# Fee-only advisors specializing in real estate investing

> Treating real estate as a core asset class, not a footnote, is its own specialty. These advisors run the active tax, financing, and entity-structure decisions that real-estate-heavy households face every cycle.

The Wellspent public graph lists 282 fee-only financial advisors on this list at 146 firms, most in West Conshohocken, Boston and San Diego. 49% hold the CFP certification. Of the 282 with fees on file, 79% charge percentage of assets.

Page: https://find.wellspent.co/lists/real-estate-investing-specialists/
282 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Al Faber](https://find.wellspent.co/advisors/al-faber.md) | DIWY Financial Planning | Los Angeles, California | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| [Brian Clarke](https://find.wellspent.co/advisors/brian-clarke.md) | Clarke Financial Counsel, LLC | Whitefish Bay, Wisconsin | CFP, MBA | One-time planning fee, Hourly |
| [Cody Murray](https://find.wellspent.co/advisors/cody-murray.md) | Stillwater Financial | Stillwater, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [David Barfield](https://find.wellspent.co/advisors/david-barfield.md) | Datapoint Financial Planning, LLC | Canton, Georgia | CFP | Hourly |
| [Emily Nilsson](https://find.wellspent.co/advisors/emily-nilsson.md) | Brava Financial, LLC | San Diego, California | CDFA, CFP, JD | One-time planning fee, Hourly |
| [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer |
| [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Jorge Soriano](https://find.wellspent.co/advisors/jorge-soriano.md) | Financial Optimist LLC | Saint Petersburg, Florida | CFP, EA | Subscription, One-time planning fee, Hourly |
| [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly, One-time planning fee |
| [Megan Kiesel](https://find.wellspent.co/advisors/megan-kiesel.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP | One-time planning fee, Hourly |
| [Michael Rodriguez](https://find.wellspent.co/advisors/michael-rodriguez.md) | Equanimity Wealth | Glendale, California | CFP | Subscription, One-time planning fee, Hourly |
| [Robert Jeter](https://find.wellspent.co/advisors/robert-jeter.md) | Back Bay Financial Planning & Investments | Bethany Beach, Delaware | CFP, CRPC | Percentage of assets, Flat fee or retainer, Hourly |
| [Tim Melia](https://find.wellspent.co/advisors/tim-melia.md) | Embolden Financial Planning LLC | Seattle, Washington | CFP, MBA | Hourly |
| [Adam Bornn](https://find.wellspent.co/advisors/adam-bornn.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP, CLU | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Austin Preece](https://find.wellspent.co/advisors/austin-preece.md) | Preece Financial Planning | Eau Claire, Wisconsin | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Brie Pio](https://find.wellspent.co/advisors/brie-pio.md) | Birch Point Wealth Management LLC | Rockport, Maine | CFP, MBA | Percentage of assets |
| [Charles Stermetz](https://find.wellspent.co/advisors/charles-stermetz.md) | Equity For The Win (EquityFTW) | San Jose, California | CEP, CFP | Hourly, Fixed fees |
| [Chris Haigh](https://find.wellspent.co/advisors/chris-haigh.md) | Iconoclastic Capital Management LLC | Brooklyn, New York | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Christina Empedocles](https://find.wellspent.co/advisors/christina-empedocles.md) | Insight Personal Finance | San Francisco, California | CFP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Daniel Yerger](https://find.wellspent.co/advisors/daniel-yerger.md) | MY Wealth Planners | Longmont, Colorado | AIF, CFP, ChFC, MBA, PhD | Ongoing planning fee, Percentage of assets |
| [Dave Rowan](https://find.wellspent.co/advisors/dave-rowan.md) | Rowan Financial LLC | Bethlehem, Pennsylvania | CFP, MBA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Gene Thompson](https://find.wellspent.co/advisors/gene-thompson.md) | Iconoclastic Capital Management | Brooklyn, New York | CFP, ChFC, RICP, Certified Student Loan Professional, CLU | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [J Brett Martinson](https://find.wellspent.co/advisors/j-brett-martinson.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP, CLU, B.Eng Mgt | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Jonathan Wride](https://find.wellspent.co/advisors/jonathan-wride.md) | Crafted Finance, LLC | Seattle, Washington | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Kirk Reagan](https://find.wellspent.co/advisors/kirk-reagan.md) | High Flight Financial LLC | Dallas, Texas | CFP, ChFC | One-time planning fee, Hourly |
