# Financial advisors for engineers > Look for a fee-only advisor who shows the math and works with stock pay, since many engineers hold RSUs or options. Expect to go through the assumptions behind any projection. Records to start with include Jose Vivero of United Financial Planning Group, LLC, Brett Croft of Croft Financial Planning and Martin Lundgren of Northern Lights Advisors Inc.. Page: https://find.wellspent.co/by/financial-advisors-for-engineers/ 82 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for engineers? Look for a fee-only advisor who shows the math and works with stock pay, since many engineers hold RSUs or options. Expect to go through the assumptions behind any projection. Records to start with include Jose Vivero of United Financial Planning Group, LLC, Brett Croft of Croft Financial Planning and Martin Lundgren of Northern Lights Advisors Inc.. ## How many fee-only advisors for engineers are there in the US? The Wellspent public graph lists 82 fee-only advisors for engineers in the US, from every advisor record that fits. ## How does Wellspent decide who counts as fee-only advisors for engineers? We count an advisor here when their firm's website says it works with engineers. 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 engineers in the US? Will you show me the assumptions behind your projections? How do you handle RSUs and options? Do you work with clients who manage their own investments? How do you charge? ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Glen Monroe](https://find.wellspent.co/advisors/glen-monroe.md) | Monroe Wealth Management | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee | | [Jared Jameson](https://find.wellspent.co/advisors/jared-jameson.md) | WJ Interests, LLC | Sugar Land, Texas | CFP, MBA | Percentage of assets, Ongoing planning fee | | [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee | | [Justin Reede](https://find.wellspent.co/advisors/justin-reede.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, CKA | Percentage of assets, Ongoing planning fee | | [Brett Croft](https://find.wellspent.co/advisors/brett-croft.md) | Croft Financial Planning | Newbury, New Hampshire | CFA, CFP, CTFA | Hourly, One-time planning fee | | [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee | | [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee | | [Ross Dugas](https://find.wellspent.co/advisors/ross-dugas.md) | Scientific Financial | Pearland, Texas | PhD, CFP | Subscription, One-time planning fee, Hourly | | [Trevor Ausen](https://find.wellspent.co/advisors/trevor-ausen.md) | Authentic Life Financial Planning | Minneapolis, Minnesota | CFP, RICP | One-time planning fee, Ongoing planning fee, Percentage of assets | | [Gerry Barrasso](https://find.wellspent.co/advisors/gerry-barrasso.md) | United Financial Planning Group | Hauppauge, New York | CFP, CPA, MBA, PFS | Percentage of assets, Hourly, Fixed fees | | [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [Maria Castillo Dominguez](https://find.wellspent.co/advisors/maria-castillo-dominguez.md) | Valoria Wealth Management | Cooper City, Florida | CFP, EA | Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee | | [Meredith Schneider](https://find.wellspent.co/advisors/meredith-schneider.md) | Schneider Wealth Management | Palo Alto, California | BA, CFP | Percentage of assets, Fixed fees | | [Ryan Derousseau](https://find.wellspent.co/advisors/ryan-derousseau.md) | United Financial Planning Group | Hauppauge, New York | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Brad Cougill](https://find.wellspent.co/advisors/brad-cougill.md) | Deerfield Financial Advisors, Inc. | Park Ridge, Illinois | CFP, CPA, CEPA | Percentage of assets, Hourly, Fixed fees | | [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas.md) | myFinancialPro | Shelton, Connecticut | CFP | Percentage of assets, Hourly | | [Sunit Bhalla](https://find.wellspent.co/advisors/sunit-bhalla.md) | OakTree Financial Planning, LLC | Fort Collins, Colorado | CFP, MSFP | Percentage of assets, Hourly, Fixed fees | | [Becky Vasquez](https://find.wellspent.co/advisors/becky-vasquez.md) | Three Arch Wealth Management | Irvine, California | CFP | Percentage of assets | | [Tyler Vasquez](https://find.wellspent.co/advisors/tyler-vasquez.md) | Three Arch Wealth Management | Irvine, California | CFP | Percentage of assets | | [Eric Callahan](https://find.wellspent.co/advisors/eric-callahan.md) | Thryve Wealth Management | Santa Barbara, California | CFP | Percentage of assets | | [Jeremy Busch](https://find.wellspent.co/advisors/jeremy-busch.md) | Keystone Financial Services | Loveland, Colorado | CFP | Percentage of assets, Fixed fees | | [Joshua Nelson](https://find.wellspent.co/advisors/joshua-nelson.md) | Keystone Financial Services | Loveland, Colorado | CFP | Percentage of assets, Fixed fees | | [Carl Mariner](https://find.wellspent.co/advisors/carl-mariner.