# Financial advisors for widows

> Look for a fee-only advisor who works with people after a death and who will slow you down. Few decisions need making in the first months, and a good advisor will say so. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, Michael Randall of Oak Summit Wealth Management and Mark Atherton of Apella Wealth.

Page: https://find.wellspent.co/by/financial-advisors-for-widows/
212 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 widows and widowers?

Look for a fee-only advisor who works with people after a death and who will slow you down. Few decisions need making in the first months, and a good advisor will say so. Records to start with include Brandon Seibel of Oasis Wealth Planning Advisors, LLC, Michael Randall of Oak Summit Wealth Management and Mark Atherton of Apella Wealth.

## How many fee-only advisors for widows and widowers are there in the US?

The Wellspent public graph lists 212 fee-only advisors for widows and widowers in the US, from every advisor record that fits.

## How does Wellspent decide who counts as fee-only advisors for widows and widowers?

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

How many widowed clients do you work with? What should I not do in the first six months? How do you handle Social Security survivor benefits? Will you work with my attorney and accountant?

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Amy Rosenow](https://find.wellspent.co/advisors/amy-rosenow.md) | Bold Vision Financial | Chicago, Illinois | CFP, CFA | One-time planning fee, Hourly |
| [Allison Donaldson](https://find.wellspent.co/advisors/allison-donaldson.md) | HTG Investment Advisors Inc. | New Canaan, Connecticut | CFP, MBA, JD | Percentage of assets, Ongoing planning fee |
| [Helen Stephens](https://find.wellspent.co/advisors/helen-stephens.md) | Aspen Wealth Management | Fort Worth, Texas | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly, One-time planning fee |
| [Rana Choubah](https://find.wellspent.co/advisors/rana-choubah.md) | Meridian Financial Advisors, LLC | Holliston, Massachusetts | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Tracy Baron Garcia](https://find.wellspent.co/advisors/tracy-baron-garcia.md) | TBG Investing | Lake Oswego, Oregon | CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Brandon Seibel](https://find.wellspent.co/advisors/brandon-seibel.md) | Oasis Wealth Planning Advisors, LLC | Philadelphia, Pennsylvania | CFP, CPA, JD, LLM, CFA, CKA, MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Carolyn Masline](https://find.wellspent.co/advisors/carolyn-masline.md) | CareGen Wealth Management | San Mateo, California | CDFA, CFP, MBA | Percentage of assets, One-time planning fee, Hourly, Ongoing planning fee |
| [Jonathan Pixley](https://find.wellspent.co/advisors/jonathan-pixley.md) | Realm Financial Planning, LLC | Tulsa, Oklahoma | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Kaysi Gordon](https://find.wellspent.co/advisors/kaysi-gordon.md) | Kaysi Gordon Financial Planning | Valley Stream, New York | CFP, CPA, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Laryssa Freeman](https://find.wellspent.co/advisors/laryssa-freeman.md) | Meritage Wealth Management LLC | Carlsbad, California | CFP | Percentage of assets |
| [Otto Rivera](https://find.wellspent.co/advisors/otto-rivera.md) | Mindful Wealth LLC | St Louis, Florida | CFP, EA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Tom Duffy](https://find.wellspent.co/advisors/tom-duffy.md) | Jersey Shore Financial Advisors LLC | Red Bank, New Jersey | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Dan Wood](https://find.wellspent.co/advisors/dan-wood.md) | Zimmerman Wealth Management, LLC | Evanston, Illinois | CFA, CFP | Percentage of assets, Fixed fees |
| [Douglas Marcello](https://find.wellspent.co/advisors/douglas-marcello.md) | Core Wealth Management, Inc. | Jupiter, Florida | CFP | Flat fee or retainer, Hourly, Percentage of assets |
| [Huyen Nguyen](https://find.wellspent.co/advisors/huyen-nguyen.md) | Inclusive Wealth Financial Planning LLC | Mechanicsburg, Pennsylvania | CFP | Flat fee or retainer, One-time planning fee, Hourly, Percentage of assets |
| [Jerry Broussard](https://find.wellspent.co/advisors/jerry-broussard.md) | Broussard Financial Group, LLC | Lafayette, Louisiana | CFP | One-time planning fee |