| [Kyle Martins](https://find.wellspent.co/advisors/kyle-martins.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Matthew Dennis](https://find.wellspent.co/advisors/matthew-dennis.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Michael Barichello](https://find.wellspent.co/advisors/michael-barichello.md) | Parallel Wealth Financial Group | Kitchener, Ontario | CFP, CLU, FMA, CHS | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig.md) | Fair Asset Management, LLC | Dallas, Texas | CFP, CPWA, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| [Rachael Levine](https://find.wellspent.co/advisors/rachael-levine.md) | Peltoma Capital Partners | Austin, Texas | CFP | Flat fee or retainer, Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Robert Persichitte](https://find.wellspent.co/advisors/robert-persichitte.md) | Delagify Financial | Arvada, Colorado | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Ryan Greiser](https://find.wellspent.co/advisors/ryan-greiser.md) | Opulus, LLC | Doylestown, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Ziad Sahuri](https://find.wellspent.co/advisors/ziad-sahuri.md) | Parallel Wealth Financial Group | Ottawa, Ontario | CFP | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Alex Caswell](https://find.wellspent.co/advisors/alex-caswell.md) | Wealth Script Advisors | San Francisco, California | CFP, CFA, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko.md) | Wealth Script Advisors | San Francisco, California | CFA, CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Audrey Emerson](https://find.wellspent.co/advisors/audrey-emerson.md) | AdviceOnly | Bellingham, Washington | CFP | Subscription, One-time planning fee, Hourly |
| [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly |
| [Britton Wellington](https://find.wellspent.co/advisors/britton-wellington.md) | Real Agency Wealth | Beaverton, Oregon | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Daniel Frankel](https://find.wellspent.co/advisors/daniel-frankel.md) | WealthCollab | Bellevue, Washington | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Dillon Kenniston](https://find.wellspent.co/advisors/dillon-kenniston.md) | REWealth Financial Planning | Sinking Spring, Pennsylvania | CFP | Ongoing planning fee, Flat fee or retainer |
| [Greg Crofton](https://find.wellspent.co/advisors/greg-crofton.md) | Adap Tax Financial, Inc. | Pleasanton, California | CFP, EA | Hourly, Flat fee or retainer, One-time planning fee, Percentage of assets |
| [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer |
| [Matthias Giezendanner](https://find.wellspent.co/advisors/matthias-giezendanner.md) | San Francisco Wealth Planning LLC | Petaluma, California | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Patrick Bourbon](https://find.wellspent.co/advisors/patrick-bourbon.md) | Bourbon Financial Management | Chicago, Illinois | CFA, CFP, MSEE, MSFS | Subscription |
| [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets |
| [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer |
| [Case Belger](https://find.wellspent.co/advisors/case-belger.md) | rebel Financial | Groveport, Ohio | AIF, CFP, ChFC, CLU, EA | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Christopher Christiansen](https://find.wellspent.co/advisors/christopher-christiansen.md) | Quantum Financial Planning Services, Inc. | Spokane, Washington | CFP | Flat fee or retainer, Percentage of assets, One-time planning fee |
| [David Blain](https://find.wellspent.co/advisors/david-blain.md) | BlueSky Wealth Advisors, LLC | Acworth, Georgia | CFA, CDFA, CFP, EA, MS, AFC, TPCP | Ongoing planning fee |
| [Jon Kutney](https://find.wellspent.co/advisors/jon-kutney.md) | Parallel Wealth Financial Group | Langley, British Columbia | CFM, CIM | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Liz Schieck](https://find.wellspent.co/advisors/liz-schieck.md) | New School of Finance | Toronto, Ontario | CFP | Flat fee or retainer, One-time planning fee |
| [Mira Ma](https://find.wellspent.co/advisors/mira-ma.md) | Marim Wealth Planning, LLC | San Mateo, California | CFP, CTEC, EA, RFC | Percentage of assets, Ongoing planning fee |
