# Financial advisors for women

> Look for a fee-only advisor whose firm says it focuses on women, and ask what that means in practice. Common reasons include longer retirements, career breaks, and divorce or widowhood. Records to start with include Kerry Prazak of The Mather Group, Otto Rivera of Mindful Wealth LLC and Matthew Showley of Creative Capital Management Investments LLC.

Page: https://find.wellspent.co/by/financial-advisors-for-women/
152 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 women?

Look for a fee-only advisor whose firm says it focuses on women, and ask what that means in practice. Common reasons include longer retirements, career breaks, and divorce or widowhood. Records to start with include Kerry Prazak of The Mather Group, Otto Rivera of Mindful Wealth LLC and Matthew Showley of Creative Capital Management Investments LLC.

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

The Wellspent public graph lists 152 fee-only advisors for women in the US, from every advisor record that fits.

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

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

What does focusing on women mean in your work? How do you plan for a longer retirement? How do you handle career breaks or caregiving? How many of your clients are women?

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Audrey Morrison](https://find.wellspent.co/advisors/audrey-morrison.md) | Cairn Financial Advisors, LLC | Denver, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Cassandra Smalley](https://find.wellspent.co/advisors/cassandra-smalley.md) | Cassandra Smalley Wealth Management | Seminole, Florida | CFP, CFA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Hazel Secco](https://find.wellspent.co/advisors/hazel-secco.md) | Align Financial Solutions | Hoboken, New Jersey | CDFA, CFP | 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 |
| [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Prudence Zhu](https://find.wellspent.co/advisors/prudence-zhu.md) | Enso Financial | Phoenix, Arizona | CFP, CFT-I, CPA, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly |
| [Rachel DeCarolis](https://find.wellspent.co/advisors/rachel-decarolis.md) | Northstar Financial Planning | Windham, New Hampshire | CDFA, CeFT, CFP, MBA, RLP | Percentage of assets, Ongoing 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 |
| [Angela Dorsey](https://find.wellspent.co/advisors/angela-dorsey.md) | Dorsey Wealth Management | Torrance, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Betsy Ratashak-Vogel](https://find.wellspent.co/advisors/betsy-ratashak-vogel.md) | R&V Personal Finance | Decorah, Iowa | CFP | Percentage of assets, Ongoing planning fee, Hourly, 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 |
| [Chris Mullis](https://find.wellspent.co/advisors/chris-mullis.md) | NorthStar Capital Advisors | Charlotte, North Carolina | CFP, PhD | Percentage of assets, Hourly |
| [Elise Huston](https://find.wellspent.co/advisors/elise-huston.md) | JNBA Financial Advisors | Minneapolis, Minnesota | CFP | Percentage of assets |
| [Jessica Merino](https://find.wellspent.co/advisors/jessica-merino.md) | Merino Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [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 |
| [Julie Quick](https://find.wellspent.co/advisors/julie-quick.md) | Cultivate Financial Wellness | Howell, Michigan | BFA, CDFA, CFP | Percentage of assets, Hourly, 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 |
| [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 |
| [Rachel Lawrence](https://find.wellspent.co/advisors/rachel-lawrence.md) | Reverie Wealth | Rochester, New Hampshire | CFP, MSFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Andrew Hunt](https://find.wellspent.co/advisors/andrew-hunt.md) | Hiley Hunt Wealth Management, Inc. | Omaha, Nebraska | CFP, MBA, CAP | Percentage of assets, Ongoing planning fee |
| [Betsy Hutchins](https://find.wellspent.co/advisors/betsy-hutchins.md) | Forward Financial Planning | Germantown, Tennessee | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| [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 |
| [Kelly Klingaman](https://find.wellspent.co/advisors/kelly-klingaman.md) | Kelly Klingaman Financial Planning | Austin, Texas | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| [Kerry Prazak](https://find.wellspent.co/advisors/kerry-prazak.md) | The Mather Group | Chicago, Illinois | CFP, CRPC, MBA, RFC, CAIA, CFA, MS, EA, JD, CPA/PFS | Percentage of assets, Hourly, Fixed fees |
