List
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.
Fee-only onlyReal estate investors
By the numbers
The Wellspent public graph lists 282 fee-only financial advisors focused on real estate investors 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.
- Advisors listed
- 282
- Firms
- 146
- Cities
- 140
- Hold the CFP
- 49%
- Other credentials: CFA 10% · CPA 3% · EA 4%
- How they charge (of 282 with fees on file): percentage of assets 79% · hourly 45% · fixed fees 44% · flat fee or retainer 27%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
282 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Cody Murray Fee only fiduciary financial planning firm working with business owners. | Stillwater Financial | Stillwater | CFP, MBA | Flat fee or retainer, Percentage of assets |
| David Barfield Hourly, fee-only advice for individuals, families and small businesses who want to pay only for the time they need. | Datapoint Financial Planning, LLC | Canton | CFP | Hourly |
| Emily Nilsson Hourly, project or ongoing planning that centers the person, helping clients build a healthier, more personal relationship with money. | Brava Financial, LLC | San Diego | CDFA, CFP, JD | One-time planning fee, Hourly |
| 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 |
| 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 |
| 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 |
| Justin May Tax-focused wealth management for executives & founders | Old Peak Finance | Chapel Hill | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. | Scaled Finance, LLC | Bellevue | CFP, MBA | Hourly, One-time planning fee |
| Megan Kiesel Flexible, as-needed planning for early- and mid-career people who want a meaningful life and long-term financial stability. | Livelihood LLC | Philadelphia | CFP | One-time planning fee, Hourly |
| 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 |
| Robert Jeter Modern Tax & Retirement Expertise | Back Bay Financial Planning & Investments | Bethany Beach | CFP, CRPC | Percentage of assets, Flat fee or retainer |
| 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 |
| Adam Bornn | Parallel Wealth Financial Group | Langley | CFP, CLU | Flat fee or retainer, One-time planning fee |
| Austin Preece | Preece Financial Planning | Eau Claire | CFP, EA | Percentage of assets, Ongoing planning fee |
| Brie Pio | Birch Point Wealth Management LLC | Rockport | CFP, MBA | Percentage of assets |
| Charles Stermetz | Equity For The Win (EquityFTW) | San Jose | CEP, CFP | Hourly, Fixed fees |
| 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 |
| 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 |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| J Brett Martinson | Parallel Wealth Financial Group | Langley | CFP, CLU, B.Eng Mgt | Flat fee or retainer, One-time planning fee |
| Jonathan Wride | Crafted Finance, LLC | Seattle | CFP | Ongoing planning fee, Percentage of assets |
| Kirk Reagan Advice-only planning for military members and veterans, especially pre-retirees and those pursuing early financial independence. | High Flight Financial LLC | Dallas | CFP, ChFC | One-time planning fee, Hourly |
| Kyle Martins | Parallel Wealth Financial Group | Langley | CFP | Flat fee or retainer, One-time planning fee |
| Matthew Dennis | Parallel Wealth Financial Group | Langley | CFP | Flat fee or retainer, One-time planning fee |
| Michael Barichello | Parallel Wealth Financial Group | Kitchener | CFP, CLU, FMA, CHS | Flat fee or retainer, One-time planning fee |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Rachael Levine | Peltoma Capital Partners | Austin | CFP | Flat fee or retainer, Percentage of assets |
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Ryan Greiser | Opulus, LLC | Doylestown | CFP | Percentage of assets, Flat fee or retainer |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Ziad Sahuri | Parallel Wealth Financial Group | Ottawa | CFP | Flat fee or retainer, One-time planning fee |
| Alex Caswell | Wealth Script Advisors | San Francisco | CFP, CFA, EA | Percentage of assets, Flat fee or retainer |
| Alex Caswell-Yatsenko | Wealth Script Advisors | San Francisco | CFA, CFP, EA | Percentage of assets, Flat fee or retainer |
| Audrey Emerson Planning with no minimums for newlyweds, freelancers and creative millennials, usually through a four- to five-month integrated process. | AdviceOnly | Bellingham | CFP | Subscription, One-time planning fee |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Britton Wellington | Real Agency Wealth | Beaverton | CFP, EA | Percentage of assets, Ongoing planning fee |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Dillon Kenniston | REWealth Financial Planning | Sinking Spring | CFP | Ongoing planning fee, Flat fee or retainer |
| Greg Crofton | Adap Tax Financial, Inc. | Pleasanton | CFP, EA | Hourly, Flat fee or retainer |
| Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. | Savant Wealth Management | Phoenix | AIF, CFP, CPA/PFS, CFA | Percentage of assets, Flat fee or retainer |
| Matthias Giezendanner | San Francisco Wealth Planning LLC | Petaluma | CFP, EA | Percentage of assets, Ongoing planning fee |
| Patrick Bourbon Objective, holistic planning for U.S. residents and cross-border families navigating tax and regulatory rules in more than one country. | Bourbon Financial Management | Chicago | CFA, CFP, MSEE, MSFS | Subscription |
| Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. | Montebello Avenue | Phoenix | CFP | Flat fee or retainer, Percentage of assets |
| Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. | Pillar Wealth | Franklin | CFP | Hourly, One-time planning fee |
| Case Belger | rebel Financial | Groveport | AIF, CFP, ChFC, CLU | Percentage of assets, Hourly |
| Christopher Christiansen | Quantum Financial Planning Services, Inc. | Spokane | CFP | Flat fee or retainer, Percentage of assets |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
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