# Fee-only financial advisors: Physicians & residents

> Financial planning for physicians has its own arc: training-era debt and income asymmetry, PSLF and refinancing decisions, disability and malpractice coverage, contract review, practice-ownership economics, and late-career catchup on retirement savings after a long training runway. Advisors with depth here work with resident, fellow, attending, and practice-owning clients on a regular cadence.

The Wellspent public graph lists 384 fee-only financial advisors focused on physicians & residents at 176 firms, most in Dallas, Falls Church and Beaufort. 50% hold the CFP certification. Of the 384 with fees on file, 86% charge percentage of assets.

Page: https://find.wellspent.co/specialties/physicians/
384 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 |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Alan Rhode](https://find.wellspent.co/advisors/alan-rhode.md) | Modern Wealth | Blue Bell, Pennsylvania | CFP, RLP, CPWA | Percentage of assets |
| [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Amy Barnes](https://find.wellspent.co/advisors/amy-barnes.md) | Firebrand Wealth Management, LLC | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee |
| [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee |
| [Andrew Ish](https://find.wellspent.co/advisors/andrew-ish.md) | Prepared Financial Planning LLC | Milwaukee, Wisconsin | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon.md) | VetWorth | Peachtree City, Georgia | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| [Austin Lee](https://find.wellspent.co/advisors/austin-lee.md) | Lee Financial Group LLC | Ladera Ranch, California | CFP, MBA | Ongoing planning fee, Percentage of assets |
| [Chao Zhang](https://find.wellspent.co/advisors/chao-zhang.md) | Think Different Wealth Advisors LLC | Allen, Texas | CFA, CFP, MBA | Percentage of assets |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Daniel Wrenne](https://find.wellspent.co/advisors/daniel-wrenne.md) | Wrenne Financial Planning | Lexington, Kentucky | CFP, ChFC | Flat fee or retainer, Ongoing planning fee |
| [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 |
| [Hunter Kelly](https://find.wellspent.co/advisors/hunter-kelly.md) | Palm Valley Wealth Management | Saint Augustine, Florida | CFP | Percentage of assets |
| [Jared Andreoli](https://find.wellspent.co/advisors/jared-andreoli.md) | Simplicity Financial, LLC | Milwaukee, Wisconsin | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Jared Paul](https://find.wellspent.co/advisors/jared-paul.md) | Capable Wealth | Albany, New York | CFP, CIMA | Percentage of assets, Hourly, Fixed fees |
| [John Gugle](https://find.wellspent.co/advisors/john-gugle.md) | Gugle Wealth Advisory LLC | Indian Land, South Carolina | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee |
| [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Mai Yang](https://find.wellspent.co/advisors/mai-yang.md) | Heartworth Financial | Saint Louis Park, Minnesota | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Marcus Miller](https://find.wellspent.co/advisors/marcus-miller.md) | Mainstay Capital LLC | Lakeland, Florida | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Meri-Li Forrest](https://find.wellspent.co/advisors/meri-li-forrest.md) | Be Wealthy Financial Coaching Inc. | Oakville, Ontario | CFP, CIM | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane.md) | Kane Financial Planning, LLC | Avon, Connecticut | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Sara Young](https://find.wellspent.co/advisors/sara-young.md) | Live and Give Financial LLC | Cincinnati, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Tommy Lopez](https://find.wellspent.co/advisors/tommy-lopez.md) | Coffeehouse Capital LLC \| Financial Planning and Wealth Management | Fresno, California | CFP, CRPC | Hourly, One-time planning fee |
| [Betsy Ratashak-Vogel](https://find.wellspent.co/advisors/betsy-ratashak-vogel.md) | R&V Personal Finance | Decorah, Iowa | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Clint Gossage](https://find.wellspent.co/advisors/clint-gossage.md) | CMG Financial Consulting, LLC | Scottsdale, Arizona | CFA, CFP, CPA | Ongoing planning fee |