| [Michelle Vargas](https://find.wellspent.co/advisors/michelle-vargas.md) | Waymaker Financial Planning | Fort Worth, Texas | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Carla Adams](https://find.wellspent.co/advisors/carla-adams.md) | Ametrine Wealth | Lake Orion, Michigan | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Cathy Curtis](https://find.wellspent.co/advisors/cathy-curtis.md) | Curtis Financial Planning, LLC | Oakland, California | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Charles Parker](https://find.wellspent.co/advisors/charles-parker.md) | Parker Financial Advisors, LLC | Houston, Texas | AEP, BBA, CFP | Percentage of assets |
| [DeDe Smolen](https://find.wellspent.co/advisors/dede-smolen.md) | Innovative Financial, LLC | Lakewood, Colorado | CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Katy Cook](https://find.wellspent.co/advisors/katy-cook.md) | Abacus Financial Planning | Kirkland, Washington | CFP, PhD | Percentage of assets, Hourly |
| [Kimberly Keesler Herrera](https://find.wellspent.co/advisors/kimberly-keesler-herrera.md) | Tessara Wealth | Burlingame, California | MBA, CFP, ChFC, RICP | Percentage of assets, Hourly, Fixed fees |
| [Madison Sharick](https://find.wellspent.co/advisors/madison-sharick.md) | Madi Manages Money LLC | Pittsburgh, Pennsylvania | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Maria Castillo Dominguez](https://find.wellspent.co/advisors/maria-castillo-dominguez.md) | Valoria Wealth Management | Cooper City, Florida | CFP, EA | Flat fee or retainer, Ongoing planning fee, 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 |
| [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 |
| [Philip Weiss](https://find.wellspent.co/advisors/philip-weiss.md) | Apprise Wealth Management LLC | Phoenix, Maryland | CFA, CPA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Wilson Li](https://find.wellspent.co/advisors/wilson-li.md) | Abacus Wealth Partners | Sebastopol, California | FPQP, CFP, MBA, CDFA, MA, MS | Percentage of assets, Fixed fees, Performance-based fees |
| [Bridget Grimes](https://find.wellspent.co/advisors/bridget-grimes.md) | WealthChoice LLC | Coronado, California | CFP | 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 |
| [Erin O'Brien](https://find.wellspent.co/advisors/erin-obrien.md) | Purposeful Money LLC | Naples, Florida | CFP, EA | Percentage of assets, Ongoing planning fee |
| [James Hindes](https://find.wellspent.co/advisors/james-hindes.md) | Xena Financial Planning | Seattle, Washington | CFP, MBA, RICP, MSFP, RLP | Percentage of assets, Ongoing planning fee |
| [Jennifer Rupp](https://find.wellspent.co/advisors/jennifer-rupp.md) | Hendershott Wealth Management | Fishers, Indiana | CFP, MBA | Ongoing planning fee |
| [S. Alexis Grason](https://find.wellspent.co/advisors/s-alexis-grason.md) | Spark Financial Advisors, LLC | Richmond, Virginia | CFP, RICP, CIMA | Percentage of assets, Hourly, Fixed fees |
| [Uchechi Kalu](https://find.wellspent.co/advisors/uchechi-kalu.md) | Greenlight Financial Planning | Los Angeles, California | CFP | Ongoing planning fee |
| [Elizabeth Remick](https://find.wellspent.co/advisors/elizabeth-remick.md) | Ithaka Financial Planning | Bethesda, Maryland | CFP, MBA | Percentage of assets |
| [Jennifer Macedo](https://find.wellspent.co/advisors/jennifer-macedo.md) | Front Street Financial | Lahaina, Hawaii | CFP | Percentage of assets, Fixed fees |
| [Michelle Crumm](https://find.wellspent.co/advisors/michelle-crumm.md) | Present Value, LLC DBA Belle Eve Financial, LLC | Dexter, Michigan | CFP, CPA, MBA | Ongoing planning fee |
| [Amanda Decesar](https://find.wellspent.co/advisors/amanda-decesar.md) | TARA Wealth | Durham, North Carolina | CFP | Percentage of assets, Flat fee or retainer |
| [Brad Cougill](https://find.wellspent.co/advisors/brad-cougill.md) | Deerfield Financial Advisors, Inc. | Park Ridge, Illinois | CFP, CPA, CEPA | Percentage of assets, Hourly, Fixed fees |
| [Jacki Farrar](https://find.wellspent.co/advisors/jacki-farrar.md) | Integrity Financial Strategies LLC | Tacoma, Washington | CFP, CDFA | Percentage of assets, Hourly |
| [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 |
| [Joseph Limond](https://find.wellspent.co/advisors/joseph-limond.md) | Clerestory Advisors, Inc. | Bloomington, Minnesota |   | Flat fee or retainer, Ongoing planning fee |
