.co/advisors/avanti-shetye.md) | Wealthwyzr, LLC | Ellicott City, Maryland | CFP, CFA, MBA | Subscription, One-time planning fee, Hourly |
| [Didi Chen](https://find.wellspent.co/advisors/didi-chen.md) | Everleap Financial Planning | Newcastle, Washington | CFP, CFA | One-time planning fee, Hourly |
| [Matt Sheers](https://find.wellspent.co/advisors/matt-sheers.md) | Sheer Empowerment Financial | Plymouth, New Hampshire | CFP, CFA | Subscription, One-time planning fee, Hourly |
| [Aditi Kapadia](https://find.wellspent.co/advisors/aditi-kapadia.md) | Wealth IQ | Springfield, Illinois | CFA, CFP, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee, Hourly |
| [Alvin Carlos](https://find.wellspent.co/advisors/alvin-carlos.md) | District Capital Management | Washington, District of Columbia | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Andrew Ish](https://find.wellspent.co/advisors/andrew-ish.md) | Prepared Financial Planning LLC | Milwaukee, Wisconsin | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins.md) | Metanoia Financial | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets |
| [Cassandra Smalley](https://find.wellspent.co/advisors/cassandra-smalley.md) | Cassandra Smalley Wealth Management | Seminole, Florida | CFP, CFA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Chao Zhang](https://find.wellspent.co/advisors/chao-zhang.md) | Think Different Wealth Advisors LLC | Allen, Texas | CFA, CFP, MBA | Percentage of assets |
| [Chris Diodato](https://find.wellspent.co/advisors/chris-diodato.md) | WELLth Financial Planning | Palm Beach Gardens, Florida | CFP, CFA | Flat fee or retainer |
| [Christopher Kehoe](https://find.wellspent.co/advisors/christopher-kehoe.md) | R.W. Roge & Company, Inc. | Bohemia, New York | CFA, MBA, AIF, CFP, CMFC | Percentage of assets, One-time planning fee |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Craig Toberman](https://find.wellspent.co/advisors/craig-toberman.md) | Toberman Becker Wealth, LLC | St. Louis, Missouri | CFA, CFP, CPA, MBA | Percentage of assets |
| [Fabian Degen](https://find.wellspent.co/advisors/fabian-degen.md) | FMD Wealth Advisors | White Plains, New York | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| [Francisco Ayala](https://find.wellspent.co/advisors/francisco-ayala.md) | The Coleridge Group | Phoenix, Arizona | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Jake Northrup](https://find.wellspent.co/advisors/jake-northrup.md) | Experience Your Wealth, LLC | Providence, Rhode Island | Certified Student Loan Professional, CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets |
| [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten.md) | 49th Parallel Wealth Management, LLC | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Hourly, One-time planning fee |
| [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| [Philip Murphy](https://find.wellspent.co/advisors/philip-murphy.md) | IndiePlan LLC | Albany, New York | CFP, CFA | Subscription, One-time planning fee, Hourly |
| [Stephen Nelson](https://find.wellspent.co/advisors/stephen-nelson.md) | Birchwood Capital LLC | Carlsbad, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen.md) | TwoTen Planning PLLC | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing 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 |
| [Will Revels](https://find.wellspent.co/advisors/will-revels.md) | PieCapital | Raleigh, North Carolina | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| [Adam Cornwell](https://find.wellspent.co/advisors/adam-cornwell.md) | North Ridge Wealth Advisors | Beaverton, Oregon | CFA, CFP | Percentage of assets |
| [Alex Caswell](https://find.wellspent.co/advisors/alex-caswell.md) | Wealth Script Advisors | San Francisco, California | CFP, CFA, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko.md) | Wealth Script Advisors | San Francisco, California | CFA, CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Brandon Seibel](https://find.wellspent.co/advisors/brandon-seibel.md) | Oasis Wealth Planning Advisors, LLC | Philadelphia, Pennsylvania | CFP, CPA, JD, LLM, CFA, CKA, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Bryan Haggard](https://find.wellspent.co/advisors/bryan-haggard.md) | RetireMitten Financial LLC | Milford, Michigan | CFA, CFP | Percentage of assets, One-time planning fee |
| [Bryan Minogue](https://find.wellspent.co/advisors/bryan-minogue.md) | Kardinal Financial | Madison, Wisconsin | CFA, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Clint Gossage](https://find.wellspent.co/advisors/clint-gossage.md) | CMG Financial Consulting, LLC | Scottsdale, Arizona | CFA, CFP, CPA | Ongoing planning fee |
| [Curtis Crossland](https://find.wellspent.co/advisors/curtis-crossland.md) | Suttle Crossland Wealth Advisors, LLC | Scottsdale, Arizona | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel.md) | WealthCollab | Bellevue, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Emilie Goldman](https://find.wellspent.co/advisors/emilie-goldman.md) | Tamarind Financial Planning | Palo Alto, California | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jackson Xu](https://find.wellspent.co/advisors/jackson-xu.md) | X AND Y ADVISORS, INC. | El Segundo, California | CFP, CFA | Ongoing planning fee |
| [James Charles](https://find.wellspent.co/advisors/james-charles.md) | Sanctuary Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| [Jeremy Eppley](https://find.wellspent.co/advisors/jeremy-eppley.md) | Silverstone Financial | Owings Mills, Maryland | CFP, CPWA, APMA, CRPC, MSFP, CFA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [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 |
| [Kelly Palmer](https://find.wellspent.co/advisors/kelly-palmer.md) | The Wealthy Parent LLC | Chicago, Illinois | CFP, CFA | Subscription, One-time planning fee |
| [Laura Rotter](https://find.wellspent.co/advisors/laura-rotter.md) | True Abundance Advisors | White Plains, New York | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| [Lynn Chen-Zhang](https://find.wellspent.co/advisors/lynn-chen-zhang.md) | Zhang Financial | Bloomfield Hills, Michigan | CFP, CPA, MBA, MS, ChFC, CLU, MSFS, CFA, JD | Percentage of assets, Hourly, Fixed fees |
| [Patrick Bourbon](https://find.wellspent.co/advisors/patrick-bourbon.md) | Bourbon Financial Management | Chicago, Illinois | CFA, CFP, MSEE, MSFS | Subscription |
| [Robert Stoll](https://find.wellspent.co/advisors/robert-stoll.md) | Financial Design Studio, Inc. | Deer Park, Illinois | CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Sean Dwyer](https://find.wellspent.co/advisors/sean-dwyer.md) | Overture Wealth Management LLC | Conshohocken, Pennsylvania | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe.md) | Scholar Financial Advising | Winston-Salem, North Carolina | CFP, CFA, PhD | Flat fee or retainer |
| [Travis Allen](https://find.wellspent.co/advisors/travis-allen.md) | Custom Wealth Planners | Ankeny, Iowa | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| [Allen Mueller](https://find.wellspent.co/advisors/allen-mueller.md) | 7 Saturdays Financial | Richardson, Texas | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |

## 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).