# Fee-only financial advisors: Student loans

> Student-loan specialty covers federal program strategy (PSLF, SAVE, PAYE), forgiveness-vs-refinancing math, residency and fellowship income planning, and the larger decisions that tie into early-career household cash flow. Particularly relevant for physicians, dentists, attorneys, and public-sector professionals.

The Wellspent public graph lists 245 fee-only financial advisors focused on student loans at 170 firms, most in Salt Lake City, Cincinnati and Savoy. 70% hold the CFP certification. Of the 244 with fees on file, 59% charge percentage of assets.

Page: https://find.wellspent.co/specialties/student-loans/
245 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Evon Mendrin](https://find.wellspent.co/advisors/evon-mendrin.md) | Optometry Wealth Advisors LLC | Madera, California | Certified Student Loan Professional, CFP | Flat fee or retainer, Hourly |
| [Mary Ann Sullivan](https://find.wellspent.co/advisors/mary-ann-sullivan.md) | 395 Financial Planning | Mammoth Lakes, California | CFP, RICP | Subscription, One-time planning fee |
| [Matt Sheers](https://find.wellspent.co/advisors/matt-sheers.md) | Sheer Empowerment Financial | Plymouth, New Hampshire | CFP, CFA | Subscription, One-time planning fee, Hourly |
| [Megan Kiesel](https://find.wellspent.co/advisors/megan-kiesel.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP | One-time planning fee, Hourly |
| [Rupa Pereira](https://find.wellspent.co/advisors/rupa-pereira.md) | FWJ Planning | Raleigh Durham Triangle, North Carolina | CFP, EA | Subscription, One-time planning fee, Hourly |
| [Sarah Gerber](https://find.wellspent.co/advisors/sarah-gerber.md) | Momentum Financial Planning LLC | Longmont, Colorado | CFP, AFC | Subscription, One-time planning fee |
| [Alejandro Haas](https://find.wellspent.co/advisors/alejandro-haas.md) | Copper Square Private Wealth, LLC | Phoenix, Arizona | CFP, CIMA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Alvin Carlos](https://find.wellspent.co/advisors/alvin-carlos.md) | District Capital Management | Washington, District of Columbia | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Amber FitzRysler](https://find.wellspent.co/advisors/amber-fitzrysler.md) | Rising Financial | Minneapolis, Minnesota | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| [Amy Barnes](https://find.wellspent.co/advisors/amy-barnes.md) | Firebrand Wealth Management, LLC | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee |
| [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee |
| [Andrew Langdon](https://find.wellspent.co/advisors/andrew-langdon.md) | VetWorth | Peachtree City, Georgia | CFP, EA, MBA | Flat fee or retainer, Ongoing planning fee |
| [Audrey Morrison](https://find.wellspent.co/advisors/audrey-morrison.md) | Cairn Financial Advisors, LLC | Denver, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Autumn Knutson](https://find.wellspent.co/advisors/autumn-knutson.md) | Styled Wealth | Tulsa, Oklahoma | CFP | Ongoing planning fee, One-time planning fee |
| [Bill Jensen](https://find.wellspent.co/advisors/bill-jensen.md) | Acadia Financial Services LLC | Burke, Virginia | CFP, EA | Ongoing planning fee, Percentage of assets |
| [Cary Cates](https://find.wellspent.co/advisors/cary-cates.md) | Cates Financial Planning, LLC | Denton, Texas | CFP, EA, MBA | Percentage of assets, Hourly, Ongoing planning fee |
| [Chris Haigh](https://find.wellspent.co/advisors/chris-haigh.md) | Iconoclastic Capital Management LLC | Brooklyn, New York | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Christopher Kehoe](https://find.wellspent.co/advisors/christopher-kehoe.md) | R.W. Roge & Company, Inc. | Bohemia, New York | CFA, MBA, AIF, CFP, CMFC | Percentage of assets, One-time planning fee |
| [Christopher Marrone](https://find.wellspent.co/advisors/christopher-marrone.md) | Marrone Wealth Management LLC | New York, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets |
| [Daniel Wrenne](https://find.wellspent.co/advisors/daniel-wrenne.md) | Wrenne Financial Planning | Lexington, Kentucky | CFP, ChFC | Flat fee or retainer, Ongoing planning fee |
