# Fee-only advisors specializing in sustainable and impact investing

> Sustainable and impact investing as a specialty goes beyond a values-screened fund: due diligence on impact metrics, mission-aligned construction, donor-advised-fund coordination, and aligning invested capital with a household's philanthropic commitments.

The Wellspent public graph lists 735 fee-only financial advisors on this list at 319 firms, most in Berkeley, Portland and San Francisco. 39% hold the CFP certification. Of the 734 with fees on file, 94% charge percentage of assets.

Page: https://find.wellspent.co/lists/sustainable-impact-investing-advisors/
735 fee-only advisors listed; data last updated October 30, 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 |
|---|---|---|---|---|
| [Anthony Syracuse](https://find.wellspent.co/advisors/anthony-syracuse.md) | Dynamic Financial Planning, LLC | Scottsdale, Arizona | CFP | One-time planning fee, Hourly, Percentage of assets, Flat fee or retainer |
| [Chris Musick](https://find.wellspent.co/advisors/chris-musick.md) | Purpose Financial Planning | Fayetteville, Georgia | CFP, CKA | Flat fee or retainer, Percentage of assets |
| [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer |
| [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 |
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Paulo Lopes](https://find.wellspent.co/advisors/paulo-lopes.md) | Woodmont Financial Partners LLC | Mesa, Arizona | CFP, JD | Subscription, One-time planning fee, Hourly |
| [Tim Melia](https://find.wellspent.co/advisors/tim-melia.md) | Embolden Financial Planning LLC | Seattle, Washington | CFP, MBA | Hourly |
| [Aaron Hatch](https://find.wellspent.co/advisors/aaron-hatch.md) | Woven Capital | Redding, California | CFP | Percentage of assets, One-time planning fee |
| [Adam Koos](https://find.wellspent.co/advisors/adam-koos.md) | Libertas Wealth Management Group Inc | Columbus, Ohio | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| [Amber FitzRysler](https://find.wellspent.co/advisors/amber-fitzrysler.md) | Rising Financial | Minneapolis, Minnesota | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| [Amy Barnes](https://find.wellspent.co/advisors/amy-barnes.md) | Firebrand Wealth Management, LLC | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee |
| [Andrew Novick](https://find.wellspent.co/advisors/andrew-novick.md) | The Investment Connection | Bridgewater, New Jersey | CFP, JD | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Bryan Gum](https://find.wellspent.co/advisors/bryan-gum.md) | Lighthouse Planning | Merriam, Kansas | CFP, RLP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Carlie Ransom](https://find.wellspent.co/advisors/carlie-ransom.md) | Equal Path Investments | Tacoma, Washington | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Charles Terry](https://find.wellspent.co/advisors/charles-terry.md) | Shepherd Wealth Partners, LLC | Waxhaw, North Carolina | CAP, CFP | 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 |
| [David Lafferty](https://find.wellspent.co/advisors/david-lafferty.md) | Wescott Financial Advisory Group LLC | Philadelphia, Pennsylvania | CFP, MBA, JD, CAP, ChFC, LLM | Percentage of assets |
| [Harrison Hinz](https://find.wellspent.co/advisors/harrison-hinz.md) | First Pacific Financial | Portland, Oregon | CFP | Percentage of assets |
| [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian.md) | Citrine Capital | San Francisco, California | CFP | Ongoing planning fee |
| [John McGowan](https://find.wellspent.co/advisors/john-mcgowan.md) | Mandala Financial Advisors | Salida, Colorado | CFP, MBA | Percentage of assets, Hourly, One-time planning fee |
| [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | Ongoing planning fee |
| [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets |
| [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets |
| [MaryAnne Gucciardi](https://find.wellspent.co/advisors/maryanne-gucciardi.md) | Wealthmind Financial Planning LLC | Cambridge, Massachusetts | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Patrick Dinan](https://find.wellspent.co/advisors/patrick-dinan.md) | Impact Fiduciary | Pasadena, California | CFP, Chartered SRI Counselor | Percentage of assets, Fixed fees |
| [RJ Devick](https://find.wellspent.co/advisors/rj-devick.md) | Bond&Devick Wealth Partners | Saint Louis Park, Minnesota | BA, BFA, BS, CFP, Chartered SRI Counselor, ChFC, CRPC | Percentage of assets, One-time planning fee |
| [Ryan Johnson](https://find.wellspent.co/advisors/ryan-johnson.md) | Hundred Financial Planning | Grand Rapids, Michigan | CFP | One-time planning fee, Percentage of assets, Subscription, Flat fee or retainer |
| [Andrea Vedder](https://find.wellspent.co/advisors/andrea-vedder.md) | Iambic Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Ongoing planning fee |
| [Andrew Cayer](https://find.wellspent.co/advisors/andrew-cayer.md) | SK Wealth Management, LLC | Providence, Rhode Island | CFP | One-time planning fee |
| [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription |
| [Ariadne Horstman](https://find.wellspent.co/advisors/ariadne-horstman.md) | Tamarind Financial Planning | Palo Alto, California | CFP, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Breanna Sykes](https://find.wellspent.co/advisors/breanna-sykes.md) | Copper Leaf Financial, LLC | Rutland, Vermont | CFP, CPA/PFS | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [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 |
| [Carolyn Masline](https://find.wellspent.co/advisors/carolyn-masline.md) | CareGen Wealth Management | San Mateo, California | CDFA, CFP, MBA | Percentage of assets, One-time planning fee, Hourly, Ongoing planning fee |
| [Christopher Lazzaro](https://find.wellspent.co/advisors/christopher-lazzaro.md) | Plan For It Financial, LLC | Salem, Massachusetts | ChFC, RICP | One-time planning fee, Subscription, Hourly |
| [Chuck Clifton](https://find.wellspent.co/advisors/chuck-clifton.md) | Sycamore Financial Planning, LLC | Charlotte, North Carolina | CDFA, CFP, MBA | Hourly |
| [Elise Huston](https://find.wellspent.co/advisors/elise-huston.md) | JNBA Financial Advisors | Minneapolis, Minnesota | CFP | Percentage of assets |
| [Emilie Goldman](https://find.wellspent.co/advisors/emilie-goldman.md) | Tamarind Financial Planning | Palo Alto, California | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [George Kao](https://find.wellspent.co/advisors/george-kao.md) | Reach One Teach One Financial | Phoenix, Arizona | CFP, ChFC, CKA, CRPC, MBA | Percentage of assets, Hourly, Flat fee or retainer |
| [Gordon Achtermann](https://find.wellspent.co/advisors/gordon-achtermann.md) | Silverstone Financial | Owings Mills, Maryland | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Jason Demland](https://find.wellspent.co/advisors/jason-demland.md) | Demland Wealth | Defiance, Ohio | CFP | Flat fee or retainer, Ongoing planning fee |
| [Jeremy Eppley](https://find.wellspent.co/advisors/jeremy-eppley.md) | Silverstone Financial | Owings Mills, Maryland | CFP, CPWA, APMA, CRPC, MSFP, CFA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Justin Horowitz](https://find.wellspent.co/advisors/justin-horowitz.md) | Just Advising | Raleigh, North Carolina | CFP | Subscription, One-time planning fee |
| [Leah Coleman](https://find.wellspent.co/advisors/leah-coleman.md) | Orchard Financial Group | Austin, Texas | CFP, AAMS | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Leslie Rosenberg](https://find.wellspent.co/advisors/leslie-rosenberg.md) | Humanize Wealth | Seattle, Washington | CFP | Percentage of assets |
