Advisors for under $500,000
How do I find fee-only advisors for under $500,000?
Look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Craig Toberman of Toberman Becker Wealth, LLC, Fabian Degen of FMD Wealth Advisors and Annette Di Bello of Di Bello Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Craig Toberman Toberman Becker Wealth, LLC, St. Louis Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- Fabian Degen FMD Wealth Advisors, White Plains Holds the CFP, CFA and EA. Fees on file: hourly, percentage of assets.
- Annette Di Bello Di Bello Financial, Mission Viejo Holds the CFP and CPA. Fees on file: percentage of assets.
- Chao Zhang Think Different Wealth Advisors LLC, Allen Holds the CFP and CFA. Fees on file: percentage of assets.
- Chris Diodato WELLth Financial Planning, Palm Beach Gardens Holds the CFP and CFA. Fees on file: flat fee or retainer.
- Austin Preece Preece Financial Planning, Eau Claire Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 are there in the US?
The Wellspent public graph lists 12,602 fee-only advisors for under $500,000 in the US, from every advisor record that fits. These are advisors at firms whose average account is under $500,000.
Which states have the most fee-only advisors for under $500,000?
California has the most fee-only advisors for under $500,000 in the Wellspent public graph, with 1,221, followed by Texas (997) and Florida (752).
How does Wellspent decide who counts as fee-only advisors for under $500,000?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for under $500,000 in the US?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
A sample of these advisors
The first 50 of 12,602. Pick a state above to see everyone there.
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Annette Di Bello Member | Di Bello Financial | Mission Viejo | CFP, CPA, PFS™ | Percentage of assets |
| Anthony Syracuse Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s. | Dynamic Financial Planning, LLC | Scottsdale | CFP | One-time planning fee, Hourly |
| Cody Murray Fee only fiduciary financial planning firm working with business owners. | Stillwater Financial | Stillwater | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Evon Mendrin We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management. | Optometry Wealth Advisors LLC | Madera | Certified Student Loan Professional, CFP | Flat fee or retainer, Hourly |
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Robert Jeter Modern Tax & Retirement Expertise | Back Bay Financial Planning & Investments | Bethany Beach | CFP, CRPC | Percentage of assets, Flat fee or retainer |
| Aaron Hatch | Woven Capital | Redding | CFP | Percentage of assets, One-time planning fee |
| Adam Koos | Libertas Wealth Management Group Inc | Columbus | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Alan Rhode | Modern Wealth | Blue Bell | CFP, RLP, CPWA | Percentage of assets |
| Alejandro Haas | Copper Square Private Wealth, LLC | Phoenix | CFP, CIMA | Flat fee or retainer, Ongoing planning fee |
| Alvin Carlos | District Capital Management | Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Amber FitzRysler | Rising Financial | Minneapolis | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Andrew Langdon | VetWorth | Peachtree City | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| Andrew Novick | The Investment Connection | Bridgewater | CFP, JD | Percentage of assets, Ongoing planning fee |
| Angela Furubotten-LaRosee | Avea Financial Planning, LLC | Pasco | CFP | Flat fee or retainer, Ongoing planning fee |
| Audrey Morrison | Cairn Financial Advisors, LLC | Denver | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Austin Lee | Lee Financial Group LLC | Ladera Ranch | CFP, MBA | Ongoing planning fee, Percentage of assets |
| Austin Preece | Preece Financial Planning | Eau Claire | CFP, EA | Percentage of assets, Ongoing planning fee |
| Autumn Knutson | Styled Wealth | Tulsa | CFP | Ongoing planning fee, One-time planning fee |
| Ben Earls | Earls Financial LLC | Fort Worth | CFP | Percentage of assets, Flat fee or retainer |
| Bill Jensen | Acadia Financial Services LLC | Burke | CFP, EA | Ongoing planning fee, Percentage of assets |
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Brie Pio | Birch Point Wealth Management LLC | Rockport | CFP, MBA | Percentage of assets |
| Cary Cates | Cates Financial Planning, LLC | Denton | CFP, EA, MBA | Percentage of assets, Hourly |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Chao Zhang | Think Different Wealth Advisors LLC | Allen | CFA, CFP, MBA | Percentage of assets |
| Charles Harper | Harper Financial Planning LLC | Columbia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Charles Terry | Shepherd Wealth Partners, LLC | Waxhaw | CAP, CFP | Percentage of assets, Ongoing planning fee |
| Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally | WELLth Financial Planning | Palm Beach Gardens | CFP, CFA | Flat fee or retainer |
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee |
| Christina Empedocles | Insight Personal Finance | San Francisco | CFP | Flat fee or retainer, Ongoing planning fee |
| Christopher Marrone | Marrone Wealth Management LLC | New York | CFP | Ongoing planning fee, One-time planning fee |
| Christopher Stroup | Silicon Beach Financial | Santa Monica | CFP, MBA, EA | Percentage of assets, Ongoing planning fee |
| Craig Nelson | Red Sky Financial Planning, LLC | Wilsonville | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| DAN Honsberger Advice-only planning for complex situations, from taxes and insurance reviews to equity compensation and inherited IRAs, by the hour or ongoing. | Reel Financial Planning | Midlothian | CFP | Subscription, One-time planning fee |
| Daniel Wrenne | Wrenne Financial Planning | Lexington | CFP, ChFC | Flat fee or retainer, Ongoing planning fee |
| Daniel Yerger | MY Wealth Planners | Longmont | AIF, CFP, ChFC, MBA | Ongoing planning fee, Percentage of assets |
| Dave Rowan | Rowan Financial LLC | Bethlehem | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Ed Smith | Valor Wealth Partners | Washington | CFP, MBA | Percentage of assets, Flat fee or retainer |
| Emily Rassam | Archer Investment Management | Austin | AIFA, CDAA, CFP, CRPS | Percentage of assets |
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| Garrett Dresen | Harbor Horizon Financial | Wilsonville | CFP | Percentage of assets, Flat fee or retainer |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
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