| [Garrett Bybee](https://find.wellspent.co/advisors/garrett-bybee.md) | Bybee Wealth Management | Roy, Utah | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Ivan Havrylyan](https://find.wellspent.co/advisors/ivan-havrylyan.md) | Outside The Box Financial Planning, LLC | Wheeling, Illinois | CFP | One-time planning fee |
| [Jason Richmond](https://find.wellspent.co/advisors/jason-richmond.md) | Pruitt Richmond Wealth Management | Estero, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith.md) | Vitality Wealth | Meridian, Idaho | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee |
| [John West](https://find.wellspent.co/advisors/john-west.md) | Spraker West Wealth Management, Inc. | Winter Park, Florida | CFP, MBA | Percentage of assets, Hourly, One-time planning fee |
| [Scott Sturgeon](https://find.wellspent.co/advisors/scott-sturgeon.md) | Oread Wealth Partners | Leawood, Kansas | CFP, JD, MBA | Percentage of assets |
| [Thomas Mclean](https://find.wellspent.co/advisors/thomas-mclean.md) | Altruist Wealth Management | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Betsy Hutchins](https://find.wellspent.co/advisors/betsy-hutchins.md) | Forward Financial Planning | Germantown, Tennessee | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| [Brian Face](https://find.wellspent.co/advisors/brian-face.md) | Face 2 Face Financial Planning | Portage, Michigan | CFP | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Caleb Pepperday](https://find.wellspent.co/advisors/caleb-pepperday.md) | Advanced Practice Planning, LLC | Missoula, Montana | CFP, ChFC | Ongoing planning fee |
| [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady.md) | Michael Brady & Co., LLC | Westlake, Ohio | CFP, MBA | Percentage of assets |
| [Cody Cassidy](https://find.wellspent.co/advisors/cody-cassidy.md) | TCI Wealth Advisors, Inc. | Scottsdale, Arizona | CFP, CPA, MBA, AAMS, ChFC, CWS, CFA, MD, AIF | Percentage of assets, Hourly, Fixed fees |
| [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jacob Rich](https://find.wellspent.co/advisors/jacob-rich.md) | Capstone Wealth Advisors | Indianapolis, Indiana | CFP | Percentage of assets, One-time planning fee |
| [Kevin Michels](https://find.wellspent.co/advisors/kevin-michels.md) | Medicus Wealth Planning, Inc. | Draper, Utah | CFP | Percentage of assets, Hourly, One-time planning fee |
| [Kody Brown](https://find.wellspent.co/advisors/kody-brown.md) | Sequoia Financial Group | Pasadena, California | CFP, CRPS | Percentage of assets, Hourly, Subscription, Fixed fees, Performance-based fees |
| [Logan Murray](https://find.wellspent.co/advisors/logan-murray.md) | Pocket Project LLC | Philadelphia, Pennsylvania | CFP, EA, RICP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Matthew Morris](https://find.wellspent.co/advisors/matthew-morris.md) | Multipath Wealth Management | Columbia, South Carolina | CFP, MSFP | Ongoing planning fee |
| [Robert Bartley](https://find.wellspent.co/advisors/robert-bartley.md) | Bartley Financial Advisors | Bedford, New Hampshire | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets |
| [Sanjay Pamurthy](https://find.wellspent.co/advisors/sanjay-pamurthy.md) | Artham Advisors LLC | Dallas, Texas | CFP, MBA | Flat fee or retainer |
| [Sean Wilson](https://find.wellspent.co/advisors/sean-wilson.md) | Moraine Wealth Advisory | Calgary, Alberta | CIM, CFP | One-time planning fee, Hourly |
| [Zack Gutches](https://find.wellspent.co/advisors/zack-gutches.md) | True Riches Financial Planning | Denver, Colorado | CFP, CPA | Flat fee or retainer |
| [Andrew McFadden](https://find.wellspent.co/advisors/andrew-mcfadden.md) | Panoramic Financial Advice | Fresno, California | CFP, MBA | Flat fee or retainer |
| [Dwayne Reinike](https://find.wellspent.co/advisors/dwayne-reinike.md) | Valiant Financial Planning | Kirkland, Washington | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| [Eric Hollen](https://find.wellspent.co/advisors/eric-hollen.md) | Open Window Financial Solutions, Ltd. | Reno, Nevada | CFP, MD | Percentage of assets, Hourly, One-time planning fee |
| [Eric Imley](https://find.wellspent.co/advisors/eric-imley.md) | Soaring Investment Management, LLC | Portland, Oregon | CFP, MFA, CKA, CFA | Percentage of assets, Hourly |
| [John Fales](https://find.wellspent.co/advisors/john-fales.md) | Searcy Financial Services, Inc. | Overland Park, Kansas | AIF, CFP, CIMA, EA | Percentage of assets, Hourly, Fixed fees |
