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
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Robert Dignan | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Andrew Reynolds | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Bailey Thornton | Kinloch Capital | Glen Allen | CFP | Percentage of assets, Hourly |
| Benjamin Lopez | PecuSavvy Financial | El Paso | CFP | Percentage of assets |
| Brian Burton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Cameron Hamilton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Carol Dixon | Your Planning Partner | Palm Beach Gardens | CFP | Percentage of assets, Hourly |
| Carol Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Daniel King | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Ekenna Anya-Gafu | Pacific Canyon Investments | Scottsdale | CFP | Percentage of assets, Hourly |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Frank Yozwiak | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Jack Marino | Lake Hills Wealth Management | Longview | CFP | Percentage of assets, Hourly |
| Jacob King | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jacob McConnell | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jake McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| James Sullivan | Beaird Harris | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| James Zimmerman | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Jason Clevlen | Lake Hills Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Jeremy Busch | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Jerry King | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| John Boardman | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| John Dewitt | Lakeshore Advisors | Fort Lauderdale | CFP | Percentage of assets |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joshua Nelson | Keystone Financial Services | Loveland | CFP | Percentage of assets, Fixed fees |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Matthew Berhow | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Mitchell Byrum | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Robert Klefsaas | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Samuel Haager | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Stephanie Harris | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Steven Lugar | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Tai Chu | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Thomas Bengtson | Lakeshore Advisors | Charlotte | CFP | Percentage of assets |
| Trent Lakes | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Trevor York | River's Edge Wealth Management | Beaver | CFP, ChFC | Percentage of assets |
| Tyler Reeves | Plimsoll Financial Planning | Hoover | CFP | Flat fee or retainer, Ongoing planning fee |
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Adam Drake | Highland Investment Advisors | Ponte Vedra | CFA | Percentage of assets, Fixed fees |
| Andres Romero | E2E Financial | Atlanta | CFP, ChFC | Ongoing planning fee |
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