# Fee-only financial advisors: International & expat planning > International planning starts from the fact that the US taxes its citizens wherever they live. Americans abroad file every year and report foreign accounts, foreign funds can carry punishing US tax, and pensions and estates are treated differently in each country. Newcomers to the US face the same rules from the other side, with assets and family still at home. Every advisor listed here names international or expat work on their own firm's site, often for specific countries. For moves between the US and Canada, see Cross-border (US / Canada). The Wellspent public graph lists 129 fee-only financial advisors focused on international & expat planning at 56 firms, most in London, United Kingdom; Columbus; and Boca Raton. 42% hold the CFP certification. Of the 129 with fees on file, 90% charge percentage of assets. Page: https://find.wellspent.co/specialties/international-expat/ 129 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 | |---|---|---|---|---| | [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham.md) | Elgon Financial Advisors | Austin, Texas | CFP, MSC | Percentage of assets, One-time planning fee, Subscription, Hourly | | [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee | | [Hui-chin Chen](https://find.wellspent.co/advisors/hui-chin-chen.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Jordan Vlastuin Vlastuin](https://find.wellspent.co/advisors/jordan-vlastuin-vlastuin.md) | Make the Memory Financial Planning LLC | Clemmons, North Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Malissa Marshall](https://find.wellspent.co/advisors/malissa-marshall.md) | Soaring Wealth LLC | Bristol, Vermont | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Matthew Hale](https://find.wellspent.co/advisors/matthew-hale.md) | Make the Memory Financial Planning | Johnson City, Tennessee | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Sefa Mawuli](https://find.wellspent.co/advisors/sefa-mawuli.md) | Jade & Cowry | Arlington, Virginia | CFP | Flat fee or retainer, Ongoing planning fee, Hourly | | [Zeke Anders](https://find.wellspent.co/advisors/zeke-anders.md) | Planalto Financial LLC | Huntsville, Alabama | CFP | Flat fee or retainer, Hourly, Ongoing planning fee | | [Ariadne Horstman](https://find.wellspent.co/advisors/ariadne-horstman.md) | Tamarind Financial Planning | Palo Alto, California | CFP, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Emilie Goldman](https://find.wellspent.co/advisors/emilie-goldman.md) | Tamarind Financial Planning | Palo Alto, California | CFA, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jackson Xu](https://find.wellspent.co/advisors/jackson-xu.md) | X AND Y ADVISORS, INC. | El Segundo, California | CFP, CFA | Ongoing planning fee | | [Otto Rivera](https://find.wellspent.co/advisors/otto-rivera.md) | Mindful Wealth LLC | St Louis, Florida | CFP, EA | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Jane Beule](https://find.wellspent.co/advisors/jane-beule.md) | Griffin Black, LLC | Redwood City, California | BA, CFP, MBA | Percentage of assets, Ongoing planning fee | | [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee | | [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee | | [Brett Spencer](https://find.wellspent.co/advisors/brett-spencer.md) | Impact Financial LLC | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees | | [Bill Holliday](https://find.wellspent.co/advisors/bill-holliday.md) | AIO Financial, LLC | Los Angeles, California | | Percentage of assets, Ongoing planning fee, Hourly | | [Rupa Pereira](https://find.wellspent.co/advisors/rupa-pereira.md) | FWJ Planning | Raleigh Durham Triangle, North Carolina | | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Vrishin Subramaniam](https://find.wellspent.co/advisors/vrishin-subramaniam.md) | CapitalWe | Arlington, Virginia | CFP | Flat fee or retainer, Hourly, One-time planning fee | | [Brennan Vitali](https://find.wellspent.co/advisors/brennan-vitali.md) | Vitality Wealth Planning | Elkhart, Indiana | CFP | Percentage of assets, Hourly, Fixed fees | | [Francisco Aguilar Puyol](https://find.wellspent.co/advisors/francisco-aguilar-puyol.