# Fee-only financial advisors: Crypto & digital assets > Crypto and digital-asset planning is a specialty, not a checkbox. It spans cost-basis tracking across wallets and exchanges, tax-loss harvesting with digital assets, DeFi and staking income, crypto-backed lending, NFTs as property, inheritance and custody, and the regulatory overhang that changes year to year. Advisors listed under this specialty demonstrate working fluency, not a token reference in a marketing bio. The Wellspent public graph lists 77 fee-only financial advisors focused on crypto & digital assets at 55 firms, most in Walnut Creek, Holladay and Middleton. 43% hold the CFP certification. Of the 77 with fees on file, 75% charge percentage of assets. Page: https://find.wellspent.co/specialties/crypto/ 77 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 | |---|---|---|---|---| | [Al Faber](https://find.wellspent.co/advisors/al-faber.md) | DIWY Financial Planning | Los Angeles, California | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly | | [Emily Nilsson](https://find.wellspent.co/advisors/emily-nilsson.md) | Brava Financial, LLC | San Diego, California | CDFA, CFP, JD | One-time planning fee, Hourly | | [Igor Aronov](https://find.wellspent.co/advisors/igor-aronov.md) | FAR Financial | Brooklyn, New York | CFP | One-time planning fee, Hourly | | [Jorge Soriano](https://find.wellspent.co/advisors/jorge-soriano.md) | Financial Optimist LLC | Saint Petersburg, Florida | CFP, EA | Subscription, One-time planning fee, Hourly | | [Kevin Feig](https://find.wellspent.co/advisors/kevin-feig.md) | Walk You To Wealth | Dover, Massachusetts | CFP, CPA, PFS | Subscription | | [Michael Halper](https://find.wellspent.co/advisors/michael-halper.md) | Strateon Intelligent Wealth | Simi Valley, California | CFP | Subscription, One-time planning fee, Hourly | | [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian.md) | Citrine Capital | San Francisco, California | CFP | Ongoing planning fee | | [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | Ongoing planning fee | | [Mark Stancato](https://find.wellspent.co/advisors/mark-stancato.md) | VIP Wealth Advisors | Decatur, Georgia | CFP, EA | Flat fee or retainer, Ongoing planning fee | | [Robert Persichitte](https://find.wellspent.co/advisors/robert-persichitte.md) | Delagify Financial | Arvada, Colorado | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly | | [Jeffrey Schlotterbeck](https://find.wellspent.co/advisors/jeffrey-schlotterbeck.md) | Water Street Wealth Management | Tampa, Florida | CFP | Percentage of assets | | [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets | | [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer | | [Tyler Smith](https://find.wellspent.co/advisors/tyler-smith.md) | BBK Wealth Management | Fishers, Indiana | CFP, M.Ed. | Percentage of assets, Hourly | | [Dana Menard](https://find.wellspent.co/advisors/dana-menard.md) | Twin Cities Wealth Strategies, Inc. | Maple Grove, Minnesota | CFP, RLP | Flat fee or retainer, Percentage of assets | | [Nick Booth](https://find.wellspent.co/advisors/nick-booth.md) | Nine Inning Finance, LLC | North Bethesda, Maryland | CDAA, CFP | Subscription, One-time planning fee, Hourly | | [Jamieson Hopp](https://find.wellspent.co/advisors/jamieson-hopp.md) | Millennial Wealth, LLC | Bellevue, Washington | CFP, BFA, CBDA, CEPA, CPWA, ECA | Percentage of assets, Hourly, Fixed fees | | [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription | | [Vrishin Subramaniam](https://find.wellspent.co/advisors/vrishin-subramaniam.md) | CapitalWe | Arlington, Virginia | CFP | Flat fee or retainer, Hourly, One-time planning fee | | [Ginger Ames](https://find.wellspent.co/advisors/ginger-ames.md) | Whisper Financial LLC | Cobb, California | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Jon Henderson](https://find.wellspent.co/advisors/jon-henderson.md) | Echo45 Advisors | Walnut Creek, California | CFP | Percentage of assets | | [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets | | [Brian Rellihan](https://find.wellspent.co/advisors/brian-rellihan.md) | Wise Wealth Partners | Phoenix, Arizona | CFP | Percentage of assets | | [Garrett