| [Nathan Swab](https://find.wellspent.co/advisors/nathan-swab.md) | Alexander Financial Planning, Inc. | Columbus, Ohio | AWMA, CFP, MSFP | Flat fee or retainer, Ongoing planning fee |
| [DeDe Smolen](https://find.wellspent.co/advisors/dede-smolen.md) | Innovative Financial, LLC | Lakewood, Colorado | CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Gerald Gasber](https://find.wellspent.co/advisors/gerald-gasber.md) | Gasber Financial Advisors, Inc. | Folsom, California | CFP, CFS, CIMA, CIMC, CPFA | Percentage of assets, Hourly, Fixed fees |
| [Germaine Weldon](https://find.wellspent.co/advisors/germaine-weldon.md) | Inspired Financial Planners, LLC | Gulfport, Mississippi | CFP, CPA/PFS, Certified Student Loan Professional, CPA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Kathleen Tranovich](https://find.wellspent.co/advisors/kathleen-tranovich.md) | Elser Financial Planning | Indianapolis, Indiana | CFP, CPWA, RMA, ABFP, APMA, CDFA, ChFC | Percentage of assets, One-time planning fee |
| [Melinda Satterlee](https://find.wellspent.co/advisors/melinda-satterlee.md) | Marathon Wealth Management LLC | Medina, Washington | CFP | One-time planning fee, Ongoing planning fee, Hourly |
| [Michael Randall](https://find.wellspent.co/advisors/michael-randall.md) | Oak Summit Wealth Management | San Diego, California | CFP, CFA, EA | Ongoing planning fee |
| [Molly Laughter](https://find.wellspent.co/advisors/molly-laughter.md) | Laughter Financial, LLC | Celina, Texas | CFA, CFP, MA, MBA | Percentage of assets, Ongoing planning fee, Flat fee or retainer, One-time planning fee |
| [Myles Brandt](https://find.wellspent.co/advisors/myles-brandt.md) | Charleston Financial Advisors, LLC | Charleston, South Carolina | CFP, MS | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Tricia Kollath](https://find.wellspent.co/advisors/tricia-kollath.md) | Inspired Financial Planners, LLC | Gulfport, Mississippi | CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [David Rosenstrock](https://find.wellspent.co/advisors/david-rosenstrock.md) | Wharton Wealth Planning | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Debbie Levenson](https://find.wellspent.co/advisors/debbie-levenson.md) | Levenson Wealth LLC | Newtonville, Massachusetts | CFP, MBA | One-time planning fee, Ongoing planning fee |
| [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees |
| [James Holtzman](https://find.wellspent.co/advisors/james-holtzman.md) | Legend Financial Advisors, Inc. | Pittsburgh, Pennsylvania | CFP, CPA | Percentage of assets |
| [Mark Atherton](https://find.wellspent.co/advisors/mark-atherton.md) | Apella Wealth | Berwyn, Pennsylvania | CFP, JD, MBA, EA, AIF, CASL, CFA, ChFC, ADPA, CRPC | One-time planning fee |
| [Pamela Chen](https://find.wellspent.co/advisors/pamela-chen.md) | Refresh Investments LLC | Santa Monica, California | BS, CFA, CPA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [David Nash](https://find.wellspent.co/advisors/david-nash.md) | Magister Wealth | San Antonio, Texas | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Jim Stanhouse](https://find.wellspent.co/advisors/jim-stanhouse.md) | Stanhouse Financial Planning & Mgt. | Duluth, Georgia | MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Jonathan Horst](https://find.wellspent.co/advisors/jonathan-horst.md) | The Horst Group | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Rachel Sloan](https://find.wellspent.co/advisors/rachel-sloan.md) | Sloan Advisory Group, Inc. | Glens Falls, New York | CFP, CRPC | Percentage of assets, Hourly, Fixed fees |
| [Rene Pochop](https://find.wellspent.co/advisors/rene-pochop.md) | Pochop Financial Management | South Burlington, Vermont | CFP | Percentage of assets |
| [Danielle Gregory](https://find.wellspent.co/advisors/danielle-gregory.md) | Albion Financial Group | Salt Lake City, Utah | CFP, BA, CFA, MBA, AFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Deborah Gianelli](https://find.wellspent.co/advisors/deborah-gianelli.md) | Whole Family Financial Services | Bothell, Washington | CFP | Hourly, Percentage of assets |
