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Financial advisors for engineers

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..

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Where to start

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

  • Jose Vivero United Financial Planning Group, LLC, New York Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
  • Brett Croft Croft Financial Planning, Newbury Holds the CFP and CFA. Fees on file: hourly, one-time planning fee.
  • Martin Lundgren Northern Lights Advisors Inc., Seattle Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
  • Maria Castillo Dominguez Valoria Wealth Management, Cooper City Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
  • Brad Cougill Deerfield Financial Advisors, Inc., Park Ridge Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
  • Carl Mariner ARQ Wealth Advisors, Scottsdale Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.

Questions about financial advisors for engineers

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?

All 82 advisors

Financial advisors for engineers: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Glen Monroe Monroe Wealth Management San Francisco CFP Percentage of assets, Ongoing planning fee
Jared Jameson WJ Interests, LLC Sugar Land CFP, MBA Percentage of assets, Ongoing planning fee
Jonathan McAlister Integrity Road Wealth Partners LLC Houston CFP, MBA, CKA Percentage of assets, Ongoing planning fee
Justin Reede Integrity Road Wealth Partners LLC Houston CFP, CKA Percentage of assets, Ongoing planning fee
Brett Croft Croft Financial Planning Newbury CFA, CFP, CTFA Hourly, One-time planning fee
Kris Draper Northern Lights Advisors Inc Seattle CFP Percentage of assets, Ongoing planning fee
Martin Lundgren Northern Lights Advisors Inc. Seattle CFA, CFP Percentage of assets, Ongoing planning fee
Ross Dugas Data-driven, transparent planning for curious investors who want to understand their plan, from a former chemical engineer. Scientific Financial Pearland PhD, CFP Subscription, One-time planning fee
Trevor Ausen Authentic Life Financial Planning Minneapolis CFP, RICP One-time planning fee, Ongoing planning fee
Gerry Barrasso United Financial Planning Group Hauppauge CFP, CPA, MBA, PFS Percentage of assets, Hourly
Jose Vivero United Financial Planning Group, LLC New York CFP, ChFC, CLU, RICP Percentage of assets, Hourly
Maria Castillo Dominguez Valoria Wealth Management Cooper City CFP, EA Flat fee or retainer, Ongoing planning fee
Meredith Schneider Schneider Wealth Management Palo Alto BA, CFP Percentage of assets, Fixed fees
Ryan Derousseau United Financial Planning Group Hauppauge CFP, EA Percentage of assets, Hourly
Brad Cougill Deerfield Financial Advisors, Inc. Park Ridge CFP, CPA, CEPA Percentage of assets, Hourly
Stephen Lupkas myFinancialPro Shelton CFP Percentage of assets, Hourly
Sunit Bhalla OakTree Financial Planning, LLC Fort Collins CFP, MSFP Percentage of assets, Hourly
Becky Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Tyler Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Eric Callahan Thryve Wealth Management Santa Barbara CFP Percentage of assets
Jeremy Busch Keystone Financial Services Loveland CFP Percentage of assets, Fixed fees
Joshua Nelson Keystone Financial Services Loveland CFP Percentage of assets, Fixed fees
Carl Mariner ARQ Wealth Advisors Scottsdale CFP, ChFC, CFA Percentage of assets, Fixed fees
Randol Curtis Thryve Wealth Management Jackson CFA Percentage of assets
Rebecca Wagner ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Richard Siegel ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Tristen Sheffler ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
William Lee ARQ Wealth Advisors Scottsdale CFP, CFA Percentage of assets, Fixed fees
Zachary Potter ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Sasha Childers Three Arch Wealth Management Irvine Not listed Percentage of assets
Sunni Allen Three Arch Wealth Management Irvine Not listed Percentage of assets
Adam Underwood Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Anthony Farella Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Brent Casto AdviceOne Medina CFP Percentage of assets, Fixed fees
Bria Comer AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Carlos Henriques AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Danielle Francini AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
David Carroll Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
David Krawczyk Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Gary Dorfman Thryve Wealth Management Santa Barbara Not listed Percentage of assets
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees
Jennifer Walenter Keystone Financial Services Loveland Not listed Percentage of assets, Fixed fees
John Bell Thryve Wealth Management Santa Barbara Not listed Percentage of assets
Matthew Benson Sonmore Financial Chandler CFP Percentage of assets, Fixed fees
Matthew Dunn ARQ Wealth Advisors Hudson CFA Percentage of assets, Fixed fees
Michael Grossman AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Michael Stevenson Keystone Financial Services Loveland Not listed Percentage of assets, Fixed fees
Nicholas Stancato Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Olivia Grossman AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Patrick Rohe Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Ryan Sullivan Off the Beaten Path Financial Wilsall Not listed Percentage of assets, One-time planning fee
Timothy Miller AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Zachary DeBottis Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Lewis Weil Lewis Weil Austin Not listed Percentage of assets, One-time planning fee
Carly Denial ARQ Wealth Advisors Scottsdale, Az 85260 Not listed Percentage of assets, Fixed fees
Craig Buckhout Rockbridge Investment Management Syracuse CFA Percentage of assets, Hourly
David Kassir Manna Wealth Management Miami Beach Not listed Percentage of assets
Jake Crosby ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
James Robinson ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jerad Rosburg ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Joseph Gilligan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Tracy Riordan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
William Lynn ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Albert Gutierrez Atlas Capital Advisors San Francisco CFA Percentage of assets, Performance-based fees
Carter Pearl Intrinsic Value Partners Phoenix CFA Percentage of assets, Hourly
Daniel Flack Intrinsic Value Partners Phoenix CFA Percentage of assets, Hourly
Jonathan Tunney Atlas Capital Advisors San Francisco CFA Percentage of assets, Performance-based fees
Kenneth Frier Atlas Capital Advisors San Francisco CFA Percentage of assets, Performance-based fees
Adam Gagas Rockbridge Investment Management Syracuse Not listed Percentage of assets, Hourly
Amity Raia AdviceOne Nampa Not listed Percentage of assets, Fixed fees
Anita Roberts AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
Ariel Hilario AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
Claire Ariglio Rockbridge Investment Management Syracuse Not listed Percentage of assets, Hourly
Kathleen Gibilisco AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
Robert Berlinski AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
Robert Ryan Rockbridge Investment Management Syracuse Not listed Percentage of assets, Hourly
Tyler Gazdik AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
Daniel Krebs Atlas Capital Advisors San Francisco Not listed Percentage of assets, Performance-based fees
Gino Garcia Atlas Capital Advisors San Francisco Not listed Percentage of assets, Performance-based fees
Leslie Krampert Atlas Capital Advisors San Francisco Not listed Percentage of assets, Performance-based fees
Russell Silvestri Atlas Capital Advisors San Francisco Not listed Percentage of assets, Performance-based fees
Valerie Mihailovic Intrinsic Value Partners Peoria Not listed Percentage of assets, Hourly

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