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Faith-based financial advisors

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Kaysi Gordon Kaysi Gordon Financial Planning, Valley Stream Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
  • Matt Reakus Sound Wealth LLC, Marlton Holds the CFP and EA. Fees on file: percentage of assets, hourly.
  • Jason Demland Demland Wealth, Defiance Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
  • Stephen duBarry Stewardship Partners Investment Counsel, Olmstead Holds the CFA. Fees on file: percentage of assets.
  • Zak Lutz LifeGuide Financial Advisors, Mechanicsburg Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
  • Michael Smurl Integrity Financial Planning, Houston Holds the CFA. Fees on file: percentage of assets.

Questions about faith-based financial advisors

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?

All 39 advisors

Faith-based financial advisors: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
George Kao Reach One Teach One Financial Phoenix CFP, ChFC, CKA, CRPC Percentage of assets, Hourly
Jason Demland Demland Wealth Defiance CFP Flat fee or retainer, Ongoing planning fee
Kaysi Gordon Kaysi Gordon Financial Planning Valley Stream CFP, CPA, MBA Percentage of assets, One-time planning fee
Matt Reakus Sound Wealth LLC Marlton CFP, EA Percentage of assets, Hourly
Zak Lutz LifeGuide Financial Advisors Mechanicsburg CFP, CKA, RLP Percentage of assets, Ongoing planning fee
Lori Chittenden Buckley Wealth Las Vegas CFP Percentage of assets, Hourly
Michelle Brow Full Bloom Financial Northville ChFC Flat fee or retainer, Ongoing planning fee
Scott Pearring Seek First Campbell CFP Percentage of assets, Fixed fees
Emily Turner TSN Wealth & Tax Management Brownsburg CFP Percentage of assets, Hourly
Mark Olsen TSN Wealth & Tax Management Zionsville CFP Percentage of assets, Hourly
Matthew Snyder TSN Wealth & Tax Management Brownsburg CFP Percentage of assets, Hourly
Timothy Dukeman TSN Wealth & Tax Management Brownsburg CFP Percentage of assets, Hourly
Brian Buckley Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Cameron Dunaway Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
John Buckley Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Matthew Brunelle Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Michael Smurl Integrity Financial Planning Houston CFA Percentage of assets
Aaron Beeson Seek First Ellensburg Not listed Percentage of assets, Fixed fees
Alajahwon Ridgeway A.B. Ridgeway Wealth Management Lafayette Not listed Percentage of assets, One-time planning fee
Edmund Lesage Integrity Financial Planning Houston Not listed Percentage of assets
Stephen duBarry Stewardship Partners Investment Counsel Olmstead CFA Percentage of assets
Trystan Cleaver Seek First Campbell Not listed Percentage of assets, Fixed fees
Aaron Downs TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Bradley Ortego SOW Advisors Youngsville Not listed Percentage of assets, Hourly
David Peterson TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Derrick Smith Privatus Wealth Roseville Not listed Percentage of assets, Hourly
Evan Teeple TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Jason Berkholz TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Kimberly Newsome TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Logan Bowers SOW Advisors Youngsville Not listed Percentage of assets, Hourly
Marcus Rose TSN Wealth & Tax Management Blue Ash Not listed Percentage of assets, Hourly
Matthew Teeple TSN Wealth & Tax Management Brownsburg Not listed Percentage of assets, Hourly
Zachery Price TSN Wealth & Tax Management Louisville Not listed Percentage of assets, Hourly
Howard Leonard Stewardship Partners Investment Counsel Chester Springs Not listed Percentage of assets
William Thomas Ascension Wealth Advisors Mt. Pleasant Not listed Percentage of assets, Hourly
Mitzie Stevens StrongTower Wealth Management Hot Springs Not listed Percentage of assets, Fixed fees
Terry Bewley StrongTower Wealth Management Hot Springs Not listed Percentage of assets, Fixed fees
Todd Sadowski StrongTower Wealth Management Hot Springs Not listed Percentage of assets, Fixed fees
Tony Nation StrongTower Wealth Management Hot Springs Not listed Percentage of assets, Fixed fees

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