| [Neil Portus](https://find.wellspent.co/advisors/neil-portus.md) | Olivehurst Advisors LLC | Roseville, California | CFP, CFA, MBA, TPCP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee |
| [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets |
| [Sean Gerlin](https://find.wellspent.co/advisors/sean-gerlin.md) | Envision Financial Services & Asset Management | Maitland, Florida | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| [Vincent Renaut](https://find.wellspent.co/advisors/vincent-renaut.md) | Pier 42 Advisors | South Dennis, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anthony Lombard](https://find.wellspent.co/advisors/anthony-lombard.md) | Noteworthy Financial | Fairfax Station, Virginia | CFP | Subscription, One-time planning fee, Hourly |
| [Eric Olsen](https://find.wellspent.co/advisors/eric-olsen.md) | Olsen Family Financial, LLC | Oakton, Virginia | CFP, PhD | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Holly Donaldson](https://find.wellspent.co/advisors/holly-donaldson.md) | Holly Donaldson Financial Planning, LLC | Gainesville, Florida | AAMS, CFP, MA, MBA | One-time planning fee, Hourly |
| [Justin Porter](https://find.wellspent.co/advisors/justin-porter.md) | Porter Wealth Management, LLC | Nashville, Tennessee | CFP, CPA/PFS, JD, CPA | Percentage of assets, Hourly, Fixed fees |
| [Mike Noce](https://find.wellspent.co/advisors/mike-noce.md) | Olsen Family Financial, LLC | Saint Petersburg, Florida | CFP, ChFC | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Phillip Durbin](https://find.wellspent.co/advisors/phillip-durbin.md) | Generational Wealth Development | Cameron, Missouri |   | Hourly, One-time planning fee |
| [Joe Vecchio](https://find.wellspent.co/advisors/joe-vecchio.md) | Shore Financial Planning, LLC | Monmouth Beach, New Jersey | CFP, CPA, MBA, PFS | Flat fee or retainer |
| [Adam Coleman](https://find.wellspent.co/advisors/adam-coleman.md) | Nectarine | Charlotte, North Carolina | CRPC, AFC, CDLP | Subscription, One-time planning fee, Hourly |
| [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles.md) | Focused Founders Wealth Planning | MOUNT JOY, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly |
| [Christopher Williams](https://find.wellspent.co/advisors/christopher-williams-7346668.md) | Inceptive Financial | Atlanta, Georgia | CPA | Subscription, One-time planning fee |
| [Dave Grant](https://find.wellspent.co/advisors/dave-grant.md) | Retirement Matters, Inc. | Barrington, Illinois | CFP | Percentage of assets, One-time planning fee |
| [David Wiedmeyer](https://find.wellspent.co/advisors/david-wiedmeyer.md) | KLD Wealth Management | Lebanon, Ohio | CFP | Hourly |
| [Jonathan Heagle](https://find.wellspent.co/advisors/jonathan-heagle.md) | Mountain Vista Wealth Management | Santa Barbara, California | CFP, CFA | Hourly |
| [Malcolm Ethridge](https://find.wellspent.co/advisors/malcolm-ethridge.md) | Capital Area Planning Group | Washington, District of Columbia | CFP | Subscription, Flat fee or retainer, Percentage of assets |
| [Sarah Dickenson](https://find.wellspent.co/advisors/sarah-dickenson.md) | Abundo Wealth | Providence, Rhode Island |   | Subscription |
| [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer |
| [Aiden Boorstein](https://find.wellspent.co/advisors/aiden-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Alexis Miranda](https://find.wellspent.co/advisors/alexis-miranda.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Brant Root](https://find.wellspent.co/advisors/brant-root.md) | Firethorn Capital | Westport, Connecticut | CFP | Percentage of assets, Flat fee or retainer |
| [Christian Litscher](https://find.wellspent.co/advisors/christian-litscher.md) | Illumination Wealth Management | San Diego, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Christine Papelian](https://find.wellspent.co/advisors/christine-papelian.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [David Kim](https://find.wellspent.co/advisors/david-kim-7316818.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Jack Stemper](https://find.wellspent.co/advisors/jack-stemper.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Jessica Lanning](https://find.wellspent.co/advisors/jessica-lanning.md) | Lanning Financial | San Francisco, California | CFP | Percentage of assets, One-time planning fee |
