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 |
|---|---|---|---|---|
| Jonathan Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Joseph Shea | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Julie Scott | Martel Wealth Advisors | Sequim | Not listed | Percentage of assets |
| Keith Bosco | Verity Investment Partners | Bluffton | Not listed | Percentage of assets, Fixed fees |
| Lloyd Caudle | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Mark Hideriotis | Financial Management Associates | Windham | Not listed | Percentage of assets, Hourly |
| Matthew Ravenscroft | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Mia Vazquez | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Michele Madasz | Martel Wealth Advisors | Vancouver | Not listed | Percentage of assets |
| Paula Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Randall Kronour | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Remington Conte | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Roy McGuffin | Kapstone Financial Advisors | Lebanon | Not listed | Percentage of assets |
| Scot Morris | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Sharese Abbadessa | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Sivaparvati Thagirisa | Map to Your Wealth | Floral Park | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Bock | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| William Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Benjamin Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Eric Malden | Shearwater Capital | Denver | Not listed | Percentage of assets |
| Erik Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Jared Meese | Shearwater Capital | Ballwin | Not listed | Percentage of assets |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Pat Wang | Shearwater Capital | Redondo Beach | Not listed | Percentage of assets |
| Robert Moise | Jackson Financial Services | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| John Quimjian | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| John Stewart | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Lauren Podnos | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Mark Kamann | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
| Nathan Schorsch | Head to Toe | Hillsboro | Not listed | Percentage of assets, Hourly |
| Rachel O'Leary | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Stephen Podnos | Wealth Care | Merritt Island | Not listed | Percentage of assets, Hourly |
| Tan Khoa Ngo | Mentor Financial Advisory Group | San Diego | Not listed | Percentage of assets, Hourly |
| Verna Ruby | Physicians Wealth Solutions | Columbus | Not listed | Percentage of assets |
Guides
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