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Nancy Metzger](https://find.wellspent.co/advisors/nancy-metzger.md) | MAPT Capital | Madison, Wisconsin | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Tamara Witham](https://find.wellspent.co/advisors/tamara-witham.md) | GreenLife Advisors, LLC | Harrison, New York | CFP, CFA, MBA | Percentage of assets, Hourly, Fixed fees | | [Victor Gersten](https://find.wellspent.co/advisors/victor-gersten.md) | Cross Border Wealth Advisors | San Diego, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Genti Cici](https://find.wellspent.co/advisors/genti-cici.md) | Wealthy & Wise Family Office | Columbia, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [S Yeyni](https://find.wellspent.co/advisors/s-yeyni.md) | Wealth-Builders | Bellevue, Washington | CFP | Percentage of assets, Hourly | | [Claudina Campbell](https://find.wellspent.co/advisors/claudina-campbell.md) | Willow Grove Advisors | Berkeley, California | CFP | Percentage of assets, Hourly | | [Joshua Prince](https://find.wellspent.co/advisors/joshua-prince.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Lawrence Blau](https://find.wellspent.co/advisors/lawrence-blau.md) | LL Financial Services | Ossining, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Udkler](https://find.wellspent.co/advisors/scott-udkler.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees | | [Wing-Yin Kong](https://find.wellspent.co/advisors/wing-yin-kong.md) | Willow Grove Advisors | Berkeley, California | CFP | Percentage of assets, Hourly | | [Angel Brown](https://find.wellspent.co/advisors/angel-brown.md) | asendo wealth | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Hein](https://find.wellspent.co/advisors/benjamin-hein.md) | OAC Capital Advisors | Miami Beach, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Charles Wood](https://find.wellspent.co/advisors/charles-wood.md) | Cardea Capital Advisors | Vero Beach, Florida | CFP | Percentage of assets, Fixed fees | | [Christopher Schumacher](https://find.wellspent.co/advisors/christopher-schumacher.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Isao Shoji](https://find.wellspent.co/advisors/isao-shoji.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [John Loveday](https://find.wellspent.co/advisors/john-loveday.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [John McNertney](https://find.wellspent.co/advisors/john-mcnertney.md) | Green Ocean Global | San Francisco, California | CFP | Percentage of assets, Fixed fees | | [Jonathan Roby](https://find.wellspent.co/advisors/jonathan-roby.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Moberg](https://find.wellspent.co/advisors/mark-moberg.md) | Green Ocean Global | San Francisco, California | CFP | Percentage of assets, Fixed fees | | [Meghan Mader](https://find.wellspent.co/advisors/meghan-mader.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Noa Hoffman](https://find.wellspent.co/advisors/noa-hoffman.md) | Green Ocean Global | San Francisco, California | CFP | Percentage of assets, Fixed fees | | [Ryan Leary](https://find.wellspent.co/advisors/ryan-leary.md) | asendo wealth | Columbus, Ohio | CFP | Percentage of assets, Hourly, Fixed fees | | [Todd Wiersum](https://find.wellspent.co/advisors/todd-wiersum.md) | Encompass Financial Services | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees | | [Abraham Amador-Lindner](https://find.wellspent.co/advisors/abraham-amador-lindner.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [Ann Herrero](https://find.wellspent.co/advisors/ann-herrero.md) | DF Direct | London, United Kingdom | CFP | Percentage of assets | | [Cheryl Deknatel](https://find.wellspent.co/advisors/cheryl-deknatel.