| [John Kenny](https://find.wellspent.co/advisors/john-kenny.md) | Illumination Wealth Management | Berkeley, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Joshua St. Laurent](https://find.wellspent.co/advisors/joshua-st-laurent.md) | Wealth In Yourself | Zephyr Cove, Nevada | CFP | Ongoing planning fee |
| [Kathleen Daunt](https://find.wellspent.co/advisors/kathleen-daunt.md) | New School of Finance | Toronto, Ontario |   | Flat fee or retainer, One-time planning fee |
| [Kimberly Nickel](https://find.wellspent.co/advisors/kimberly-nickel.md) | Illumination Wealth Management | La Grange, Texas | CFP | Flat fee or retainer, Ongoing planning fee |
| [Luisa Pamela Mendoza](https://find.wellspent.co/advisors/luisa-pamela-mendoza.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Matthew Argyle](https://find.wellspent.co/advisors/matthew-argyle.md) | Encore Retirement Planning | South Jordan, Utah | CFP, CFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Norman Mangina](https://find.wellspent.co/advisors/norman-mangina.md) | Illumination Wealth Management | Palm Springs, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Sara Gawick](https://find.wellspent.co/advisors/sara-gawick.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Steven Boorstein](https://find.wellspent.co/advisors/steven-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Ulrich Keller](https://find.wellspent.co/advisors/ulrich-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Zachary Benton](https://find.wellspent.co/advisors/zachary-benton.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Zane Keller](https://find.wellspent.co/advisors/zane-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Edward Kerns](https://find.wellspent.co/advisors/edward-kerns.md) | Footlamp Financial | Atlanta, Georgia | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Guilian DiLeonardo](https://find.wellspent.co/advisors/guilian-dileonardo.md) | Liberty One Wealth Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer |
| [Ian Weiner](https://find.wellspent.co/advisors/ian-weiner.md) |   | Bentonville, Arkansas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Jacob Turner](https://find.wellspent.co/advisors/jacob-turner.md) | Moment Private Wealth | St. Louis, Missouri | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Jamie Mutinsky](https://find.wellspent.co/advisors/jamie-mutinsky.md) | Emissary Wealth | Hackensack, New Jersey | CFP | Percentage of assets, Ongoing planning fee |
| [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets |
| [Lauren Williams](https://find.wellspent.co/advisors/lauren-williams.md) | ProsperPlan Wealth | Gold River, California | CFP | Percentage of assets, One-time planning fee |
| [Mitch Hamer](https://find.wellspent.co/advisors/mitch-hamer.md) | Intersecting Wealth | Northbrook, Idaho | CFP | Flat fee or retainer, One-time planning fee, Hourly, Percentage of assets |
| [Nicole Peterkin](https://find.wellspent.co/advisors/nicole-peterkin.md) | Peterkin Financial | Encinitas, California | CFP | Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Ramon Franklin](https://find.wellspent.co/advisors/ramon-franklin.md) | Capital Focus | Greenville, South Carolina | CFP | Percentage of assets, Hourly |
| [Robb Pryor](https://find.wellspent.co/advisors/robb-pryor.md) | Priority Tax & Financial Planning | Amherst , Massachusetts | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly |
| [Sage Duguay](https://find.wellspent.co/advisors/sage-duguay.md) | Wealthy With Intention | Winslow, Maine |   | Subscription, One-time planning fee, Hourly |
| [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers.md) | Gevers Wealth Management | Issaquah, Washington | CFA | Percentage of assets, One-time planning fee |
| [Allison Meier](https://find.wellspent.co/advisors/allison-meier.md) | Arlington Financial Advisors | Santa Barbara, California | 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 |
| [Cody Makela](https://find.wellspent.co/advisors/cody-makela.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Huffman](https://find.wellspent.co/advisors/daniel-huffman.md) | Cornerstone Financial Planning | Other, California | ChFC | Flat fee or retainer, Ongoing planning fee |