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP, ChFC, CFA | Percentage of assets, Fixed fees | | [Randol Curtis](https://find.wellspent.co/advisors/randol-curtis.md) | Thryve Wealth Management | Jackson, Wyoming | CFA | Percentage of assets | | [Rebecca Wagner](https://find.wellspent.co/advisors/rebecca-wagner.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Richard Siegel](https://find.wellspent.co/advisors/richard-siegel.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Tristen Sheffler](https://find.wellspent.co/advisors/tristen-sheffler.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [William Lee](https://find.wellspent.co/advisors/william-lee.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Fixed fees | | [Zachary Potter](https://find.wellspent.co/advisors/zachary-potter.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees | | [Sasha Childers](https://find.wellspent.co/advisors/sasha-childers.md) | Three Arch Wealth Management | Irvine, California | | Percentage of assets | | [Sunni Allen](https://find.wellspent.co/advisors/sunni-allen.md) | Three Arch Wealth Management | Irvine, California | | Percentage of assets | | [Adam Underwood](https://find.wellspent.co/advisors/adam-underwood.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Anthony Farella](https://find.wellspent.co/advisors/anthony-farella.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Brent Casto](https://find.wellspent.co/advisors/brent-casto.md) | AdviceOne | Medina, Ohio | CFP | Percentage of assets, Fixed fees | | [Bria Comer](https://find.wellspent.co/advisors/bria-comer.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Carlos Henriques](https://find.wellspent.co/advisors/carlos-henriques.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Danielle Francini](https://find.wellspent.co/advisors/danielle-francini.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [David Carroll](https://find.wellspent.co/advisors/david-carroll.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [David Krawczyk](https://find.wellspent.co/advisors/david-krawczyk.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Gary Dorfman](https://find.wellspent.co/advisors/gary-dorfman.md) | Thryve Wealth Management | Santa Barbara, California | | Percentage of assets | | [Jeffrey Shiffra](https://find.wellspent.co/advisors/jeffrey-shiffra.md) | ARQ Wealth Advisors | Scottsdale, Arizona | CFA | Percentage of assets, Fixed fees | | [Jennifer Walenter](https://find.wellspent.co/advisors/jennifer-walenter.md) | Keystone Financial Services | Loveland, Colorado | | Percentage of assets, Fixed fees | | [John Bell](https://find.wellspent.co/advisors/john-bell-6709012.md) | Thryve Wealth Management | Santa Barbara, California | | Percentage of assets | | [Matthew Benson](https://find.wellspent.co/advisors/matthew-benson.md) | Sonmore Financial | Chandler, Arizona | CFP | Percentage of assets, Fixed fees | | [Matthew Dunn](https://find.wellspent.co/advisors/matthew-dunn.md) | ARQ Wealth Advisors | Hudson , Ohio | CFA | Percentage of assets, Fixed fees | | [Michael Grossman](https://find.wellspent.co/advisors/michael-grossman.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Michael Stevenson](https://find.wellspent.co/advisors/michael-stevenson.md) | Keystone Financial Services | Loveland, Colorado | | Percentage of assets, Fixed fees | | [Nicholas Stancato](https://find.wellspent.co/advisors/nicholas-stancato.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Olivia Grossman](https://find.wellspent.co/advisors/olivia-grossman.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Patrick Rohe](https://find.wellspent.co/advisors/patrick-rohe.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Sullivan](https://find.wellspent.co/advisors/ryan-sullivan.md) | Off the Beaten Path Financial | Wilsall, Montana | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Timothy Miller](https://find.wellspent.co/advisors/timothy-miller.