US-registered, based abroad
Fee-only advisors outside the US and Canada
US-registered fee-only advisors who live and work outside the US and Canada, most of them in Europe.
By the numbers
The Wellspent public graph lists 71 fee-only financial advisors outside the US and Canada at 33 firms, most in London, United Kingdom; Florence, Italy; and Hamilton, Bermuda. 24% hold the CFP certification. Of the 71 with fees on file, 99% charge percentage of assets.
- Advisors listed
- 71
- Firms
- 33
- Cities
- 34
- Hold the CFP
- 24%
- Other credentials: CFA 11% · ChFC 1%
- How they charge (of 71 with fees on file): percentage of assets 99% · fixed fees 63% · hourly 44% · performance-based fees 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors outside the US and Canada (71)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Vahick Yedgarian | Regency Financial Group | Olhão, Portugal | CFP | Percentage of assets, One-time planning fee |
| David Rabinowitz | Equilibrium Wealth | Jerusalem, Israel | CFP | Percentage of assets, Hourly |
| Jennifer Harper | Bridge Financial Planning | Cruz Quebrada - Dafundo, Portugal | CFP | Flat fee or retainer, Percentage of assets |
| John York | White Lighthouse Investment Management | Aurich, Germany | CFP | Percentage of assets, Hourly |
| Ann Herrero | DF Direct | London, United Kingdom | CFP | Percentage of assets |
| Robin Lakey-White | DF Direct | London, United Kingdom | CFP | Percentage of assets |
| Scott Beasley | Liberty Atlantic Advisors | Valencia, Spain | CFP, ChFC | Percentage of assets, Hourly |
| Cassandra Golden | May Hill Capital | Stuttgart, Germany | CFP | Percentage of assets, Fixed fees |
| Jeffrey Notaro | Notaro Wealth Advisory | Tokyo, Japan | Not listed | Percentage of assets |
| Riddhi Jain | HappyRich Capital | Mumbai, India | CFP | Percentage of assets, Hourly |
| J Keffury | Cadenza Financial Planning | Eymet, France | Not listed | Percentage of assets, Hourly |
| Jennifer Patterson | Patterson Partners | Hamilton, Bermuda | CFP | Percentage of assets, Hourly |
| Michael Simcock | Liberty Atlantic Advisors | Florence, Italy | CFA | Percentage of assets, Hourly |
| Amar Pandit | HappyRich Capital | Mumbai, India | CFA | Percentage of assets, Hourly |
| Jeremy Wolf | GFM Asset Management | Weinfelden, Switzerland | Not listed | Percentage of assets, Hourly |
| Mark Herskovitz | Equilibrium Wealth | Jerusalem, Israel | Not listed | Percentage of assets, Hourly |
| Tariq Dennison | GFM Asset Management | Weinfelden, Switzerland | Not listed | Percentage of assets, Hourly |
| Afzaal Abbas | The Mass Group | Dubai, United Arab Emirates | Not listed | Percentage of assets, Fixed fees |
| Alexander Ingrim | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| Brian Dunhill | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Cedric Bernier | DF Direct | Biarritz, France | Not listed | Percentage of assets |
| Chaya Sternbach | Yields4U | Bet Shean, Israel | Not listed | Percentage of assets, Hourly |
| David Cantor | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| David Oldenkamp | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Dylan St. Cyr | DF Direct | Biarritz, France | Not listed | Percentage of assets |
| Eric Frison | DF Direct | Biarritz, France | Not listed | Percentage of assets |
| Henry Rutherford | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| Isa Hantzsch | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Jamie Tulip | Forth Capital | Edinburgh, United Kingdom | Not listed | Percentage of assets, Hourly |
| Joshua Madden | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Kamaljit Somal | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Mathieu Cyr | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Niamh Aitken | Forth Capital | Edinburgh, United Kingdom | Not listed | Percentage of assets, Hourly |
| Reuben Woods | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Ricardo Jesus | Liberty Atlantic Advisors | Conceição, Portugal | Not listed | Percentage of assets, Hourly |
| Shaun Brookman | The Mass Group | Dubai, United Arab Emirates | Not listed | Percentage of assets, Fixed fees |
| Thomas Tracy | Forth Capital | Edinburgh, United Kingdom | Not listed | Percentage of assets, Hourly |
| Daniel Dickie | Tines Capital | Taipei, Taiwan | Not listed | Percentage of assets |
| Guilherme Leite | Velaris Wealth Management | Sao Paulo, Brazil | Not listed | Percentage of assets |
| Jessica Jablonowski | Radix Financial | George Town, Cayman Islands | CFA | Percentage of assets, Fixed fees |
| Marcelo Hartwig | Velaris Wealth Management | Pelotas, Brazil | Not listed | Percentage of assets |
| Curtis Patterson | Patterson Partners | Hamilton, Bermuda | Not listed | Percentage of assets, Hourly |
| Jeffrey Patterson | Patterson Partners | Hamilton, Bermuda | Not listed | Percentage of assets, Hourly |
| Vincent Van Doorn | i-Cthru | Sint Maarten | Not listed | Percentage of assets, Hourly |
| Colin Dowdeswell | KDT Advisors | Monaco | Not listed | Percentage of assets, Hourly |
| Lei Zhang | Palm Springs Advisory | Beijing, China | Not listed | Percentage of assets, Hourly |
| Serge Berger | Blue Marlin Advisors | Zurich, Switzerland | Not listed | Ongoing planning fee |
| Abbas Somji | Tanager Wealth Management | London, United Kingdom | CFP | Percentage of assets, Fixed fees |
| Arielle Tucker | Mindful Wealth | Uster, Switzerland | CFP | Percentage of assets, Hourly |
| Ashley Scher | Maseco Asia Limited | Hong Kong | CFP | Percentage of assets |