Specialty
Real estate investors
Real-estate investing is its own planning sub-discipline. Specialty advisors here work fluently with 1031 exchanges, cost segregation, depreciation recapture, opportunity-zone funds, REIT versus direct holdings, financing structures, and the entity decisions that determine how a real-estate portfolio interacts with the rest of a household's plan. Relevant for landlords, syndicators, and families with concentrated real-estate wealth.
By the numbers
The Wellspent public graph lists 282 fee-only financial advisors focused on real estate investors at 146 firms, most in West Conshohocken, Boston and San Diego. 49% hold the CFP certification. Of the 282 with fees on file, 79% charge percentage of assets.
- Advisors listed
- 282
- Firms
- 146
- Cities
- 140
- Hold the CFP
- 49%
- Other credentials: CFA 10% · CPA 3% · EA 4%
- How they charge (of 282 with fees on file): percentage of assets 79% · hourly 45% · fixed fees 44% · flat fee or retainer 27%
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 real estate investors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Cody Columna | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Dajin Yang | New Insight Wealth Advisors | San Ramon | CFA | Percentage of assets, Hourly |
| Griffin Kalepp | Compound | Black Earth | CFP | Percentage of assets, Fixed fees |
| John Harrington | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Melanie Perry | Sustainable Wealth Advisory Group | Los Angeles | CFP | Percentage of assets, Hourly |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Timothy Ozanne | Firethorn Capital | Westport | Not listed | Percentage of assets, Flat fee or retainer |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Austin Dean | Waystone Advisors | Redmond | CFP, ChFC | Percentage of assets, Hourly |
| Christina Light | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Christopher Cacchiola | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Corrigan Rayfield | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Daniel Hochbaum | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Joseph Gallagher | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Molly McCarthy | LD Lowe Wealth Advisory | Richardson | ChFC | Percentage of assets, Hourly |
| Noah Rankin | Green Leaf Advisors | New Bethlehem | Not listed | Percentage of assets, One-time planning fee |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Ryan Kraus | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Steven Longa | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. | Taylor Turner Wealth Management LLC | Richmond | Not listed | Percentage of assets, Flat fee or retainer |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Wendy Karkoska | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| William Malloy | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Allen Tyndall | Seaside Wealth Advisors | Plano | Not listed | Percentage of assets, Hourly |
| Arthur Swalley | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Clarissa Candelario | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Craig Olson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| David Budinger | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Dirk Conradie | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Dustin Terry | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Eric Bergquist | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Geoffrey Dougall | Wealth Advisors Northwest | Portland | PFS | Percentage of assets, Fixed fees |
| Gerald Skalsky | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Gladys Limones | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Henry Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| James Bertram | Baynes Investment Counsel | Franklin | Not listed | Percentage of assets, Hourly |
| Jennifer Berdell | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
Guides
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Becoming a landlord: the money and tax plan to make first
A rental's tax rules shape whether it pays: the building depreciates over 27.5 years, losses offset up to $25,000 of other income only below $150,000 of income, and depreciation is taxed at up to 25% when you sell.
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Capital gains tax in Canada: how it works
Canada taxes half of a capital gain. The CRA's inclusion rate is 50%, so a C$20,000 gain adds C$10,000 to your taxable income. Here's how losses, your home and timing change the bill.