| [Daniel McCurdy](https://find.wellspent.co/advisors/daniel-mccurdy.md) | McCurdy Financial Solutions | Rocklin, California | CFP, ChFC, CFA | Percentage of assets, Hourly, One-time planning fee |
| [Dianne Duva](https://find.wellspent.co/advisors/dianne-duva.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Fredrick](https://find.wellspent.co/advisors/john-fredrick.md) | RockCrest Financial | Somers Point, New Jersey | ChFC | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Joseph Weiland](https://find.wellspent.co/advisors/joseph-weiland.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joshua Simpson](https://find.wellspent.co/advisors/joshua-simpson.md) | Illumination Wealth Management | San Diego, California | ChFC | Flat fee or retainer, Ongoing planning fee |
| [Mario Zumbo](https://find.wellspent.co/advisors/mario-zumbo.md) | Preserve Private Wealth | Bethesda, Maryland | CFP | Percentage of assets, Fixed fees |
| [Michael Yang](https://find.wellspent.co/advisors/michael-yang.md) | Arlington Financial Advisors | Santa Barbara, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Bzovi](https://find.wellspent.co/advisors/nicholas-bzovi.md) | Ducere Wealth Management | Newport Beach, California | CFA | Percentage of assets |
| [Adam Greene](https://find.wellspent.co/advisors/adam-greene.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Alan Cohn](https://find.wellspent.co/advisors/alan-cohn.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Andrew Brown](https://find.wellspent.co/advisors/andrew-brown.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Benjamin Kogan](https://find.wellspent.co/advisors/benjamin-kogan.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Brandon Berman](https://find.wellspent.co/advisors/brandon-berman.md) | Total Wealth Services | Westlake Village, California | CFP | Percentage of assets |
| [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas |   | Percentage of assets |
| [Cory Smith](https://find.wellspent.co/advisors/cory-smith.md) | Discretionary Inc. | Reno, Nevada |   | Percentage of assets, Flat fee or retainer |
| [Daphne Richards](https://find.wellspent.co/advisors/daphne-richards.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Davis Gardner](https://find.wellspent.co/advisors/davis-gardner.md) | Omega Wealth Management | Arlington, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gregory Fowler](https://find.wellspent.co/advisors/gregory-fowler.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [James White Jr.](https://find.wellspent.co/advisors/james-white-jr.md) | Forty Two Wealth LLC | Atlanta, Georgia | CFP | Percentage of assets, Flat fee or retainer |
| [Jared Jones](https://find.wellspent.co/advisors/jared-jones.md) | Omega Wealth Management | Arlington, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jason Mardinly](https://find.wellspent.co/advisors/jason-mardinly.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [John Sion](https://find.wellspent.co/advisors/john-sion.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Jonathan Lopez](https://find.wellspent.co/advisors/jonathan-lopez.md) | Truvize Financial Planning | El Paso , Texas |   | Percentage of assets, Subscription, One-time planning fee |
| [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas |   | Percentage of assets |
| [Lisa Kirchenbauer](https://find.wellspent.co/advisors/lisa-kirchenbauer.md) | Omega Wealth Management | Arlington, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Lucile Steitz](https://find.wellspent.co/advisors/lucile-steitz.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Margaret Nickens](https://find.wellspent.co/advisors/margaret-nickens.md) | Elm3 Financial Group | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Maxwell Gallagher](https://find.wellspent.co/advisors/maxwell-gallagher.md) | 24Acres Wealth Management | Redondo Beach, California | CFP | Percentage of assets, Fixed fees |
| [Patrick Cicchetti](https://find.wellspent.co/advisors/patrick-cicchetti.md) | Ryse Capital Management | Rochester, New York |   | Flat fee or retainer, Hourly, One-time planning fee |
| [Ross Cohn](https://find.wellspent.co/advisors/ross-cohn.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia |   | Flat fee or retainer, Percentage of assets, Hourly |