| [Julie Kern](https://find.wellspent.co/advisors/julie-kern.md) | Bridge Financial Strategies | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees |
| [Kyle Eaton](https://find.wellspent.co/advisors/kyle-eaton.md) | Counterbalance Divorce Solutions | Denton, Texas | CDFA, CFP |   |
| [Stacy Francis](https://find.wellspent.co/advisors/stacy-francis.md) | Francis Financial, Inc. | New York, New York | CDFA, CFP | Percentage of assets, Hourly |
| [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 |
| [Eryn Schultz](https://find.wellspent.co/advisors/eryn-schultz.md) | Her Personal Finance | Austin, Texas | CFP | Hourly, Fixed fees |
| [Aiki Altmets](https://find.wellspent.co/advisors/aiki-altmets.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Bailey Thornton](https://find.wellspent.co/advisors/bailey-thornton.md) | Kinloch Capital | Glen Allen, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brandon Cabaniss](https://find.wellspent.co/advisors/brandon-cabaniss.md) | Telos Partners | Greenville, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christine Parker](https://find.wellspent.co/advisors/christine-parker.md) | Parker Financial | La Plata, Maryland | CFP | Percentage of assets, Ongoing planning fee, Flat fee or retainer |
| [David Cunningham](https://find.wellspent.co/advisors/david-cunningham.md) | LW Advisors | Des Moines, Iowa | 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 |
| [Mary Storjohann](https://find.wellspent.co/advisors/mary-storjohann.md) | Allora Wealth | Chula Vista, California | CFP | 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 |
| [Nicholas Stecklein](https://find.wellspent.co/advisors/nicholas-stecklein.md) | Telos Partners | Lehi, Utah | CFP | Percentage of assets, Hourly, Fixed fees |
| [Tracy Kasing](https://find.wellspent.co/advisors/tracy-kasing.md) | Regimen Wealth | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Adam Boor](https://find.wellspent.co/advisors/adam-boor.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Barbara Norman](https://find.wellspent.co/advisors/barbara-norman.md) | Sage Path Solutions | San Diego, California | CFP | Percentage of assets, Hourly |
| [Cherie Putman](https://find.wellspent.co/advisors/cherie-putman.md) | Women's Wellness and Wealth | Torrance, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Katherine Hennessy](https://find.wellspent.co/advisors/katherine-hennessy.md) | AssetGrade | Chicago, Illinois | CFP | Percentage of assets |
| [Matthew Snuggs](https://find.wellspent.co/advisors/matthew-snuggs.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Meera Meyer](https://find.wellspent.co/advisors/meera-meyer.md) | Full Body Finance | Boulder, Colorado | CFP | Ongoing planning fee |
| [Pamela Rigsby](https://find.wellspent.co/advisors/pamela-rigsby.md) | Pursuit Wealth Strategies | Raleigh, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Patrick Cote](https://find.wellspent.co/advisors/patrick-cote.md) | AssetGrade | Boston, Massachusetts | CFP, CFA | Percentage of assets |
| [Susan Powers](https://find.wellspent.co/advisors/susan-powers.md) | AssetGrade | Greensboro, Georgia | CFP, CFA | Percentage of assets |
| [Alicia Martinez](https://find.wellspent.co/advisors/alicia-martinez.md) | Divergent Financial Advisory Services (DiFi Advisory) | Salem, Oregon |   | One-time planning fee, Hourly |
| [Amber Schiffert](https://find.wellspent.co/advisors/amber-schiffert.md) | TARA Wealth | Durham, North Carolina |   | Percentage of assets, Flat fee or retainer |
| [Blaise Stevens](https://find.wellspent.co/advisors/blaise-stevens.md) | Strategic Advisory Partners | Greensboro, North Carolina | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Christopher Stevenson](https://find.wellspent.co/advisors/christopher-stevenson.md) | Telos Partners | Avon, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees |
| [Danielle Miura](https://find.wellspent.co/advisors/danielle-miura.md) | Spark Financials | Elk Grove, California | CFP | Percentage of assets, Ongoing planning fee |
| [Ellen Johnson](https://find.wellspent.co/advisors/ellen-johnson.md) | Thistle Wealth | Corvallis, Oregon |   | Percentage of assets |
| [Eric Johnson](https://find.wellspent.co/advisors/eric-johnson.md) | Roth Financial Partners | Kingwood, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erica Lyall](https://find.wellspent.co/advisors/erica-lyall.md) | Strategic Advisory Partners | Greensboro, North Carolina | 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 |
