CPA financial advisors
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..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Craig Toberman Toberman Becker Wealth, LLC, St. Louis Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- Chad Chase CGN Advisors, LLC, Brooklyn Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Elizabeth Geiser Timothy Financial Counsel, Inc., Wheaton Holds the CFP, CFA and CPA. Fees on file: hourly.
- Courtney McKenna Altfest Personal Wealth Management, New York Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Andrew Ish Prepared Financial Planning LLC, Milwaukee Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Ben Raikes Mason & Associates, LLC, Newport News Holds the CFP, CPA and EA. Fees on file: ongoing planning fee.
Questions about cPA financial advisors
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?
A sample of these advisors
The first 50 of 282. Pick a state above to see everyone there.
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Annette Di Bello Member | Di Bello Financial | Mission Viejo | CFP, CPA, PFS™ | Percentage of assets |
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Chad Holmes Flat fee - fee only - fiduciary - Life Audit Creator | Formula Wealth | Fairhope | CFP, CPA | Flat fee or retainer, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Craig Nelson | Red Sky Financial Planning, LLC | Wilsonville | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Heather Townsend | Townsend Financial, LLC | Scottsdale | CFP, CPA, BBA, RLP | Ongoing planning fee |
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| Matthew Showley | Creative Capital Management Investments LLC | San Diego | CFP, MBA, BFA, CeFT | Percentage of assets, Hourly |
| Prudence Zhu | Enso Financial | Phoenix | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Rebecca Jackson | SeedSafe Financial | Austin | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee |
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Sean Lovison | Purpose Built Financial Services, LLC | Moorestown | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Troy Knighton | Veritas Wealth Management LLC | Salt Lake City | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Brandon Seibel | Oasis Wealth Planning Advisors, LLC | Philadelphia | CFP, CPA, JD, LLM | Flat fee or retainer, Ongoing planning fee |
| Breanna Sykes | Copper Leaf Financial, LLC | Rutland | CFP, CPA/PFS | Percentage of assets, One-time planning fee |
| Casey Smith | Wiser Wealth Management, Inc. | Marietta | CDFA, CFP, CPA, MBA | Percentage of assets, Flat fee or retainer |
| Charles Horonzy | Focused Up Financial, LLC | La Grange | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Clint Gossage | CMG Financial Consulting, LLC | Scottsdale | CFA, CFP, CPA | Ongoing planning fee |
| Dan Reiter | Prosperity Planning, Inc. | North Kansas City | CFP, CPA | Percentage of assets |
| Debbie Price | Price Planning, LLC | Powell | CFP, CPA, JD | Hourly, Ongoing planning fee |
| Diane Esser Fee-only retirement planning and education for pre-retiree couples and Federal employees moving into the next phase of life. | Direction Financial Management, LLC | Germantown | CFP, CPA, RICP | Subscription, One-time planning fee |
| Evan Marquis | Milestone Financial Planning, LLC | Bedford | CFP, EA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Holly Davis Planning for busy families with active outdoor lives balancing competing goals, plus equity compensation guidance for tech workers. | Alta Via Financial Planning LLC | Seattle | CFP, CPA | Subscription, One-time planning fee |
| Jacob Molina | Styra Wealth Management | Phoenix | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Jessica Smith | Vitality Wealth | Meridian | CFP, CPA, MAcc | 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 |
| Kaysi Gordon | Kaysi Gordon Financial Planning | Valley Stream | CFP, CPA, MBA | Percentage of assets, One-time planning fee |
| Leo Lavezza | Financial Consulate, Inc. | Fernandina Beach | CFP, CPA, MBA, CIMA | Ongoing planning fee |
| Lynn Chen-Zhang | Zhang Financial | Bloomfield Hills | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Michael Rivas | Bienvenue Wealth LLC | New Orleans | BS, CFP, EA, CPA | Percentage of assets, Fixed fees |
| Mike Zeiter | Foundations Financial Planning | Carthage | CFP, CPA, PFS | Ongoing planning fee, Percentage of assets |
| Patti Hughes | Lake Life Wealth Advisory Group LLC | Chicago | CFP, CPA | Ongoing planning fee |
| Renee Collins | Retire Ready Inc. | Olympia Fields | CFP, CPA, AFC | One-time planning fee, Ongoing planning fee |
| Ryan McClung | Crossroads Wealth Planning | Lake Oswego | CEPA, CFP, CPA | Hourly, One-time planning fee |
| Sakis Salas | Acropolis Investment Management, LLC | Chesterfield | CFP, CPA, CRPC | Percentage of assets |
| Ally Ecklund | Zestiny Wealth | Denver | CFP, CPA, CPWA | Percentage of assets, Hourly |
| Ben Raikes | Mason & Associates, LLC | Newport News | CFP, CPA, CPA/PFS, Master of Science Accounting | Ongoing planning fee |
| Bill Mulvahill | Trailhead Planners | Edina | CFP, CPA | Percentage of assets, Hourly |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| Cody Cassidy | TCI Wealth Advisors, Inc. | Scottsdale | CFP, CPA, MBA, AAMS | Percentage of assets, Hourly |
| David Frisch | Frisch Financial Group, Inc. | New York | CFP, CPA/PFS, CFS, CDFA | Percentage of assets, Fixed fees |
| Deborah Hobart | Blue Water Capital Management, LLC | Apex | CFP, CPA | Ongoing planning fee |
| DJ Hunt | Moisand Fitzgerald Tamayo, LLC | Jacksonville | CFP, CPA, EA | Percentage of assets, Ongoing planning fee |
| Elizabeth Cox | Merit Financial Partners, LLC | Westport | CFP, CPA | Percentage of assets, Hourly |
| Elizabeth Geiser | Timothy Financial Counsel, Inc. | Wheaton | CFA, CFP, CPA, BS | Hourly |
| Gabriel Markiz | Portland Financial Advisors, Inc. | Port Washington | CFP, CPA/PFS, MSFP | Hourly, One-time planning fee |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes