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Specialty

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.

By the numbers

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.

Advisors listed
384
Firms
176
Cities
166
Hold the CFP
50%
  • Other credentials: CFA 11% · CPA 4% · EA 1%
  • How they charge (of 384 with fees on file): percentage of assets 86% · fixed fees 50% · hourly 41% · ongoing planning fee 20%

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 physicians & residents

Fee-only advisors focused on physicians & residents: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Andrew McFadden Panoramic Financial Advice Fresno CFP, MBA Flat fee or retainer
Dwayne Reinike Valiant Financial Planning Kirkland CFP, ChFC Flat fee or retainer, One-time planning fee
Eric Hollen Open Window Financial Solutions, Ltd. Reno CFP, MD Percentage of assets, Hourly
Eric Imley Soaring Investment Management, LLC Portland CFP, MFA, CKA, CFA Percentage of assets, Hourly
John Fales Searcy Financial Services, Inc. Overland Park AIF, CFP, CIMA, EA Percentage of assets, Hourly
John Stocking Evidence Based Finance Toronto CIM, CIWM, PFP One-time planning fee, Ongoing planning fee
Jovan Johnson Piece of Wealth Planning LLC Athens CFP, CPA, PFS Percentage of assets, Hourly
Justin Harvey APM Wealth, LLC Portland CFP, ChFC, RICP Ongoing planning fee
Kade Hammes Storybook Financial Coralville CFP, RLP Percentage of assets, Hourly
Lisa Mesquit Soaring Investment Management, LLC Portland CFA, CFP, ChFC Percentage of assets, Hourly
Mark Schweiss Modern Dollar Planning St. Louis CFP, CFA, CPA Flat fee or retainer, One-time planning fee
Matt Fizell Harmony Wealth Madison CFP Ongoing planning fee
Tripp Yates Eaglestrong Financial Memphis CFP, CPA/PFS, CPA, PFS Percentage of assets, Fixed fees
Vishal Gill Portfolio Planning Vancouver CFP Flat fee or retainer
Adam Neal TPC Financial Group Ltd. Victoria CFP, CLU, CEA One-time planning fee
Andrew Musbach MD Wealth Management Chelsea CFP, CFA, MBA Ongoing planning fee
Ben Gajardo Gajardo Wealth Management American Fork CFP Percentage of assets, Hourly
James Hemphill TGS Financial Advisors Radnor CASL, CFP, ChFC, CIMA Percentage of assets, Fixed fees
Katie Brewer Your Richest Life, LLC Plano CFP, MBA Percentage of assets, Hourly
Loyd Burleson Financial Freedom for Dentists LLC Snoqualmie CFP, MS Percentage of assets, Fixed fees
Ryan Bayonnet Hyland Wealth Management Green CFP, MSFP Percentage of assets, Hourly
Trent DeBruin MD Wealth Management Chelsea CFA, CFP, MBA Ongoing planning fee
Ben Mayhew Aergo Financial Planning Halifax CFP Hourly
Donald DeMuth Mighty Oak Strong America Investment Company Mechanicsburg CFA, CHBC, CPA/PFS, MBA Percentage of assets, Hourly
Tiffany Bergland Bergland Wealth Management, Inc. Ridgeland AIF, CFP, MSPFP Percentage of assets, Fixed fees
Allen Regan Vistica Wealth Advisors Carlsbad CFP Percentage of assets, Flat fee or retainer
Amy Braun-Bostich Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Brad Cougill Deerfield Financial Advisors, Inc. Park Ridge CFP, CPA, CEPA Percentage of assets, Hourly
Brian Bruggeman Walla Walla Wealth Advisors Walla Walla CFP Percentage of assets
Christine Skoczek Vistica Wealth Advisors San Diego CFP Percentage of assets, Flat fee or retainer
Daniel Peters Prism Planning Partners Libertyville CFP One-time planning fee
Deborah Klein Azzad Asset Management Falls Church CFP Percentage of assets
Fatima Iqbal Azzad Asset Management Falls Church CFP Percentage of assets
Ibtasam Mahmood Azzad Asset Management Falls Church CFP Percentage of assets
James Hargrave Pillar Financial Planning Raymore CFP Hourly, Flat fee or retainer
Jeffrey Vistica Vistica Wealth Advisors Carlsbad CFP, ChFC Percentage of assets, Flat fee or retainer
Mary McCraw The Arkansas Financial Group, Inc. Little Rock CFP, CPA/PFS Percentage of assets, Ongoing planning fee
Nicole Sullivan Prism Planning Partners Libertyville CFP One-time planning fee
Reem Hussein Azzad Asset Management Falls Church CFP Percentage of assets
Ronald Bernstein Prism Planning Partners Rancho Mirage CFP, PFS One-time planning fee
Ryan Fisher DentVest Wealth Management Fort Wayne CFP Ongoing planning fee
Samer Eshmawy Azzad Asset Management Falls Church CFP Percentage of assets
Tammy Pompei Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Thomas Little Yeti Wealth Management Group Highlands Ranch CFP Percentage of assets, One-time planning fee
Adam Stoeckler Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Beverly Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Daniel Johnson Forward Thinking Wealth Management Copley CFP Flat fee or retainer, Ongoing planning fee
Dustin Javier Defined Capital Oak Brook CFP Percentage of assets, Ongoing planning fee
Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ Firm Foundation Family Wealth Ft. Lauderdale CFP Percentage of assets
Mark Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees

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