| [James Roth](https://find.wellspent.co/advisors/james-roth.md) | Roth Financial Partners | Kingwood, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Manuel Apolonio](https://find.wellspent.co/advisors/manuel-apolonio.md) | Hanke & Apolonio Wealth Advisors | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Milo Hanke](https://find.wellspent.co/advisors/milo-hanke.md) | Hanke & Apolonio Wealth Advisors | San Francisco, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Peter Hughes](https://find.wellspent.co/advisors/peter-hughes.md) | Telos Partners | Cottonwood Heights, Utah | CFA | Percentage of assets, Hourly, Fixed fees |
| [Peter Roth](https://find.wellspent.co/advisors/peter-roth.md) | Roth Financial Partners | Kingwood, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Caleb Hopkins](https://find.wellspent.co/advisors/caleb-hopkins.md) | Navigate Wealth Management | Birmingham, Alabama | CFP, CFA | Percentage of assets |
| [Casey Fitchett](https://find.wellspent.co/advisors/casey-fitchett.md) | Pine Haven Investment Counsel | Fairhaven, Massachusetts | CFP | Percentage of assets |
| [James Burnett](https://find.wellspent.co/advisors/james-burnett.md) | Navigate Wealth Management | Birmingham, Alabama | CFP | Percentage of assets |
| [Janet Larsen](https://find.wellspent.co/advisors/janet-larsen.md) | Step Financial | Seal Beach, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Fargason](https://find.wellspent.co/advisors/jonathan-fargason.md) | Navigate Wealth Management | Birmingham, Alabama | CFP | Percentage of assets |
| [Mary Livingston](https://find.wellspent.co/advisors/mary-livingston.md) | Navigate Wealth Management | Birmingham, Alabama | CFP, CFA | Percentage of assets |
| [Matthew Slaney](https://find.wellspent.co/advisors/matthew-slaney.md) | FinArc Investments | Norwood, Massachusetts | CFA | Percentage of assets |
| [Samantha Vicchiarelli](https://find.wellspent.co/advisors/samantha-vicchiarelli.md) | Alexis Advisors | Richmond, Virginia | ChFC | Percentage of assets, Hourly |
| [Steven Lind](https://find.wellspent.co/advisors/steven-lind.md) | Navigate Wealth Management | Birmingham, Alabama | CFP | Percentage of assets |
| [Terrie Austin](https://find.wellspent.co/advisors/terrie-austin.md) | Milestone Wealth Strategies | Columbus, Ohio | CFP | Percentage of assets, Hourly |
| [Carolyn Larsen-Wieber](https://find.wellspent.co/advisors/carolyn-larsen-wieber.md) | CLW Financial Planning | Raleigh, North Carolina | PFS | Percentage of assets, One-time planning fee |
| [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 |
| [Dalton McIlrath](https://find.wellspent.co/advisors/dalton-mcilrath.md) | Fortress Wealth Planning | Jacksonville Beach, Florida | CFP | Percentage of assets, Fixed fees |
| [David Budinger](https://find.wellspent.co/advisors/david-budinger.md) | Kinloch Capital | Glen Allen, Virginia |   | 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 |
| [Joseph Lawrence](https://find.wellspent.co/advisors/joseph-lawrence.md) | ARIA Wealth Management | Huntsville, Alabama |   | Percentage of assets, Hourly |
| [Joshua Ali](https://find.wellspent.co/advisors/joshua-ali.md) | Fortress Wealth Planning | Jacksonville Beach, Florida | CFP, CFA | Percentage of assets, Fixed fees |
| [Joshua Angell](https://find.wellspent.co/advisors/joshua-angell.md) | Poinciana Advisors Group | Palm Beach Gardens, Florida | CFA | Percentage of assets |
| [Lisa Clements](https://find.wellspent.co/advisors/lisa-clements.md) | Clear Springs Wealth | Bucyrus, Kansas |   | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Peter Walls](https://find.wellspent.co/advisors/peter-walls.md) | Kinloch Capital | Glen Allen, Virginia |   | Percentage of assets, Hourly, Fixed fees |
| [Robin Giles](https://find.wellspent.co/advisors/robin-giles.md) | Apex Wealth Management | Katy, Texas | CFP | 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 |
| [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 |
| [Alyssa Crews](https://find.wellspent.co/advisors/alyssa-crews.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carl Grahs](https://find.wellspent.co/advisors/carl-grahs.md) | Navigate Wealth Management | Birmingham, Alabama | CFA | Percentage of assets |
| [Dalion Welch](https://find.wellspent.co/advisors/dalion-welch.md) | Duncan Wealth Management | Madison, Mississippi |   | Ongoing planning fee |