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [Diego Luna Y Parra Diaz](https://find.wellspent.co/advisors/diego-luna-y-parra-diaz.md) | Berlin Wealth Group Advisors | Tomball, Texas | | Flat fee or retainer, Hourly, Percentage of assets, Ongoing planning fee, One-time planning fee | | [Grace Trewartha](https://find.wellspent.co/advisors/grace-trewartha.md) | MAPT Capital | Madison, Wisconsin | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Janine Guenther](https://find.wellspent.co/advisors/janine-guenther.md) | Promus Advisors | Dallas, Texas | CFA | Percentage of assets, Hourly, Fixed fees | | [Nicolaas Letschert](https://find.wellspent.co/advisors/nicolaas-letschert.md) | Noesis Capital Management | Boca Raton, Florida | CFP | Percentage of assets, Fixed fees | | [Robert Sell](https://find.wellspent.co/advisors/robert-sell.md) | Polaris Asset Management | Sugar Hill, Georgia | CFP | Percentage of assets, Hourly | | [Robin Lakey-White](https://find.wellspent.co/advisors/robin-lakey-white.md) | DF Direct | London, United Kingdom | CFP | Percentage of assets | | [Rupesh Goyal](https://find.wellspent.co/advisors/rupesh-goyal.md) | Alphanso | Rochester, New York | | Flat fee or retainer, Ongoing planning fee | | [Scott Beasley](https://find.wellspent.co/advisors/scott-beasley.md) | Liberty Atlantic Advisors | Valencia, Spain | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Scott Evans](https://find.wellspent.co/advisors/scott-evans.md) | Liberty Atlantic Advisors | Princeton, Texas | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Taylor Bell](https://find.wellspent.co/advisors/taylor-bell.md) | Aequitas Financial | Santa Ana, California | | Percentage of assets, Ongoing planning fee | | [Endrit Lloshi](https://find.wellspent.co/advisors/endrit-lloshi.md) | Wealthy & Wise Family Office | Columbia, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Franklin Hsu](https://find.wellspent.co/advisors/franklin-hsu.md) | NOMAD Capital Group | Kirkland, Washington | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Hiroshi Goto](https://find.wellspent.co/advisors/hiroshi-goto.md) | Goto Financial Advisory | Franklin, Tennessee | CFA | One-time planning fee | | [Riddhi Jain](https://find.wellspent.co/advisors/riddhi-jain.md) | HappyRich Capital | Mumbai, India | CFP | Percentage of assets, Hourly, Fixed fees | | [Taiyoung Lee](https://find.wellspent.co/advisors/taiyoung-lee.md) | Wealthy & Wise Family Office | Columbia, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Arijeet Singh](https://find.wellspent.co/advisors/arijeet-singh.md) | Willow Grove Advisors | Brier, Washington | | Percentage of assets, Hourly | | [Christian Paterok](https://find.wellspent.co/advisors/christian-paterok.md) | Noesis Capital Management | Boca Raton, Florida | CFA | Percentage of assets, Fixed fees | | [Clarissa Candelario](https://find.wellspent.co/advisors/clarissa-candelario.md) | Private Asset Management | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | | [Eric Diandrea](https://find.wellspent.co/advisors/eric-diandrea.md) | WealthUnite Advisors | Manhasset, New York | | Percentage of assets | | [Jeffrey Petersen](https://find.wellspent.co/advisors/jeffrey-petersen-5569357.md) | Willow Grove Advisors | Berkeley, California | | Percentage of assets, Hourly | | [Jennifer Patterson](https://find.wellspent.co/advisors/jennifer-patterson.md) | Patterson Partners | Hamilton, Bermuda | CFP | Percentage of assets, Hourly, Fixed fees | | [Keley Petersen](https://find.wellspent.co/advisors/keley-petersen.md) | Willow Grove Advisors | Berkeley, California | | Percentage of assets, Hourly | | [Laleeta Hill](https://find.wellspent.co/advisors/laleeta-hill.md) | Noesis Capital Management | Boca Raton, Florida | CFA | Percentage of assets, Fixed fees | | [Laura Kohler](https://find.wellspent.co/advisors/laura-kohler.md) | Willow Grove Advisors | Berkeley, California | | Percentage of assets, Hourly | | [Lindsay La Fleur](https://find.wellspent.co/advisors/lindsay-la-fleur.md) | LL Financial Services | Ossining, New York | | Percentage of assets, Hourly, Fixed fees | | [Michael Simcock](https://find.wellspent.co/advisors/michael-simcock.md) | Liberty Atlantic Advisors | Florence, Italy | CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Thayer](https://find.wellspent.co/advisors/michael-thayer.md) | Private Asset Management | Kirkland, Washington | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Deery](https://find.wellspent.co/advisors/nicholas-deery.md) | Promus Advisors | Dallas, Texas | | Percentage of assets, Hourly, Fixed fees | | [Nimish Patel](https://find.wellspent.co/advisors/nimish-patel.md) | MCAP Investment Management | Johns Creek, Georgia | CFP | Percentage of assets | | [Sarah Smith](https://find.wellspent.co/advisors/sarah-smith.md) | Willow Grove Advisors | Berkeley, California | | Percentage of assets, Hourly | | [Sean Kearney](https://find.wellspent.co/advisors/sean-kearney.md) | Amvoy Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Suzue Sato](https://find.wellspent.co/advisors/suzue-sato.md) | MoneyCafe Advisors | Denver, Colorado | | Hourly, Fixed fees | | [Alvin Asiamah](https://find.wellspent.co/advisors/alvin-asiamah.md) | asendo wealth | Columbus, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Amar Pandit](https://find.wellspent.co/advisors/amar-pandit.md) | HappyRich Capital | Mumbai, India | CFA | Percentage of assets, Hourly, Fixed fees | | [Anil Kothari](https://find.wellspent.co/advisors/anil-kothari.md) | HappyRich Capital | Monroe Township, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Anita Bustos](https://find.wellspent.co/advisors/anita-bustos.md) | OAC Capital Advisors | Cumming, Georgia | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Blake Farmer](https://find.wellspent.co/advisors/blake-farmer.md) | asendo wealth | Columbus, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Geoffrey Galbraith](https://find.wellspent.co/advisors/geoffrey-galbraith.md) | GFM Asset Management | Maumee, Ohio | | Percentage of assets, Hourly, Ongoing planning fee | | [Jacob Schwartz](https://find.wellspent.co/advisors/jacob-schwartz.md) | Green Ocean Global | San Francisco, California | | Percentage of assets, Fixed fees | | [Jeffrey Kopp](https://find.wellspent.co/advisors/jeffrey-kopp.md) | Cardea Capital Advisors | Jacksonville, Florida | | Percentage of assets, Fixed fees | | [Jeremy Wolf](https://find.wellspent.co/advisors/jeremy-wolf.md) | GFM Asset Management | Weinfelden, Switzerland | | Percentage of assets, Hourly, Ongoing planning fee | | [Katherine Derisson](https://find.wellspent.co/advisors/katherine-derisson.md) | Fyvie Financial | Omaha, Nebraska | | Percentage of assets, Hourly, Fixed fees | | [Kendall Borchardt](https://find.wellspent.co/advisors/kendall-borchardt.md) | Cardea Capital Advisors | Vero Beach, Florida | | Percentage of assets, Fixed fees | | [Lindsay Wolf](https://find.wellspent.co/advisors/lindsay-wolf.md) | asendo wealth | Warren, Ohio | | Percentage of assets, Hourly, Fixed fees | | [Richard Roscelli](https://find.wellspent.co/advisors/richard-roscelli.md) | Cardea Capital Advisors | Vero Beach, Florida | | Percentage of assets, Fixed fees | | [Roxanna Guinan](https://find.wellspent.co/advisors/roxanna-guinan.md) | Cardea Capital Advisors | Coral Gables, Florida | | Percentage of assets, Fixed fees | | [Ryan Ahrens](https://find.wellspent.co/advisors/ryan-ahrens.md) | Green Ocean Global | San Francisco, California | | Percentage of assets, Fixed fees | | [Tariq Dennison](https://find.wellspent.co/advisors/tariq-dennison.md) | GFM Asset Management | Weinfelden, Switzerland | | Percentage of assets, Hourly, Ongoing planning fee | | [Alexander Ingrim](https://find.wellspent.co/advisors/alexander-ingrim.md) | Liberty Atlantic Advisors | Florence, Italy | | Percentage of assets, Hourly, Fixed fees | | [Brian Dunhill](https://find.wellspent.co/advisors/brian-dunhill.md) | DF Direct | London, United Kingdom | | Percentage of assets | | [Cedric Bernier](https://find.wellspent.co/advisors/cedric-bernier.md) | DF Direct | Biarritz, France | | Percentage of assets | | [David Cantor](https://find.wellspent.co/advisors/david-cantor.md) | Liberty Atlantic Advisors | Florence, Italy | | Percentage of assets, Hourly, Fixed fees | | [David Oldenkamp](https://find.wellspent.co/advisors/david-oldenkamp.md) | DF Direct | London, United Kingdom | | Percentage of assets | | [Dylan St. Cyr](https://find.wellspent.co/advisors/dylan-st-cyr.md) | DF Direct | Biarritz, France | | Percentage of assets | | [Eric Frison](https://find.wellspent.co/advisors/eric-frison.md) | DF Direct | Biarritz, France | | Percentage of assets | | [Henry Rutherford](https://find.wellspent.co/advisors/henry-rutherford.md) | Liberty Atlantic Advisors | Florence, Italy | | Percentage of assets, Hourly, Fixed fees | | [Isa