Fee-only advisors in Alberta

Advisors serving Alberta (35)

• Aaron Hector

  Doherty & Bryant Financial Strategists — Calgary

  CFPRFPTEP

• Allan Buckingham (they/iel or il/he)

  Outdoor Life Planning — Banff

  QAFP

• Barbara Knoblach

  Money Coaches Canada — Edmonton

  CFPPhD

• Braeden Osske

  Three60 Wealth — Calgary

  CFP

• Chris Scheele

  Forerunner Financial Coaching — Devon

  QAFP

• Crystal Kelly

  Amani Financial Inc. — Edmonton

  CFP

• David Miller

  RT Mosaic Wealth Management Ltd. — Calgary

  CFPRFPCIM

• Dean Kendall

  Ideal Life Experience Ltd. — Calgary

  BCommCLUCHFC

• Gilbert Bong, CIM

  Zelos Capital — Calgary

  CIM

• Guy Perry

  Playcheques Financial Planning — Calgary

  Financial Planner

• Ifeoma Idoko

  Rothenburg Capital Management — Calgary

  CIM

• Jane Bolstad

  Trusted Financial Planning — Calgary

  CFPBComm

• Jason Nagel

  Three60 Wealth & Estate Solutions Inc. — Calgary

  CFPCLUTEP

• Jeff Goldmintz

  Wellington-Altus Private Wealth — Calgary

  CFP

• Joanne David

  Keybase Financial Group — Edmonton

  CFPFCSI

• Jodie Stauffer

  Money Coaches Canada — Edmonton

  CFP

• John Jakobs

  Jakobs Financial — Edmonton

  P. Eng

• Jolie Viguers

  Well Bean Coaching — Calgary

  CPACMA

• Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]

  Zelos Capital Ltd. — Calgary

  CFACFPCA

• Kenneth Doll

  Alberta Financial Planner — Calgary

  CFPCLUTEP

• Kent Akgungor

  High Level Wealth Management Inc. — Edmonton

  CFA

• Kevin Langman

  Finovo Wealth Inc. — Calgary

• Kimberly Manning

  Wealth Inside Out — Lethbridge

  RRCLLQP

• Lori Curtiss

  A Money Maker Mindset — Calgary

  CFPCFBS

• Markus Muhs

  Canaccord Genuity Wealth Management — Edmonton

  CFPCIM

• Morgan Ulmer

  Caring for Clients — Calgary

  CFP

• Naheed Gilani

  Conscious Wealth — Calgary

  CFACFP

• Robb Engen

  Boomer & Echo — Lethbridge

  QAFP

• Ron Graham

  Ron Graham and Associates Ltd. — Edmonton

  CARFPCFP

• Russ Dyck

  Finovo | Financial Planning — Calgary

  CFP

• Sean Wilson

  Moraine Wealth Advisory — Calgary

  CIMCFP

• Sean Wilson

  Moraine Wealth Advisory — Calgary

  CIMCFP

• Stephanie Dwyer

  Three60 Wealth — Calgary

  CFPCLUTEP

• Steve Ambeault

  Clear Sky Private Wealth — Edmonton, Calgary

  CPACACFP

• Tom Feigs

  Money Coaches Canada — Calgary

  CFP

Metros tracked

• Calgary
• Edmonton

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.