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Zachary DeBottis](https://find.wellspent.co/advisors/zachary-debottis.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Lewis Weil](https://find.wellspent.co/advisors/lewis-weil.md) | Lewis Weil | Austin, Texas | | Percentage of assets, One-time planning fee | | [Carly Denial](https://find.wellspent.co/advisors/carly-denial.md) | ARQ Wealth Advisors | Scottsdale, Az 85260, Arizona | | Percentage of assets, Fixed fees | | [Craig Buckhout](https://find.wellspent.co/advisors/craig-buckhout.md) | Rockbridge Investment Management | Syracuse, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [David Kassir](https://find.wellspent.co/advisors/david-kassir.md) | Manna Wealth Management | Miami Beach, Florida | | Percentage of assets | | [Jake Crosby](https://find.wellspent.co/advisors/jake-crosby.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [James Robinson](https://find.wellspent.co/advisors/james-robinson.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Jerad Rosburg](https://find.wellspent.co/advisors/jerad-rosburg.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Joseph Gilligan](https://find.wellspent.co/advisors/joseph-gilligan.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Tracy Riordan](https://find.wellspent.co/advisors/tracy-riordan.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [William Lynn](https://find.wellspent.co/advisors/william-lynn.md) | ARQ Wealth Advisors | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Albert Gutierrez](https://find.wellspent.co/advisors/albert-gutierrez.md) | Atlas Capital Advisors | San Francisco, California | CFA | Percentage of assets, Performance-based fees | | [Carter Pearl](https://find.wellspent.co/advisors/carter-pearl.md) | Intrinsic Value Partners | Phoenix, Arizona | CFA | Percentage of assets, Hourly | | [Daniel Flack](https://find.wellspent.co/advisors/daniel-flack.md) | Intrinsic Value Partners | Phoenix, Arizona | CFA | Percentage of assets, Hourly | | [Jonathan Tunney](https://find.wellspent.co/advisors/jonathan-tunney.md) | Atlas Capital Advisors | San Francisco, California | CFA | Percentage of assets, Performance-based fees | | [Kenneth Frier](https://find.wellspent.co/advisors/kenneth-frier.md) | Atlas Capital Advisors | San Francisco, California | CFA | Percentage of assets, Performance-based fees | | [Adam Gagas](https://find.wellspent.co/advisors/adam-gagas.md) | Rockbridge Investment Management | Syracuse, New York | | Percentage of assets, Hourly, Fixed fees | | [Amity Raia](https://find.wellspent.co/advisors/amity-raia.md) | AdviceOne | Nampa, Idaho | | Percentage of assets, Fixed fees | | [Anita Roberts](https://find.wellspent.co/advisors/anita-roberts.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Ariel Hilario](https://find.wellspent.co/advisors/ariel-hilario.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Claire Ariglio](https://find.wellspent.co/advisors/claire-ariglio.md) | Rockbridge Investment Management | Syracuse, New York | | Percentage of assets, Hourly, Fixed fees | | [Kathleen Gibilisco](https://find.wellspent.co/advisors/kathleen-gibilisco.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Robert Berlinski](https://find.wellspent.co/advisors/robert-berlinski.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Robert Ryan](https://find.wellspent.co/advisors/robert-ryan.md) | Rockbridge Investment Management | Syracuse, New York | | Percentage of assets, Hourly, Fixed fees | | [Tyler Gazdik](https://find.wellspent.co/advisors/tyler-gazdik.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Daniel Krebs](https://find.wellspent.co/advisors/daniel-krebs.md) | Atlas Capital Advisors | San Francisco, California | | Percentage of assets, Performance-based fees | | [Gino Garcia](https://find.wellspent.co/advisors/gino-garcia.md) | Atlas Capital Advisors | San Francisco, California | | Percentage of assets, Performance-based fees | | [Leslie Krampert](https://find.wellspent.co/advisors/leslie-krampert.md) | Atlas Capital Advisors | San Francisco, California | | Percentage of assets, Performance-based fees | | [Russell Silvestri](https://find.wellspent.co/advisors/russell-silvestri.md) | Atlas Capital Advisors | San Francisco, California | | Percentage of assets, Performance-based fees | | [Valerie Mihailovic](https://find.wellspent.co/advisors/valerie-mihailovic.md) | Intrinsic Value Partners | Peoria, Arizona | | Percentage of assets, Hourly | ## 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).