| [Michael Reynolds](https://find.wellspent.co/advisors/michael-reynolds.md) | Elevation Financial | Westfield, Indiana | AIF, CFP, CFT-I, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| [R. Shea Newton](https://find.wellspent.co/advisors/r-shea-newton.md) | Financial Journey LLC | Pensacola, Florida | CFP, EA, RICP | One-time planning fee, Percentage of assets |
| [Rachel Lawrence](https://find.wellspent.co/advisors/rachel-lawrence.md) | Reverie Wealth | Rochester, New Hampshire | CFP, MSFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Sara Casale](https://find.wellspent.co/advisors/sara-casale.md) | Cornerstone Financial Planning, LLC | Portland, Maine | CFP, BS, MBA | Percentage of assets |
| [Ben Smith](https://find.wellspent.co/advisors/ben-smith.md) | Cove Financial Planning, LLC | Milwaukee, Wisconsin | CFP, Chartered SRI Counselor | Percentage of assets, Ongoing planning fee |
| [Brian Canning](https://find.wellspent.co/advisors/brian-canning.md) | Brave New Wealth | Westlake Village, California | AIFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Carey Morgan](https://find.wellspent.co/advisors/carey-morgan.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP, ChFC | Flat fee or retainer, Hourly, One-time planning fee |
| [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 |
| [Chelsea Ransom-Cooper](https://find.wellspent.co/advisors/chelsea-ransom-cooper.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Chris Alman](https://find.wellspent.co/advisors/chris-alman.md) | Equip Financial Partners, LLC | Fairhope, Alabama | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [John Underhill](https://find.wellspent.co/advisors/john-underhill.md) | Acorn & Oak Wealth Management LLC | Sanford, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Justin Belkin](https://find.wellspent.co/advisors/justin-belkin.md) | Financial Boss | Plainview, New York | CFP, EA, MBA | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Katherine Fox](https://find.wellspent.co/advisors/katherine-fox.md) | Sunnybranch Wealth LLC | San Francisco, California | CAP, CFP | Percentage of assets, Hourly, Flat fee or retainer |
| [Kathy Longo](https://find.wellspent.co/advisors/kathy-longo.md) | Flourish Wealth Management Inc. | Edina, Minnesota | CAP, CDFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Leighann Miko](https://find.wellspent.co/advisors/leighann-miko.md) | Equalis Financial | Los Angeles, California | CFP, MST, RLP, BA, MA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Lorne Abramson](https://find.wellspent.co/advisors/lorne-abramson.md) | Abramson Financial Planning, LLC | Burlingame, California | CFA, CFP, CTEC, EA, MBA | Flat fee or retainer, Hourly, One-time planning fee |
| [Michelle Vargas](https://find.wellspent.co/advisors/michelle-vargas.md) | Waymaker Financial Planning | Fort Worth, Texas | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Zach Barton](https://find.wellspent.co/advisors/zach-barton.md) | Barton Financial Group LLC | Kyle, Texas | CFP | Percentage of assets, Ongoing planning fee, Hourly |
| [Ali Criss](https://find.wellspent.co/advisors/ali-criss.md) | Financial Insights | Tacoma, Washington | CFP | Percentage of assets, Hourly |
| [Annie McQuilken](https://find.wellspent.co/advisors/annie-mcquilken.md) | Forever Financial Advisors, LLC | Worcester, Massachusetts | CFP, CFT-I, MS | Percentage of assets, Hourly, Fixed fees |
| [Cathy Curtis](https://find.wellspent.co/advisors/cathy-curtis.md) | Curtis Financial Planning, LLC | Oakland, California | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Chris Johnson](https://find.wellspent.co/advisors/chris-johnson.md) | Jacobson & Schmitt Advisors, LLC | Middleton, Wisconsin | CFP, CPWA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Deb Meyer](https://find.wellspent.co/advisors/deb-meyer.md) | WorthyNest LLC | Punta Gorda, Florida | CFP, CPA | Percentage of assets, Fixed fees |
| [Ella Taylor](https://find.wellspent.co/advisors/ella-taylor.md) | Ella Financial Advising | Oakland, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Janice Fier](https://find.wellspent.co/advisors/janice-fier.md) | Couloir Wealth Advisors, Inc. | Welch, Minnesota | CFP | Hourly, One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Karen Ogden](https://find.wellspent.co/advisors/karen-ogden.md) | Envest Asset Management, LLC | Ridgefield, Connecticut | CFP, MBA, BS, CPWA | Percentage of assets, Hourly, Fixed fees |
| [Leslie Ransom](https://find.wellspent.co/advisors/leslie-ransom.md) | Indie Financial Planning, LLC | Chicago, Illinois | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Matthew McKee](https://find.wellspent.co/advisors/matthew-mckee.md) | Target Rock Wealth Management | New York, New York | CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Phil Francois](https://find.wellspent.co/advisors/phil-francois.md) | Foundation Wealth Planning | Salina, Kansas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Stefanie Pickard](https://find.wellspent.co/advisors/stefanie-pickard.md) | Old Growth Financial | Portland, Oregon | CFP, EA | Flat fee or retainer, One-time planning fee, Hourly |
| [Wilson Li](https://find.wellspent.co/advisors/wilson-li.md) | Abacus Wealth Partners | Sebastopol, California | FPQP, CFP, MBA, CDFA, MA, MS | Percentage of assets, Fixed fees, Performance-based fees |
| [Anil Chacko](https://find.wellspent.co/advisors/anil-chacko.md) | Ark Alliance Financial | Missouri City, Texas | CFP, CKA | Hourly |
| [Ashlee deSteiger](https://find.wellspent.co/advisors/ashlee-desteiger.md) | Gunder Wealth Management | Birmingham, Michigan | CFA, CFP, CPA/PFS, CPA | Percentage of assets, Hourly, Fixed fees |
| [Bill Holliday](https://find.wellspent.co/advisors/bill-holliday.md) | AIO Financial, LLC | Los Angeles, California |   | Percentage of assets, Ongoing planning fee, Hourly |
| [Bruce Dzieza](https://find.wellspent.co/advisors/bruce-dzieza.md) | Willow Creek Wealth Management, Inc. | Sebastopol, California | CFP, CAIA | Percentage of assets, Hourly, Fixed fees |
| [David Rosenstrock](https://find.wellspent.co/advisors/david-rosenstrock.md) | Wharton Wealth Planning | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Eric Figueroa](https://find.wellspent.co/advisors/eric-figueroa.md) | Hesperian Wealth LLC | Folsom, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jason Howell](https://find.wellspent.co/advisors/jason-howell.md) | Jason Howell Company | Vienna, Virginia | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [Kevin Arruda](https://find.wellspent.co/advisors/kevin-arruda.md) | Cornerstone Financial Management LLC | Providence, Rhode Island | CFP, CFA | Percentage of assets, Fixed fees |
| [Michael Robertson](https://find.wellspent.co/advisors/michael-robertson.md) | Shelterbelt Advisors | Red Hook, New York | CFP | One-time planning fee, Ongoing planning fee |
| [Steven Chau](https://find.wellspent.co/advisors/steven-chau.md) | Know Your Worth Financial | Tempe, Arizona | CFP | Ongoing planning fee, One-time planning fee |
| [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription |
| [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 |
| [Gabbi Cerezo](https://find.wellspent.co/advisors/gabbi-cerezo.md) | Sustain Financial Inc. | Culver City, California | CFP, AFC | Percentage of assets, Ongoing planning fee |
| [Jonathan Kiehl](https://find.wellspent.co/advisors/jonathan-kiehl.md) | Evenkiehl, LLC | Lancaster, Pennsylvania | CFP, MBA | Percentage of assets, Fixed fees |
| [Lorri DeFoor](https://find.wellspent.co/advisors/lorri-defoor.md) | Sustain Financial Inc. | Lacey, Washington | CFP, AFC, MA | Percentage of assets, Ongoing planning fee |
| [Priscilla Gilbert](https://find.wellspent.co/advisors/priscilla-gilbert.md) | CenterPoint Financial, Inc. | Montpelier, Vermont | BA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Alicia Vande Ven](https://find.wellspent.co/advisors/alicia-vande-ven.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee |
| [Amanda Decesar](https://find.wellspent.co/advisors/amanda-decesar.md) | TARA Wealth | Durham, North Carolina | CFP | Percentage of assets, Flat fee or retainer |
| [Cheryl Sherrard](https://find.wellspent.co/advisors/cheryl-sherrard.md) | Clearview Wealth Management | Charlotte, North Carolina | CFP, MA, MBA | Ongoing planning fee |
| [Collin Todd](https://find.wellspent.co/advisors/collin-todd.md) | Arc Advisers, LLC | Boise, Idaho | CFP | Ongoing planning fee, One-time planning fee |
| [Curtis Byrd](https://find.wellspent.co/advisors/curtis-byrd.md) | Onyx Wealth Management | Durham, North Carolina | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Evan Waltz](https://find.wellspent.co/advisors/evan-waltz.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee |
| [Harold Moran](https://find.wellspent.co/advisors/harold-moran.md) | Sustainable Advisors Alliance, LLC | Tulsa, Oklahoma | AIF, CeFT, CFP | Percentage of assets, Hourly, Fixed fees |
| [Jarrett Topel](https://find.wellspent.co/advisors/jarrett-topel.md) | Topel & DiStasi Wealth Management | Berkeley, California | CFP | Percentage of assets, Flat fee or retainer, Hourly |
| [Jeffrey Arnold](https://find.wellspent.co/advisors/jeffrey-arnold.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee |
| [Jennifer Lazarus](https://find.wellspent.co/advisors/jennifer-lazarus.md) | Lazarus Financial Planning, LLC | Durham, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Jim Frazin](https://find.wellspent.co/advisors/jim-frazin.md) | Communitas Financial Planning PBC | San Francisco, California | CFP | Hourly, Percentage of assets |
| [Jon Henderson](https://find.wellspent.co/advisors/jon-henderson.md) | Echo45 Advisors | Walnut Creek, California | CFP | Percentage of assets |
| [Jonathan Horst](https://find.wellspent.co/advisors/jonathan-horst.md) | The Horst Group | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Julie McDaniel](https://find.wellspent.co/advisors/julie-mcdaniel.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee |
| [Lori Chittenden](https://find.wellspent.co/advisors/lori-chittenden.md) | Buckley Wealth | Las Vegas, Nevada | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mark Lasseigne](https://find.wellspent.co/advisors/mark-lasseigne.md) | Financial Cornerstones | The Woodlands, Texas | CFP | Percentage of assets |
| [Matthew Barrovecchio](https://find.wellspent.co/advisors/matthew-barrovecchio.md) | Christian Financial Advisors® | Odessa, Florida | CFP | Percentage of assets |
| [Maureen Recker](https://find.wellspent.co/advisors/maureen-recker.md) | Bridgelane Financial | San Francisco, California | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Mitchell DeWitt](https://find.wellspent.co/advisors/mitchell-dewitt.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee |
| [Rebecca Kennedy](https://find.wellspent.co/advisors/rebecca-kennedy.md) | IMPACTfolio | Denver, Colorado | CFP | Flat fee or retainer, Ongoing planning fee |
| [Rene Pochop](https://find.wellspent.co/advisors/rene-pochop.md) | Pochop Financial Management | South Burlington, Vermont | CFP | Percentage of assets |
| [Richard Armstrong](https://find.wellspent.co/advisors/richard-armstrong.md) | Faith Investor Services | Wildwood, Missouri | CFP | Percentage of assets |
| [Richard Farmer](https://find.wellspent.co/advisors/richard-farmer.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFP | Percentage of assets, Ongoing planning fee |
| [Steven Pitchford](https://find.wellspent.co/advisors/steven-pitchford.md) | Towerpoint Wealth | Sacramento, California | CFP | Percentage of assets, One-time planning fee |
| [Timothy Iseler](https://find.wellspent.co/advisors/timothy-iseler.md) | Iseler Financial LLC | Durham, North Carolina | CFP | One-time planning fee, 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 |
