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Financial advisors for pilots

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.

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Where to start

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

  • Jonathan McAlister Integrity Road Wealth Partners LLC, Houston Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
  • Charles Allison LRC Aviation Advisors, Milwaukee Holds the CFP. Fees on file: percentage of assets.
  • Thomas Smith FAPA Financial Services, Peachtree City Holds the CFP. Fees on file: percentage of assets, hourly.
  • Becky Vasquez Three Arch Wealth Management, Irvine Holds the CFP. Fees on file: percentage of assets.
  • Timothy Pope 360 Aviation Advisors, Concord Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Matthew Oberdorfer Oberdorfer Financial, Gahanan Fees on file: flat fee or retainer, ongoing planning fee.

Questions about financial advisors for pilots

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?

All 25 advisors

Financial advisors for pilots: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
Becky Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Tyler Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Charles Allison LRC Aviation Advisors Milwaukee CFP, ChFC Percentage of assets
David Thompson Petra Wealth Management Fredericksburg Not listed Percentage of assets, Hourly
Sasha Childers Three Arch Wealth Management Irvine Not listed Percentage of assets
Sunni Allen Three Arch Wealth Management Irvine Not listed Percentage of assets
Timothy Pope 360 Aviation Advisors Concord CFP Percentage of assets, Fixed fees
Jacob Sheaf LRC Aviation Advisors Milwaukee ChFC Percentage of assets
Matthew Oberdorfer Oberdorfer Financial Gahanan Not listed Flat fee or retainer, Ongoing planning fee
Thomas Smith FAPA Financial Services Peachtree City CFP Percentage of assets, Hourly
Benjamin Kebbekus LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Brent Schneider LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Carter Abbott LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Derek Pawlak LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Eric Suttmiller LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Jaclyn Gruber LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Joshua Bruckert LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Kurt Mihelich LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Matthew Samson ILS Financial Omaha Not listed Percentage of assets, Hourly
Peter Lautmann LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Peter Schumacher LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Robert Phelps LRC Aviation Advisors Milwaukee Not listed Percentage of assets
Tyler Skutnik LRC Aviation Advisors Milwaukee Not listed Percentage of assets

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