| [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Antonette Grimm](https://find.wellspent.co/advisors/antonette-grimm.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bailey Thornton](https://find.wellspent.co/advisors/bailey-thornton.md) | Kinloch Capital | Glen Allen, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian McKinney](https://find.wellspent.co/advisors/brian-mckinney.md) | Collective Wealth Partners | Aurora, Colorado | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brooks Slaughter](https://find.wellspent.co/advisors/brooks-slaughter.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Christopher Snyder](https://find.wellspent.co/advisors/christopher-snyder.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Claudia Bellars](https://find.wellspent.co/advisors/claudia-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees |
| [Colin Higgins](https://find.wellspent.co/advisors/colin-higgins.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Connor Cox](https://find.wellspent.co/advisors/connor-cox.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | CFP | Percentage of assets, Hourly |
| [Darby Armont](https://find.wellspent.co/advisors/darby-armont.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly |
| [Emma Foulkes](https://find.wellspent.co/advisors/emma-foulkes.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Sherrard](https://find.wellspent.co/advisors/james-sherrard.md) | Richard P. Slaughter Associates | Austin, Texas | CFP, CFA | Percentage of assets, Hourly |
| [Jana Hovey](https://find.wellspent.co/advisors/jana-hovey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Jane Barney](https://find.wellspent.co/advisors/jane-barney.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jared Haubenstock](https://find.wellspent.co/advisors/jared-haubenstock.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Jeremy Mocek](https://find.wellspent.co/advisors/jeremy-mocek.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Jordi Bakovic-Quiroga](https://find.wellspent.co/advisors/jordi-bakovic-quiroga.md) | TQM Wealth Partners | St. Augustine, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joshua Gideon](https://find.wellspent.co/advisors/joshua-gideon.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Kamila Elliott](https://find.wellspent.co/advisors/kamila-elliott.md) | Collective Wealth Partners | Atlanta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kyle Cote](https://find.wellspent.co/advisors/kyle-cote.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Lafe Blobaum](https://find.wellspent.co/advisors/lafe-blobaum.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Leann Sullivan](https://find.wellspent.co/advisors/leann-sullivan.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Liam Toohey](https://find.wellspent.co/advisors/liam-toohey.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Michael Meehan](https://find.wellspent.co/advisors/michael-meehan.md) | TFC Financial | Boston, Massachusetts | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [Michelle Brow](https://find.wellspent.co/advisors/michelle-brow.md) | Full Bloom Financial | Northville, Michigan | ChFC | Flat fee or retainer, Ongoing planning fee |
| [Miguel Rios Amurrio](https://find.wellspent.co/advisors/miguel-rios-amurrio.md) | TQM Wealth Partners | Marblehead, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Renee Kwok](https://find.wellspent.co/advisors/renee-kwok.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sarah Rioux](https://find.wellspent.co/advisors/sarah-rioux.md) | TFC Financial | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Tanner Banister](https://find.wellspent.co/advisors/tanner-banister.md) | Richard P. Slaughter Associates | Austin, Texas | CFP | Percentage of assets, Hourly |
| [Tracy Kasing](https://find.wellspent.co/advisors/tracy-kasing.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Andre Fernandes](https://find.wellspent.co/advisors/andre-fernandes.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Barbara Norman](https://find.wellspent.co/advisors/barbara-norman.md) | Sage Path Solutions | San Diego, California | CFP | Percentage of assets, Hourly |
