# Financial advisors for military and veterans > Look for a fee-only advisor who knows military pay and benefits. Pension choices, the Survivor Benefit Plan, the TSP, and VA benefits have rules most civilians never meet. Records to start with include David Blain of BlueSky Wealth Advisors, LLC, Bill Jensen of Acadia Financial Services LLC and Omen Quelvog of Formynder Wealth Management, LLC. Page: https://find.wellspent.co/by/financial-advisors-for-military/ 34 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 military and veterans? Look for a fee-only advisor who knows military pay and benefits. Pension choices, the Survivor Benefit Plan, the TSP, and VA benefits have rules most civilians never meet. Records to start with include David Blain of BlueSky Wealth Advisors, LLC, Bill Jensen of Acadia Financial Services LLC and Omen Quelvog of Formynder Wealth Management, LLC. ## How many fee-only advisors for military and veterans are there in the US? The Wellspent public graph lists 34 fee-only advisors for military and veterans in the US, from every advisor record that fits. ## How does Wellspent decide who counts as fee-only advisors for military and veterans? We count an advisor here when their firm's website says it works with military and veterans. 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 military and veterans in the US? Have you worked with my branch and rank? How would you weigh the Survivor Benefit Plan? How do you treat the TSP and BRS? Can you help with the move to civilian life? ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Bill Jensen](https://find.wellspent.co/advisors/bill-jensen.md) | Acadia Financial Services LLC | Burke, Virginia | CFP, EA | Ongoing planning fee, Percentage of assets | | [Kevin Rademacher](https://find.wellspent.co/advisors/kevin-rademacher.md) | Lifetime Financial Planners LLC | San Antonio, Texas | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Kirk Reagan](https://find.wellspent.co/advisors/kirk-reagan.md) | High Flight Financial LLC | Dallas, Texas | CFP, ChFC | One-time planning fee, Hourly | | [Alan Nelson](https://find.wellspent.co/advisors/alan-nelson.md) | Measured Money Maneuvers LLC | Solana Beach, California | CFP, ChFC, MBA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [David Blain](https://find.wellspent.co/advisors/david-blain.md) | BlueSky Wealth Advisors, LLC | Acworth, Georgia | CFA, CDFA, CFP, EA, MS, AFC, TPCP | Ongoing planning fee | | [Michael Hunsberger](https://find.wellspent.co/advisors/michael-hunsberger.md) | Next Mission Financial Planning | Saint Charles, Missouri | CFP, ChFC, CCFC | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Joshua Brooks](https://find.wellspent.co/advisors/joshua-brooks.md) | Exponential Advisors | Weatherford, Texas | CFP, M.Div. | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Omen Quelvog](https://find.wellspent.co/advisors/omen-quelvog.md) | Formynder Wealth Management, LLC | Fredericksburg, Virginia | CFP | Flat fee or retainer, Ongoing planning fee | | [Dedrick Curtis](https://find.wellspent.co/advisors/dedrick-curtis.md) | Penny Earned Financial | San Antonio, Texas | CFP, AFC, ChFC | Ongoing planning fee, One-time planning fee | | [Christopher Flis](https://find.wellspent.co/advisors/christopher-flis.md) | Resilient Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Kyle Packard](https://find.wellspent.co/advisors/kyle-packard.md) | Packard Wealth Strategies | Alexandria, Virginia | CFP, ChFC | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Pamela Bergeson](https://find.wellspent.co/advisors/pamela-bergeson.md) | Tailwind Financial Planning | Madeira Beach, Florida | CFP | Ongoing planning fee, One-time planning fee | | [Andrew Nelson](https://find.wellspent.co/advisors/andrew-nelson-7297888.md) | Praetorian Guard Wealth Management | Carmel, California | CFP | Percentage of assets | | [Erik Baskin](https://find.wellspent.co/advisors/erik-baskin.md) | Baskin Financial Planning | Colorado Springs, Colorado | CFP | Percentage of assets, Fixed fees | | [Evan Davies](https://find.wellspent.co/advisors/evan-davies-8009252.md) | Praetorian Guard Wealth Management | Carmel, California | CFP | Percentage of assets | | [Joseph Clark](https://find.wellspent.co/advisors/joseph-clark.md) | Praetorian Guard Wealth Management | Carmel, California | CFP | Percentage of assets | | [Marc Wehmeyer](https://find.wellspent.co/advisors/marc-wehmeyer.md) | Praetorian Guard Wealth Management | Arlington, Virginia | CFP | Percentage of assets | | [Richard Hewitt](https://find.wellspent.co/advisors/richard-hewitt.md) | Praetorian Guard Wealth Management | Carmel, California | CFP | Percentage of assets | | [Henry Preston](https://find.wellspent.co/advisors/henry-preston.md) | Veteran Wealth Planning | Ferrisburgh, Vermont | CFP | Percentage of assets, Ongoing planning fee | | [Andrew Machata](https://find.wellspent.co/advisors/andrew-machata.md) | Semper Wealth Management | Oviedo, Florida | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Oberdorfer](https://find.wellspent.co/advisors/matthew-oberdorfer.md) | Oberdorfer Financial | Gahanan, Ohio | | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Paul Hegdahl](https://find.wellspent.co/advisors/paul-hegdahl.md) | Hegdahl Investment Management | Seattle, Washington | CFA | Percentage of assets, Fixed fees | | [Ashley Gardiner](https://find.wellspent.co/advisors/ashley-gardiner.md) | Praetorian Guard Wealth Management | Carmel, California | | Percentage of assets | | [Jerome Ledzinski, II](https://find.wellspent.co/advisors/jerome-ledzinski-ii.md) | Praetorian Guard Wealth Management | Carmel, California | | Percentage of assets | | [David Kassir](https://find.wellspent.co/advisors/david-kassir.md) | Manna Wealth Management | Miami Beach, Florida | | Percentage of assets | | [Matthew Samson](https://find.wellspent.co/advisors/matthew-samson.md) | ILS Financial | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Myles Brady](https://find.wellspent.co/advisors/myles-brady.md) | Hegdahl Investment Management | Fairbanks, Alaska | | Percentage of assets, Fixed fees | | [Alan Rosenfield](https://find.wellspent.co/advisors/alan-rosenfield.md) | Harmony Asset Management | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Dale Boettcher](https://find.wellspent.co/advisors/dale-boettcher.md) | Harmony Asset Management | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Hairold Lopez](https://find.wellspent.co/advisors/hairold-lopez.md) | Harmony Asset Management | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Kenneth Jobson](https://find.wellspent.co/advisors/kenneth-jobson.md) | Harmony Asset Management | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Mark Eisenhut](https://find.wellspent.co/advisors/mark-eisenhut.md) | Harmony Asset Management | Cave Creek, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Michael Aloian](https://find.wellspent.co/advisors/michael-aloian.md) | Harmony Asset Management | Scottsdale, Arizona | | Percentage of assets, Hourly, Fixed fees | | [Stuart Henley](https://find.wellspent.co/advisors/stuart-henley.md) | Harmony Asset Management | Scottsdale, Arizona | | 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).