# CPA financial advisors

> Look for a fee-only advisor who is also a CPA if tax is the center of your plan. Ask whether they prepare your return or work alongside your preparer. Records to start with include Craig Toberman of Toberman Becker Wealth, LLC, Chad Chase of CGN Advisors, LLC and Elizabeth Geiser of Timothy Financial Counsel, Inc..

Page: https://find.wellspent.co/by/cpa-financial-advisors/
50 fee-only advisors listed; data last updated October 27, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who are CPAs?

Look for a fee-only advisor who is also a CPA if tax is the center of your plan. Ask whether they prepare your return or work alongside your preparer. Records to start with include Craig Toberman of Toberman Becker Wealth, LLC, Chad Chase of CGN Advisors, LLC and Elizabeth Geiser of Timothy Financial Counsel, Inc..

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

The Wellspent public graph lists 282 fee-only advisors who are CPAs in the US, from every advisor record that fits.

## How does Wellspent decide who counts as fee-only advisors who are CPAs?

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

## What should I ask fee-only advisors who are CPAs in the US?

Do you prepare my return, or coordinate with my preparer? Is your CPA license active? Will I get a multi-year tax projection? How do you charge?

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig.md) | Walk You To Wealth | Dover, Massachusetts | CFP, CPA, PFS | Subscription |
| [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 |
| [Chad Holmes](https://find.wellspent.co/advisors/chad-holmes.md) | Formula Wealth | Fairhope, Alabama | CFP, CPA | Flat fee or retainer, 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 Nelson](https://find.wellspent.co/advisors/craig-nelson.md) | Red Sky Financial Planning, LLC | Wilsonville, Oregon | CFP, CPA | Flat fee or retainer, Percentage of assets, 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 |
| [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend.md) | Townsend Financial, LLC | Scottsdale, Arizona | CFP, CPA, BBA, RLP | Ongoing planning fee |
| [Jaime Ruff](https://find.wellspent.co/advisors/jaime-ruff.md) | HB Wealth | Nashville, Tennessee | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Prudence Zhu](https://find.wellspent.co/advisors/prudence-zhu.md) | Enso Financial | Phoenix, Arizona | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly |
| [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson.md) | SeedSafe Financial | Austin, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Robert Persichitte](https://find.wellspent.co/advisors/robert-persichitte.md) | Delagify Financial | Arvada, Colorado | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison.md) | Purpose Built Financial Services, LLC | Moorestown, New Jersey | CFP, CPA | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Troy Knighton](https://find.wellspent.co/advisors/troy-knighton.md) | Veritas Wealth Management LLC | Salt Lake City, Utah | CFP, CPA/PFS, MBA | Percentage of assets, 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 |
| [Breanna Sykes](https://find.wellspent.co/advisors/breanna-sykes.md) | Copper Leaf Financial, LLC | Rutland, Vermont | CFP, CPA/PFS | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Casey Smith](https://find.wellspent.co/advisors/casey-smith.md) | Wiser Wealth Management, Inc. | Marietta, Georgia | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Charles Horonzy](https://find.wellspent.co/advisors/charles-horonzy.md) | Focused Up Financial, LLC | La Grange, Illinois | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [Clint Gossage](https://find.wellspent.co/advisors/clint-gossage.md) | CMG Financial Consulting, LLC | Scottsdale, Arizona | CFA, CFP, CPA | Ongoing planning fee |
| [Dan Reiter](https://find.wellspent.co/advisors/dan-reiter.md) | Prosperity Planning, Inc. | North Kansas City, Missouri | CFP, CPA | Percentage of assets |
| [Debbie Price](https://find.wellspent.co/advisors/debbie-price.md) | Price Planning, LLC | Powell, Ohio | CFP, CPA, JD | Hourly, Ongoing planning fee, Flat fee or retainer |