Hantzsch](https://find.wellspent.co/advisors/isa-hantzsch.md) | DF Direct | London, United Kingdom | | Percentage of assets | | [Jamie Tulip](https://find.wellspent.co/advisors/jamie-tulip.md) | Forth Capital | Edinburgh, United Kingdom | | Percentage of assets, Hourly, Fixed fees | | [Joshua Madden](https://find.wellspent.co/advisors/joshua-madden.md) | DF Direct | London, United Kingdom | | Percentage of assets | | [Kaitlin Krozel](https://find.wellspent.co/advisors/kaitlin-krozel.md) | Krozel Capital | Scottsdale, Arizona | | Percentage of assets, Fixed fees | | [Kamaljit Somal](https://find.wellspent.co/advisors/kamaljit-somal.md) | DF Direct | London, United Kingdom | | Percentage of assets | | [Mathieu Cyr](https://find.wellspent.co/advisors/mathieu-cyr.md) | DF Direct | London, United Kingdom | | Percentage of assets | | [Niamh Aitken](https://find.wellspent.co/advisors/niamh-aitken.md) | Forth Capital | Edinburgh, United Kingdom | | Percentage of assets, Hourly, Fixed fees | | [Nicola Barton](https://find.wellspent.co/advisors/nicola-barton.md) | Forth Capital | Houston, Texas | | Percentage of assets, Hourly, Fixed fees | | [Reuben Woods](https://find.wellspent.co/advisors/reuben-woods.md) | DF Direct | London, United Kingdom | | Percentage of assets | | [Ricardo Jesus](https://find.wellspent.co/advisors/ricardo-jesus.md) | Liberty Atlantic Advisors | Conceição, Portugal | | Percentage of assets, Hourly, Fixed fees | | [Robin Lin](https://find.wellspent.co/advisors/robin-lin.md) | Lin Global Advisors | Kirkland, Washington | | Percentage of assets | | [Shihfang Chuang](https://find.wellspent.co/advisors/shihfang-chuang.md) | Noesis Capital Management | Boca Raton, Florida | | Percentage of assets, Fixed fees | | [Simon Kasbari](https://find.wellspent.co/advisors/simon-kasbari.md) | Noesis Capital Management | Boca Raton, Florida | | Percentage of assets, Fixed fees | | [Thomas Tracy](https://find.wellspent.co/advisors/thomas-tracy.md) | Forth Capital | Edinburgh, United Kingdom | | Percentage of assets, Hourly, Fixed fees | | [Abhijeet Mhatre](https://find.wellspent.co/advisors/abhijeet-mhatre.md) | HappyRich Capital | Monroe Township, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Fernando Germana](https://find.wellspent.co/advisors/fernando-germana.md) | Germana Capital | Miami, Florida | | Percentage of assets, Hourly, Performance-based fees | | [Jean Coletta](https://find.wellspent.co/advisors/jean-coletta.md) | Germana Capital | Miami, Florida | | Percentage of assets, Hourly, Performance-based fees | | [Michael Laubinger](https://find.wellspent.co/advisors/michael-laubinger.md) | Stono River Wealth Management | Johns Island, South Carolina | | Percentage of assets, Fixed fees | | [Alexander Duncan](https://find.wellspent.co/advisors/alexander-duncan.md) | MCAP Investment Management | Woodstock, Georgia | | Percentage of assets | | [Curtis Patterson](https://find.wellspent.co/advisors/curtis-patterson.md) | Patterson Partners | Hamilton, Bermuda | | Percentage of assets, Hourly, Fixed fees | | [Guido Valli](https://find.wellspent.co/advisors/guido-valli.md) | FDI Wealth Management | Miami, Florida | | Percentage of assets, Hourly | | [Jeffrey Patterson](https://find.wellspent.co/advisors/jeffrey-patterson.md) | Patterson Partners | Hamilton, Bermuda | | Percentage of assets, Hourly, Fixed fees | | [John Brock-Edgar](https://find.wellspent.co/advisors/john-brock-edgar.md) | LDN Wealth | Orlando, Florida | | Hourly, Fixed fees | | [Mariano Sardans](https://find.wellspent.co/advisors/mariano-sardans.md) | FDI Wealth Management | Miami, Florida | | Percentage of assets, Hourly | | [Rodrigo Gamarci](https://find.wellspent.co/advisors/rodrigo-gamarci.md) | FDI Wealth Management | Miami, Florida | | Percentage of assets, Hourly | | [Ryan Schmitt](https://find.wellspent.co/advisors/ryan-schmitt.md) | LDN Wealth | Orlando, Florida | | Hourly, Fixed fees | ## Related - [Cross-border (US / Canada)](https://find.wellspent.co/specialties/cross-border.md) - [Tax planning](https://find.wellspent.co/specialties/tax-planning.md) - [Estate & legacy planning](https://find.wellspent.co/specialties/estate-planning.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).