Canada
Fee-only advisors in Alberta
Calgary-and-Edmonton fee-only presence.
By the numbers
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.
- Advisors listed
- 34
- Firms
- 30
- Cities
- 5
- Hold the CFP
- 59%
- Other credentials: CFA 12% · CPA 6% · ChFC 3%
- How they charge (of 17 with fees on file): hourly 65% · one-time planning fee 59% · ongoing planning fee 53% · flat fee or retainer 29%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors serving Alberta (34)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Joanne David | Keybase Financial Group | Edmonton | CFP, FCSI | Flat fee or retainer, Hourly |
| Kenneth Doll | Alberta Financial Planner | Calgary | CFP, CLU, TEP | Flat fee or retainer, Ongoing planning fee |
| Crystal Kelly | Amani Financial Inc. | Edmonton | CFP | Flat fee or retainer, Ongoing planning fee |
| Lori Curtiss | A Money Maker Mindset | Calgary | CFP, CFBS | Hourly, Ongoing planning fee |
| Sean Wilson | Moraine Wealth Advisory | Calgary | CIM, CFP | One-time planning fee, Hourly |
| Aaron Hector | Doherty & Bryant Financial Strategists | Calgary | CFP, RFP, TEP | Not listed |
| Barbara Knoblach | Money Coaches Canada | Edmonton | CFP, PhD | One-time planning fee, Ongoing planning fee |
| Jodie Stauffer | Money Coaches Canada | Edmonton | CFP | One-time planning fee, Ongoing planning fee |
| Tom Feigs | Money Coaches Canada | Calgary | CFP | One-time planning fee, Ongoing planning fee |
| Ron Graham | Ron Graham and Associates Ltd. | Edmonton | CA, RFP, CFP | Hourly |
| Russ Dyck | Finovo | Financial Planning | Calgary | CFP | Flat fee or retainer, Ongoing planning fee |
| Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] | Zelos Capital Ltd. | Calgary | CFA, CFP, CA, CPA | Not listed |
| Allan Buckingham (they/iel or il/he) | Outdoor Life Planning | Banff | QAFP | Hourly |
| Ifeoma Idoko | Rothenburg Capital Management | Calgary | CIM | Not listed |
| John Jakobs | Jakobs Financial | Edmonton | P.Eng | One-time planning fee |
| Gilbert Bong, CIM | Zelos Capital | Calgary | CIM | Not listed |
| Kent Akgungor | High Level Wealth Management Inc. | Edmonton | CFA | Percentage of assets |
| Kevin Langman | Finovo Wealth Inc. | Calgary | Not listed | Flat fee or retainer, Ongoing planning fee |
| Robb Engen | Boomer & Echo | Lethbridge | QAFP | Not listed |
| Jolie Viguers | Well Bean Coaching | Calgary | CPA, CMA | Not listed |
| Kimberly Manning | Wealth Inside Out | Lethbridge | RRC, LLQP | Not listed |
| Brandon Williams | FCA | Calgary | CFP | Percentage of assets, Hourly |
| Thomas Holloway | Pacifica Partners | Calgary | CFA | Percentage of assets, Hourly |
| Braeden Osske | Three60 Wealth | Calgary | CFP | Not listed |
| David Miller | RT Mosaic Wealth Management Ltd. | Calgary | CFP, RFP, CIM | Not listed |
| Jane Bolstad | Trusted Financial Planning | Calgary | CFP, BComm | Not listed |
| Jason Nagel | Three60 Wealth & Estate Solutions Inc. | Calgary | CFP, CLU, TEP | Not listed |
| Morgan Ulmer | Caring for Clients | Calgary | CFP | Not listed |
| Naheed Gilani | Conscious Wealth | Calgary | CFA, CFP | Not listed |
| Stephanie Dwyer | Three60 Wealth | Calgary | CFP, CLU, TEP | Not listed |
| Frederick van Wyk | FCA | Calgary | Not listed | Percentage of assets, Hourly |
| Chris Scheele | Forerunner Financial Coaching | Devon | QAFP | Not listed |
| Dean Kendall | Ideal Life Experience Ltd. | Calgary | BComm, CLU, ChFC | Not listed |
| Guy Perry | Playcheques Financial Planning | Calgary | Not listed | Not listed |