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 |
|---|---|---|---|---|
| John Lorenz | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Jorden Bastien | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| M'Lissa Brillhart | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Marylynn Ford | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Matthew Oberdorfer | Oberdorfer Financial | Gahanan | Not listed | Flat fee or retainer, Ongoing planning fee |
| Matthew Vance | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Michael Marietti | Riverbend Planning Group | Chicago | Not listed | Percentage of assets, Hourly |
| Michael Thayer | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Michael Ye | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Nicholas Carman | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Peter Walls | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| Richard Hughes | Arlington Financial Advisors | Santa Barbara | Not listed | Percentage of assets, Hourly |
| Robert Cardenas | LifeSteps Financial | Claremont | Not listed | Percentage of assets, Fixed fees |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Scott Theodorson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Seongsoo Lee | New Insight Wealth Advisors | San Ramon | Not listed | Percentage of assets, Hourly |
| Andreas Migliaccio | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Craig Johnston | Fiduciary Counsel | Englewood | Not listed | Percentage of assets, Hourly |
| David Trejo | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Evelyn Ovando-Flores | Omega Wealth Management | Arlington | Not listed | Percentage of assets, Hourly |
| Garrett Walsh | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Gary Mitchell | Sage Financial Group | Baltimore | Not listed | Percentage of assets, Fixed fees |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Ivan Tokarev | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jacob Ferry | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Jeffrey Karpel | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Joseph Migdol | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Joseph Schwartz | Markle Financial | Fort Collins | Not listed | Percentage of assets, Hourly |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Keith Gray | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Monica Ladson | Elm3 Financial Group | Alpharetta | Not listed | Percentage of assets, Hourly |
| Nicholas Giannakopoulos | Total Wealth Services | Westlake Village | Not listed | Percentage of assets |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Ralph Cetrulo | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Robert Teague | Markle Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Shannon Markle | Markle Financial | Laramie | Not listed | Percentage of assets, Hourly |
| Stephen Cohn | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Ann Lobos | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Carrie Jorgensen | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Christopher Martin | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
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