CFA financial advisors
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alex Caswell Wealth Script Advisors, San Francisco Holds the CFP, CFA and EA. Fees on file: percentage of assets, flat fee or retainer.
- Brandon Seibel Oasis Wealth Planning Advisors, LLC, Philadelphia Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Courtney McKenna Altfest Personal Wealth Management, New York Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Clint Gossage CMG Financial Consulting, LLC, Scottsdale Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Curtis Crossland Suttle Crossland Wealth Advisors, LLC, Scottsdale Holds the CFP, CFA and EA. Fees on file: one-time planning fee, ongoing planning fee.
- Fabian Degen FMD Wealth Advisors, White Plains Holds the CFP, CFA and EA. Fees on file: hourly, percentage of assets.
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
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?
A sample of these advisors
The first 50 of 2,417. Pick a state above to see everyone there.
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amy Rosenow Advice-only planning and financial education for women, families and entrepreneurs, from a former investment firm COO and angel investor. | Bold Vision Financial | Chicago | CFP, CFA | One-time planning fee, Hourly |
| Avanti Shetye Fee-only, advice-only planning for high-net-worth retirees, pre-retirees and high earners facing retirement income, tax and equity compensation decisions. | Wealthwyzr, LLC | Ellicott City | CFP, CFA, MBA | Subscription, One-time planning fee |
| Didi Chen Fiduciary planning for immigrants, Asian Americans and their families working through money, career and life transitions. | Everleap Financial Planning | Newcastle | CFP, CFA | One-time planning fee, Hourly |
| Matt Sheers Flat-fee, advice-only planning for mid-career individuals and couples working through career changes, growing families or business ownership. | Sheer Empowerment Financial | Plymouth | CFP, CFA | Subscription, One-time planning fee |
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Alvin Carlos | District Capital Management | Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Chao Zhang | Think Different Wealth Advisors LLC | Allen | CFA, CFP, MBA | Percentage of assets |
| Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally | WELLth Financial Planning | Palm Beach Gardens | CFP, CFA | Flat fee or retainer |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| Francisco Ayala | The Coleridge Group | Phoenix | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Jake Northrup | Experience Your Wealth, LLC | Providence | Certified Student Loan Professional, CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Philip Murphy Independent, advice-only planning for people saving, investing or facing transitions like retirement, a new career or a health challenge. | IndiePlan LLC | Albany | CFP, CFA | Subscription, One-time planning fee |
| Stephen Nelson | Birchwood Capital LLC | Carlsbad | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Sweta Bhargav | Adviso Wealth | Princeton | CEPA, CFA, CFP | Flat fee or retainer, Hourly |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Adam Cornwell | North Ridge Wealth Advisors | Beaverton | CFA, CFP | Percentage of assets |
| Alex Caswell | Wealth Script Advisors | San Francisco | CFP, CFA, EA | Percentage of assets, Flat fee or retainer |
| Alex Caswell-Yatsenko | Wealth Script Advisors | San Francisco | CFA, CFP, EA | Percentage of assets, Flat fee or retainer |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Bryan Haggard | RetireMitten Financial LLC | Milford | CFA, CFP | Percentage of assets, One-time planning fee |
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Clint Gossage | CMG Financial Consulting, LLC | Scottsdale | CFA, CFP, CPA | Ongoing planning fee |
| Curtis Crossland | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Emilie Goldman | Tamarind Financial Planning | Palo Alto | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jackson Xu | X AND Y ADVISORS, INC. | El Segundo | CFP, CFA | Ongoing planning fee |
| James Charles | Sanctuary Financial Planning, LLC | Charlotte | CDFA, CFA, CFP, MS | Flat fee or retainer, Ongoing planning fee |
| Jeremy Eppley | Silverstone Financial | Owings Mills | CFP, CPWA, APMA, CRPC | Percentage of assets, Hourly |
| Joe Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. | Savant Wealth Management | Phoenix | AIF, CFP, CPA/PFS, CFA | Percentage of assets, Flat fee or retainer |
| Kelly Palmer Planning for millennial parents with equity compensation, through a series of meetings that bring structure and clarity to family finances. | The Wealthy Parent LLC | Chicago | CFP, CFA | Subscription, One-time planning fee |
| Laura Rotter | True Abundance Advisors | White Plains | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| Lynn Chen-Zhang | Zhang Financial | Bloomfield Hills | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Patrick Bourbon Objective, holistic planning for U.S. residents and cross-border families navigating tax and regulatory rules in more than one country. | Bourbon Financial Management | Chicago | CFA, CFP, MSEE, MSFS | Subscription |
| Robert Stoll | Financial Design Studio, Inc. | Deer Park | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Sean Dwyer | Overture Wealth Management LLC | Conshohocken | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Stephan Shipe Flat-fee, team-reviewed planning for DIY investors and families with complex wealth, from equity compensation to business exits. | Scholar Financial Advising | Winston-Salem | CFP, CFA, PhD | Flat fee or retainer |
| Travis Allen Fiduciary Financial Planning & Investment Management. | Custom Wealth Planners | Ankeny | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| Allen Mueller | 7 Saturdays Financial | Richardson | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
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