| [Diane Esser](https://find.wellspent.co/advisors/diane-esser.md) | Direction Financial Management, LLC | Germantown, Wisconsin | CFP, CPA, RICP | Subscription, One-time planning fee, Hourly |
| [Evan Marquis](https://find.wellspent.co/advisors/evan-marquis.md) | Milestone Financial Planning, LLC | Bedford, New Hampshire | CFP, EA, RICP, MSFP, MST, MS, CPA | Percentage of assets, Ongoing planning fee |
| [Holly Davis](https://find.wellspent.co/advisors/holly-davis.md) | Alta Via Financial Planning LLC | Seattle, Washington | CFP, CPA | Subscription, One-time planning fee, Hourly |
| [Jacob Molina](https://find.wellspent.co/advisors/jacob-molina.md) | Styra Wealth Management | Phoenix, Arizona | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith.md) | Vitality Wealth | Meridian, Idaho | CFP, CPA, MAcc | 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 |
| [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 |
| [Leo Lavezza](https://find.wellspent.co/advisors/leo-lavezza.md) | Financial Consulate, Inc. | Fernandina Beach, Florida | CFP, CPA, MBA, CIMA | 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 |
| [Michael Rivas](https://find.wellspent.co/advisors/michael-rivas.md) | Bienvenue Wealth LLC | New Orleans, Louisiana | BS, CFP, EA, CPA | Percentage of assets, Fixed fees |
| [Mike Zeiter](https://find.wellspent.co/advisors/mike-zeiter.md) | Foundations Financial Planning | Carthage, Missouri | CFP, CPA, PFS | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Patti Hughes](https://find.wellspent.co/advisors/patti-hughes.md) | Lake Life Wealth Advisory Group LLC | Chicago, Illinois | CFP, CPA | Ongoing planning fee |
| [Renee Collins](https://find.wellspent.co/advisors/renee-collins.md) | Retire Ready Inc. | Olympia Fields, Illinois | CFP, CPA, AFC | One-time planning fee, Ongoing planning fee |
| [Ryan McClung](https://find.wellspent.co/advisors/ryan-mcclung.md) | Crossroads Wealth Planning | Lake Oswego, Oregon | CEPA, CFP, CPA | Hourly, One-time planning fee |
| [Sakis Salas](https://find.wellspent.co/advisors/sakis-salas.md) | Acropolis Investment Management, LLC | Chesterfield, Missouri | CFP, CPA, CRPC | Percentage of assets |
| [Ally Ecklund](https://find.wellspent.co/advisors/ally-ecklund.md) | Zestiny Wealth | Denver, Colorado | CFP, CPA, CPWA | Percentage of assets, Hourly |
| [Ben Raikes](https://find.wellspent.co/advisors/ben-raikes.md) | Mason & Associates, LLC | Newport News, Virginia | CFP, CPA, CPA/PFS, Master of Science Accounting, EA | Ongoing planning fee |
| [Bill Mulvahill](https://find.wellspent.co/advisors/bill-mulvahill.md) | Trailhead Planners | Edina, Minnesota | CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Chad Chase](https://find.wellspent.co/advisors/chad-chase.md) | CGN Advisors, LLC | Brooklyn, New York | CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC, EA | Ongoing planning fee |
| [Cody Cassidy](https://find.wellspent.co/advisors/cody-cassidy.md) | TCI Wealth Advisors, Inc. | Scottsdale, Arizona | CFP, CPA, MBA, AAMS, ChFC, CWS, CFA, MD, AIF | Percentage of assets, Hourly, Fixed fees |
| [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees |
| [Deborah Hobart](https://find.wellspent.co/advisors/deborah-hobart.md) | Blue Water Capital Management, LLC | Apex, North Carolina | CFP, CPA | Ongoing planning fee |
| [DJ Hunt](https://find.wellspent.co/advisors/dj-hunt.md) | Moisand Fitzgerald Tamayo, LLC | Jacksonville, Florida | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| [Elizabeth Cox](https://find.wellspent.co/advisors/elizabeth-cox.md) | Merit Financial Partners, LLC | Westport, Connecticut | CFP, CPA | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee |
| [Elizabeth Geiser](https://find.wellspent.co/advisors/elizabeth-geiser.md) | Timothy Financial Counsel, Inc. | Wheaton, Illinois | CFA, CFP, CPA, BS | Hourly |
| [Gabriel Markiz](https://find.wellspent.co/advisors/gabriel-markiz.md) | Portland Financial Advisors, Inc. | Port Washington, New York | CFP, CPA/PFS, MSFP | Hourly, One-time planning fee, 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).