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 |
|---|---|---|---|---|
| Austin Reid | Satis Wealth Management | London, United Kingdom | CFP, CFA | Percentage of assets, Hourly |
| Gwen Henson | Ironbridge Private Wealth | San Antonio Tlayacapan, Mexico | CFP | Percentage of assets, Hourly |
| Katelyn Meuse | Arete Wealth Strategists | Brisbane, Australia | CFP | Percentage of assets, Hourly |
| Susan Blaylock | Tanager Wealth Management | London, United Kingdom | CFP | Percentage of assets, Fixed fees |
| Andreas Arni | Marcuard Family Office | Zurich, Switzerland | CFA | Percentage of assets, Hourly |
| Charles Sizemore | Sizemore Capital Management | San Isidro, Peru | CFA | Percentage of assets, Fixed fees |
| Ka Wai Kevin Cheng | Seabridge Investment Advisors | London, United Kingdom | CFA | Percentage of assets, Fixed fees |
| Luke Harrison | Tanager Wealth Management | London, United Kingdom | CFA | Percentage of assets, Fixed fees |
| Adam Mitchell | Tanager Wealth Management | London, United Kingdom | Not listed | Percentage of assets, Fixed fees |
| Benjamin Phillips | Tanager Wealth Management | London, United Kingdom | Not listed | Percentage of assets, Fixed fees |
| David Costello | Tanager Wealth Management | London, United Kingdom | Not listed | Percentage of assets, Fixed fees |
| Dorian Antesic | Bona Fide Finance | Rab, Croatia | Not listed | Percentage of assets, Hourly |
| Ieuan Martin | Tanager Wealth Management | London, United Kingdom | Not listed | Percentage of assets, Fixed fees |
| Kristopher Heck | Tanager Wealth Management | London, United Kingdom | Not listed | Percentage of assets, Fixed fees |
| Lewis Semakula | Tanager Wealth Management | London, United Kingdom | Not listed | Percentage of assets, Fixed fees |
| Luke Papaelias | Tanager Wealth Management | London, United Kingdom | Not listed | Percentage of assets, Fixed fees |
| Mario Randholm Luque | Sizemore Capital Management | Lima, Peru | Not listed | Percentage of assets, Fixed fees |
| Mark Scher | Maseco Asia Limited | Hong Kong | Not listed | Percentage of assets |
| Mary Ceselsky-Grunder | Booster | Castellón de la Plana, Spain | Not listed | Percentage of assets, Fixed fees |
| Patrick Mulhern | Tanager Wealth Management | London, United Kingdom | Not listed | Percentage of assets, Fixed fees |
| Samuel Lees | Tanager Wealth Management | London, United Kingdom | Not listed | Percentage of assets, Fixed fees |