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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
Nicolaas Letschert Noesis Capital Management Boca Raton CFP Percentage of assets, Fixed fees
Robert Sell Polaris Asset Management Sugar Hill CFP Percentage of assets, Hourly
Robin Lakey-White DF Direct London, United Kingdom CFP Percentage of assets
Rupesh Goyal Alphanso Rochester Not listed Flat fee or retainer, Ongoing planning fee
Scott Beasley Liberty Atlantic Advisors Valencia, Spain CFP, ChFC Percentage of assets, Hourly
Scott Evans Liberty Atlantic Advisors Princeton CFP, CFA Percentage of assets, Hourly
Taylor Bell Aequitas Financial Santa Ana Not listed Percentage of assets, Ongoing planning fee
Endrit Lloshi Wealthy & Wise Family Office Columbia Not listed Percentage of assets, Hourly
Franklin Hsu NOMAD Capital Group Kirkland CFP Percentage of assets, Hourly
Hiroshi Goto Goto Financial Advisory Franklin CFA One-time planning fee
Riddhi Jain HappyRich Capital Mumbai, India CFP Percentage of assets, Hourly
Taiyoung Lee Wealthy & Wise Family Office Columbia Not listed Percentage of assets, Hourly
Arijeet Singh Willow Grove Advisors Brier Not listed Percentage of assets, Hourly
Christian Paterok Noesis Capital Management Boca Raton CFA Percentage of assets, Fixed fees
Clarissa Candelario Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Eric Diandrea WealthUnite Advisors Manhasset Not listed Percentage of assets
Jeffrey Petersen Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Jennifer Patterson Patterson Partners Hamilton, Bermuda CFP Percentage of assets, Hourly
Keley Petersen Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Laleeta Hill Noesis Capital Management Boca Raton CFA Percentage of assets, Fixed fees
Laura Kohler Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Lindsay La Fleur LL Financial Services Ossining Not listed Percentage of assets, Hourly
Michael Simcock Liberty Atlantic Advisors Florence, Italy CFA Percentage of assets, Hourly
Michael Thayer Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Nicholas Deery Promus Advisors Dallas Not listed Percentage of assets, Hourly
Nimish Patel MCAP Investment Management Johns Creek CFP Percentage of assets
Sarah Smith Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Sean Kearney Amvoy Wealth New York Not listed Percentage of assets, Fixed fees
Suzue Sato MoneyCafe Advisors Denver Not listed Hourly, Fixed fees
Alvin Asiamah asendo wealth Columbus Not listed Percentage of assets, Hourly
Amar Pandit HappyRich Capital Mumbai, India CFA Percentage of assets, Hourly
Anil Kothari HappyRich Capital Monroe Township CFA Percentage of assets, Hourly
Anita Bustos OAC Capital Advisors Cumming Not listed Percentage of assets, Hourly
Blake Farmer asendo wealth Columbus Not listed Percentage of assets, Hourly
Geoffrey Galbraith GFM Asset Management Maumee Not listed Percentage of assets, Hourly
Jacob Schwartz Green Ocean Global San Francisco Not listed Percentage of assets, Fixed fees
Jeffrey Kopp Cardea Capital Advisors Jacksonville Not listed Percentage of assets, Fixed fees
Jeremy Wolf GFM Asset Management Weinfelden, Switzerland Not listed Percentage of assets, Hourly
Katherine Derisson Fyvie Financial Omaha Not listed Percentage of assets, Hourly
Kendall Borchardt Cardea Capital Advisors Vero Beach Not listed Percentage of assets, Fixed fees
Lindsay Wolf asendo wealth Warren Not listed Percentage of assets, Hourly
Richard Roscelli Cardea Capital Advisors Vero Beach Not listed Percentage of assets, Fixed fees
Roxanna Guinan Cardea Capital Advisors Coral Gables Not listed Percentage of assets, Fixed fees
Ryan Ahrens Green Ocean Global San Francisco Not listed Percentage of assets, Fixed fees
Tariq Dennison GFM Asset Management Weinfelden, Switzerland Not listed Percentage of assets, Hourly
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
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

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