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Financial advisors for military and veterans

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.

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Where to start

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

  • David Blain BlueSky Wealth Advisors, LLC, Acworth Holds the CFP, CFA and EA. Fees on file: ongoing planning fee.
  • Bill Jensen Acadia Financial Services LLC, Burke Holds the CFP and EA. Fees on file: ongoing planning fee, percentage of assets.
  • Omen Quelvog Formynder Wealth Management, LLC, Fredericksburg Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
  • Marc Wehmeyer Praetorian Guard Wealth Management, Arlington Holds the CFP. Fees on file: percentage of assets.
  • Kirk Reagan High Flight Financial LLC, Dallas Holds the CFP. Fees on file: one-time planning fee, hourly.
  • Christopher Flis Resilient Asset Management, Memphis Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.

Questions about financial advisors for military and veterans

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?

All 34 advisors

Financial advisors for military and veterans: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Bill Jensen Acadia Financial Services LLC Burke CFP, EA Ongoing planning fee, Percentage of assets
Kevin Rademacher Lifetime Financial Planners LLC San Antonio CFP, CRPC, MSFP Percentage of assets, Flat fee or retainer
Kirk Reagan Advice-only planning for military members and veterans, especially pre-retirees and those pursuing early financial independence. High Flight Financial LLC Dallas CFP, ChFC One-time planning fee, Hourly
Alan Nelson Measured Money Maneuvers LLC Solana Beach CFP, ChFC, MBA Flat fee or retainer, Hourly
David Blain BlueSky Wealth Advisors, LLC Acworth CFA, CDFA, CFP, EA Ongoing planning fee
Michael Hunsberger Next Mission Financial Planning Saint Charles CFP, ChFC, CCFC Flat fee or retainer, Ongoing planning fee
Joshua Brooks Exponential Advisors Weatherford CFP, M.Div. Percentage of assets, Flat fee or retainer
Omen Quelvog Formynder Wealth Management, LLC Fredericksburg CFP Flat fee or retainer, Ongoing planning fee
Dedrick Curtis Penny Earned Financial San Antonio CFP, AFC, ChFC Ongoing planning fee, One-time planning fee
Christopher Flis Resilient Asset Management Memphis CFP Percentage of assets, Flat fee or retainer
Kyle Packard Packard Wealth Strategies Alexandria CFP, ChFC Percentage of assets, Flat fee or retainer
Pamela Bergeson Tailwind Financial Planning Madeira Beach CFP Ongoing planning fee, One-time planning fee
Andrew Nelson Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Erik Baskin Baskin Financial Planning Colorado Springs CFP Percentage of assets, Fixed fees
Evan Davies Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Joseph Clark Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Marc Wehmeyer Praetorian Guard Wealth Management Arlington CFP Percentage of assets
Richard Hewitt Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Henry Preston Veteran Wealth Planning Ferrisburgh CFP Percentage of assets, Ongoing planning fee
Andrew Machata Semper Wealth Management Oviedo CFP Percentage of assets, Hourly
Matthew Oberdorfer Oberdorfer Financial Gahanan Not listed Flat fee or retainer, Ongoing planning fee
Paul Hegdahl Hegdahl Investment Management Seattle CFA Percentage of assets, Fixed fees
Ashley Gardiner Praetorian Guard Wealth Management Carmel Not listed Percentage of assets
Jerome Ledzinski, II Praetorian Guard Wealth Management Carmel Not listed Percentage of assets
David Kassir Manna Wealth Management Miami Beach Not listed Percentage of assets
Matthew Samson ILS Financial Omaha Not listed Percentage of assets, Hourly
Myles Brady Hegdahl Investment Management Fairbanks Not listed Percentage of assets, Fixed fees
Alan Rosenfield Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Dale Boettcher Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Hairold Lopez Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Kenneth Jobson Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Mark Eisenhut Harmony Asset Management Cave Creek Not listed Percentage of assets, Hourly
Michael Aloian Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly
Stuart Henley Harmony Asset Management Scottsdale Not listed Percentage of assets, Hourly

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