| [Brian Hennessy](https://find.wellspent.co/advisors/brian-hennessy.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [David Childs](https://find.wellspent.co/advisors/david-childs.md) | Spartan Planning | Greensboro, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Iftikhar Ahmed](https://find.wellspent.co/advisors/iftikhar-ahmed.md) | Kaizen Financial Strategies | Pleasanton, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Scanlan](https://find.wellspent.co/advisors/james-scanlan.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Joshua Devereaux](https://find.wellspent.co/advisors/joshua-devereaux.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Maclean Barach](https://find.wellspent.co/advisors/maclean-barach.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Mark Hildebrand](https://find.wellspent.co/advisors/mark-hildebrand.md) | Nearside Advisors | Indianapolis, Indiana | CFP | Percentage of assets |
| [Matthew Biggar](https://find.wellspent.co/advisors/matthew-biggar.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP, CFA | Percentage of assets, Fixed fees |
| [Saadia Ahmed](https://find.wellspent.co/advisors/saadia-ahmed.md) | Kaizen Financial Strategies | Pleasanton, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [William Lefavor](https://find.wellspent.co/advisors/william-lefavor.md) | Stage Harbor Financial | Westwood, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Andrew Jones](https://find.wellspent.co/advisors/andrew-jones.md) | Verity Investment Partners | Beaufort, South Carolina | CFP | Percentage of assets, Fixed fees |
| [Brian Presti](https://find.wellspent.co/advisors/brian-presti.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Caitlyn Tierney](https://find.wellspent.co/advisors/caitlyn-tierney.md) | Westover Capital Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees |
| [Charles Kreitler](https://find.wellspent.co/advisors/charles-kreitler.md) | Kreitler Financial | New Haven, Connecticut | CFP | Percentage of assets |
| [David Goodson](https://find.wellspent.co/advisors/david-goodson.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | CFA | Percentage of assets, Hourly |
| [Helen Graf](https://find.wellspent.co/advisors/helen-graf.md) | Graf Financial | Baton Rouge, Louisiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ian Weinstein](https://find.wellspent.co/advisors/ian-weinstein.md) | Regimen Wealth | Atlanta, Georgia | ChFC | Percentage of assets, Fixed fees |
| [Jacob Ness](https://find.wellspent.co/advisors/jacob-ness.md) | Kreitler Financial | New Haven, Connecticut | CFP | Percentage of assets |
| [Jenna Israni](https://find.wellspent.co/advisors/jenna-israni.md) | TFC Financial | Boston, Massachusetts | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Jessica Rusnock](https://find.wellspent.co/advisors/jessica-rusnock.md) | Verity Investment Partners | Beaufort, South Carolina | CFP | Percentage of assets, Fixed fees |
| [Landon Buzzerd](https://find.wellspent.co/advisors/landon-buzzerd.md) | Grant Street Asset Management | Williamsport, Maryland | CFP | Percentage of assets, Fixed fees |
| [Michael Cermak](https://find.wellspent.co/advisors/michael-cermak.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | CFA | Percentage of assets, Hourly |
| [Michael Giblin](https://find.wellspent.co/advisors/michael-giblin.md) | Dovetail Financial | Wilmington, North Carolina | CFP | Ongoing planning fee |
| [Neil Goodson](https://find.wellspent.co/advisors/neil-goodson.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | CFA | Percentage of assets, Hourly |
| [Rachael Burns](https://find.wellspent.co/advisors/rachael-burns.md) | True Worth Financial Planning | Granite Bay, California | CFP | Percentage of assets, One-time planning fee |
| [Ross Marino](https://find.wellspent.co/advisors/ross-marino.md) | Dovetail Financial | Wilmington, North Carolina | CFP | Ongoing planning fee |
| [Scott Burg](https://find.wellspent.co/advisors/scott-burg.md) | TFC Financial | Boston, Massachusetts | CFA | Percentage of assets, Hourly, Fixed fees |
| [Stephen Crifasi](https://find.wellspent.co/advisors/stephen-crifasi.md) | Westover Capital Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Demming](https://find.wellspent.co/advisors/david-demming.md) | Demming Financial Services | Auroara, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly |
| [David Demming](https://find.wellspent.co/advisors/david-demming-854343.md) | Demming Financial Services | Aurora, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly |
| [George Waters](https://find.wellspent.co/advisors/george-waters.md) | Infiniti Wealth Management | Brewster, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jacob Smail](https://find.wellspent.co/advisors/jacob-smail.md) | Demming Financial Services | Aurora, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly |
