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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
Dustin Irish Irish Capital Olathe Not listed Percentage of assets
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Eric Gardner All Star Financial Minneapolis CFA Percentage of assets, Hourly
Jason Martel Martel Wealth Advisors Vancouver CFP Percentage of assets
Jessica Rusnock Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
John Ellis Forthright Wealth Management Alpharetta CFP Percentage of assets
Joseph Abboud Rinzler Capital Atlanta Not listed Flat fee or retainer, Ongoing planning fee
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets
Joshua Hovda Lakeridge Wealth Management Albuquerque CFP Percentage of assets, Hourly
Kevin Spires Bellaire Capital Management Bellaire CFA Percentage of assets, Hourly
Mark Martel Martel Wealth Advisors Vancouver CFP Percentage of assets
Michael Dixon Your Planning Partner Palm Beach Gardens PFS Percentage of assets, Hourly
Michael Foster Dolan Capital Advisors Charlotte CFP, CFA Percentage of assets, Hourly
Michael George FPL Capital Management Metairie Not listed Flat fee or retainer, Ongoing planning fee
Montaser Takrouri Azzad Asset Management Chicago Not listed Percentage of assets
Patrick Beaird Beaird Harris Dallas PFS Percentage of assets, Fixed fees
Rosalie Hirst Almenara Pacifica Partners Surrey CFA Percentage of assets, Hourly
Stephen Amason Forthright Wealth Management Alpharetta CFP Percentage of assets
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Thomas Figgatt Portolan Financial Durham CFP Percentage of assets, Ongoing planning fee
Thomas Holloway Pacifica Partners Calgary CFA Percentage of assets, Hourly
Virajith Wijeweera FPL Capital Management Metairie Not listed Flat fee or retainer, Ongoing planning fee
Abbigail Kuna Highland Investment Advisors Brookfield Not listed Percentage of assets, Fixed fees
Anastasiya Kolodiy Highland Investment Advisors Ponte Vedra Not listed Percentage of assets, Fixed fees
Anjali Jayakumar FIT Advisors Redondo Beach CFP Percentage of assets, Hourly
Brandon Hobson PracticeCFO San Diego CFA Percentage of assets, Fixed fees
Brian Wang Capital Advantage Walnut Creek CFA Percentage of assets, Ongoing planning fee
Charles Johnson Differential Planning Silverdale CFA Hourly
Colin Taylor Capital Advantage Walnut Creek CFA Percentage of assets, Ongoing planning fee
John Gallagher Integrated Wealthcare Durham ChFC Percentage of assets, Hourly
Joseph Rugger Bridge To Wealth Corinth Not listed Percentage of assets, Ongoing planning fee
Michael Ruffing Integrated Wealthcare Durham ChFC Percentage of assets, Hourly
Michael Tilatti Tilatti Wealth Management Chicago CFA Percentage of assets, Fixed fees
Nina Shaw The DBS Companies Mendham CFA Percentage of assets, Hourly
Stephen Trojan Flatiron Wealth Advisors Henrico Not listed Percentage of assets, Ongoing planning fee
William Morrison Highland Investment Advisors Ponte Vedra Not listed Percentage of assets, Fixed fees
Alberto Crespo Crespo Capital Jacksonville Not listed Percentage of assets, Hourly
Allen Carr Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Andrew Sedora Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Ann Moore Martel Wealth Advisors Vancouver CFA Percentage of assets
Ashlie Bostick Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Ben Loeffler Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
Blake Eiermann The Financial Resource Center Carmel Not listed Percentage of assets, Hourly
Catherine Richmond Ballast Lexington Not listed Percentage of assets, Hourly
Clinton Simmons Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Connie Biselx All Star Financial Minneapolis Not listed Percentage of assets, Hourly
Daniel Hernandez Power Financial Partners Tampa CFP Percentage of assets, Hourly
David Berg Acorn Creek Capital Fort Collins Not listed Percentage of assets, Hourly
David Budinger Kinloch Capital Glen Allen Not listed Percentage of assets, Hourly
David Klepeisz Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly

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Clients this specialty often serves