| [John Stocking](https://find.wellspent.co/advisors/john-stocking.md) | Evidence Based Finance | Toronto, Ontario | CIM, CIWM, PFP | One-time planning fee, Ongoing planning fee |
| [Jovan Johnson](https://find.wellspent.co/advisors/jovan-johnson.md) | Piece of Wealth Planning LLC | Athens, Georgia | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Justin Harvey](https://find.wellspent.co/advisors/justin-harvey.md) | APM Wealth, LLC | Portland, Oregon | CFP, ChFC, RICP | Ongoing planning fee |
| [Kade Hammes](https://find.wellspent.co/advisors/kade-hammes.md) | Storybook Financial | Coralville, Iowa | CFP, RLP | Percentage of assets, Hourly, Fixed fees |
| [Lisa Mesquit](https://find.wellspent.co/advisors/lisa-mesquit.md) | Soaring Investment Management, LLC | Portland, Oregon | CFA, CFP, ChFC | Percentage of assets, Hourly |
| [Mark Schweiss](https://find.wellspent.co/advisors/mark-schweiss.md) | Modern Dollar Planning | St. Louis, Missouri | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Matt Fizell](https://find.wellspent.co/advisors/matt-fizell.md) | Harmony Wealth | Madison, Wisconsin | CFP | Ongoing planning fee |
| [Tripp Yates](https://find.wellspent.co/advisors/tripp-yates.md) | Eaglestrong Financial | Memphis, Tennessee | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Fixed fees |
| [Vishal Gill](https://find.wellspent.co/advisors/vishal-gill.md) | Portfolio Planning | Vancouver, British Columbia | CFP | Flat fee or retainer |
| [Adam Neal](https://find.wellspent.co/advisors/adam-neal.md) | TPC Financial Group Ltd. | Victoria, British Columbia | CFP, CLU, CEA | One-time planning fee |
| [Andrew Musbach](https://find.wellspent.co/advisors/andrew-musbach.md) | MD Wealth Management | Chelsea, Michigan | CFP, CFA, MBA | Ongoing planning fee |
| [Ben Gajardo](https://find.wellspent.co/advisors/ben-gajardo.md) | Gajardo Wealth Management | American Fork, Utah | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Hemphill](https://find.wellspent.co/advisors/james-hemphill.md) | TGS Financial Advisors | Radnor, Pennsylvania | CASL, CFP, ChFC, CIMA, CPWA, Retirement Management Advisor | Percentage of assets, Fixed fees |
| [Katie Brewer](https://find.wellspent.co/advisors/katie-brewer.md) | Your Richest Life, LLC | Plano, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Loyd Burleson](https://find.wellspent.co/advisors/loyd-burleson.md) | Financial Freedom for Dentists LLC | Snoqualmie, Washington | CFP, MS | Percentage of assets, Fixed fees |
| [Ryan Bayonnet](https://find.wellspent.co/advisors/ryan-bayonnet.md) | Hyland Wealth Management | Green, Ohio | CFP, MSFP | Percentage of assets, Hourly, Fixed fees |
| [Trent DeBruin](https://find.wellspent.co/advisors/trent-debruin.md) | MD Wealth Management | Chelsea, Michigan | CFA, CFP, MBA | Ongoing planning fee |
| [Ben Mayhew](https://find.wellspent.co/advisors/ben-mayhew.md) | Aergo Financial Planning | Halifax, Nova Scotia | CFP | Hourly |
| [Donald DeMuth](https://find.wellspent.co/advisors/donald-demuth.md) | Mighty Oak Strong America Investment Company | Mechanicsburg, Pennsylvania | CFA, CHBC, CPA/PFS, MBA | Percentage of assets, Hourly |
| [Tiffany Bergland](https://find.wellspent.co/advisors/tiffany-bergland.md) | Bergland Wealth Management, Inc. | Ridgeland, Mississippi | AIF, CFP, MSPFP | Percentage of assets, Fixed fees |
| [Allen Regan](https://find.wellspent.co/advisors/allen-regan.md) | Vistica Wealth Advisors | Carlsbad, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Amy Braun-Bostich](https://find.wellspent.co/advisors/amy-braun-bostich.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Brad Cougill](https://find.wellspent.co/advisors/brad-cougill.md) | Deerfield Financial Advisors, Inc. | Park Ridge, Illinois | CFP, CPA, CEPA | Percentage of assets, Hourly, Fixed fees |
| [Brian Bruggeman](https://find.wellspent.co/advisors/brian-bruggeman.md) | Walla Walla Wealth Advisors | Walla Walla, Washington | CFP | Percentage of assets |
| [Christine Skoczek](https://find.wellspent.co/advisors/christine-skoczek.md) | Vistica Wealth Advisors | San Diego, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Daniel Peters](https://find.wellspent.co/advisors/daniel-peters.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee |
