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 |
|---|---|---|---|---|
| Donald Fallenbaum | Fallenbaum CPA & Advisors | Plantation | Not listed | Percentage of assets, Hourly |
| Drake Dunlap | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Joel Yaeger | Compound | Waunakee | Not listed | Percentage of assets, Fixed fees |
| Joseph Fierro | Tamalpais Asset Management | Long Beach | Not listed | Percentage of assets |
| Lincoln Wells | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Matthew Romney | Vitality Capital Management | South Jordan | Not listed | Percentage of assets, Hourly |
| Michael Distasio | Valor Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Pieter Conradie | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Robert Wycoff | BrightOrange Advisors | Altadena | Not listed | Percentage of assets, Hourly |
| Toby Wolfe | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Tyler Johnson | Wealth Advisors Northwest | Portland | Not listed | Percentage of assets, Fixed fees |
| Wayne Best | Tamalpais Asset Management | La Conner | Not listed | Percentage of assets |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Arthur Smithee | Insight Investment Advisers | Lehi | Not listed | Percentage of assets, Hourly |
| Brandon Bruckman | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Daniel DeWhitt | Waystone Advisors | Redmond | Not listed | Percentage of assets, Hourly |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Joshua Wright | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Julia Fritzlen | Insight Investment Advisers | Leawood | Not listed | Percentage of assets, Hourly |
| Logan Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Stone | Eagles Coast Wealth Management | Daniel Island | Not listed | Percentage of assets |
| Michael Dickey | IntelliVest Wealth Management | Boiling Springs | Not listed | Percentage of assets |
| Nathan Williamson | Waystone Advisors | Stockton | Not listed | Percentage of assets, Hourly |
| Paul Martin | Eagles Coast Wealth Management | Daniel Island | Not listed | Percentage of assets |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Scott Roberts | VergePointe | Lake Oswego | 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.
-
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.