| [John Choe](https://find.wellspent.co/advisors/john-choe.md) | FinArc Investments | Norwood, Massachusetts |   | Percentage of assets |
| [Kaya Ladejobi](https://find.wellspent.co/advisors/kaya-ladejobi.md) | Earn Into Wealth | Atlanta, Georgia |   | Ongoing planning fee |
| [Kelsey Plummer](https://find.wellspent.co/advisors/kelsey-plummer.md) | Pursuit Wealth Strategies | Raleigh, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Laura Robayo](https://find.wellspent.co/advisors/laura-robayo.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Paige Roth](https://find.wellspent.co/advisors/paige-roth.md) | Pine Haven Investment Counsel | Fairhaven, Massachusetts | CFA | Percentage of assets |
| [Roberta Keller](https://find.wellspent.co/advisors/roberta-keller.md) | Alexis Advisors | Richmond, Virginia |   | Percentage of assets, Hourly |
| [Shufan Cao](https://find.wellspent.co/advisors/shufan-cao.md) | Silver Oak Wealth Advisors | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Tiffany Kent](https://find.wellspent.co/advisors/tiffany-kent.md) | Wealth Engagement | Atlanta, Georgia | CFP | Percentage of assets |
| [Christopher Harris](https://find.wellspent.co/advisors/christopher-harris-7548590.md) | Strategic Advisory Partners | Greensboro, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [David Berkowitz](https://find.wellspent.co/advisors/david-berkowitz.md) | VAP Wealth Advisors | Red Bank, New Jersey |   | Percentage of assets |
| [Facundo Rawson](https://find.wellspent.co/advisors/facundo-rawson.md) | Acanto | Pound Ridge, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Katherine Malone](https://find.wellspent.co/advisors/katherine-malone.md) | Malone Financial Planning | Mckinney, Texas |   | 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 |
| [Robert Williams](https://find.wellspent.co/advisors/robert-williams.md) | Poinciana Advisors Group | Palm Beach Gardens, Florida |   | Percentage of assets |
| [Roy Hyde](https://find.wellspent.co/advisors/roy-hyde.md) | Strategic Advisory Partners | Greensboro, North Carolina |   | Percentage of assets, Hourly, Fixed fees |
| [Steven Singer](https://find.wellspent.co/advisors/steven-singer.md) | Retirement Solutions | Los Angeles, California |   | Percentage of assets, One-time planning fee |
| [Gregory Pierce](https://find.wellspent.co/advisors/gregory-pierce.md) | Windward Wealth Strategies | Oshkosh, Wisconsin |   | Percentage of assets, Hourly, Fixed fees |
| [Kim Molitor](https://find.wellspent.co/advisors/kim-molitor.md) | Windward Wealth Strategies | Oshkosh, Wisconsin |   | Percentage of assets, Hourly, Fixed fees |
| [Paula Fleming](https://find.wellspent.co/advisors/paula-fleming.md) | Next Chapter Financial | Denver, Colorado | CFA | Percentage of assets, Hourly, Fixed fees |
| [Reuben Stewart](https://find.wellspent.co/advisors/reuben-stewart.md) | Navigate Wealth Management | Birmingham, Alabama |   | Percentage of assets |
| [Annette Sun](https://find.wellspent.co/advisors/annette-sun.md) | SW Private Wealth | Needham, Massachusetts |   | Percentage of assets, Hourly, Fixed fees |
| [Eileen Ortega](https://find.wellspent.co/advisors/eileen-ortega.md) | Fortress Wealth Planning | Jacksonville Beach, Florida |   | Percentage of assets, Fixed fees |
| [Jay Rolfe](https://find.wellspent.co/advisors/jay-rolfe.md) | Fortress Wealth Planning | Jacksonville Beach, Florida |   | Percentage of assets, Fixed fees |
| [John O'Neill](https://find.wellspent.co/advisors/john-o-neill.md) | O'Neill Financial Management | Lake Forest, California |   | Percentage of assets |
| [John Oneill](https://find.wellspent.co/advisors/john-oneill.md) | O'Neill Financial Management | Lake Forest, California |   | Percentage of assets |
| [Michael Skowfoe](https://find.wellspent.co/advisors/michael-skowfoe.md) | Fortress Wealth Planning | Jacksonville Beach, Florida |   | Percentage of assets, Fixed fees |
| [Oisin Thompson](https://find.wellspent.co/advisors/oisin-thompson.md) | Fortress Wealth Planning | Jacksonville Beach, Florida |   | Percentage of assets, Fixed fees |
| [Yvonne Oneill](https://find.wellspent.co/advisors/yvonne-oneill.md) | O'Neill Financial Management | Lake Forest, California |   | Percentage of assets |
| [Alexandra Kent](https://find.wellspent.co/advisors/alexandra-kent.md) | Wealth Engagement | Atlanta, Georgia |   | 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).