| [Ed Smith](https://find.wellspent.co/advisors/ed-smith.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Francisco Ayala](https://find.wellspent.co/advisors/francisco-ayala.md) | The Coleridge Group | Phoenix, Arizona | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Gene Thompson](https://find.wellspent.co/advisors/gene-thompson.md) | Iconoclastic Capital Management | Brooklyn, New York | CFP, ChFC, RICP, Certified Student Loan Professional, CLU | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Hannah Szarszewski](https://find.wellspent.co/advisors/hannah-szarszewski.md) | Blue Mountain Financial Planning, LLC | Lubbock, Texas | CFP, AFC | Ongoing planning fee, One-time planning fee |
| [Hunter Kelly](https://find.wellspent.co/advisors/hunter-kelly.md) | Palm Valley Wealth Management | Saint Augustine, Florida | CFP | Percentage of assets |
| [Jared Andreoli](https://find.wellspent.co/advisors/jared-andreoli.md) | Simplicity Financial, LLC | Milwaukee, Wisconsin | Certified Student Loan Professional, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Jennifer Swindler](https://find.wellspent.co/advisors/jennifer-swindler.md) | Money Illustrated Advisory Services | Bluffdale, Utah | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee, Hourly, Percentage of assets, One-time planning fee |
| [John O'Callaghan](https://find.wellspent.co/advisors/john-ocallaghan.md) | Impact Financial Life Planning LLC | Baltimore, Maryland | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Jordan Banning](https://find.wellspent.co/advisors/jordan-banning.md) | Crafted Financial Planning | Glendale, Arizona | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jordan DeBoer](https://find.wellspent.co/advisors/jordan-deboer.md) | Calibration Financial | Milaca, Minnesota | AWMA, CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets |
| [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Lance Elrod](https://find.wellspent.co/advisors/lance-elrod.md) | Next Step Financial Transitions | Cypress, Texas | CFP, CDFA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Liz Plot](https://find.wellspent.co/advisors/liz-plot.md) | Primas Financial Planning | Columbia, Maryland | CFP, ChFC, AFC, EA | Ongoing planning fee, One-time planning fee |
| [Mai Yang](https://find.wellspent.co/advisors/mai-yang.md) | Heartworth Financial | Saint Louis Park, Minnesota | CFP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Marcus Miller](https://find.wellspent.co/advisors/marcus-miller.md) | Mainstay Capital LLC | Lakeland, Florida | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Patrick Yaghoobians](https://find.wellspent.co/advisors/patrick-yaghoobians.md) | Noor Financial Services | Los Angeles, California | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Sara Young](https://find.wellspent.co/advisors/sara-young.md) | Live and Give Financial LLC | Cincinnati, Ohio | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Tracy Baron Garcia](https://find.wellspent.co/advisors/tracy-baron-garcia.md) | TBG Investing | Lake Oswego, Oregon | CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Zubin Kapur](https://find.wellspent.co/advisors/zubin-kapur.md) | Valor Wealth Partners | Washington, District of Columbia | CFP, MBA | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Audrey Emerson](https://find.wellspent.co/advisors/audrey-emerson.md) | AdviceOnly | Bellingham, Washington | CFP | Subscription, One-time planning fee, Hourly |
| [Betsy Ratashak-Vogel](https://find.wellspent.co/advisors/betsy-ratashak-vogel.md) | R&V Personal Finance | Decorah, Iowa | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Bill Nelson](https://find.wellspent.co/advisors/bill-nelson.md) | Pacesetter Planning LLC | Arlington, Virginia | Certified Student Loan Professional, CFP, CFT-I | Ongoing planning fee |
| [Bob Wolfe](https://find.wellspent.co/advisors/bob-wolfe.md) | HealthyFP | Conshohocken, Pennsylvania | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Charles Thomas](https://find.wellspent.co/advisors/charles-thomas.md) | Intrepid Eagle Finance | Clover, South Carolina | CFP, MBA | Ongoing planning fee, Percentage of assets |
| [Christopher Wells](https://find.wellspent.co/advisors/christopher-wells.md) | Flourish Financial Planning | Grapevine, Texas | CFP, CKA, MS, MSFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Clint Gossage](https://find.wellspent.co/advisors/clint-gossage.md) | CMG Financial Consulting, LLC | Scottsdale, Arizona | CFA, CFP, CPA | Ongoing planning fee |
