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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 Crone Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Benjamin Dobler Financial Rounds Cincinnati CFP Ongoing planning fee
Brett Fellows Oak Capital Advisors Mt. Pleasant CFP Percentage of assets, Ongoing planning fee
Chanley Christman Quest Wealth Solutions Mansfield CFP Percentage of assets
Christopher Hansen Financial Rounds Cincinnati CFP Ongoing planning fee
Erich Imphong Plotkin Financial Advisors Marriottsville CFP Percentage of assets, Hourly
Ian Castille Capital Advantage Walnut Creek CFP Percentage of assets, Ongoing planning fee
Ilirjan Shkurti Whistle Stop Financial Advice Birmingham CFA Hourly
James Beenders Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Jason Terhune Capital Advantage Walnut Creek CFP Percentage of assets, Ongoing planning fee
Justin Clark Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Kayse Kress DocsFP Newington CFP Hourly, One-time planning fee
Leonard Barry Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Linda Yeager Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Mark Adams The DBS Companies Bloomington CFP Percentage of assets, Hourly
Matthew Short Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Mawuena Takyi Asempa Wealth Advisors Baton Rouge CFP Percentage of assets
Michael Andrews Andrews Advisors Uniontown CFP Percentage of assets, Fixed fees
Michael Sabatino Sabadoodle Princeton CFP One-time planning fee, Flat fee or retainer
Mohua Das Crimson Oak Wealth Management Lexington CFP Percentage of assets, Hourly
Nicholas Catlin CBG & Company Fishers CFP Percentage of assets, Hourly
Philip Maravilla PracticeCFO San Diego CFP Percentage of assets, Fixed fees
Rakesh Budhram Prolific Solutions Ozone Park CFP Percentage of assets, Fixed fees
Robert Hansen Financial Rounds Cincinnati CFP Ongoing planning fee
Robert Maher Virgil Wealth Advisory Cincinnati CFA Percentage of assets, One-time planning fee
Scott Keipper Highland Investment Advisors Brookfield PFS Percentage of assets, Fixed fees
Sharon Miller Financial Rounds Cincinnati CFP Ongoing planning fee
Theodore Schumann The DBS Companies Bay City CFP Percentage of assets, Hourly
Tony Newman Quest Wealth Solutions Mansfield CFP Percentage of assets
Wesley Read PracticeCFO San Diego CFP Percentage of assets, Fixed fees
Ajbinder Sull Pacifica Partners Surrey CFA Percentage of assets, Hourly
Amanda Harrell FPL Capital Management Metairie Not listed Flat fee or retainer, Ongoing planning fee
Amandeep Bhangu Pacifica Partners Surrey CFA Percentage of assets, Hourly
Andrew Block Walla Walla Wealth Advisors Walla Walla Not listed Percentage of assets
Andrew Jones Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Anthony Austreng Forthright Wealth Management Alpharetta CFP Percentage of assets
Atta Khan Azzad Asset Management Falls Church Not listed Percentage of assets
Ayman Khalil Azzad Asset Management Falls Church Not listed Percentage of assets
Bashar Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Benjamin Dolan Dolan Capital Advisors Charlotte CFP Percentage of assets, Hourly
Bradley Kucharo Kucharo Wealth Charlotte CFP Percentage of assets, Fixed fees
Brandon Clouse Prism Planning Partners Libertyville Not listed One-time planning fee
Carson Fields Forthright Wealth Management Alpharetta CFP Percentage of assets
Cassandra Kirby Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees
Connie Lee Lakeridge Wealth Management Albuquerque CFP, CFA Percentage of assets, Hourly
Damanjit Minhas Pacifica Partners Surrey CFA Percentage of assets, Hourly
Daniel Vistica Vistica Wealth Advisors Carlsbad Not listed Percentage of assets, Flat fee or retainer
David Frazier Kapstone Financial Advisors Lebanon CFP Percentage of assets
David Kronour Kapstone Financial Advisors Lebanon CFP Percentage of assets
Douglas Bostich Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees

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