| [Deborah Klein](https://find.wellspent.co/advisors/deborah-klein.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [Fatima Iqbal](https://find.wellspent.co/advisors/fatima-iqbal.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [Ibtasam Mahmood](https://find.wellspent.co/advisors/ibtasam-mahmood.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [James Hargrave](https://find.wellspent.co/advisors/james-hargrave.md) | Pillar Financial Planning | Raymore, Missouri | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Jeffrey Vistica](https://find.wellspent.co/advisors/jeffrey-vistica.md) | Vistica Wealth Advisors | Carlsbad, California | CFP, ChFC | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Mary McCraw](https://find.wellspent.co/advisors/mary-mccraw.md) | The Arkansas Financial Group, Inc. | Little Rock, Arkansas | CFP, CPA/PFS | Percentage of assets, Ongoing planning fee |
| [Nicole Sullivan](https://find.wellspent.co/advisors/nicole-sullivan.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee |
| [Reem Hussein](https://find.wellspent.co/advisors/reem-hussein.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [Ronald Bernstein](https://find.wellspent.co/advisors/ronald-bernstein.md) | Prism Planning Partners | Rancho Mirage, California | CFP, PFS | One-time planning fee |
| [Ryan Fisher](https://find.wellspent.co/advisors/ryan-fisher.md) | DentVest Wealth Management | Fort Wayne, Indiana | CFP | Ongoing planning fee |
| [Samer Eshmawy](https://find.wellspent.co/advisors/samer-eshmawy.md) | Azzad Asset Management | Falls Church, Virginia | CFP | Percentage of assets |
| [Tammy Pompei](https://find.wellspent.co/advisors/tammy-pompei.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Thomas Little](https://find.wellspent.co/advisors/thomas-little.md) | Yeti Wealth Management Group | Highlands Ranch, Colorado | CFP | Percentage of assets, One-time planning fee |
| [Adam Stoeckler](https://find.wellspent.co/advisors/adam-stoeckler.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Beverly Whitman](https://find.wellspent.co/advisors/beverly-whitman.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-5186023.md) | Forward Thinking Wealth Management | Copley, Ohio | CFP | Flat fee or retainer, Ongoing planning fee |
| [Dustin Javier](https://find.wellspent.co/advisors/dustin-javier.md) | Defined Capital | Oak Brook, Illinois | CFP | Percentage of assets, Ongoing planning fee |
| [Luke Melms](https://find.wellspent.co/advisors/luke-melms.md) | Firm Foundation Family Wealth | Ft. Lauderdale, Florida | CFP | Percentage of assets |
| [Mark Whitman](https://find.wellspent.co/advisors/mark-whitman.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Robert Dignan](https://find.wellspent.co/advisors/robert-dignan.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFP | Percentage of assets, Fixed fees |
| [Ryan Moran](https://find.wellspent.co/advisors/ryan-moran-6984569.md) | Highland Investment Advisors | Brookfield, Wisconsin | CFP, CFA | Percentage of assets, Fixed fees |
| [Andrew Reynolds](https://find.wellspent.co/advisors/andrew-reynolds.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anthony Ogorek](https://find.wellspent.co/advisors/anthony-ogorek.md) | Ogorek Wealth Management | Williamsville, New York | CFP | Percentage of assets, Fixed fees |
| [Bailey Thornton](https://find.wellspent.co/advisors/bailey-thornton.md) | Kinloch Capital | Glen Allen, Virginia | CFP | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Lopez](https://find.wellspent.co/advisors/benjamin-lopez.md) | PecuSavvy Financial | El Paso, Texas | CFP | Percentage of assets |
| [Brian Burton](https://find.wellspent.co/advisors/brian-burton.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cameron Hamilton](https://find.wellspent.co/advisors/cameron-hamilton.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carol Dixon](https://find.wellspent.co/advisors/carol-dixon.md) | Your Planning Partner | Palm Beach Gardens, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carol Lane](https://find.wellspent.co/advisors/carol-lane.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Chase Perry](https://find.wellspent.co/advisors/chase-perry.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Daniel King](https://find.wellspent.co/advisors/daniel-king.md) | S. Harris Financial Group | San Antonio, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ekenna Anya-Gafu](https://find.wellspent.co/advisors/ekenna-anya-gafu.md) | Pacific Canyon Investments | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees |
