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 |
|---|---|---|---|---|
| Andrew Northcutt | PracticeCFO | Pflugerville | Not listed | Percentage of assets, Fixed fees |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| August Pye | Integrated Wealthcare | Durham | Not listed | Percentage of assets, Hourly |
| Brian Munoz | Financial Rounds | Cincinnati | Not listed | Ongoing planning fee |
| Caleb Rich | PracticeCFO | Swansboro | Not listed | Percentage of assets, Fixed fees |
| Cameron Smith | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Canyon Burton-Murphy | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Daniel Garwood | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Dawnalizabeth Henke | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Drew Phillips | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| George Chang | Pillar Point Wealth Management | San Francisco | Not listed | Percentage of assets, Ongoing planning fee |
| Heather Proctor | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Ian Burkhard | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Jeffrey Brink | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Jeffrey Brown | Shearwater Capital | Denver | CFA | Percentage of assets |
| Jeffrey Strode | Grange Capital | Beaverton | Not listed | Percentage of assets |
| John Hayman | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| John Youngs | Tiller Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| Jonathan Potter | PracticeCFO | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Justin Read | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Mark Buscher | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Matthew Ahrens | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Paul Lipcius | PracticeCFO | San Diego | Not listed | Percentage of assets, Fixed fees |
| Randy Lundy | PracticeCFO | Seattle | Not listed | Percentage of assets, Fixed fees |
| Regan Duperon | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Robert Warmkessel | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Roy Bodinus | CBG & Company | Fishers | Not listed | Percentage of assets, Hourly |
| Scott Schaeffer | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Selma Hackett | Capital Advantage | Walnut Creek | Not listed | Percentage of assets, Ongoing planning fee |
| Soojin Hwang | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Timothy Randak | Arkell Asset Management | Bozeman | CFA | Percentage of assets, Hourly |
| Zaheer Poptani | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Alicia Borghi | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Andrew Strong | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Brandon Cruz | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Brynn Albers | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Charles Anderson | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Charles Arnold | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Dalton Herrin | Lakeridge Wealth Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| David Poole | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Devin Jackson | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Edward Taylor | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Fionn Allen | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Gareth Mancini | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Harry Lawrence | UpFront Financial Planning | Spokane | Not listed | Ongoing planning fee |
| Jason Zangmeister | Aspire Growth Partners | Medina | Not listed | Percentage of assets, Hourly |
| Jeff Wills | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
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