| [Stacey Nickens](https://find.wellspent.co/advisors/stacey-nickens.md) | Elm3 Financial Group | Alpharetta, Georgia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Stephen Andrusko](https://find.wellspent.co/advisors/stephen-andrusko.md) | Integrated Capital Planning | Bend, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Kopelman](https://find.wellspent.co/advisors/thomas-kopelman.md) | AllStreet Wealth | Carmel, Indiana |   | Flat fee or retainer, One-time planning fee |
| [Todd Wiersum](https://find.wellspent.co/advisors/todd-wiersum.md) | Encompass Financial Services | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Allison Kramer](https://find.wellspent.co/advisors/allison-kramer.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Anna Hong](https://find.wellspent.co/advisors/anna-hong.md) | New Insight Wealth Advisors | San Ramon, California | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Rinkey](https://find.wellspent.co/advisors/benjamin-rinkey.md) | Illumination Wealth Management | San Diego, California |   | Flat fee or retainer, Ongoing planning fee |
| [Cody Columna](https://find.wellspent.co/advisors/cody-columna.md) | Ducere Wealth Management | Newport Beach, California |   | Percentage of assets |
| [Dajin Yang](https://find.wellspent.co/advisors/dajin-yang.md) | New Insight Wealth Advisors | San Ramon, California | CFA | Percentage of assets, Hourly, Fixed fees |
| [Griffin Kalepp](https://find.wellspent.co/advisors/griffin-kalepp.md) | Compound | Black Earth, Wisconsin | CFP | Percentage of assets, Fixed fees |
| [John Harrington](https://find.wellspent.co/advisors/john-harrington-1257672.md) | Ducere Wealth Management | Newport Beach, California |   | Percentage of assets |
| [Joshua Jenkins](https://find.wellspent.co/advisors/joshua-jenkins.md) | Seaside Wealth Advisors | Mechanicsburg, Pennsylvania | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Matthew Rinkey](https://find.wellspent.co/advisors/matthew-rinkey.md) | Illumination Wealth Management | San Diego, California |   | Flat fee or retainer, Ongoing planning fee |
| [Melanie Perry](https://find.wellspent.co/advisors/melanie-perry.md) | Sustainable Wealth Advisory Group | Los Angeles, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Rupesh Goyal](https://find.wellspent.co/advisors/rupesh-goyal.md) | Alphanso | Rochester, New York |   | Flat fee or retainer, Ongoing planning fee |
| [Thomas Anzivino](https://find.wellspent.co/advisors/thomas-anzivino.md) | Longitude Financial Planning | Manor, Texas |   | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Timothy Ozanne](https://find.wellspent.co/advisors/timothy-ozanne.md) | Firethorn Capital | Westport, Connecticut |   | Percentage of assets, Flat fee or retainer |
| [Arynton Hardy](https://find.wellspent.co/advisors/arynton-hardy.md) | Savvy | New York, New York |   | Percentage of assets, One-time planning fee |
| [Austin Dean](https://find.wellspent.co/advisors/austin-dean.md) | Waystone Advisors | Redmond, Washington | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Christina Light](https://find.wellspent.co/advisors/christina-light.md) | Emissary Wealth | Hackensack, New Jersey |   | Percentage of assets, Ongoing planning fee |
| [Christopher Cacchiola](https://find.wellspent.co/advisors/christopher-cacchiola.md) | Emissary Wealth | Hackensack, New Jersey |   | Percentage of assets, Ongoing planning fee |
| [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York |   | Percentage of assets, Subscription |
| [Corrigan Rayfield](https://find.wellspent.co/advisors/corrigan-rayfield.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Daniel Hochbaum](https://find.wellspent.co/advisors/daniel-hochbaum.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina |   | One-time planning fee, Flat fee or retainer |
| [Jesse Celeste](https://find.wellspent.co/advisors/jesse-celeste.md) | Artistic Wealth | Red Bank, New Jersey |   | Percentage of assets, Flat fee or retainer, Hourly, Subscription |
| [Joseph Gallagher](https://find.wellspent.co/advisors/joseph-gallagher.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [Matthew Powers](https://find.wellspent.co/advisors/matthew-powers.md) | Steward | San Francisco, California |   | Flat fee or retainer |
| [Michael Gibbons](https://find.wellspent.co/advisors/michael-gibbons.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Molly McCarthy](https://find.wellspent.co/advisors/molly-mccarthy.md) | LD Lowe Wealth Advisory | Richardson, Texas | ChFC | Percentage of assets, Hourly, Fixed fees |
