# Financial advisors for pilots

> Look for a fee-only advisor who already works with pilots and knows airline retirement plans. High income, mandatory retirement age, and contract changes make this its own kind of plan. Records to start with include Jonathan McAlister of Integrity Road Wealth Partners LLC, Charles Allison of LRC Aviation Advisors and Thomas Smith of FAPA Financial Services.

Page: https://find.wellspent.co/by/financial-advisors-for-pilots/
25 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 airline pilots?

Look for a fee-only advisor who already works with pilots and knows airline retirement plans. High income, mandatory retirement age, and contract changes make this its own kind of plan. Records to start with include Jonathan McAlister of Integrity Road Wealth Partners LLC, Charles Allison of LRC Aviation Advisors and Thomas Smith of FAPA Financial Services.

## How many fee-only advisors for airline pilots are there in the US?

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

## How does Wellspent decide who counts as fee-only advisors for airline pilots?

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

How many pilots do you work with? How do you plan around mandatory retirement? How do you handle airline retirement plans? How would you protect my income if I lost my medical?

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [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 |
| [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 |
| [Charles Allison](https://find.wellspent.co/advisors/charles-allison.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | CFP, ChFC | Percentage of assets |
| [David Thompson](https://find.wellspent.co/advisors/david-thompson-7112392.md) | Petra Wealth Management | Fredericksburg, Virginia |   | Percentage of assets, Hourly |
| [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 |
| [Timothy Pope](https://find.wellspent.co/advisors/timothy-pope.md) | 360 Aviation Advisors | Concord, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Jacob Sheaf](https://find.wellspent.co/advisors/jacob-sheaf.md) | LRC Aviation Advisors | Milwaukee, Wisconsin | ChFC | Percentage of assets |
| [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 |
| [Thomas Smith](https://find.wellspent.co/advisors/thomas-smith-800397.md) | FAPA Financial Services | Peachtree City, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Kebbekus](https://find.wellspent.co/advisors/benjamin-kebbekus.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Brent Schneider](https://find.wellspent.co/advisors/brent-schneider.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Carter Abbott](https://find.wellspent.co/advisors/carter-abbott.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Derek Pawlak](https://find.wellspent.co/advisors/derek-pawlak.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Eric Suttmiller](https://find.wellspent.co/advisors/eric-suttmiller.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Jaclyn Gruber](https://find.wellspent.co/advisors/jaclyn-gruber.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Joshua Bruckert](https://find.wellspent.co/advisors/joshua-bruckert.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Kurt Mihelich](https://find.wellspent.co/advisors/kurt-mihelich.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Matthew Samson](https://find.wellspent.co/advisors/matthew-samson.md) | ILS Financial | Omaha, Nebraska |   | Percentage of assets, Hourly, Fixed fees |
| [Peter Lautmann](https://find.wellspent.co/advisors/peter-lautmann.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Peter Schumacher](https://find.wellspent.co/advisors/peter-schumacher.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Robert Phelps](https://find.wellspent.co/advisors/robert-phelps.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |
| [Tyler Skutnik](https://find.wellspent.co/advisors/tyler-skutnik.md) | LRC Aviation Advisors | Milwaukee, Wisconsin |   | Percentage of assets |

## 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).
