# Financial advisors for athletes > Look for a fee-only advisor who already works with athletes and plans around a short earning window. Ask about taxes across states and what happens when contracts end. Records to start with include Addison Delage of CAPTRUST, Marc Hadley of Nicollet Investment Management and Matthew Reynolds of CRA Financial. Page: https://find.wellspent.co/by/financial-advisors-for-athletes/ 49 fee-only advisors listed; data last updated November 7, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for athletes? Look for a fee-only advisor who already works with athletes and plans around a short earning window. Ask about taxes across states and what happens when contracts end. Records to start with include Addison Delage of CAPTRUST, Marc Hadley of Nicollet Investment Management and Matthew Reynolds of CRA Financial. ## How many fee-only advisors for athletes are there in the US? The Wellspent public graph lists 49 fee-only advisors for athletes in the US, from every advisor record that fits. ## How does Wellspent decide who counts as fee-only advisors for athletes? We count an advisor here when their firm's website says it works with athletes. 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 athletes in the US? How many athletes do you work with? How do you handle income earned in several states? How do you plan for life after contracts end? How do you protect me from pitches from friends and family? ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Bryan Gum](https://find.wellspent.co/advisors/bryan-gum.md) | Lighthouse Planning | Lenexa, Kansas | CFP, RLP | Mixed (fee-only) | | [David Stevens](https://find.wellspent.co/advisors/david-stevens.md) | Stevens Capital Partners, Inc. | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees | | [Elaine Bedel](https://find.wellspent.co/advisors/elaine-bedel.md) | Bedel Financial Consulting, Inc. | Indianapolis, Indiana | BA, CFP, MBA | Percentage of assets, Fixed fees | | [Gordon Shearer](https://find.wellspent.co/advisors/gordon-shearer.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets | | [Jeffrey Hilliard](https://find.wellspent.co/advisors/jeffrey-hilliard.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets | | [Joseph McCaffrey](https://find.wellspent.co/advisors/joseph-mccaffrey-5427266.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets | | [Matthew Reynolds](https://find.wellspent.co/advisors/matthew-reynolds.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets | | [Philip Tompkins](https://find.wellspent.co/advisors/philip-tompkins.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets | | [Robert Martin](https://find.wellspent.co/advisors/robert-martin.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets | | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Andrew Drennan](https://find.wellspent.co/advisors/andrew-drennan.md) | D'Arcy Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Krysta Kelly](https://find.wellspent.co/advisors/krysta-kelly.md) | D'Arcy Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Davis](https://find.wellspent.co/advisors/anthony-davis.md) | Brass Capital | Leesburg, Virginia | CFP | Percentage of assets, Fixed fees | | [Catherine Salsman](https://find.wellspent.co/advisors/catherine-salsman.md) | Paragon Management | Lexington, Kentucky | CFP | Percentage of assets, Fixed fees | | [Christopher D'Arcy](https://find.wellspent.co/advisors/christopher-d-arcy.md) | D'Arcy Capital Management | San Diego, California | CFA | Percentage of assets, Hourly, Fixed fees | | [Donna Savastani](https://find.wellspent.co/advisors/donna-savastani.md) | CRA Financial | Northfield, New Jersey | | Percentage of assets | | [Jarman Reilly](https://find.wellspent.co/advisors/jarman-reilly.md) | CRA Financial | Northfield, New Jersey | | Percentage of assets | | [Jennifer Colon](https://find.wellspent.co/advisors/jennifer-colon.md) | CRA Financial | Northfield, New Jersey | | Percentage of assets | | [John Hughes](https://find.wellspent.co/advisors/john-hughes.md) | CRA Financial | Northfield, New Jersey | | Percentage of assets | | [Mark Tracy](https://find.wellspent.co/advisors/mark-tracy.md) | KM Capital Management | Austin, Texas | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Mary Boland](https://find.wellspent.co/advisors/mary-boland.md) | Brass Capital | Leesburg, Virginia | CFP | Percentage of assets, Fixed fees | | [Samantha Swiderski](https://find.wellspent.co/advisors/samantha-swiderski.md) | CRA Financial | Northfield, New Jersey | | Percentage of assets | | [Thomas Reynolds](https://find.wellspent.co/advisors/thomas-reynolds.md) | CRA Financial | Northfield, New Jersey | | Percentage of assets | | [Kristian Blom](https://find.wellspent.co/advisors/kristian-blom.md) | Blom Levy & Co | Santa Barbara, California | | Flat fee or retainer, Ongoing planning fee | | [Marc Hadley](https://find.wellspent.co/advisors/marc-hadley.