| [Noah Rankin](https://find.wellspent.co/advisors/noah-rankin.md) | Green Leaf Advisors | New Bethlehem, Pennsylvania |   | Percentage of assets, One-time planning fee |
| [Ona Vredenburg](https://find.wellspent.co/advisors/ona-vredenburg.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Ryan Kraus](https://find.wellspent.co/advisors/ryan-kraus.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [Steven Longa](https://find.wellspent.co/advisors/steven-longa.md) | Emissary Wealth | Hackensack, New Jersey |   | Percentage of assets, Ongoing planning fee |
| [Taylor Thompson](https://find.wellspent.co/advisors/taylor-thompson.md) | Thompson Family Office | Gilbert , Arizona |   | Percentage of assets, Subscription, One-time planning fee |
| [Taylor Turner](https://find.wellspent.co/advisors/taylor-turner.md) | Taylor Turner Wealth Management LLC | Richmond, Virginia |   | Percentage of assets, Flat fee or retainer |
| [Tony Escobar](https://find.wellspent.co/advisors/tony-escobar.md) | Exponent Group | Morton, Illinois |   | One-time planning fee, Percentage of assets, Flat fee or retainer |
| [Tyler Purcell](https://find.wellspent.co/advisors/tyler-purcell.md) | Balance Wealth | Columbus, Ohio |   | Percentage of assets, One-time planning fee, Monthly retainer, Subscription |
| [Wendy Karkoska](https://find.wellspent.co/advisors/wendy-karkoska.md) | TwinFocus | Boston, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [William Malloy](https://find.wellspent.co/advisors/william-malloy.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees |
| [William Walsh](https://find.wellspent.co/advisors/william-walsh-7730706.md) | Emissary Wealth | White Plain, New York |   | Percentage of assets, Ongoing planning fee |
| [Allen Tyndall](https://find.wellspent.co/advisors/allen-tyndall.md) | Seaside Wealth Advisors | Plano, Texas |   | Percentage of assets, Hourly, Fixed fees |
| [Arthur Swalley](https://find.wellspent.co/advisors/arthur-swalley.md) | Arlington Financial Advisors | Santa Barbara, California |   | Percentage of assets, Hourly, Fixed fees |
| [Clarissa Candelario](https://find.wellspent.co/advisors/clarissa-candelario.md) | Private Asset Management | Kirkland, Washington |   | Percentage of assets, Hourly, Fixed fees |
| [Craig Olson](https://find.wellspent.co/advisors/craig-olson.md) | VergePointe | Lake Oswego, Oregon | CFP | 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 |
| [Dianne Hively](https://find.wellspent.co/advisors/dianne-hively.md) | Hivest Financial | Tampa, Florida |   | Percentage of assets, Hourly |
| [Dirk Conradie](https://find.wellspent.co/advisors/dirk-conradie.md) | Wealth Advisors Northwest | Portland, Oregon | PFS | Percentage of assets, Fixed fees |
| [Dustin Terry](https://find.wellspent.co/advisors/dustin-terry.md) | Clear Harbor Wealth Management | Destin, Florida |   | Percentage of assets, Hourly, Performance-based fees |
| [Edward Kolanko](https://find.wellspent.co/advisors/edward-kolanko.md) | Baynes Investment Counsel | Mason, Ohio |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Eric Bergquist](https://find.wellspent.co/advisors/eric-bergquist.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [Geoffrey Dougall](https://find.wellspent.co/advisors/geoffrey-dougall.md) | Wealth Advisors Northwest | Portland, Oregon | PFS | Percentage of assets, Fixed fees |
| [Gerald Skalsky](https://find.wellspent.co/advisors/gerald-skalsky.md) | Clear Harbor Wealth Management | Destin, Florida |   | Percentage of assets, Hourly, Performance-based fees |
| [Gladys Limones](https://find.wellspent.co/advisors/gladys-limones.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [Henry Ford](https://find.wellspent.co/advisors/henry-ford.md) | LifeSteps Financial | Claremont, California |   | Percentage of assets, Fixed fees |
| [James Bertram](https://find.wellspent.co/advisors/james-bertram.md) | Baynes Investment Counsel | Franklin, Tennessee |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Jennifer Berdell](https://find.wellspent.co/advisors/jennifer-berdell.md) | Kinloch Capital | Glen Allen, Virginia |   | Percentage of assets, Hourly, Fixed fees |

Showing the first 200 of 282. The full list, page by page: https://find.wellspent.co/lists/real-estate-investing-specialists/?page=2

## 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).