| [Kevin Coholan](https://find.wellspent.co/advisors/kevin-coholan.md) | Demming Financial Services | Aurora, Ohio | CFP | Percentage of assets, Ongoing planning fee, Hourly |
| [Kristian Blom](https://find.wellspent.co/advisors/kristian-blom.md) | Blom Levy & Co | Santa Barbara, California |   | Flat fee or retainer, Ongoing planning fee |
| [Michael Durante](https://find.wellspent.co/advisors/michael-durante.md) | Infiniti Wealth Management | Brewster, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Vantrease](https://find.wellspent.co/advisors/nicholas-vantrease.md) | Provident Wealth | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Walker](https://find.wellspent.co/advisors/nicholas-walker.md) | Walker Financial Advisors | Mission Viejo, California | CFP | Hourly, Flat fee or retainer |
| [Scott Walker](https://find.wellspent.co/advisors/scott-walker.md) | Walker Financial Advisors | Mission Viejo, California | CFP | Hourly, Flat fee or retainer |
| [Warren Isenberg](https://find.wellspent.co/advisors/warren-isenberg.md) | Walker Financial Advisors | Mission Viejo, California | CFP | Hourly, Flat fee or retainer |
| [Ann Nowell](https://find.wellspent.co/advisors/ann-nowell.md) | Richard P. Slaughter Associates | Austin, Texas |   | Percentage of assets, Hourly |
| [Ashlie Bostick](https://find.wellspent.co/advisors/ashlie-bostick.md) | Acorn Creek Capital | Fort Collins, Colorado |   | Percentage of assets, Hourly, Fixed fees |
| [Axel Bellars](https://find.wellspent.co/advisors/axel-bellars.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia |   | Percentage of assets, Fixed fees |
| [Ben Loeffler](https://find.wellspent.co/advisors/ben-loeffler.md) | Acorn Creek Capital | Fort Collins, Colorado |   | Percentage of assets, Hourly, Fixed fees |
| [Brad Harris](https://find.wellspent.co/advisors/brad-harris.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia |   | Percentage of assets, Fixed fees |
| [Caleb Graybeal](https://find.wellspent.co/advisors/caleb-graybeal.md) | Strong Retirement Solutions | Bloomington, Illinois |   | Percentage of assets, Hourly, Fixed fees |
| [Carrie Carr](https://find.wellspent.co/advisors/carrie-carr.md) | ARIA Wealth Management | Little Rock, Arkansas |   | Percentage of assets, Hourly |
| [Charles McAteer](https://find.wellspent.co/advisors/charles-mcateer.md) | ARIA Wealth Management | Saratoga, California |   | Percentage of assets, Hourly |
| [David Berg](https://find.wellspent.co/advisors/david-berg.md) | Acorn Creek Capital | Fort Collins, Colorado |   | Percentage of assets, Hourly, Fixed fees |
| [David Budinger](https://find.wellspent.co/advisors/david-budinger.md) | Kinloch Capital | Glen Allen, Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Dwayne Tyril](https://find.wellspent.co/advisors/dwayne-tyril.md) | Kreitler Financial | New Haven, Connecticut | CFA | Percentage of assets |
| [Frederick Pryor](https://find.wellspent.co/advisors/frederick-pryor.md) | TFC Financial | Boston, Massachusetts |   | Percentage of assets, Hourly, Fixed fees |
| [Gary May](https://find.wellspent.co/advisors/gary-may.md) | May Tree Financial Planning | Leander, Texas | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Harold Sawyer](https://find.wellspent.co/advisors/harold-sawyer.md) | Westover Capital Advisors | Wilmington, Delaware | CFA | Percentage of assets, Hourly, Fixed fees |
| [James Proffitt](https://find.wellspent.co/advisors/james-proffitt.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee |   | Percentage of assets, Hourly |
| [Jason Strough](https://find.wellspent.co/advisors/jason-strough.md) | Strong Retirement Solutions | Bremerton, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Augspurger](https://find.wellspent.co/advisors/jeffrey-augspurger.md) | Strong Retirement Solutions | Bloomington, Illinois |   | Percentage of assets, Hourly, Fixed fees |
| [Jennifer Berdell](https://find.wellspent.co/advisors/jennifer-berdell.md) | Kinloch Capital | Glen Allen, Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Jessica Grande](https://find.wellspent.co/advisors/jessica-grande.md) | TFC Financial | Boston, Massachusetts |   | Percentage of assets, Hourly, Fixed fees |
