# Fee-only financial advisors in Alberta, Canada

> Calgary-and-Edmonton fee-only presence.

The Wellspent public graph lists 34 fee-only financial advisors serving Alberta at 30 firms, most in Calgary, Edmonton and Lethbridge. 59% hold the CFP certification. Of the 17 with fees on file, 65% charge hourly.

Page: https://find.wellspent.co/locations/ca/alberta/
33 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 |
|---|---|---|---|---|
| [Joanne David](https://find.wellspent.co/advisors/joanne-david.md) | Keybase Financial Group | Edmonton, Alberta | CFP, FCSI | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Kenneth Doll](https://find.wellspent.co/advisors/kenneth-doll.md) | Alberta Financial Planner | Calgary, Alberta | CFP, CLU, TEP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Crystal Kelly](https://find.wellspent.co/advisors/crystal-kelly.md) | Amani Financial Inc. | Edmonton, Alberta | CFP | Flat fee or retainer, Ongoing planning fee |
| [Lori Curtiss](https://find.wellspent.co/advisors/lori-curtiss.md) | A Money Maker Mindset | Calgary, Alberta | CFP, CFBS | Hourly, Ongoing planning fee, One-time planning fee |
| [Sean Wilson](https://find.wellspent.co/advisors/sean-wilson.md) | Moraine Wealth Advisory | Calgary, Alberta | CIM, CFP | One-time planning fee, Hourly |
| [Aaron Hector](https://find.wellspent.co/advisors/aaron-hector.md) | Doherty & Bryant Financial Strategists | Calgary, Alberta | CFP, RFP, TEP |   |
| [Barbara Knoblach](https://find.wellspent.co/advisors/barbara-knoblach.md) | Money Coaches Canada | Edmonton, Alberta | CFP, PhD | One-time planning fee, Ongoing planning fee |
| [Jodie Stauffer](https://find.wellspent.co/advisors/jodie-stauffer.md) | Money Coaches Canada | Edmonton, Alberta | CFP | One-time planning fee, Ongoing planning fee |
| [Tom Feigs](https://find.wellspent.co/advisors/tom-feigs.md) | Money Coaches Canada | Calgary, Alberta | CFP | One-time planning fee, Ongoing planning fee |
| [Ron Graham](https://find.wellspent.co/advisors/ron-graham.md) | Ron Graham and Associates Ltd. | Edmonton, Alberta | CA, RFP, CFP | Hourly |
| [Russ Dyck](https://find.wellspent.co/advisors/russ-dyck.md) | Finovo \| Financial Planning | Calgary, Alberta | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]](https://find.wellspent.co/advisors/kareen-m-stangherlin-fee-based-on-aum-with-some-fee-for-service-options.md) | Zelos Capital Ltd. | Calgary, Alberta | CFA, CFP, CA, CPA, ICD.D |   |
| [Allan Buckingham (they/iel or il/he)](https://find.wellspent.co/advisors/allan-buckingham-theyiel-or-ilhe.md) | Outdoor Life Planning | Banff, Alberta | QAFP | Hourly |
| [Ifeoma Idoko](https://find.wellspent.co/advisors/ifeoma-idoko.md) | Rothenburg Capital Management | Calgary, Alberta | CIM |   |
| [John Jakobs](https://find.wellspent.co/advisors/john-jakobs.md) | Jakobs Financial | Edmonton, Alberta | P.Eng | One-time planning fee |
| [Gilbert Bong, CIM](https://find.wellspent.co/advisors/gilbert-bong-cim.md) | Zelos Capital | Calgary, Alberta | CIM |   |
| [Kent Akgungor](https://find.wellspent.co/advisors/kent-akgungor.md) | High Level Wealth Management Inc. | Edmonton, Alberta | CFA | Percentage of assets |
| [Kevin Langman](https://find.wellspent.co/advisors/kevin-langman.md) | Finovo Wealth Inc. | Calgary, Alberta |   | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Robb Engen](https://find.wellspent.co/advisors/robb-engen.md) | Boomer & Echo | Lethbridge, Alberta | QAFP |   |
| [Jolie Viguers](https://find.wellspent.co/advisors/jolie-viguers.md) | Well Bean Coaching | Calgary, Alberta | CPA, CMA |   |
| [Kimberly Manning](https://find.wellspent.co/advisors/kimberly-manning.md) | Wealth Inside Out | Lethbridge, Alberta | RRC, LLQP |   |
| [Brandon Williams](https://find.wellspent.co/advisors/brandon-williams.md) | FCA | Calgary, Alberta | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Holloway](https://find.wellspent.co/advisors/thomas-holloway.md) | Pacifica Partners | Calgary, Alberta | CFA | Percentage of assets, Hourly |
| [Braeden Osske](https://find.wellspent.co/advisors/braeden-osske.md) | Three60 Wealth | Calgary, Alberta | CFP |   |
| [David Miller](https://find.wellspent.co/advisors/david-miller-0196.md) | RT Mosaic Wealth Management Ltd. | Calgary, Alberta | CFP, RFP, CIM |   |
| [Jane Bolstad](https://find.wellspent.co/advisors/jane-bolstad.md) | Trusted Financial Planning | Calgary, Alberta | CFP, BComm |   |
| [Jason Nagel](https://find.wellspent.co/advisors/jason-nagel.md) | Three60 Wealth & Estate Solutions Inc. | Calgary, Alberta | CFP, CLU, TEP |   |
| [Morgan Ulmer](https://find.wellspent.co/advisors/morgan-ulmer.md) | Caring for Clients | Calgary, Alberta | CFP |   |
| [Naheed Gilani](https://find.wellspent.co/advisors/naheed-gilani.md) | Conscious Wealth | Calgary, Alberta | CFA, CFP |   |
| [Stephanie Dwyer](https://find.wellspent.co/advisors/stephanie-dwyer.md) | Three60 Wealth | Calgary, Alberta | CFP, CLU, TEP |   |
| [Frederick van Wyk](https://find.wellspent.co/advisors/frederick-van-wyk.md) | FCA | Calgary, Alberta |   | Percentage of assets, Hourly, Fixed fees |
| [Chris Scheele](https://find.wellspent.co/advisors/chris-scheele.md) | Forerunner Financial Coaching | Devon, Alberta | QAFP |   |
| [Dean Kendall](https://find.wellspent.co/advisors/dean-kendall.md) | Ideal Life Experience Ltd. | Calgary, Alberta | BComm, CLU, ChFC |   |

## 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).
