Enrolled agent financial advisors
How do I find fee-only advisors who are enrolled agents?
Look for a fee-only advisor who is an enrolled agent if you want a planner licensed by the IRS. Enrolled agents can represent taxpayers before the IRS. Records to start with include Curtis Crossland of Suttle Crossland Wealth Advisors, LLC, Alex Caswell of Wealth Script Advisors and Sean Dwyer of Overture Wealth Management LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Curtis Crossland Suttle Crossland Wealth Advisors, LLC, Scottsdale Holds the CFP, CFA and EA. Fees on file: one-time planning fee, ongoing planning fee.
- Alex Caswell Wealth Script Advisors, San Francisco Holds the CFP, CFA and EA. Fees on file: percentage of assets, flat fee or retainer.
- Sean Dwyer Overture Wealth Management LLC, Conshohocken Holds the CFP, CFA and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Fabian Degen FMD Wealth Advisors, White Plains Holds the CFP, CFA and EA. Fees on file: hourly, percentage of assets.
- Evan Marquis Milestone Financial Planning, LLC, Bedford Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Michael Rivas Bienvenue Wealth LLC, New Orleans Holds the CFP, CPA and EA. Fees on file: percentage of assets, fixed fees.
Questions about enrolled agent financial advisors
How many fee-only advisors who are enrolled agents are there in the US?
The Wellspent public graph lists 233 fee-only advisors who are enrolled agents in the US, from every advisor record that fits.
How does Wellspent decide who counts as fee-only advisors who are enrolled agents?
We count an advisor here when their record lists the EA.
What should I ask fee-only advisors who are enrolled agents in the US?
Do you prepare returns? Can you represent me with the IRS? How do you combine tax and investment advice? How do you charge?
A sample of these advisors
The first 50 of 233. Pick a state above to see everyone there.
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Reddick Flat-fee, advice-only retirement and tax planning for educators, federal employees and public servants balancing pensions with workplace accounts. | Chris Reddick Financial Planning | San Antonio | CFP, EA | Subscription, One-time planning fee |
| Eric Johns We specialize in tax planning for those nearing retirement. | Equilibrium Financial Planning LLC | Kenner | CFP, EA, MBA | Percentage of assets, One-time planning fee |
| Jorge Soriano Financial and tax planning for young families and professionals focused on early retirement, with no age or asset minimums. | Financial Optimist LLC | Saint Petersburg | CFP, EA | Subscription, One-time planning fee |
| Joshua Gallogly Advice-only, tax-focused retirement planning for DIY investors and retirees who want to keep managing their own accounts. | Milestones Financial, LLC | Columbus | CFP, EA | One-time planning fee, Hourly |
| Rupa Pereira Tax-focused hourly and comprehensive planning for young families, women-led households and clients with cross-border ties. | FWJ Planning | Raleigh Durham Triangle | CFP, EA | Subscription, One-time planning fee |
| Amber FitzRysler | Rising Financial | Minneapolis | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Andrew Langdon | VetWorth | Peachtree City | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| Austin Preece | Preece Financial Planning | Eau Claire | CFP, EA | Percentage of assets, Ongoing planning fee |
| Bill Jensen | Acadia Financial Services LLC | Burke | CFP, EA | Ongoing planning fee, Percentage of assets |
| Cary Cates | Cates Financial Planning, LLC | Denton | CFP, EA, MBA | Percentage of assets, Hourly |
| Christopher Stroup | Silicon Beach Financial | Santa Monica | CFP, MBA, EA | Percentage of assets, Ongoing planning fee |
| David Lyon | Lyon Wealth Advisory | San Deigo | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Lindsey Young | Quiet Wealth LLC | Baltimore | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Liz Plot | Primas Financial Planning | Columbia | CFP, ChFC, AFC, EA | Ongoing planning fee, One-time planning fee |
| Malissa Marshall | Soaring Wealth LLC | Bristol | CFP, EA | Percentage of assets, Ongoing planning fee |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Miguel Gomez Garcia | Sophronia Wealth Advisors, Inc. | El Paso | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Travis Tracy | Fortitude Financial Planning, LLC | Raleigh | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee |
| Alex Bridges | Tiverton Wealth | The Woodlands | CFP, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| Alex Caswell | Wealth Script Advisors | San Francisco | CFP, CFA, EA | Percentage of assets, Flat fee or retainer |
| Alex Caswell-Yatsenko | Wealth Script Advisors | San Francisco | CFA, CFP, EA | Percentage of assets, Flat fee or retainer |
| Ashley Coake | Cultivate Financial Planning | Radford | CFP, EA | Flat fee or retainer |
| Bob Wolfe | HealthyFP | Conshohocken | CFP, EA | Percentage of assets, Ongoing planning fee |
| Britton Wellington | Real Agency Wealth | Beaverton | CFP, EA | Percentage of assets, Ongoing planning fee |
| Cameron Willcox | Willcox Wealth Management | Denver | CFP, EA | Percentage of assets, Flat fee or retainer |
| Curtis Crossland | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| Ethan Pepper | Orchard City Wealth Management, LLC | Los Gatos | CFP, EA, RLP | Flat fee or retainer, Ongoing planning fee |
| Evan Marquis | Milestone Financial Planning, LLC | Bedford | CFP, EA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Greg Crofton | Adap Tax Financial, Inc. | Pleasanton | CFP, EA | Hourly, Flat fee or retainer |
| Jane Young | More than Your Money, Inc. | Colorado Springs | CFP, EA, MBA | One-time planning fee |
| Jeffrey Walters Hourly, fee-only advice on planning, taxes and investments for DIY investors who want to keep managing their own portfolios. | Advisia Financial Planning, LLC | Bellevue | CFP, EA | Hourly |
| Joshua Short | OptimalPath Advisors, LLC | Church Hill | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Matthias Giezendanner | San Francisco Wealth Planning LLC | Petaluma | CFP, EA | Percentage of assets, Ongoing planning fee |
| Michael Rivas | Bienvenue Wealth LLC | New Orleans | BS, CFP, EA, CPA | Percentage of assets, Fixed fees |
| Otto Rivera | Mindful Wealth LLC | St Louis | CFP, EA | Ongoing planning fee, Percentage of assets |
| R. Shea Newton | Financial Journey LLC | Pensacola | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| Rosario Chacón | Wealth-Source Financial | Oakland | CFP, CSLP, CDFA, EA | Ongoing planning fee, Percentage of assets |
| Sean Dwyer | Overture Wealth Management LLC | Conshohocken | CFP, CFA, EA | Flat fee or retainer, Ongoing planning fee |
| Stratton Harrison | Vita Wealth Management | Chicago | CFP, EA | Percentage of assets, Flat fee or retainer |
| William Cuthbertson | Fiscalis Advisory, Inc. | Mission Viejo | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Andy Panko | Tenon Financial | Metuchen | CFP, RICP, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Ben Jacobs-Nichelson | Fully Financial | Athens | CFP, EA, MSFP | Percentage of assets, Hourly |
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