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 |
|---|---|---|---|---|
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Nicole Peterkin | Peterkin Financial | Encinitas | CFP | Flat fee or retainer, Ongoing planning fee |
| Ramon Franklin | Capital Focus | Greenville | CFP | Percentage of assets, Hourly |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Sage Duguay Advice-only planning for women in STEM weighing career changes, maternity leave or sabbaticals on the way to financial independence. | Wealthy With Intention | Winslow | Not listed | Subscription, One-time planning fee |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Allison Meier | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Bailey Thornton | Kinloch Capital | Glen Allen | CFP | Percentage of assets, Hourly |
| Cody Makela | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Daniel Huffman | Cornerstone Financial Planning | Other | ChFC | Flat fee or retainer, Ongoing planning fee |
| Daniel McCurdy | McCurdy Financial Solutions | Rocklin | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Dianne Duva | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| John Fredrick | RockCrest Financial | Somers Point | ChFC | Flat fee or retainer, Ongoing planning fee |
| Joseph Weiland | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Joshua Simpson | Illumination Wealth Management | San Diego | ChFC | Flat fee or retainer, Ongoing planning fee |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Michael Yang | Arlington Financial Advisors | Santa Barbara | CFP | Percentage of assets, Hourly |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Adam Greene | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alan Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Andrew Brown | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Benjamin Kogan | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Brandon Berman | Total Wealth Services | Westlake Village | CFP | Percentage of assets |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Cory Smith Financial life planning for business owners and the childfree community. | Discretionary Inc. | Reno | Not listed | Percentage of assets, Flat fee or retainer |
| Daphne Richards | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Davis Gardner | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Gregory Fowler | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| James White Jr. Wealth advisory services for high-earning CRE Professionals. | Forty Two Wealth LLC | Atlanta | CFP | Percentage of assets, Flat fee or retainer |
| Jared Jones | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Jason Mardinly | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| John Sion | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Lisa Kirchenbauer | Omega Wealth Management | Arlington | CFP | Percentage of assets, Hourly |
| Lucile Steitz | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Margaret Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| Maxwell Gallagher | 24Acres Wealth Management | Redondo Beach | CFP | Percentage of assets, Fixed fees |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Ross Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
| Stacey Nickens | Elm3 Financial Group | Alpharetta | CFP | Percentage of assets, Hourly |
| Stephen Andrusko | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Todd Wiersum | Encompass Financial Services | San Diego | CFP | Percentage of assets, Hourly |
| Allison Kramer | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Anna Hong | New Insight Wealth Advisors | San Ramon | ChFC | Percentage of assets, Hourly |
| Benjamin Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, 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.
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