| [Evan Lane](https://find.wellspent.co/advisors/evan-lane.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Frank Yozwiak](https://find.wellspent.co/advisors/frank-yozwiak.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ivan Mendoza](https://find.wellspent.co/advisors/ivan-mendoza.md) | Mendoza Private Wealth | North Miami, Florida | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees |
| [Jack Marino](https://find.wellspent.co/advisors/jack-marino.md) | Lake Hills Wealth Management | Longview, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jacob King](https://find.wellspent.co/advisors/jacob-king.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Jacob McConnell](https://find.wellspent.co/advisors/jacob-mcconnell.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets |
| [Jake McCracken](https://find.wellspent.co/advisors/jake-mccracken.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets |
| [James Sullivan](https://find.wellspent.co/advisors/james-sullivan.md) | Beaird Harris | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees |
| [James Zimmerman](https://find.wellspent.co/advisors/james-zimmerman.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Jared Brock](https://find.wellspent.co/advisors/jared-brock.md) | Brock Hill Wealth Management | Newton, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jason Clevlen](https://find.wellspent.co/advisors/jason-clevlen.md) | Lake Hills Wealth Management | Austin, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jason Gong](https://find.wellspent.co/advisors/jason-gong.md) | Lifelong Wealth Management Group | Lake Oswego, Oregon | CFP, ChFC | Percentage of assets |
| [Jeffrey Viksjo](https://find.wellspent.co/advisors/jeffrey-viksjo.md) | Ogorek Wealth Management | Williamsville, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Jeremy Busch](https://find.wellspent.co/advisors/jeremy-busch.md) | Keystone Financial Services | Loveland, Colorado | CFP | Percentage of assets, Fixed fees |
| [Jerry King](https://find.wellspent.co/advisors/jerry-king.md) | The Financial Resource Center | Carmel, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Boardman](https://find.wellspent.co/advisors/john-boardman.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Dewitt](https://find.wellspent.co/advisors/john-dewitt.md) | Lakeshore Advisors | Fort Lauderdale, Florida | CFP | Percentage of assets |
| [Joseph Dunn](https://find.wellspent.co/advisors/joseph-dunn.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Joshua Nelson](https://find.wellspent.co/advisors/joshua-nelson.md) | Keystone Financial Services | Loveland, Colorado | CFP | Percentage of assets, Fixed fees |
| [Justin Watson](https://find.wellspent.co/advisors/justin-watson.md) | Beaird Harris | Dallas, Texas | CFP, PFS | Percentage of assets, Fixed fees |
| [Matthew Berhow](https://find.wellspent.co/advisors/matthew-berhow.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mitchell Byrum](https://find.wellspent.co/advisors/mitchell-byrum.md) | S. Harris Financial Group | San Antonio, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Paul Esposito](https://find.wellspent.co/advisors/paul-esposito.md) | Prestige Wealth Management Group | Flemington, New Jersey | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Quinn McCracken](https://find.wellspent.co/advisors/quinn-mccracken.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP | Percentage of assets |
| [Robert Klefsaas](https://find.wellspent.co/advisors/robert-klefsaas.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees |
| [Samuel Haager](https://find.wellspent.co/advisors/samuel-haager.md) | S. Harris Financial Group | San Antonio, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Stephanie Harris](https://find.wellspent.co/advisors/stephanie-harris.md) | S. Harris Financial Group | San Antonio, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Steven Lugar](https://find.wellspent.co/advisors/steven-lugar.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Tai Chu](https://find.wellspent.co/advisors/tai-chu.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Thomas Bengtson](https://find.wellspent.co/advisors/thomas-bengtson.md) | Lakeshore Advisors | Charlotte, North Carolina | CFP | Percentage of assets |