| [Joseph Lawrence](https://find.wellspent.co/advisors/joseph-lawrence.md) | ARIA Wealth Management | Huntsville, Alabama |   | Percentage of assets, Hourly |
| [Joshua Angell](https://find.wellspent.co/advisors/joshua-angell.md) | Poinciana Advisors Group | Palm Beach Gardens, Florida | CFA | Percentage of assets |
| [Kevin Pummill](https://find.wellspent.co/advisors/kevin-pummill.md) | Strong Retirement Solutions | Bremerton, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Laura Martin](https://find.wellspent.co/advisors/laura-martin.md) | Richard P. Slaughter Associates | Austin, Texas |   | Percentage of assets, Hourly |
| [Marcel Quiroga](https://find.wellspent.co/advisors/marcel-quiroga.md) | TQM Wealth Partners | Marblehead, Massachusetts |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Augspurger](https://find.wellspent.co/advisors/matthew-augspurger.md) | Strong Retirement Solutions | Bremerton, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Michael Klaiber](https://find.wellspent.co/advisors/michael-klaiber.md) | Verity Investment Partners | Beaufort, South Carolina | CFA | Percentage of assets, Fixed fees |
| [Michael Kuehn](https://find.wellspent.co/advisors/michael-kuehn.md) | Verity Investment Partners | Beaufort, South Carolina | CFA | Percentage of assets, Fixed fees |
| [Michael Nix](https://find.wellspent.co/advisors/michael-nix.md) | Verity Investment Partners | Beaufort, South Carolina | CFA | Percentage of assets, Fixed fees |
| [Michael Seelman](https://find.wellspent.co/advisors/michael-seelman.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee |   | Percentage of assets, Hourly |
| [Michelle Moyer](https://find.wellspent.co/advisors/michelle-moyer.md) | Strong Retirement Solutions | Bremerton, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Peter Walls](https://find.wellspent.co/advisors/peter-walls.md) | Kinloch Capital | Glen Allen, Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Russell Carlson](https://find.wellspent.co/advisors/russell-carlson.md) | ARIA Wealth Management | Dunwoody, Georgia |   | Percentage of assets, Hourly |
| [Sierra Merrick](https://find.wellspent.co/advisors/sierra-merrick.md) | Acorn Creek Capital | Fort Collins, Colorado |   | Percentage of assets, Hourly, Fixed fees |
| [Suzue Sato](https://find.wellspent.co/advisors/suzue-sato.md) | MoneyCafe Advisors | Denver, Colorado |   | Hourly, Fixed fees |
| [Taylor Moody](https://find.wellspent.co/advisors/taylor-moody.md) | Regimen Wealth | Atlanta, Georgia |   | Percentage of assets, Fixed fees |
| [Temiloluwa Adesodun](https://find.wellspent.co/advisors/temiloluwa-adesodun.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia |   | Percentage of assets, Fixed fees |
| [Timothy Bellars](https://find.wellspent.co/advisors/timothy-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina |   | Percentage of assets, Fixed fees |
| [Trevor Martin](https://find.wellspent.co/advisors/trevor-martin.md) | Richard P. Slaughter Associates | Austin, Texas |   | Percentage of assets, Hourly |
| [Vincent Hourigan](https://find.wellspent.co/advisors/vincent-hourigan.md) | Acorn Creek Capital | Fort Collins, Colorado |   | Percentage of assets, Hourly, Fixed fees |
| [Zachary Harris](https://find.wellspent.co/advisors/zachary-harris.md) | Bellars Harris Wealth Management | Virginia Beach, Virginia |   | Percentage of assets, Fixed fees |
| [Alyssa Crews](https://find.wellspent.co/advisors/alyssa-crews.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Dalion Welch](https://find.wellspent.co/advisors/dalion-welch.md) | Duncan Wealth Management | Madison, Mississippi |   | Ongoing planning fee |
| [Gregory Forsythe](https://find.wellspent.co/advisors/gregory-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana | CFA | Percentage of assets, Hourly |
| [Ira Ross](https://find.wellspent.co/advisors/ira-ross.md) | Spartan Planning | Greensboro, North Carolina |   | Percentage of assets, Fixed fees |
| [John Stachnick](https://find.wellspent.co/advisors/john-stachnick.md) | Kaizen Financial Strategies | Pleasanton, California |   | Percentage of assets, Hourly, Fixed fees |
| [Julie Dant](https://find.wellspent.co/advisors/julie-dant.md) | Nearside Advisors | Indianapolis, Indiana |   | Percentage of assets |
| [Laura Robayo](https://find.wellspent.co/advisors/laura-robayo.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mark Idzik](https://find.wellspent.co/advisors/mark-idzik.md) | Nearside Advisors | Indianapolis, Indiana |   | Percentage of assets |
