# Financial advisors for teachers

> Look for a fee-only advisor who knows teacher pensions and 403(b) plans, and who doesn't sell annuities. Many 403(b) plans carry high costs that are worth a second look. Records to start with include Christopher Reddick of Chris Reddick Financial Planning, Michael Purtill of Purtill Financial and Andrew Miller of OLIO Financial Planning.

Page: https://find.wellspent.co/by/financial-advisors-for-teachers/
29 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 teachers?

Look for a fee-only advisor who knows teacher pensions and 403(b) plans, and who doesn't sell annuities. Many 403(b) plans carry high costs that are worth a second look. Records to start with include Christopher Reddick of Chris Reddick Financial Planning, Michael Purtill of Purtill Financial and Andrew Miller of OLIO Financial Planning.

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

The Wellspent public graph lists 29 fee-only advisors for teachers in the US, from every advisor record that fits.

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

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

Have you worked with my state's teacher pension? How do you evaluate my 403(b)? Do you earn anything from annuities? Do you offer a flat or hourly fee?

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Christopher Reddick](https://find.wellspent.co/advisors/christopher-reddick.md) | Chris Reddick Financial Planning | San Antonio, Texas | CFP, EA | Subscription, One-time planning fee, Hourly |
| [Delia Fernandez](https://find.wellspent.co/advisors/delia-fernandez.md) | Fernandez Financial Advisory, LLC | Los Alamitos, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Michael Andrews](https://find.wellspent.co/advisors/michael-andrews-4210343.md) | Andrews Advisors | Uniontown, Ohio | CFP | Percentage of assets, Fixed fees |
| [Michael Purtill](https://find.wellspent.co/advisors/michael-purtill.md) | Purtill Financial | Cleveland Heights, Ohio | CFP | Percentage of assets, Hourly, Flat fee or retainer |
| [Nicholas Allgeyer](https://find.wellspent.co/advisors/nicholas-allgeyer.md) | Worley Banks Group | Creve Coeur, Missouri | CFP | Percentage of assets |
| [Nicholas Bormann](https://find.wellspent.co/advisors/nicholas-bormann.md) | Bormann Wealth Management, LLC. | Spokane, Washington | CFP | Percentage of assets, Hourly, One-time planning fee |
| [Amanda Ansell](https://find.wellspent.co/advisors/amanda-ansell.md) | OLIO Financial Planning | Blacksburg, Virginia | CFP | Ongoing planning fee |
| [Amy Moore](https://find.wellspent.co/advisors/amy-moore.md) | OLIO Financial Planning | Blacksburg, Virginia | CFP | Ongoing planning fee |
| [Andrew Miller](https://find.wellspent.co/advisors/andrew-miller-5522768.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee |
| [Brian Talbott](https://find.wellspent.co/advisors/brian-talbott.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee |
| [Emily Maretsky](https://find.wellspent.co/advisors/emily-maretsky.md) | Educated Financial Planning | Astoria, New York |   | Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [John Lienert](https://find.wellspent.co/advisors/john-lienert.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee |
| [Michael Hughes](https://find.wellspent.co/advisors/michael-hughes.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee |
| [Rebecca Lees](https://find.wellspent.co/advisors/rebecca-lees.md) | OLIO Financial Planning | Crozet, Virginia | CFP | Ongoing planning fee |
| [Sarah Racek](https://find.wellspent.co/advisors/sarah-racek.md) | OLIO Financial Planning | Blacksburg, Virginia | CFP | Ongoing planning fee |
| [Spencer Werres](https://find.wellspent.co/advisors/spencer-werres.md) | OLIO Financial Planning | Mclean, Virginia | CFP | Ongoing planning fee |
| [Carly Purtill](https://find.wellspent.co/advisors/carly-purtill.md) | Purtill Financial | Willoughby, Ohio | PFS | Percentage of assets, Hourly, Flat fee or retainer |
| [Anne Claire Nornhold](https://find.wellspent.co/advisors/anne-claire-nornhold.md) | Garritt Financial Solutions | Baltimore, Maryland |   | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jeffrey Venables](https://find.wellspent.co/advisors/jeffrey-venables.md) | Garritt Financial Solutions | Baltimore, Maryland |   | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Justin Garritt](https://find.wellspent.co/advisors/justin-garritt.md) | Garritt Financial Solutions | Baltimore, Maryland |   | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [William Larson](https://find.wellspent.co/advisors/william-larson.md) | William B. Larson, CPA | Dallas, Texas |   | Hourly |
| [Paul Banks](https://find.wellspent.co/advisors/paul-banks.md) | Worley Banks Group | Creve Coeur, Missouri |   | Percentage of assets |
| [Thomas Geraci](https://find.wellspent.co/advisors/thomas-geraci.md) | Purtill Financial | Fort Myers Beach, Florida |   | Percentage of assets, Hourly, Flat fee or retainer |
| [Timothy Banks](https://find.wellspent.co/advisors/timothy-banks.md) | Worley Banks Group | Creve Coeur, Missouri |   | Percentage of assets |
| [Brae Beggs](https://find.wellspent.co/advisors/brae-beggs.md) | OLIO Financial Planning | Mclean, Virginia |   | Ongoing planning fee |
| [Kelly Ryan](https://find.wellspent.co/advisors/kelly-ryan.md) | OLIO Financial Planning | Blacksburg, Virginia |   | Ongoing planning fee |
| [Rachel Potters](https://find.wellspent.co/advisors/rachel-potters.md) | OLIO Financial Planning | Blacksburg, Virginia |   | Ongoing planning fee |
| [Eric Bright](https://find.wellspent.co/advisors/eric-bright.md) | Pennyfarthing Investment Management | Belchertown, Massachusetts | CFA | Percentage of assets, Hourly |
| [Ricardo Donalexis](https://find.wellspent.co/advisors/ricardo-donalexis.md) | Insight Family Financial | Sarasota, Florida |   | One-time planning fee, Ongoing planning fee |

## 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).
