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Specialty

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).

By the numbers

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.

Advisors listed
129
Firms
56
Cities
63
Hold the CFP
42%
  • Other credentials: CFA 10% · CPA 1% · EA 2%
  • How they charge (of 129 with fees on file): percentage of assets 90% · hourly 58% · fixed fees 54% · ongoing planning fee 18%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors with depth in international & expat planning

Fee-only advisors focused on international & expat planning: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jane Mepham Financial Planning For Foreign-Born Families & US Expats Elgon Financial Advisors Austin CFP, MSC Percentage of assets, One-time planning fee
Gabriel Kaplan Wealth Habits White Plains CFP, CPA, MBA Percentage of assets, Ongoing planning fee
Hui-chin Chen Jade & Cowry Arlington CFP Flat fee or retainer, Ongoing planning fee
Jordan Vlastuin Vlastuin Make the Memory Financial Planning LLC Clemmons CFP Flat fee or retainer, Ongoing planning fee
Malissa Marshall Soaring Wealth LLC Bristol CFP, EA Percentage of assets, Ongoing planning fee
Matthew Hale Make the Memory Financial Planning Johnson City CFP Flat fee or retainer, Ongoing planning fee
Sefa Mawuli Jade & Cowry Arlington CFP Flat fee or retainer, Ongoing planning fee
Zeke Anders Planalto Financial LLC Huntsville CFP Flat fee or retainer, Hourly
Ariadne Horstman Tamarind Financial Planning Palo Alto CFP, RLP Percentage of assets, Ongoing planning fee
Emilie Goldman Tamarind Financial Planning Palo Alto CFA, CFP, MBA Percentage of assets, Ongoing planning fee
Jackson Xu X AND Y ADVISORS, INC. El Segundo CFP, CFA Ongoing planning fee
Otto Rivera Mindful Wealth LLC St Louis CFP, EA Ongoing planning fee, Percentage of assets
Jane Beule Griffin Black, LLC Redwood City BA, CFP, MBA Percentage of assets, Ongoing planning fee
Kris Draper Northern Lights Advisors Inc Seattle CFP Percentage of assets, Ongoing planning fee
Martin Lundgren Northern Lights Advisors Inc. Seattle CFA, CFP Percentage of assets, Ongoing planning fee
Brett Spencer Impact Financial LLC Chicago CFP Percentage of assets, Hourly
Bill Holliday AIO Financial, LLC Los Angeles Not listed Percentage of assets, Ongoing planning fee
Rupa Pereira FWJ Planning Raleigh Durham Triangle Not listed Flat fee or retainer, Ongoing planning fee
Vrishin Subramaniam Helping immigrants align their money and their life CapitalWe Arlington CFP Flat fee or retainer, Hourly
Brennan Vitali Vitality Wealth Planning Elkhart CFP Percentage of assets, Hourly
Francisco Aguilar Puyol MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Nancy Metzger MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Tamara Witham GreenLife Advisors, LLC Harrison CFP, CFA, MBA Percentage of assets, Hourly
Victor Gersten Cross Border Wealth Advisors San Diego CFP Percentage of assets, Ongoing planning fee
Genti Cici Wealthy & Wise Family Office Columbia CFP Percentage of assets, Hourly
S Yeyni Wealth-Builders Bellevue CFP Percentage of assets, Hourly
Claudina Campbell Willow Grove Advisors Berkeley CFP Percentage of assets, Hourly
Joshua Prince Promus Advisors Dallas CFP Percentage of assets, Hourly
Lawrence Blau LL Financial Services Ossining CFP Percentage of assets, Hourly
Scott Udkler Promus Advisors Dallas CFP Percentage of assets, Hourly
Wing-Yin Kong Willow Grove Advisors Berkeley CFP Percentage of assets, Hourly
Angel Brown asendo wealth San Diego CFP Percentage of assets, Hourly
Benjamin Hein OAC Capital Advisors Miami Beach CFP, CFA Percentage of assets, Hourly
Charles Wood Cardea Capital Advisors Vero Beach CFP Percentage of assets, Fixed fees
Christopher Schumacher asendo wealth Columbus CFP Percentage of assets, Hourly
Isao Shoji asendo wealth Columbus CFP Percentage of assets, Hourly
John Loveday asendo wealth Columbus CFP Percentage of assets, Hourly
John McNertney Green Ocean Global San Francisco CFP Percentage of assets, Fixed fees
Jonathan Roby asendo wealth Columbus CFP Percentage of assets, Hourly
Mark Moberg Green Ocean Global San Francisco CFP Percentage of assets, Fixed fees
Meghan Mader asendo wealth Columbus CFP Percentage of assets, Hourly
Noa Hoffman Green Ocean Global San Francisco CFP Percentage of assets, Fixed fees
Ryan Leary asendo wealth Columbus CFP Percentage of assets, Hourly
Todd Wiersum Encompass Financial Services San Diego CFP Percentage of assets, Hourly
Abraham Amador-Lindner Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Ann Herrero DF Direct London, United Kingdom CFP Percentage of assets
Cheryl Deknatel Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Diego Luna Y Parra Diaz Berlin Wealth Group Advisors Tomball Not listed Flat fee or retainer, Hourly
Grace Trewartha MAPT Capital Madison Not listed Percentage of assets, Flat fee or retainer
Janine Guenther Promus Advisors Dallas CFA Percentage of assets, Hourly

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