| [Michelle Francis](https://find.wellspent.co/advisors/michelle-francis.md) | Life Story Financial | Arvada, Colorado |   | Flat fee or retainer, Percentage of assets, Hourly, Ongoing planning fee |
| [Richard Dexter](https://find.wellspent.co/advisors/richard-dexter.md) | Spartan Planning | Greensboro, North Carolina |   | Percentage of assets, Fixed fees |
| [Saul Greene](https://find.wellspent.co/advisors/saul-greene.md) | Kaizen Financial Strategies | Pleasanton, California |   | Percentage of assets, Hourly, Fixed fees |
| [Shufan Cao](https://find.wellspent.co/advisors/shufan-cao.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Zaineb Sohail](https://find.wellspent.co/advisors/zaineb-sohail.md) | Kaizen Financial Strategies | Pleasanton, California |   | Percentage of assets, Hourly, Fixed fees |
| [Alyse Uzarski](https://find.wellspent.co/advisors/alyse-uzarski.md) | Kreitler Financial | New Haven, Connecticut |   | Percentage of assets |
| [Ashley Chupka](https://find.wellspent.co/advisors/ashley-chupka.md) | Grant Street Asset Management | Canonsburg, Pennsylvania |   | Percentage of assets, Fixed fees |
| [Bradley Stephens](https://find.wellspent.co/advisors/bradley-stephens.md) | Tamalpais Asset Management | Larkspur, California |   | Percentage of assets |
| [Charles Anderson](https://find.wellspent.co/advisors/charles-anderson.md) | Verity Investment Partners | Beaufort, South Carolina |   | Percentage of assets, Fixed fees |
| [Christopher Martin](https://find.wellspent.co/advisors/christopher-martin-4094151.md) | Tamalpais Asset Management | Larkspur , California |   | Percentage of assets |
| [David Huber](https://find.wellspent.co/advisors/david-huber.md) | Grant Street Asset Management | Canonsburg, Pennsylvania |   | Percentage of assets, Fixed fees |
| [David Poole](https://find.wellspent.co/advisors/david-poole.md) | Verity Investment Partners | Beaufort, South Carolina |   | Percentage of assets, Fixed fees |
| [Dennis Perdue](https://find.wellspent.co/advisors/dennis-perdue.md) | Westover Capital Advisors | Wilmington, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [Edward Taylor](https://find.wellspent.co/advisors/edward-taylor.md) | Verity Investment Partners | Beaufort, South Carolina |   | Percentage of assets, Fixed fees |
| [Facundo Rawson](https://find.wellspent.co/advisors/facundo-rawson.md) | Acanto | Pound Ridge, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Harold Sawyer, Jr.](https://find.wellspent.co/advisors/harold-sawyer-jr.md) | Westover Capital Advisors | Wilmington, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Kirkpatrick](https://find.wellspent.co/advisors/jeffrey-kirkpatrick.md) | Dovetail Financial | Duluth, Georgia |   | Ongoing planning fee |
| [John Ferraro](https://find.wellspent.co/advisors/john-ferraro.md) | Grant Street Asset Management | Canonsburg, Pennsylvania |   | Percentage of assets, Fixed fees |
| [Jonathan Verity](https://find.wellspent.co/advisors/jonathan-verity.md) | Verity Investment Partners | Beaufort, South Carolina |   | Percentage of assets, Fixed fees |
| [Joseph Fierro](https://find.wellspent.co/advisors/joseph-fierro.md) | Tamalpais Asset Management | Long Beach, California |   | Percentage of assets |
| [Keith Bosco](https://find.wellspent.co/advisors/keith-bosco.md) | Verity Investment Partners | Bluffton, South Carolina |   | Percentage of assets, Fixed fees |
| [Kristen Jackson](https://find.wellspent.co/advisors/kristen-jackson.md) | Grant Street Asset Management | Canonsburg, Pennsylvania |   | Percentage of assets, Fixed fees |
| [Lincoln Wells](https://find.wellspent.co/advisors/lincoln-wells.md) | Tamalpais Asset Management | Larkspur, California |   | Percentage of assets |
| [Matthew Beardwood](https://find.wellspent.co/advisors/matthew-beardwood.md) | Westover Capital Advisors | Wilmington, Delaware |   | Percentage of assets, Hourly, Fixed fees |
| [Matthew Stohlman](https://find.wellspent.co/advisors/matthew-stohlman.md) | Poinciana Advisors Group | Palm Beach Gardens, Florida |   | Percentage of assets |
| [Michael Evans](https://find.wellspent.co/advisors/michael-evans.md) | Grant Street Asset Management | Canonsburg, Pennsylvania |   | Percentage of assets, Fixed fees |