| [David Frank](https://find.wellspent.co/advisors/david-frank.md) | Turning Point Planning LLC | Los Angeles, California | CFP | Percentage of assets, Ongoing planning fee |
| [Ivan Havrylyan](https://find.wellspent.co/advisors/ivan-havrylyan.md) | Outside The Box Financial Planning, LLC | Wheeling, Illinois | CFP | One-time planning fee |
| [Jason Richmond](https://find.wellspent.co/advisors/jason-richmond.md) | Pruitt Richmond Wealth Management | Estero, Florida | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jeff Burke](https://find.wellspent.co/advisors/jeff-burke.md) | 7th Street Financial | Chaska, Minnesota | CFP | Ongoing planning fee, Hourly, One-time planning fee |
| [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith.md) | Vitality Wealth | Meridian, Idaho | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee |
| [Joel Chouinard](https://find.wellspent.co/advisors/joel-chouinard.md) | SharpEdge Financial LLC | Southlake, Texas | CFP, ChFC | Flat fee or retainer, One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Josue Luque De Julio](https://find.wellspent.co/advisors/josue-luque-de-julio.md) | Next Gen Financial Planning | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Justin Horowitz](https://find.wellspent.co/advisors/justin-horowitz.md) | Just Advising | Raleigh, North Carolina | CFP | Subscription, One-time planning fee |
| [Kevin Burkle](https://find.wellspent.co/advisors/kevin-burkle.md) | HCP Wealth Planning, LLC | Jacksonville, Florida | CFP | One-time planning fee |
| [Mike Zeiter](https://find.wellspent.co/advisors/mike-zeiter.md) | Foundations Financial Planning | Carthage, Missouri | CFP, CPA, PFS | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Patti Hughes](https://find.wellspent.co/advisors/patti-hughes.md) | Lake Life Wealth Advisory Group LLC | Chicago, Illinois | CFP, CPA | Ongoing planning fee |
| [Rachel Lawrence](https://find.wellspent.co/advisors/rachel-lawrence.md) | Reverie Wealth | Rochester, New Hampshire | CFP, MSFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Rafael Melendez](https://find.wellspent.co/advisors/rafael-melendez.md) | Next Gen Financial Planning | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Rosario Chacón](https://find.wellspent.co/advisors/rosario-chacon-10416.md) | Wealth-Source Financial | Oakland, California | CFP, CSLP, CDFA, EA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Stephanie Loeffel](https://find.wellspent.co/advisors/stephanie-loeffel.md) | Ascend Financial LLC | Scituate, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Tyler Landes](https://find.wellspent.co/advisors/tyler-landes.md) | Tandem Financial Guidance, LLC | Kansas City, Missouri | AIF, CFP | Ongoing planning fee, One-time planning fee |
| [Valerie Rivera](https://find.wellspent.co/advisors/valerie-rivera.md) | FirstGen Wealth | Chicago, Illinois | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Zachary Zwillinger](https://find.wellspent.co/advisors/zachary-zwillinger.md) | ZZ Planning LLC | New York, New York | CFP, JD | Flat fee or retainer, Ongoing planning fee |
| [Anandi Krishnamurthy](https://find.wellspent.co/advisors/anandi-krishnamurthy.md) | AKrish Financial Advisory | Cupertino, California | CFP | Hourly, One-time planning fee, Ongoing planning fee, Flat fee or retainer |
| [Andrew Katz-Moses](https://find.wellspent.co/advisors/andrew-katz-moses.md) | Katz-Moses Financial, LLC | Washington, District of Columbia | CFP, M.Ed. | Ongoing planning fee, Percentage of assets |
| [Andrew Mastro](https://find.wellspent.co/advisors/andrew-mastro.md) | Wrought Financial Planning | Haddonfield, New Jersey | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| [Betsy Hutchins](https://find.wellspent.co/advisors/betsy-hutchins.md) | Forward Financial Planning | Germantown, Tennessee | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| [Carey Morgan](https://find.wellspent.co/advisors/carey-morgan.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP, ChFC | Flat fee or retainer, Hourly, One-time planning fee |
| [Cecil Staton](https://find.wellspent.co/advisors/cecil-staton.md) | Arch Financial Planning, LLC | Athens, Georgia | CFP | Percentage of assets |
