ChFC financial advisors
How do I find fee-only advisors who hold the ChFC?
Look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Joel Cundick of Savant Wealth Management and Cody Cassidy of TCI Wealth Advisors, Inc..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- J. Scott Kittrell Modera Wealth Management, LLC, New York Holds the CFP, CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Joel Cundick Savant Wealth Management, Phoenix Holds the CFP, CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Cody Cassidy TCI Wealth Advisors, Inc., Scottsdale Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Lynn Chen-Zhang Zhang Financial, Bloomfield Hills Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Alex Bridges Tiverton Wealth, The Woodlands Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Liz Plot Primas Financial Planning, Columbia Holds the CFP and EA. Fees on file: ongoing planning fee, one-time planning fee.
ChFC financial advisors by state
Questions about chFC financial advisors
How many fee-only advisors who hold the ChFC are there in the US?
The Wellspent public graph lists 672 fee-only advisors who hold the ChFC in the US, from every advisor record that fits.
Which states have the most fee-only advisors who hold the ChFC?
Texas has the most fee-only advisors who hold the ChFC in the Wellspent public graph, with 61, followed by California (56) and Florida (48).
How does Wellspent decide who counts as fee-only advisors who hold the ChFC?
We count an advisor here when their record lists the ChFC.
What should I ask fee-only advisors who hold the ChFC in the US?
What areas does your planning cover? Do you hold other credentials? Do you earn anything from selling insurance? How do you charge?
A sample of these advisors
The first 50 of 672. Pick a state above to see everyone there.
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Al Faber Collaborative, do-it-with-you hourly or flat-fee planning for people who want to stay in control, with no product sales or ongoing fees. | DIWY Financial Planning | Los Angeles | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Charles Harper | Harper Financial Planning LLC | Columbia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee |
| Daniel Wrenne | Wrenne Financial Planning | Lexington | CFP, ChFC | Flat fee or retainer, Ongoing planning fee |
| Daniel Yerger | MY Wealth Planners | Longmont | AIF, CFP, ChFC, MBA | Ongoing planning fee, Percentage of assets |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| Jason Branning | Branning Wealth Management | Jackson | CFP, RICP, ChFC, CDFA | Percentage of assets, One-time planning fee |
| Johnson Rhett | Branning Wealth Management, LLC | Jackson | CFP, ChFC | Percentage of assets, One-time planning fee |
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Kirk Reagan Advice-only planning for military members and veterans, especially pre-retirees and those pursuing early financial independence. | High Flight Financial LLC | Dallas | CFP, ChFC | One-time planning fee, Hourly |
| Liz Plot | Primas Financial Planning | Columbia | CFP, ChFC, AFC, EA | Ongoing planning fee, One-time planning fee |
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| RJ Devick | Bond&Devick Wealth Partners | Saint Louis Park | BA, BFA, BS, CFP | Percentage of assets, One-time planning fee |
| Shane Dennehy | CayDen Wealth Management | Broomfield | BFA, CFP, ChFC | Ongoing planning fee, Percentage of assets |
| Alan Nelson | Measured Money Maneuvers LLC | Solana Beach | CFP, ChFC, MBA | Flat fee or retainer, Hourly |
| Alex Bridges | Tiverton Wealth | The Woodlands | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| Allen Gibson | GIBSON WEALTH ADVISORS LLC | Tyler | CFP, ChFC, CDFA, CRPC | Percentage of assets |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Deaton Smith | Thayer Financial | Hickory | CFP, ChFC | Percentage of assets |
| Gabriel Anderson | Crafted Wealth Management, LLC | Los Angeles | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| George Kao | Reach One Teach One Financial | Phoenix | CFP, ChFC, CKA, CRPC | Percentage of assets, Hourly |
| Joel Chouinard | SharpEdge Financial LLC | Southlake | CFP, ChFC | Flat fee or retainer, One-time 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 |
| Lynn Chen-Zhang | Zhang Financial | Bloomfield Hills | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Roland McIntyre | Mountaintop Wealth LLC | Chattanooga | CFP, ChFC | Percentage of assets, One-time planning fee |
| Barbara Clemons Personal financial planning and money education workshops that address both the technical and emotional sides of financial decisions. | Clemons Financial Education Company | Fairport | CFP, CLU, ChFC, CASL | One-time planning fee, Hourly |
| Caleb Pepperday | Advanced Practice Planning, LLC | Missoula | CFP, ChFC | Ongoing planning fee |
| Carey Morgan | Livelihood LLC | Philadelphia | CFP, ChFC | Flat fee or retainer, Hourly |
| Case Belger | rebel Financial | Groveport | AIF, CFP, ChFC, CLU | Percentage of assets, Hourly |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| Desiree Kaul Tax preparation and financial planning that reflects each client's values, from a planner with years of counseling and teaching experience. | Kaul Financial Solutions | Satellite Beach | CFP, ChFC, EA | Subscription, One-time planning fee |
| Edward Mahaffy | ClientFirst Wealth Management, LLC | Little Rock | CFP, ChFC, MBA | Percentage of assets, Ongoing planning fee |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jacob Greenberg | Pure Financial Advisors, LLC | San Diego | AIF, CFP, ChFC, MPH | Percentage of assets, One-time planning fee |
| Jose Armenta | Create Your Path | San Diego | CFP, ChFC, EA, MSBA | Flat fee or retainer, Ongoing planning fee |
| Marcus Blanchard | Focal Point Financial Planning, LLC | Pleasant Grove | CFP, ChFC | Percentage of assets, Hourly |
| Marty O'Leary | Stadium Financial LLC | Orlando | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Matt Laciskey | Hyland Lake Partners, LLC | Edina | CFP, EA, ChFC, ChSNC | Percentage of assets, Ongoing planning fee |
| Michael Hunsberger | Next Mission Financial Planning | Saint Charles | CFP, ChFC, CCFC | Flat fee or retainer, Ongoing planning fee |
| Rebecca Meats | Clear Insight Wealth Management | Spokane | CPA, AFC, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Robert DeLucas | Afton Advisors, LLC | Nashville | CFP, ChFC, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| C Garrett Moore | C Garrett Moore, CFP® | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
| Dawn Mabery Chestnut | Mabery Consulting, LLC | Washington | CFP, MPAS, MSPFP, ChFC | Flat fee or retainer, Hourly |
| Dwayne Reinike | Valiant Financial Planning | Kirkland | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| Garrett Moore | Moore Financial Management, Inc. | Bradenton | CFP, ChFC | Percentage of assets, Fixed fees |
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