Smith](https://find.wellspent.co/advisors/garrett-smith.md) | Ascend Investment Partners | Ogden, Utah | CFP | Percentage of assets, Hourly | | [Mark Cecchini](https://find.wellspent.co/advisors/mark-cecchini.md) | Quadrant Capital | Center Valley, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer | | [Matthew Christl](https://find.wellspent.co/advisors/matthew-christl.md) | Wise Wealth Partners | Folsom, California | CFP | Percentage of assets | | [Steven Evensen](https://find.wellspent.co/advisors/steven-evensen.md) | Gerber Kawasaki Wealth & Investment Management | Santa Monica, California | CFP | Percentage of assets, Hourly | | [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer | | [Tyrone Ross](https://find.wellspent.co/advisors/tyrone-ross.md) | 401 Financial | San Diego, California | CFP | Hourly, Subscription, One-time planning fee | | [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg.md) | VDB Wealth | Savannah, Georgia | CFA | Percentage of assets, Flat fee or retainer | | [Josh Womack](https://find.wellspent.co/advisors/josh-womack.md) | Womack Financial | Dallas, Texas | | Percentage of assets | | [Riley Adams](https://find.wellspent.co/advisors/riley-adams.md) | Daniel M Kavanaugh CPA Inc | Pleasanton, California | CPA | Percentage of assets, Flat fee or retainer, Subscription, One-time planning fee | | [Samuel Deane](https://find.wellspent.co/advisors/samuel-deane.md) | Rora Wealth | Atlanta, Georgia | | Flat fee or retainer, Percentage of assets, Hourly | | [Thomas Kopelman](https://find.wellspent.co/advisors/thomas-kopelman.md) | AllStreet Wealth | Carmel, Indiana | | Flat fee or retainer, One-time planning fee | | [Alexander Kochanasz](https://find.wellspent.co/advisors/alexander-kochanasz.md) | Gannett Wealth Advisors | Middleton, Idaho | CFP | Percentage of assets, Fixed fees | | [Anton Kulikov](https://find.wellspent.co/advisors/anton-kulikov.md) | AK Investing | Las Vegas, Nevada | CFP | Percentage of assets, Hourly, Subscription, Fixed fees, Performance-based fees | | [Cole Matsuura](https://find.wellspent.co/advisors/cole-matsuura.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [Daniel DeSouza](https://find.wellspent.co/advisors/daniel-desouza.md) | | Honolulu, Hawaii | CFA | Percentage of assets | | [Genecar Vivo](https://find.wellspent.co/advisors/genecar-vivo.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [James Sutton](https://find.wellspent.co/advisors/james-sutton.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [Jason Qiu](https://find.wellspent.co/advisors/jason-qiu.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [Kirti Bhanushali](https://find.wellspent.co/advisors/kirti-bhanushali.md) | Dversify | Georgetown, Texas | | Ongoing planning fee | | [Sean O'Brien](https://find.wellspent.co/advisors/sean-o-brien-5012235.md) | Echo45 Advisors | Walnut Creek, California | | Percentage of assets | | [Thomas Anzivino](https://find.wellspent.co/advisors/thomas-anzivino.md) | Longitude Financial Planning | Manor, Texas | | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee | | [Vaughn Kellerman](https://find.wellspent.co/advisors/vaughn-kellerman.md) | Gannett Wealth Advisors | Cleve, Ohio | CFP | Percentage of assets, Fixed fees | | [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York | | Percentage of assets, Subscription | | [Dane May](https://find.wellspent.co/advisors/dane-may.md) | D&M Strategic Wealth | Irvine, California | | Percentage of assets | | [Jacob Phelps](https://find.wellspent.co/advisors/jacob-phelps.md) | Strong Wealth | Colorado Springs, Colorado | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [James Gorzynski](https://find.wellspent.co/advisors/james-gorzynski.md) | Certified Exit Planners | Charlotte, North Carolina | | One-time planning fee, Flat fee or retainer | | [Matthew Powers](https://find.wellspent.co/advisors/matthew-powers.md) | Steward | San Francisco, California | | Flat fee or retainer | | [Michael Soroudi](https://find.wellspent.co/advisors/michael-soroudi.md) | DAiM | Palm Beach Gardens, Florida | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Mitchell Moore](https://find.wellspent.co/advisors/mitchell-moore.md) | Strong Wealth | Colorado Springs, Colorado | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Natalia Ivanova](https://find.wellspent.co/advisors/natalia-ivanova.md) | NewGen Wealth Creation | Rincon, Puerto Rico | | Percentage of assets | | [Taylor Thompson](https://find.wellspent.co/advisors/taylor-thompson.md) | Thompson Family Office | Gilbert , Arizona | | Percentage of assets, Subscription, One-time planning fee | | [Tyler Purcell](https://find.wellspent.co/advisors/tyler-purcell.md) | Balance Wealth | Columbus, Ohio | | Percentage of assets, One-time planning fee, Monthly retainer, Subscription | | [Rush Imhotep](https://find.wellspent.co/advisors/rush-imhotep.md) | Northwestern Mutual Investment Services, LLC | ATLANTA, Georgia | | Percentage of assets | | [Ryan Sullivan](https://find.wellspent.co/advisors/ryan-sullivan.md) | Off the Beaten Path Financial | Wilsall, Montana | | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Andre Laplante](https://find.wellspent.co/advisors/andre-laplante.md) | Tall Trees Wealth | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [Bryan Courchesne](https://find.wellspent.co/advisors/bryan-courchesne.md) | DAiM | Palm Beach Gardens, Florida | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Hilton Kelly](https://find.wellspent.co/advisors/hilton-kelly.md) | Tall Trees Wealth | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [Andrew White](https://find.wellspent.co/advisors/andrew-white.md) | Latham Financial | Ivyland, Pennsylvania | | Percentage of assets | | [Corey Thacker](https://find.wellspent.co/advisors/corey-thacker.md) | Gannett Wealth Advisors | Middleton, Idaho | | Percentage of assets, Fixed fees | | [Malcolm Walton](https://find.wellspent.co/advisors/malcolm-walton.md) | Gannett Wealth Advisors | Frisco, Texas | | Percentage of assets, Fixed fees | | [Nick Krautscheid](https://find.wellspent.co/advisors/nick-krautscheid.md) | Gannett Wealth Advisors | Middleton, Idaho | | Percentage of assets, Fixed fees | | [Christopher Collar](https://find.wellspent.co/advisors/christopher-collar.md) | Collar Capital Management | Appleton, Wisconsin | | Percentage of assets, Fixed fees | | [Joseph Cacia](https://find.wellspent.co/advisors/joseph-cacia.md) | Collar Capital Management | Santa Clarita, California | | Percentage of assets, Fixed fees | | [Matthew Smith](https://find.wellspent.co/advisors/matthew-smith-4240416.md) | Collar Capital Management | Santa Barbara, California | | Percentage of assets, Fixed fees | | [Patrick Collar](https://find.wellspent.co/advisors/patrick-collar.md) | Collar Capital Management | Appleton, Wisconsin | | Percentage of assets, Fixed fees | | [Alex Shigeta](https://find.wellspent.co/advisors/alex-shigeta.md) | ĀTHŌS Private Wealth | Holladay, Utah | | Percentage of assets, Performance-based fees | | [Brent Pearson](https://find.wellspent.co/advisors/brent-pearson.md) | Keychain Asset Management | Oregon City, Oregon | | Percentage of assets, Hourly, Fixed fees | | [Christian Miller](https://find.wellspent.co/advisors/christian-miller-7162059.md) | Fealty | Niagara Falls, New York | | Percentage of assets, Hourly | | [Haylie Lahtinen](https://find.wellspent.co/advisors/haylie-lahtinen.md) | ĀTHŌS Private Wealth | Holladay, Utah | | Percentage of assets, Performance-based fees | | [Jonathan Lupo](https://find.wellspent.co/advisors/jonathan-lupo.md) | Fealty | Niagara Falls, New York | | Percentage of assets, Hourly | | [Nezamkhon Khodjaev](https://find.wellspent.co/advisors/nezamkhon-khodjaev.md) | Keystone Bitcoin | Pittsburgh, Pennsylvania | | Percentage of assets | | [Robert Shattuck](https://find.wellspent.co/advisors/robert-shattuck.md) | ĀTHŌS Private Wealth | Holladay, Utah | | Percentage of assets, Performance-based fees | | [Zachary Schelin](https://find.wellspent.co/advisors/zachary-schelin.md) | ĀTHŌS Private Wealth | Holladay, Utah | | Percentage of assets, Performance-based fees | ## Related - [Equity compensation](https://find.wellspent.co/specialties/equity-compensation.md) - [Tax planning](https://find.wellspent.co/specialties/tax-planning.md) - [Cross-border (US / Canada)](https://find.wellspent.co/specialties/cross-border.md) ## 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).