| [Anita Gray](https://find.wellspent.co/advisors/anita-gray.md) | Promenade Wealth | North Bend, Washington | CFP | Percentage of assets, Hourly, Ongoing planning fee |
| [Ashley Bleckner](https://find.wellspent.co/advisors/ashley-bleckner.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Garrett Smith](https://find.wellspent.co/advisors/garrett-smith.md) | Ascend Investment Partners | Ogden, Utah | CFP | Percentage of assets, Hourly |
| [Hannah Steendam](https://find.wellspent.co/advisors/hannah-steendam.md) | Ellevest | Lakewood, Colorado | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets |
| [Kaitlin Horsch](https://find.wellspent.co/advisors/kaitlin-horsch.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Laurean Nardone](https://find.wellspent.co/advisors/laurean-nardone.md) | Shira Ridge Wealth Management | Larkspur, California | CFP | Percentage of assets |
| [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee |
| [Michael Tracy](https://find.wellspent.co/advisors/michael-tracy.md) | Principium Investments | Boulder, Colorado | CFP | Percentage of assets |
| [Nicholas Wolverton](https://find.wellspent.co/advisors/nicholas-wolverton.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ryan Landmark](https://find.wellspent.co/advisors/ryan-landmark.md) | Northwestern Mutual Investment Services, LLC | Sioux Falls , South Dakota | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription |
| [Samantha Vient](https://find.wellspent.co/advisors/samantha-vient.md) | Ellevest | Costa Mesa, California | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Scott Swartz](https://find.wellspent.co/advisors/scott-swartz.md) | AndersonLane Associates | Needham, Massachusetts | CFP | Percentage of assets |
| [Sofia Figueroa](https://find.wellspent.co/advisors/sofia-figueroa.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Steven Evensen](https://find.wellspent.co/advisors/steven-evensen.md) | Gerber Kawasaki Wealth & Investment Management | Santa Monica, California | CFP | Percentage of assets, Hourly |
| [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer |
| [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers.md) | Gevers Wealth Management | Issaquah, Washington | CFA | Percentage of assets, One-time planning fee |
| [Ty Johnson](https://find.wellspent.co/advisors/ty-johnson.md) | Peak Financial Management | Broomfield, Colorado | CFP | Percentage of assets, Hourly, Fixed fees |
| [Veronica Taylor](https://find.wellspent.co/advisors/veronica-taylor.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Vj Arjan](https://find.wellspent.co/advisors/vj-arjan.md) | ConCap® | Mckinney, Texas | CFP, ChFC | Percentage of assets, One-time planning fee |
| [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott.md) | Hightower Wealth Advisors | St. Louis, Missouri | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Ariana Alisjahbana](https://find.wellspent.co/advisors/ariana-alisjahbana.md) | North Berkeley Wealth Management | Berkeley, California | CFP | Percentage of assets |
| [Brian Kozel](https://find.wellspent.co/advisors/brian-kozel.md) | North Berkeley Wealth Management | Berkeley, California | CFP | Percentage of assets |
| [Claudina Campbell](https://find.wellspent.co/advisors/claudina-campbell.md) | Willow Grove Advisors | Berkeley, California | CFP | Percentage of assets, Hourly |
| [Daniel Heidel](https://find.wellspent.co/advisors/daniel-heidel.md) | Integritas Wealth Strategies | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Tripp](https://find.wellspent.co/advisors/daniel-tripp.md) | Redwood Grove Wealth Management | San Rafael, California | CFP | One-time planning fee |
| [Ekenna Anya-Gafu](https://find.wellspent.co/advisors/ekenna-anya-gafu.md) | Pacific Canyon Investments | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees |
| [Felipe Quaassdorff Molina](https://find.wellspent.co/advisors/felipe-quaassdorff-molina.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFA | Percentage of assets, Ongoing planning fee |