| [Trent Lakes](https://find.wellspent.co/advisors/trent-lakes.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Trevor York](https://find.wellspent.co/advisors/trevor-york.md) | River's Edge Wealth Management | Beaver, Pennsylvania | CFP, ChFC | Percentage of assets |
| [Tyler Reeves](https://find.wellspent.co/advisors/tyler-reeves.md) | Plimsoll Financial Planning | Hoover, Alabama | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Virginia Baker](https://find.wellspent.co/advisors/virginia-baker.md) | Beaird Harris | Dallas, Texas | CFP | Percentage of assets, Fixed fees |
| [Adam Drake](https://find.wellspent.co/advisors/adam-drake.md) | Highland Investment Advisors | Ponte Vedra, Florida | CFA | Percentage of assets, Fixed fees |
| [Andres Romero](https://find.wellspent.co/advisors/andres-romero.md) | E2E Financial | Atlanta, Georgia | CFP, ChFC | Ongoing planning fee |
| [Andrew Crone](https://find.wellspent.co/advisors/andrew-crone.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Dobler](https://find.wellspent.co/advisors/benjamin-dobler.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee |
| [Brett Fellows](https://find.wellspent.co/advisors/brett-fellows.md) | Oak Capital Advisors | Mt. Pleasant, South Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Chanley Christman](https://find.wellspent.co/advisors/chanley-christman.md) | Quest Wealth Solutions | Mansfield, Ohio | CFP | Percentage of assets |
| [Christopher Hansen](https://find.wellspent.co/advisors/christopher-hansen.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee |
| [Erich Imphong](https://find.wellspent.co/advisors/erich-imphong.md) | Plotkin Financial Advisors | Marriottsville, Maryland | CFP | Percentage of assets, Hourly |
| [Ian Castille](https://find.wellspent.co/advisors/ian-castille.md) | Capital Advantage | Walnut Creek, California | CFP | Percentage of assets, Ongoing planning fee |
| [Ilirjan Shkurti](https://find.wellspent.co/advisors/ilirjan-shkurti.md) | Whistle Stop Financial Advice | Birmingham, Michigan | CFA | Hourly |
| [James Beenders](https://find.wellspent.co/advisors/james-beenders.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Jason Terhune](https://find.wellspent.co/advisors/jason-terhune.md) | Capital Advantage | Walnut Creek, California | CFP | Percentage of assets, Ongoing planning fee |
| [Justin Clark](https://find.wellspent.co/advisors/justin-clark.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Kayse Kress](https://find.wellspent.co/advisors/kayse-kress.md) | DocsFP | Newington, Connecticut | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Leonard Barry](https://find.wellspent.co/advisors/leonard-barry.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees |
| [Linda Yeager](https://find.wellspent.co/advisors/linda-yeager.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Mark Adams](https://find.wellspent.co/advisors/mark-adams.md) | The DBS Companies | Bloomington, Indiana | CFP | Percentage of assets, Hourly |
| [Matthew Short](https://find.wellspent.co/advisors/matthew-short.md) | Tiller Private Wealth | Bethlehem, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Mawuena Takyi](https://find.wellspent.co/advisors/mawuena-takyi.md) | Asempa Wealth Advisors | Baton Rouge, Louisiana | CFP | Percentage of assets |
| [Michael Andrews](https://find.wellspent.co/advisors/michael-andrews-4210343.md) | Andrews Advisors | Uniontown, Ohio | CFP | Percentage of assets, Fixed fees |
| [Michael Sabatino](https://find.wellspent.co/advisors/michael-sabatino.md) | Sabadoodle | Princeton, New Jersey | CFP | One-time planning fee, Flat fee or retainer |
| [Mohua Das](https://find.wellspent.co/advisors/mohua-das.md) | Crimson Oak Wealth Management | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Catlin](https://find.wellspent.co/advisors/nicholas-catlin.md) | CBG & Company | Fishers, Indiana | CFP | Percentage of assets, Hourly, Fixed fees |
| [Philip Maravilla](https://find.wellspent.co/advisors/philip-maravilla.md) | PracticeCFO | San Diego, California | CFP | Percentage of assets, Fixed fees |
| [Rakesh Budhram](https://find.wellspent.co/advisors/rakesh-budhram.md) | Prolific Solutions | Ozone Park, New York | CFP | Percentage of assets, Fixed fees |
| [Robert Hansen](https://find.wellspent.co/advisors/robert-hansen.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee |
| [Robert Maher](https://find.wellspent.co/advisors/robert-maher.md) | Virgil Wealth Advisory | Cincinnati, Ohio | CFA | Percentage of assets, One-time planning fee |
| [Scott Keipper](https://find.wellspent.co/advisors/scott-keipper.md) | Highland Investment Advisors | Brookfield, Wisconsin | PFS | Percentage of assets, Fixed fees |
| [Sharon Miller](https://find.wellspent.co/advisors/sharon-miller.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee |
| [Theodore Schumann](https://find.wellspent.co/advisors/theodore-schumann.md) | The DBS Companies | Bay City, Michigan | CFP | Percentage of assets, Hourly |
| [Tony Newman](https://find.wellspent.co/advisors/tony-newman.md) | Quest Wealth Solutions | Mansfield, Ohio | CFP | Percentage of assets |
| [Wesley Read](https://find.wellspent.co/advisors/wesley-read.md) | PracticeCFO | San Diego, California | CFP | Percentage of assets, Fixed fees |
| [Ajbinder Sull](https://find.wellspent.co/advisors/ajbinder-sull.md) | Pacifica Partners | Surrey, British Columbia | CFA | Percentage of assets, Hourly |
| [Amanda Harrell](https://find.wellspent.co/advisors/amanda-harrell.md) | FPL Capital Management | Metairie, Louisiana |   | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Amandeep Bhangu](https://find.wellspent.co/advisors/amandeep-bhangu.md) | Pacifica Partners | Surrey, British Columbia | CFA | Percentage of assets, Hourly |
| [Andrew Block](https://find.wellspent.co/advisors/andrew-block.md) | Walla Walla Wealth Advisors | Walla Walla, Washington |   | Percentage of assets |
| [Andrew Jones](https://find.wellspent.co/advisors/andrew-jones.md) | Verity Investment Partners | Beaufort, South Carolina | CFP | Percentage of assets, Fixed fees |
| [Anthony Austreng](https://find.wellspent.co/advisors/anthony-austreng.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets |
| [Atta Khan](https://find.wellspent.co/advisors/atta-khan.md) | Azzad Asset Management | Falls Church, Virginia |   | Percentage of assets |
| [Ayman Khalil](https://find.wellspent.co/advisors/ayman-khalil.md) | Azzad Asset Management | Falls Church, Virginia |   | Percentage of assets |
| [Bashar Qasem](https://find.wellspent.co/advisors/bashar-qasem.md) | Azzad Asset Management | Falls Church, Virginia |   | Percentage of assets |
| [Benjamin Dolan](https://find.wellspent.co/advisors/benjamin-dolan.md) | Dolan Capital Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bradley Kucharo](https://find.wellspent.co/advisors/bradley-kucharo.md) | Kucharo Wealth | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Brandon Clouse](https://find.wellspent.co/advisors/brandon-clouse.md) | Prism Planning Partners | Libertyville, Illinois |   | One-time planning fee |
| [Carson Fields](https://find.wellspent.co/advisors/carson-fields.md) | Forthright Wealth Management | Alpharetta, Georgia | CFP | Percentage of assets |
| [Cassandra Kirby](https://find.wellspent.co/advisors/cassandra-kirby.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania |   | Percentage of assets, Fixed fees |
| [Connie Lee](https://find.wellspent.co/advisors/connie-lee.md) | Lakeridge Wealth Management | Albuquerque, New Mexico | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Damanjit Minhas](https://find.wellspent.co/advisors/damanjit-minhas.md) | Pacifica Partners | Surrey, British Columbia | CFA | Percentage of assets, Hourly |
| [Daniel Vistica](https://find.wellspent.co/advisors/daniel-vistica.md) | Vistica Wealth Advisors | Carlsbad, California |   | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [David Frazier](https://find.wellspent.co/advisors/david-frazier.md) | Kapstone Financial Advisors | Lebanon, Ohio | CFP | Percentage of assets |
| [David Kronour](https://find.wellspent.co/advisors/david-kronour.md) | Kapstone Financial Advisors | Lebanon, Ohio | CFP | Percentage of assets |
| [Douglas Bostich](https://find.wellspent.co/advisors/douglas-bostich.md) | Braun-Bostich & Associates | Canonsburg, Pennsylvania |   | Percentage of assets, Fixed fees |

Showing the first 200 of 384. The full list, page by page: https://find.wellspent.co/specialties/physicians/?page=2

## Related

- [Student loans](https://find.wellspent.co/specialties/student-loans.md)
- [Tax planning](https://find.wellspent.co/specialties/tax-planning.md)
- [Retirement planning](https://find.wellspent.co/specialties/retirement-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).