| [Michael Loch](https://find.wellspent.co/advisors/michael-loch.md) | Grant Street Asset Management | Canonsburg, Pennsylvania |   | Percentage of assets, Fixed fees |
| [Patrick Evans](https://find.wellspent.co/advisors/patrick-evans.md) | Grant Street Asset Management | Charlotte, North Carolina |   | Percentage of assets, Fixed fees |
| [Paula Verity](https://find.wellspent.co/advisors/paula-verity.md) | Verity Investment Partners | Beaufort, South Carolina |   | Percentage of assets, Fixed fees |
| [Robert Williams](https://find.wellspent.co/advisors/robert-williams.md) | Poinciana Advisors Group | Palm Beach Gardens, Florida |   | Percentage of assets |
| [Steven Singer](https://find.wellspent.co/advisors/steven-singer.md) | Retirement Solutions | Los Angeles, California |   | Percentage of assets, One-time planning fee |
| [Wayne Best](https://find.wellspent.co/advisors/wayne-best.md) | Tamalpais Asset Management | La Conner, Washington |   | Percentage of assets |
| [William Verity](https://find.wellspent.co/advisors/william-verity.md) | Verity Investment Partners | Beaufort, South Carolina |   | Percentage of assets, Fixed fees |
| [Eric Bright](https://find.wellspent.co/advisors/eric-bright.md) | Pennyfarthing Investment Management | Belchertown, Massachusetts | CFA | Percentage of assets, Hourly |
| [James Lubin](https://find.wellspent.co/advisors/james-lubin.md) | Infiniti Wealth Management | Brewster, New York |   | Percentage of assets, Hourly, Fixed fees |
| [James Walter](https://find.wellspent.co/advisors/james-walter.md) | Founders Capital Management | Houston, Texas |   | Percentage of assets |
| [Laurel Buckalew](https://find.wellspent.co/advisors/laurel-buckalew.md) | Insignia Wealth Advisory | Opelika, Alabama |   | Percentage of assets |
| [Lucinda Buce](https://find.wellspent.co/advisors/lucinda-buce.md) | Founders Capital Management | Houston, Texas |   | Percentage of assets |
| [Matthew Hudgins](https://find.wellspent.co/advisors/matthew-hudgins.md) | Mosaic Wealth Management | Atlanta, Georgia | CFA | Percentage of assets, Fixed fees |
| [Ryan Coulter](https://find.wellspent.co/advisors/ryan-coulter.md) | Demming Financial Services | Aurora, Ohio |   | Percentage of assets, Ongoing planning fee, Hourly |
| [Ryan Forsythe](https://find.wellspent.co/advisors/ryan-forsythe.md) | Forsythe Wealth Management | Crown Point, Indiana |   | Percentage of assets, Hourly |
| [Stephen Seo](https://find.wellspent.co/advisors/stephen-seo.md) | L&S Advisors | Los Angeles, California | CFA | Percentage of assets, Hourly |
| [Will Oliver](https://find.wellspent.co/advisors/will-oliver.md) | Founders Capital Management | Houston, Texas |   | Percentage of assets |
| [Craig Weston](https://find.wellspent.co/advisors/craig-weston.md) | L&S Advisors | Los Angeles, California |   | Percentage of assets, Hourly |
| [Debora Nunez](https://find.wellspent.co/advisors/debora-nunez.md) | L&S Advisors | Centennial, Colorado |   | Percentage of assets, Hourly |
| [Edlyn Ruiz](https://find.wellspent.co/advisors/edlyn-ruiz.md) | L&S Advisors | Los Angeles, California |   | Percentage of assets, Hourly |
| [Ian Manongdo](https://find.wellspent.co/advisors/ian-manongdo.md) | L&S Advisors | Los Angeles, California |   | Percentage of assets, Hourly |
| [Jason Scott](https://find.wellspent.co/advisors/jason-scott.md) | L&S Advisors | Los Angeles, California |   | Percentage of assets, Hourly |
| [Leanne Sindell](https://find.wellspent.co/advisors/leanne-sindell.md) | L&S Advisors | Los Angeles, California |   | Percentage of assets, Hourly |
| [Lin-Chun Liu](https://find.wellspent.co/advisors/lin-chun-liu.md) | L&S Advisors | Los Angeles, California |   | Percentage of assets, Hourly |
| [Ofer Ben-Menahem](https://find.wellspent.co/advisors/ofer-ben-menahem.md) | L&S Advisors | Irvine, California |   | Percentage of assets, Hourly |
| [Ralph Scott](https://find.wellspent.co/advisors/ralph-scott.md) | L&S Advisors | Los Angeles, California |   | Percentage of assets, Hourly |
| [Ryan Brouillette](https://find.wellspent.co/advisors/ryan-brouillette.md) | L&S Advisors | Los Angeles, California |   | Percentage of assets, Hourly |
| [Sy Lippman](https://find.wellspent.co/advisors/sy-lippman.md) | L&S Advisors | Los Angeles, California |   | Percentage of assets, Hourly |

## 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).