| [George Sugden](https://find.wellspent.co/advisors/george-sugden.md) | Sugden Wealth Management | Denver, Colorado | CFP | Percentage of assets |
| [Jennifer Regan](https://find.wellspent.co/advisors/jennifer-regan.md) | North Berkeley Wealth Management | Berkeley, California | CFP | Percentage of assets |
| [Jeremy Lott](https://find.wellspent.co/advisors/jeremy-lott.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees |
| [John Rowley](https://find.wellspent.co/advisors/john-rowley.md) | Faith Investor Services | Scottsdale, Arizona | CFA | Percentage of assets |
| [Jonathan Dursteler](https://find.wellspent.co/advisors/jonathan-dursteler.md) | Soulence Wealth Management | North Logan, Utah | CFP | Percentage of assets |
| [Jonathon Jordan](https://find.wellspent.co/advisors/jonathon-jordan.md) | Stone Pillars Wealth Management | Franklin, Tennessee | CFP | Percentage of assets, Hourly |
| [Katherine King](https://find.wellspent.co/advisors/katherine-king.md) | North Berkeley Wealth Management | Berkeley, California | CFP | Percentage of assets |
| [Keith Van Dyke](https://find.wellspent.co/advisors/keith-van-dyke.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees |
| [Louis Dagen](https://find.wellspent.co/advisors/louis-dagen.md) | Auspicious Financial Planning | San Ramon, California | CFP, ChFC | Percentage of assets |
| [Madalyn Dow](https://find.wellspent.co/advisors/madalyn-dow.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets |
| [Matthew Dattilio](https://find.wellspent.co/advisors/matthew-dattilio.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets |
| [Matthew Gatt](https://find.wellspent.co/advisors/matthew-gatt.md) | North Berkeley Wealth Management | Berkeley, California | CFP | Percentage of assets |
| [Michael Mazzei](https://find.wellspent.co/advisors/michael-mazzei.md) | Trinity Strategic Wealth | Tulsa, Oklahoma | CFP | Percentage of assets, Fixed fees |
| [Michelle Brow](https://find.wellspent.co/advisors/michelle-brow.md) | Full Bloom Financial | Northville, Michigan | ChFC | Flat fee or retainer, Ongoing planning fee |
| [Samuel Wood-Bednarz](https://find.wellspent.co/advisors/samuel-wood-bednarz.md) | North Berkeley Wealth Management | Berkeley, California | CFP | Percentage of assets |
| [Sarah Fitzgerald](https://find.wellspent.co/advisors/sarah-fitzgerald.md) | NorthFork Advisors | Bozeman, Montana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Steven Nelson](https://find.wellspent.co/advisors/steven-nelson-1770674.md) | Faith Investor Services | Scottsdale, Arizona | CFA | Percentage of assets |
| [Sylvain Michelin](https://find.wellspent.co/advisors/sylvain-michelin.md) | Walkner Condon Financial Advisors | Verona, Wisconsin | CFA | Percentage of assets, Ongoing planning fee |
| [Tanya Steinhofer](https://find.wellspent.co/advisors/tanya-steinhofer.md) | Redwood Grove Wealth Management | San Rafael, California | CFP, CFA | One-time planning fee |
| [Taylor Kovar](https://find.wellspent.co/advisors/taylor-kovar.md) | 11 Financial | Lufkin, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Wing-Yin Kong](https://find.wellspent.co/advisors/wing-yin-kong.md) | Willow Grove Advisors | Berkeley, California | CFP | Percentage of assets, Hourly |
| [Zuzana Brochu](https://find.wellspent.co/advisors/zuzana-brochu.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets |
| [Alison Pyott](https://find.wellspent.co/advisors/alison-pyott.md) | Veris Wealth Partners | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alondra Garcia](https://find.wellspent.co/advisors/alondra-garcia.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Ankur Patel](https://find.wellspent.co/advisors/ankur-patel.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Cameron Ressetar](https://find.wellspent.co/advisors/cameron-ressetar.md) | Concord Financial Group | Allen, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Charles Wood](https://find.wellspent.co/advisors/charles-wood.md) | Cardea Capital Advisors | Vero Beach, Florida | CFP | Percentage of assets, Fixed fees |
