Financial advisors for athletes

Wellspent public graph/Find by/Financial advisors for athletes

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.

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Where to start

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

Addison Delage CAPTRUST, Raleigh Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, percentage of assets.
Marc Hadley Nicollet Investment Management, Minneapolis Holds the CFP. Fees on file: percentage of assets.
Matthew Reynolds CRA Financial, Northfield Holds the CFP. Fees on file: percentage of assets.
Bryan Gum Lighthouse Planning, Lenexa Holds the CFP. Fees on file: mixed (fee-only).
Mark Tracy KM Capital Management, Austin Holds the CFP. Fees on file: percentage of assets, fixed fees.
Andrew Drennan D'Arcy Capital Management, San Diego Holds the CFP. Fees on file: percentage of assets, hourly.

Questions about financial advisors for athletes

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?

All 49 advisors

Financial advisors for athletes: advisor, firm, city, credentials, and fees
Advisor	Firm	City	Credentials	Fees
Bryan Gum Member	Lighthouse Planning	Lenexa	CFP, RLP	Mixed (fee-only)
David Stevens	Stevens Capital Partners, Inc.	Omaha	CFP	Percentage of assets, Hourly
Elaine Bedel	Bedel Financial Consulting, Inc.	Indianapolis	BA, CFP, MBA	Percentage of assets, Fixed fees
Gordon Shearer	CRA Financial	Northfield	CFP	Percentage of assets
Jeffrey Hilliard	CRA Financial	Haddonfield	CFP	Percentage of assets
Joseph McCaffrey	CRA Financial	Haddonfield	CFP	Percentage of assets
Matthew Reynolds	CRA Financial	Northfield	CFP	Percentage of assets
Philip Tompkins	CRA Financial	Northfield	CFP	Percentage of assets
Robert Martin	CRA Financial	Haddonfield	CFP	Percentage of assets
Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.	CAPTRUST	Raleigh	CFA, CFP, CPA	Flat fee or retainer, Percentage of assets
Andrew Drennan	D'Arcy Capital Management	San Diego	CFP	Percentage of assets, Hourly
Krysta Kelly	D'Arcy Capital Management	San Diego	CFP	Percentage of assets, Hourly
Anthony Davis	Brass Capital	Leesburg	CFP	Percentage of assets, Fixed fees
Catherine Salsman	Paragon Management	Lexington	CFP	Percentage of assets, Fixed fees
Christopher D'Arcy	D'Arcy Capital Management	San Diego	CFA	Percentage of assets, Hourly
Donna Savastani	CRA Financial	Northfield	Not listed	Percentage of assets
Jarman Reilly	CRA Financial	Northfield	Not listed	Percentage of assets
Jennifer Colon	CRA Financial	Northfield	Not listed	Percentage of assets
John Hughes	CRA Financial	Northfield	Not listed	Percentage of assets
Mark Tracy	KM Capital Management	Austin	CFP	Percentage of assets, Fixed fees
Mary Boland	Brass Capital	Leesburg	CFP	Percentage of assets, Fixed fees
Samantha Swiderski	CRA Financial	Northfield	Not listed	Percentage of assets
Thomas Reynolds	CRA Financial	Northfield	Not listed	Percentage of assets
Kristian Blom	Blom Levy & Co	Santa Barbara	Not listed	Flat fee or retainer, Ongoing planning fee
Marc Hadley	Nicollet Investment Management	Minneapolis	CFP	Percentage of assets
Naveen Sharma	Nicollet Investment Management	Minneapolis	CFP	Percentage of assets
Jason Blumstein	Julius Wealth Advisors	Englewood Cliffs	CFA	Percentage of assets, Fixed fees
Kilburn Sherman	Maclendon Wealth Management	Jensen Beach	PFS	Percentage of assets, Hourly
Malique Micenheimer	WIN Private Wealth	Elk Grove	Not listed	Percentage of assets, Flat fee or retainer
Regan Flaherty	ProAthlete Wealth Management	Boca Raton	CFP	Percentage of assets
Gary Whitehurst	Brighter Investing	Atlanta	Not listed	Percentage of assets, Fixed fees
Nisiar Smith	Courtside Wealth Partners	Blue Bell	Not listed	Percentage of assets, Fixed fees
Orie Helaire	Epiphany Wealth Management	Houston	ChFC, PFS	Percentage of assets, Hourly
Susan Becker	Nicollet Investment Management	Minneapolis	CFA	Percentage of assets
Dylan Jones	Paragon Management	Lexington	Not listed	Percentage of assets, Fixed fees
Emily Johns	Paragon Management	Lexington	Not listed	Percentage of assets, Fixed fees
Joseph Feste	KM Capital Management	Atlanta	Not listed	Percentage of assets, Fixed fees
Joseph Feste	KM Capital Management	Austin	Not listed	Percentage of assets, Fixed fees
Marmar Binley	KM Capital Management	Roanoke	Not listed	Percentage of assets, Fixed fees
Joseph Gandolfo	Factory	Atlanta	CFA	Percentage of assets, Hourly
Nathan Travis	Nicollet Investment Management	Minneapolis	Not listed	Percentage of assets
Nicholas Heyer	Nicollet Investment Management	Minneapolis	Not listed	Percentage of assets
Timothy Fahey	Nicollet Investment Management	Minneapolis	Not listed	Percentage of assets
Stephen Varlotta	ProAthlete Wealth Management	Boca Raton	Not listed	Percentage of assets
Timothy Ryan	Alpenglow Advisors	Killington	Not listed	Percentage of assets
Brian Herbst	The Herbst Group	Westfort	Not listed	Percentage of assets
Omeed Zarrin	The Herbst Group	New York	Not listed	Percentage of assets
Travis Henry	Factory	Los Angeles	Not listed	Percentage of assets, Hourly
Trenton Bryde	Factory	Los Angeles	Not listed	Percentage of assets, Hourly

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