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 |
|---|---|---|---|---|
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| Jon Kutney | Parallel Wealth Financial Group | Langley | CFM, CIM | Flat fee or retainer, One-time planning fee |
| Liz Schieck | New School of Finance | Toronto | CFP | Flat fee or retainer, One-time planning fee |
| Mira Ma | Marim Wealth Planning, LLC | San Mateo | CFP, CTEC, EA, RFC | Percentage of assets, Ongoing planning fee |
| Neil Portus | Olivehurst Advisors LLC | Roseville | CFP, CFA, MBA, TPCP | Percentage of assets, Hourly |
| Robert Riedl | Endowment Wealth Management, Inc. | Chicago | AWMA, BS, CFA, CFP | Percentage of assets |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| Vincent Renaut | Pier 42 Advisors | South Dennis | CFP | Percentage of assets, Hourly |
| Anthony Lombard Ethical, transparent planning for teachers, business owners and people with equity compensation, with attention to money behavior and financial literacy. | Noteworthy Financial | Fairfax Station | CFP | Subscription, One-time planning fee |
| Eric Olsen | Olsen Family Financial, LLC | Oakton | CFP, PhD | Flat fee or retainer, Hourly |
| Holly Donaldson Plain-language, step-by-step planning for DIY investors across the U.S., with a focus on the psychology of money. | Holly Donaldson Financial Planning, LLC | Gainesville | AAMS, CFP, MA, MBA | One-time planning fee, Hourly |
| Justin Porter | Porter Wealth Management, LLC | Nashville | CFP, CPA/PFS, JD, CPA | Percentage of assets, Hourly |
| Mike Noce | Olsen Family Financial, LLC | Saint Petersburg | CFP, ChFC | Flat fee or retainer, Hourly |
| Phillip Durbin I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures. | Generational Wealth Development | Cameron | Not listed | Hourly, One-time planning fee |
| Joe Vecchio | Shore Financial Planning, LLC | Monmouth Beach | CFP, CPA, MBA, PFS | Flat fee or retainer |
| Adam Coleman Hourly fiduciary planning for millennials, Gen X and FIRE enthusiasts handling home buying, family, debt and DIY investing. | Nectarine | Charlotte | CRPC, AFC, CDLP | Subscription, One-time planning fee |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Williams Fixed-fee comprehensive financial plans for individuals and families from a solo planner with a CPA background. | Inceptive Financial | Atlanta | CPA | Subscription, One-time planning fee |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| David Wiedmeyer | KLD Wealth Management | Lebanon | CFP | Hourly |
| Jonathan Heagle | Mountain Vista Wealth Management | Santa Barbara | CFP, CFA | Hourly |
| Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. | Capital Area Planning Group | Washington | CFP | Subscription, Flat fee or retainer |
| Sarah Dickenson Planning that helps people gain clarity on their finances, from a former creative small business owner with a love of psychology. | Abundo Wealth | Providence | Not listed | Subscription |
| Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. | Define Financial | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Aiden Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Alexis Miranda | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Brant Root | Firethorn Capital | Westport | CFP | Percentage of assets, Flat fee or retainer |
| Christian Litscher | Illumination Wealth Management | San Diego | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Christine Papelian | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| David Kim | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Jack Stemper | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Jessica Lanning | Lanning Financial | San Francisco | CFP | Percentage of assets, One-time planning fee |
| John Kenny | Illumination Wealth Management | Berkeley | CFP | Flat fee or retainer, Ongoing planning fee |
| Joshua St. Laurent | Wealth In Yourself | Zephyr Cove | CFP | Ongoing planning fee |
| Kathleen Daunt | New School of Finance | Toronto | Not listed | Flat fee or retainer, One-time planning fee |
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Luisa Pamela Mendoza | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Matthew Argyle | Encore Retirement Planning | South Jordan | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Norman Mangina | Illumination Wealth Management | Palm Springs | CFP | Flat fee or retainer, Ongoing planning fee |
| Sara Gawick | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Steven Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Ulrich Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Zachary Benton | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Zane Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Edward Kerns | Footlamp Financial | Atlanta | CFP | Flat fee or retainer, Ongoing planning fee |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Jacob Turner We help athletes and entrepreneurs build and protect wealth. | Moment Private Wealth | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Jamie Mutinsky | Emissary Wealth | Hackensack | CFP | Percentage of assets, Ongoing planning fee |
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.
More in the methodology.