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFP | Percentage of assets | | [Naveen Sharma](https://find.wellspent.co/advisors/naveen-sharma.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFP | Percentage of assets | | [Jason Blumstein](https://find.wellspent.co/advisors/jason-blumstein.md) | Julius Wealth Advisors | Englewood Cliffs, New Jersey | CFA | Percentage of assets, Fixed fees | | [Kilburn Sherman](https://find.wellspent.co/advisors/kilburn-sherman.md) | Maclendon Wealth Management | Jensen Beach, Florida | PFS | Percentage of assets, Hourly, Fixed fees | | [Malique Micenheimer](https://find.wellspent.co/advisors/malique-micenheimer.md) | WIN Private Wealth | Elk Grove, California | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Regan Flaherty](https://find.wellspent.co/advisors/regan-flaherty.md) | ProAthlete Wealth Management | Boca Raton, Florida | CFP | Percentage of assets | | [Gary Whitehurst](https://find.wellspent.co/advisors/gary-whitehurst.md) | Brighter Investing | Atlanta, Georgia | | Percentage of assets, Fixed fees | | [Nisiar Smith](https://find.wellspent.co/advisors/nisiar-smith.md) | Courtside Wealth Partners | Blue Bell, Pennsylvania | | Percentage of assets, Fixed fees | | [Orie Helaire](https://find.wellspent.co/advisors/orie-helaire.md) | Epiphany Wealth Management | Houston, Texas | ChFC, PFS | Percentage of assets, Hourly, Fixed fees | | [Susan Becker](https://find.wellspent.co/advisors/susan-becker.md) | Nicollet Investment Management | Minneapolis, Minnesota | CFA | Percentage of assets | | [Dylan Jones](https://find.wellspent.co/advisors/dylan-jones.md) | Paragon Management | Lexington, Kentucky | | Percentage of assets, Fixed fees | | [Emily Johns](https://find.wellspent.co/advisors/emily-johns.md) | Paragon Management | Lexington, Kentucky | | Percentage of assets, Fixed fees | | [Joseph Feste](https://find.wellspent.co/advisors/joseph-feste-1739013.md) | KM Capital Management | Atlanta, Georgia | | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Feste](https://find.wellspent.co/advisors/joseph-feste.md) | KM Capital Management | Austin, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Marmar Binley](https://find.wellspent.co/advisors/marmar-binley.md) | KM Capital Management | Roanoke, Texas | | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Gandolfo](https://find.wellspent.co/advisors/joseph-gandolfo.md) | Factory | Atlanta, Georgia | CFA | Percentage of assets, Hourly, Fixed fees | | [Nathan Travis](https://find.wellspent.co/advisors/nathan-travis.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Nicholas Heyer](https://find.wellspent.co/advisors/nicholas-heyer.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Timothy Fahey](https://find.wellspent.co/advisors/timothy-fahey.md) | Nicollet Investment Management | Minneapolis, Minnesota | | Percentage of assets | | [Stephen Varlotta](https://find.wellspent.co/advisors/stephen-varlotta.md) | ProAthlete Wealth Management | Boca Raton, Florida | | Percentage of assets | | [Timothy Ryan](https://find.wellspent.co/advisors/timothy-ryan.md) | Alpenglow Advisors | Killington, Vermont | | Percentage of assets | | [Brian Herbst](https://find.wellspent.co/advisors/brian-herbst.md) | The Herbst Group | Westfort, Connecticut | | Percentage of assets | | [Omeed Zarrin](https://find.wellspent.co/advisors/omeed-zarrin.md) | The Herbst Group | New York, New York | | Percentage of assets | | [Travis Henry](https://find.wellspent.co/advisors/travis-henry.md) | Factory | Los Angeles, California | | Percentage of assets, Hourly, Fixed fees | | [Trenton Bryde](https://find.wellspent.co/advisors/trenton-bryde.md) | Factory | Los Angeles, California | | Percentage of assets, Hourly, 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).