| [Chaz Fahrner](https://find.wellspent.co/advisors/chaz-fahrner.md) | Sierra Wealth Strategies | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Chloe Barnett](https://find.wellspent.co/advisors/chloe-barnett.md) | Regatta Capital Group | El Segundo, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Cory Smith](https://find.wellspent.co/advisors/cory-smith.md) | Discretionary Inc. | Reno, Nevada |   | Percentage of assets, Flat fee or retainer |
| [David Meucci](https://find.wellspent.co/advisors/david-meucci.md) | Phase Change Wealth Management | Sebastopol, California | CFP | Percentage of assets, Hourly |
| [Debra Neiman](https://find.wellspent.co/advisors/debra-neiman.md) | Neiman & Associates Financial Services | Watertown, Massachusetts | CFP | Percentage of assets, One-time planning fee |
| [Donald Sienkiewicz](https://find.wellspent.co/advisors/donald-sienkiewicz.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [Elaine Morgillo](https://find.wellspent.co/advisors/elaine-morgillo.md) | Flying Point Financial | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Elena Ladygina](https://find.wellspent.co/advisors/elena-ladygina.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Emily Turner](https://find.wellspent.co/advisors/emily-turner.md) | TSN Wealth & Tax Management | Brownsburg, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eva Howland](https://find.wellspent.co/advisors/eva-howland.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gary Wood](https://find.wellspent.co/advisors/gary-wood-1312352.md) | BDC Capital Management | Glen Allen, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Georgia Hussey](https://find.wellspent.co/advisors/georgia-hussey.md) | Modernist Financial | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gloria Garcia Cisneros](https://find.wellspent.co/advisors/gloria-garcia-cisneros.md) | LourdMurray | Los Angeles, California | CFP | Percentage of assets, Flat fee or retainer |
| [Jefferson Rotherham](https://find.wellspent.co/advisors/jefferson-rotherham.md) | Sierra Wealth Strategies | Coronado, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Prunier](https://find.wellspent.co/advisors/jeffrey-prunier.md) | J. R. Prunier Capital Management | Holden, Massachusetts | CFP | Percentage of assets, Fixed fees |
| [John McCormick](https://find.wellspent.co/advisors/john-mccormick.md) | Regatta Capital Group | El Segundo, California | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [John Schniepp](https://find.wellspent.co/advisors/john-schniepp.md) | Cascade Financial Strategies | Bend, Oregon | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [John Wanvig](https://find.wellspent.co/advisors/john-wanvig.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [John York](https://find.wellspent.co/advisors/john-york.md) | White Lighthouse Investment Management | Aurich, Germany | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Lachowitz](https://find.wellspent.co/advisors/jonathan-lachowitz.md) | White Lighthouse Investment Management | Bedford, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joseph Smith](https://find.wellspent.co/advisors/joseph-smith-4824900.md) | StillBlue Financial Partners | Jacksonville, Florida | CFP | Percentage of assets, Hourly |
| [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas |   | Percentage of assets |
| [Joshua Bailey](https://find.wellspent.co/advisors/joshua-bailey.md) | Muirfield Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |

Showing the first 200 of 735. The full list, page by page: https://find.wellspent.co/lists/sustainable-impact-investing-advisors/?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).