Virtual financial advisors
How do I find fee-only advisors who work with clients virtually?
Look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Courtney McKenna of Altfest Personal Wealth Management and Fabian Degen of FMD Wealth Advisors.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Andrew Ish Prepared Financial Planning LLC, Milwaukee Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Courtney McKenna Altfest Personal Wealth Management, New York Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Fabian Degen FMD Wealth Advisors, White Plains Holds the CFP, CFA and EA. Fees on file: hourly, percentage of assets.
- Christopher Reddick Chris Reddick Financial Planning, San Antonio Holds the CFP and EA. Fees on file: subscription, one-time planning fee.
- Avanti Shetye Wealthwyzr, LLC, Ellicott City Holds the CFP and CFA. Fees on file: subscription, one-time planning fee.
- Eric Johns Equilibrium Financial Planning LLC, Kenner Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
How many fee-only advisors who work with clients virtually are there in the US?
The Wellspent public graph lists 1,450 fee-only advisors who work with clients virtually in the US, from every advisor record that fits.
Which states have the most fee-only advisors who work with clients virtually?
California has the most fee-only advisors who work with clients virtually in the Wellspent public graph, with 175, followed by Texas (105) and Florida (89).
How does Wellspent decide who counts as fee-only advisors who work with clients virtually?
We count an advisor here when their firm's website says they work with clients virtually.
What should I ask fee-only advisors who work with clients virtually in the US?
Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?
A sample of these advisors
The first 50 of 1,450. 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 |
| Bryan Gum Member | Lighthouse Planning | Lenexa | CFP, RLP | Mixed (fee-only) |
| Al Faber Collaborative, do-it-with-you hourly or flat-fee planning for people who want to stay in control, with no product sales or ongoing fees. | DIWY Financial Planning | Los Angeles | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| 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 |
| Avanti Shetye Fee-only, advice-only planning for high-net-worth retirees, pre-retirees and high earners facing retirement income, tax and equity compensation decisions. | Wealthwyzr, LLC | Ellicott City | CFP, CFA, MBA | Subscription, One-time planning fee |
| Brian Clarke Hourly, fee-only comprehensive planning for individuals and couples nearing retirement who are weighing what comes next. | Clarke Financial Counsel, LLC | Whitefish Bay | CFP, MBA | One-time planning fee, Hourly |
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| 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 |
| Didi Chen Fiduciary planning for immigrants, Asian Americans and their families working through money, career and life transitions. | Everleap Financial Planning | Newcastle | CFP, CFA | One-time planning fee, Hourly |
| Eric Johns We specialize in tax planning for those nearing retirement. | Equilibrium Financial Planning LLC | Kenner | CFP, EA, MBA | Percentage of assets, One-time planning fee |
| 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 |
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Igor Aronov Flat-fee and hourly planning that helps professionals, business owners and families sort through overlapping decisions during busy career and family years. | FAR Financial | Brooklyn | CFP | One-time planning fee, Hourly |
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Jenn Steliga Coaching-centered planning and accountability for people who feel late in pursuing their own version of financial independence. | Find Your FI | Omaha | CFP | Subscription |
| Jorge Soriano Financial and tax planning for young families and professionals focused on early retirement, with no age or asset minimums. | Financial Optimist LLC | Saint Petersburg | CFP, EA | Subscription, One-time planning fee |
| Joshua Gallogly Advice-only, tax-focused retirement planning for DIY investors and retirees who want to keep managing their own accounts. | Milestones Financial, LLC | Columbus | CFP, EA | One-time planning fee, Hourly |
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Michael Halper Flat-fee fiduciary planning for individuals and families, covering retirement, taxes, investments, stock options and digital assets. | Strateon Intelligent Wealth | Simi Valley | CFP | Subscription, One-time planning fee |
| Michael Rodriguez Flat-fee, advice-only planning for first-generation wealth builders and young families buying homes, merging finances and raising kids. | Equanimity Wealth | Glendale | CFP | Subscription, One-time planning fee |
| Michael Staman Ongoing or project-based planning for mid- to late-career corporate and nonprofit professionals, with flat pricing and simple, low-cost investing. | Delaware Financial Planning | Newark | AWMA, CAP, CFP, MPAS | Subscription, One-time planning fee |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Paulo Lopes Hourly or flat-fee, tax-aware planning for DIY investors, high earners and business owners who want a second set of eyes. | Woodmont Financial Partners LLC | Mesa | CFP, JD | Subscription, One-time planning fee |
| Rupa Pereira Tax-focused hourly and comprehensive planning for young families, women-led households and clients with cross-border ties. | FWJ Planning | Raleigh Durham Triangle | CFP, EA | Subscription, One-time planning fee |
| Shannon Fleener Bilingual, values-based planning for first-generation wealth builders and progressive clients who want their money to do good too. | Sage Financial Planning | San Diego | CFP | Subscription, One-time planning fee |
| Tim Melia Hourly, advice-only planning for young professionals, families and retirees, from first-time guidance to second opinions for DIY investors. | Embolden Financial Planning LLC | Seattle | CFP, MBA | Hourly |
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Alvin Carlos | District Capital Management | Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Andrew Langdon | VetWorth | Peachtree City | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| Angela Furubotten-LaRosee | Avea Financial Planning, LLC | Pasco | CFP | Flat fee or retainer, Ongoing planning fee |
| Ashley Rittershaus Flat-fee, six-month planning for people who want to retire early, work less or change course while caring for their future selves. | Curious Crow Financial Planning | Revere | CFP | 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 |
| Brie Pio | Birch Point Wealth Management LLC | Rockport | CFP, MBA | Percentage of assets |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Chad Holmes Flat fee - fee only - fiduciary - Life Audit Creator | Formula Wealth | Fairhope | CFP, CPA | Flat fee or retainer, One-time 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 |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Christopher Marrone | Marrone Wealth Management LLC | New York | CFP | Ongoing planning fee, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Dave Rowan | Rowan Financial LLC | Bethlehem | CFP, MBA | Percentage of assets, Flat fee or retainer |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| David Lyon | Lyon Wealth Advisory | San Deigo | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Dominic Corabi | Wedmont Private Capital | West Chester | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| 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 |
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