# Faith-based financial advisors > Look for a fee-only advisor who says their faith shapes the advice, and ask what that changes in your portfolio and your giving. Records to start with include Kaysi Gordon of Kaysi Gordon Financial Planning, Matt Reakus of Sound Wealth LLC and Jason Demland of Demland Wealth. Page: https://find.wellspent.co/by/christian-financial-advisors/ 39 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 for faith-based investors? Look for a fee-only advisor who says their faith shapes the advice, and ask what that changes in your portfolio and your giving. Records to start with include Kaysi Gordon of Kaysi Gordon Financial Planning, Matt Reakus of Sound Wealth LLC and Jason Demland of Demland Wealth. ## How many fee-only advisors for faith-based investors are there in the US? The Wellspent public graph lists 39 fee-only advisors for faith-based investors in the US, from every advisor record that fits. ## How does Wellspent decide who counts as fee-only advisors for faith-based investors? We count an advisor here when their firm's website says it works with faith-based investors. It's what the firm says about itself, so ask how much of its work this is. ## What should I ask fee-only advisors for faith-based investors in the US? What does faith-based mean in my portfolio? How do you screen investments? How do you plan charitable giving? How do these choices affect expected returns? ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [George Kao](https://find.wellspent.co/advisors/george-kao.md) | Reach One Teach One Financial | Phoenix, Arizona | CFP, ChFC, CKA, CRPC, MBA | Percentage of assets, Hourly, Flat fee or retainer | | [Jason Demland](https://find.wellspent.co/advisors/jason-demland.md) | Demland Wealth | Defiance, Ohio | CFP | Flat fee or retainer, Ongoing planning fee | | [Kaysi Gordon](https://find.wellspent.co/advisors/kaysi-gordon.md) | Kaysi Gordon Financial Planning | Valley Stream, New York | CFP, CPA, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Matt Reakus](https://find.wellspent.co/advisors/matt-reakus.md) | Sound Wealth LLC | Marlton, New Jersey | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Zak Lutz](https://find.wellspent.co/advisors/zak-lutz.md) | LifeGuide Financial Advisors | Mechanicsburg, Pennsylvania | CFP, CKA, RLP | Percentage of assets, Ongoing planning fee | | [Lori Chittenden](https://find.wellspent.co/advisors/lori-chittenden.md) | Buckley Wealth | Las Vegas, Nevada | CFP | Percentage of assets, Hourly, Fixed fees | | [Michelle Brow](https://find.wellspent.co/advisors/michelle-brow.md) | Full Bloom Financial | Northville, Michigan | ChFC | Flat fee or retainer, Ongoing planning fee | | [Scott Pearring](https://find.wellspent.co/advisors/scott-pearring.md) | Seek First | Campbell, California | CFP | Percentage of assets, Fixed fees | | [Emily Turner](https://find.wellspent.co/advisors/emily-turner.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Olsen](https://find.wellspent.co/advisors/mark-olsen.md) | TSN Wealth & Tax Management | Zionsville, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Snyder](https://find.wellspent.co/advisors/matthew-snyder-6921022.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Dukeman](https://find.wellspent.co/advisors/timothy-dukeman.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Buckley](https://find.wellspent.co/advisors/brian-buckley.md) | Buckley Wealth | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Cameron Dunaway](https://find.wellspent.co/advisors/cameron-dunaway.md) | Buckley Wealth | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [John Buckley](https://find.wellspent.co/advisors/john-buckley.md) | Buckley Wealth | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Matthew Brunelle](https://find.wellspent.co/advisors/matthew-brunelle.md) | Buckley Wealth | Las Vegas, Nevada | | Percentage of assets, Hourly, Fixed fees | | [Michael Smurl](https://find.wellspent.co/advisors/michael-smurl.md) | Integrity Financial Planning | Houston, Texas | CFA | Percentage of assets | | [Aaron Beeson](https://find.wellspent.co/advisors/aaron-beeson.md) | Seek First | Ellensburg, Washington | | Percentage of assets, Fixed fees | | [Alajahwon Ridgeway](https://find.wellspent.co/advisors/alajahwon-ridgeway.md) | A.B. Ridgeway Wealth Management | Lafayette, Louisiana | | Percentage of assets, One-time planning fee | | [Edmund Lesage](https://find.wellspent.co/advisors/edmund-lesage.md) | Integrity Financial Planning | Houston, Texas | | Percentage of assets | | [Stephen duBarry](https://find.wellspent.co/advisors/stephen-dubarry.md) | Stewardship Partners Investment Counsel | Olmstead, Kentucky | CFA | Percentage of assets | | [Trystan Cleaver](https://find.wellspent.co/advisors/trystan-cleaver.md) | Seek First | Campbell, California | | Percentage of assets, Fixed fees | | [Aaron Downs](https://find.wellspent.co/advisors/aaron-downs.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Bradley Ortego](https://find.wellspent.co/advisors/bradley-ortego.md) | SOW Advisors | Youngsville, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [David Peterson](https://find.wellspent.co/advisors/david-peterson.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Derrick Smith](https://find.wellspent.co/advisors/derrick-smith.md) | Privatus Wealth | Roseville, California | | Percentage of assets, Hourly, Performance-based fees | | [Evan Teeple](https://find.wellspent.co/advisors/evan-teeple.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Jason Berkholz](https://find.wellspent.co/advisors/jason-berkholz.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Kimberly Newsome](https://find.wellspent.co/advisors/kimberly-newsome.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Logan Bowers](https://find.wellspent.co/advisors/logan-bowers.md) | SOW Advisors | Youngsville, Louisiana | | Percentage of assets, Hourly, Fixed fees | | [Marcus Rose](https://find.wellspent.co/advisors/marcus-rose.md) | TSN Wealth & Tax Management | Blue Ash, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Matthew Teeple](https://find.wellspent.co/advisors/matthew-teeple.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | | Percentage of assets, Hourly, Fixed fees | | [Zachery Price](https://find.wellspent.co/advisors/zachery-price.md) | TSN Wealth & Tax Management | Louisville, Kentucky | | Percentage of assets, Hourly, Fixed fees | | [Howard Leonard](https://find.wellspent.co/advisors/howard-leonard.md) | Stewardship Partners Investment Counsel | Chester Springs, Pennsylvania | | Percentage of assets | | [William Thomas](https://find.wellspent.co/advisors/william-thomas.md) | Ascension Wealth Advisors | Mt. Pleasant, South Carolina | | Percentage of assets, Hourly, Fixed fees | | [Mitzie Stevens](https://find.wellspent.co/advisors/mitzie-stevens.md) | StrongTower Wealth Management | Hot Springs, Arkansas | | Percentage of assets, Fixed fees | | [Terry Bewley](https://find.wellspent.co/advisors/terry-bewley.md) | StrongTower Wealth Management | Hot Springs, Arkansas | | Percentage of assets, Fixed fees | | [Todd Sadowski](https://find.wellspent.co/advisors/todd-sadowski.md) | StrongTower Wealth Management | Hot Springs, Arkansas | | Percentage of assets, Fixed fees | | [Tony Nation](https://find.wellspent.co/advisors/tony-nation.md) | StrongTower Wealth Management | Hot Springs, Arkansas | | Percentage of assets, Fixed fees | ## 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).