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Financial advisors for federal employees

How do I find fee-only advisors for federal employees?

Look for a fee-only advisor who already works with federal benefits. FERS, the TSP, FEHB, and survivor elections are their own system, and mistakes can be permanent. Records to start with include Jose Armenta of Create Your Path, Christopher Reddick of Chris Reddick Financial Planning and Alvin Carlos of District Capital Management.

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Where to start

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

  • Jose Armenta Create Your Path, San Diego Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
  • Christopher Reddick Chris Reddick Financial Planning, San Antonio Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
  • Alvin Carlos District Capital Management, Washington Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
  • Alexis Hongamen Total Financial Planning, Orlando Holds the CFP. Fees on file: hourly.
  • Ed Smith Valor Wealth Partners, Washington Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
  • Tom Poltersdorf Jr GT Wealth, Lebanon Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.

Questions about financial advisors for federal employees

How many fee-only advisors for federal employees are there in the US?

The Wellspent public graph lists 25 fee-only advisors for federal employees in the US, from every advisor record that fits.

How does Wellspent decide who counts as fee-only advisors for federal employees?

We count an advisor here when their firm's website says it works with federal employees. 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 federal employees in the US?

How many federal employees do you work with? How do you analyze my FERS pension? How would you use the TSP in retirement? What should I decide about FEHB and survivor benefits?

All 25 advisors

Financial advisors for federal employees: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Alvin Carlos District Capital Management Washington CFP, CFA Flat fee or retainer, Ongoing planning fee
Ed Smith Valor Wealth Partners Washington CFP, MBA Percentage of assets, Flat fee or retainer
Zubin Kapur Valor Wealth Partners Washington CFP, MBA Percentage of assets, Flat fee or retainer
Tom Poltersdorf Jr GT Wealth Lebanon CFP Percentage of assets, Flat fee or retainer
Jose Armenta Create Your Path San Diego CFP, ChFC, EA, MSBA Flat fee or retainer, Ongoing planning fee
Mark Humphries Sentinel Financial Planning, LLC Edgewater CFP Percentage of assets, Hourly
William Carrington Carrington Financial Planning, LLC Fletcher CFP Percentage of assets, Hourly
Christina Gamache RADIANT Wealth Planning Palo Alto Not listed Percentage of assets, Fixed fees
Randa Hoffman RADIANT Wealth Planning Palo Alto Not listed Percentage of assets, Fixed fees
Alexis Hongamen Total Financial Planning Orlando CFP Hourly
Michael Kelly Canopy Financial Solutions Sanford ChFC Percentage of assets, Hourly
Caleb Graybeal Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly
Jason Strough Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Jeffrey Augspurger Strong Retirement Solutions Bloomington Not listed Percentage of assets, Hourly
Kevin Pummill Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Matthew Augspurger Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Michelle Moyer Strong Retirement Solutions Bremerton Not listed Percentage of assets, Hourly
Tyler Weerden Layered Financial Arlington Not listed Flat fee or retainer, One-time planning fee
Shaobo Li Dominguez Wealth Management Solutions Williamsburg Not listed Percentage of assets, Hourly
Alec Medlin investgro Brentwood Not listed Percentage of assets, Hourly
Andrew McDirmid Lodestone Wealth Management Spokane Not listed Percentage of assets, Fixed fees
Casey Martens investgro Brentwood Not listed Percentage of assets, Hourly
David Kassir Manna Wealth Management Miami Beach Not listed Percentage of assets
Hogan Roberts investgro Brentwood Not listed Percentage of assets, Hourly

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