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Financial advisors for teachers

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.

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Where to start

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

  • Christopher Reddick Chris Reddick Financial Planning, San Antonio Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
  • Michael Purtill Purtill Financial, Cleveland Heights Holds the CFP. Fees on file: percentage of assets, hourly.
  • Andrew Miller OLIO Financial Planning, Mclean Holds the CFP. Fees on file: ongoing planning fee.
  • Nicholas Bormann Bormann Wealth Management, LLC., Spokane Holds the CFP. Fees on file: percentage of assets, hourly.
  • Michael Andrews Andrews Advisors, Uniontown Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Delia Fernandez Fernandez Financial Advisory, LLC, Los Alamitos Holds the CFP. Fees on file: percentage of assets, hourly.

Questions about financial advisors for teachers

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?

All 29 advisors

Financial advisors for teachers: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Christopher Reddick Flat-fee, advice-only retirement and tax planning for educators, federal employees and public servants balancing pensions with workplace accounts. Chris Reddick Financial Planning San Antonio CFP, EA Subscription, One-time planning fee
Delia Fernandez Fernandez Financial Advisory, LLC Los Alamitos CFP, MBA Percentage of assets, Hourly
Michael Andrews Andrews Advisors Uniontown CFP Percentage of assets, Fixed fees
Michael Purtill Purtill Financial Cleveland Heights CFP Percentage of assets, Hourly
Nicholas Allgeyer Worley Banks Group Creve Coeur CFP Percentage of assets
Nicholas Bormann Bormann Wealth Management, LLC. Spokane CFP Percentage of assets, Hourly
Amanda Ansell OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Amy Moore OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Andrew Miller OLIO Financial Planning Mclean CFP Ongoing planning fee
Brian Talbott OLIO Financial Planning Mclean CFP Ongoing planning fee
Emily Maretsky Educated Financial Planning Astoria Not listed Ongoing planning fee, One-time planning fee
John Lienert OLIO Financial Planning Mclean CFP Ongoing planning fee
Michael Hughes OLIO Financial Planning Mclean CFP Ongoing planning fee
Rebecca Lees OLIO Financial Planning Crozet CFP Ongoing planning fee
Sarah Racek OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Spencer Werres OLIO Financial Planning Mclean CFP Ongoing planning fee
Carly Purtill Purtill Financial Willoughby PFS Percentage of assets, Hourly
Anne Claire Nornhold Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Jeffrey Venables Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Justin Garritt Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
William Larson William B. Larson, CPA Dallas Not listed Hourly
Paul Banks Worley Banks Group Creve Coeur Not listed Percentage of assets
Thomas Geraci Purtill Financial Fort Myers Beach Not listed Percentage of assets, Hourly
Timothy Banks Worley Banks Group Creve Coeur Not listed Percentage of assets
Brae Beggs OLIO Financial Planning Mclean Not listed Ongoing planning fee
Kelly Ryan OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Rachel Potters OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Eric Bright Pennyfarthing Investment Management Belchertown CFA Percentage of assets, Hourly
Ricardo Donalexis Insight Family Financial Sarasota Not listed One-time planning fee, Ongoing planning fee

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