| [Christopher Annello](https://find.wellspent.co/advisors/christopher-annello.md) | SAGEbroadview Wealth Management, LLC | Farmington, Connecticut | CFP | Ongoing planning fee |
| [Crystal Kelly](https://find.wellspent.co/advisors/crystal-kelly.md) | Amani Financial Inc. | Edmonton, Alberta | CFP | Flat fee or retainer, Ongoing planning fee |
| [Dallen Haws](https://find.wellspent.co/advisors/dallen-haws.md) | Haws Financial Planning, LLC | Sierra Vista, Arizona | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Ethan Miller](https://find.wellspent.co/advisors/ethan-miller.md) | Planning for Progress | Silver Spring, Maryland | CFP | Ongoing planning fee |
| [Gary Birdsall](https://find.wellspent.co/advisors/gary-birdsall.md) | True Financial, LLC | Houma, Louisiana | CFP, JD | Percentage of assets, Fixed fees |
| [J. David Principe](https://find.wellspent.co/advisors/j-david-principe.md) | SAGEbroadview Wealth Management, LLC | Farmington, Connecticut | CFP, Certified Student Loan Professional, CPA/PFS, RLP | Ongoing planning fee |
| [Jeffrey McDermott](https://find.wellspent.co/advisors/jeffrey-mcdermott.md) | Create Wealth Financial Planning, LLC | Jacksonville, Florida | Certified Student Loan Professional, CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [JoAnn May](https://find.wellspent.co/advisors/joann-may.md) | Forest Asset Management LLC | Riverside, Illinois | CFP, CPA/PFS, MBA, CPA, MST, Other | Percentage of assets, Hourly, Fixed fees |
| [Justin Belkin](https://find.wellspent.co/advisors/justin-belkin.md) | Financial Boss | Plainview, New York | CFP, EA, MBA | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Massi De Santis](https://find.wellspent.co/advisors/massi-de-santis.md) | Desmo Wealth Advisors, LLC | Lakeway, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Matthew Morris](https://find.wellspent.co/advisors/matthew-morris.md) | Multipath Wealth Management | Columbia, South Carolina | CFP, MSFP | Ongoing planning fee |
| [Matthew Smith](https://find.wellspent.co/advisors/matthew-smith.md) | Concert Financial Planning, LLC | Houston, Texas | CFA, CFP | Flat fee or retainer, Ongoing planning fee, Hourly |
| [Mike Henzes](https://find.wellspent.co/advisors/mike-henzes.md) | Open Wealth Network | Pottstown, Pennsylvania | CFP, EA, MBA | Flat fee or retainer |
| [Ryan Townsley](https://find.wellspent.co/advisors/ryan-townsley.md) | Town Capital | Bel Air, Maryland | CFP, MBA | Percentage of assets, Fixed fees |
| [Scott Wellens](https://find.wellspent.co/advisors/scott-wellens.md) | Fortress Planning Group | Pewaukee, Wisconsin | CFP | Percentage of assets |
| [Shaun Melby](https://find.wellspent.co/advisors/shaun-melby.md) | Melby Wealth Management, LLC | Nashville, Tennessee | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Steven Fox](https://find.wellspent.co/advisors/steven-fox.md) | AdviceOnly | San Diego, California | CFP, EA, BFA, MS | Subscription, One-time planning fee, Hourly |
| [Zack Gutches](https://find.wellspent.co/advisors/zack-gutches.md) | True Riches Financial Planning | Denver, Colorado | CFP, CPA | Flat fee or retainer |
| [Andrew McFadden](https://find.wellspent.co/advisors/andrew-mcfadden.md) | Panoramic Financial Advice | Fresno, California | CFP, MBA | Flat fee or retainer |
| [Catherine Hawley](https://find.wellspent.co/advisors/catherine-hawley.md) | Hawley Personal Finance | Los Angeles, California | CFP | Hourly, Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Dwayne Reinike](https://find.wellspent.co/advisors/dwayne-reinike.md) | Valiant Financial Planning | Kirkland, Washington | CFP, ChFC | Flat fee or retainer, One-time planning fee |
| [Germaine Weldon](https://find.wellspent.co/advisors/germaine-weldon.md) | Inspired Financial Planners, LLC | Gulfport, Mississippi | CFP, CPA/PFS, Certified Student Loan Professional, CPA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Janice Fier](https://find.wellspent.co/advisors/janice-fier.md) | Couloir Wealth Advisors, Inc. | Welch, Minnesota | CFP | Hourly, One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Kade Hammes](https://find.wellspent.co/advisors/kade-hammes.md) | Storybook Financial | Coralville, Iowa | CFP, RLP | Percentage of assets, Hourly, Fixed fees |
| [Marcus Holzberg](https://find.wellspent.co/advisors/marcus-holzberg.md) | Holzberg Wealth Management | Corte Madera, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mark Schweiss](https://find.wellspent.co/advisors/mark-schweiss.md) | Modern Dollar Planning | St. Louis, Missouri | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Mike Anderson](https://find.wellspent.co/advisors/mike-anderson.md) | AdviceOnly | Murrieta, California | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Ryan Frailich](https://find.wellspent.co/advisors/ryan-frailich.md) | Deliberate Finances, LLC | New Orleans, Louisiana | CFP, Certified Student Loan Professional | Ongoing planning fee |
| [Scott Bown](https://find.wellspent.co/advisors/scott-bown.md) | AdviceOnly | Bethel Park, Pennsylvania | CFP, MBA | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Timothy LaPean](https://find.wellspent.co/advisors/timothy-lapean.md) | Thoughtful Financial Planning | Minneapolis, Minnesota | CFP | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer, One-time planning fee |
| [Tricia Kollath](https://find.wellspent.co/advisors/tricia-kollath.md) | Inspired Financial Planners, LLC | Gulfport, Mississippi | CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Barnhart](https://find.wellspent.co/advisors/benjamin-barnhart.md) | Barnhart Wealth Management | Washington, Michigan | CFP, EA | Percentage of assets, Fixed fees |
| [Katie Brewer](https://find.wellspent.co/advisors/katie-brewer.md) | Your Richest Life, LLC | Plano, Texas | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Ryan Graves](https://find.wellspent.co/advisors/ryan-graves.md) | Bemiston Asset Management | Webster Groves, Missouri | CFP, CFA | Percentage of assets, One-time planning fee |
| [Alison James](https://find.wellspent.co/advisors/alison-james.md) | WorthWise Financial Partners, LLC | Houston, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erik Kroll](https://find.wellspent.co/advisors/erik-kroll.md) | Hilltop Financial Advisors | Wauwatosa, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gus Kristoferson](https://find.wellspent.co/advisors/gus-kristoferson.md) | Money on the Mind LLC | Seattle, Washington | CFA, CFP |   |
| [Mike Cattapan](https://find.wellspent.co/advisors/mike-cattapan.md) | Abundo Wealth | Chicago, Illinois |   | Subscription |
| [Daniel Peters](https://find.wellspent.co/advisors/daniel-peters.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee |
| [Joseph Brady](https://find.wellspent.co/advisors/joseph-brady.md) | Rock Financial Planning | Arvada, Colorado | CFP | Ongoing planning fee, Percentage of assets |
| [Lazetta Braxton](https://find.wellspent.co/advisors/lazetta-braxton.md) | The Real Wealth Coterie | New Haven, Connecticut | CFP | Ongoing planning fee, Percentage of assets |
| [Nicole Sullivan](https://find.wellspent.co/advisors/nicole-sullivan.md) | Prism Planning Partners | Libertyville, Illinois | CFP | One-time planning fee |
| [Ronald Bernstein](https://find.wellspent.co/advisors/ronald-bernstein.md) | Prism Planning Partners | Rancho Mirage, California | CFP, PFS | One-time planning fee |
| [Ryan Fisher](https://find.wellspent.co/advisors/ryan-fisher.md) | DentVest Wealth Management | Fort Wayne, Indiana | CFP | Ongoing planning fee |
| [Salvatore Paternico](https://find.wellspent.co/advisors/salvatore-paternico.md) | W&S Management Services | Rochester, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Carter Michaelson](https://find.wellspent.co/advisors/carter-michaelson.md) | illumiFI Wealth | Blaine, Minnesota | CFP | Percentage of assets, Ongoing planning fee |
| [George Harris](https://find.wellspent.co/advisors/george-harris.md) | Bentham Wealth Advisors | Williamsville, New York | CFP | Percentage of assets, Ongoing planning fee |
| [Kenneth Butler](https://find.wellspent.co/advisors/kenneth-butler.md) | Butler Financial Services | Westlake Village, California | CFP | Flat fee or retainer, One-time planning fee |
| [Steven Evensen](https://find.wellspent.co/advisors/steven-evensen.md) | Gerber Kawasaki Wealth & Investment Management | Santa Monica, California | CFP | Percentage of assets, Hourly |
| [Steven Witter](https://find.wellspent.co/advisors/steven-witter.md) | Bentham Wealth Advisors | Williamsville, New York | CFP | Percentage of assets, Ongoing planning fee |
| [Bruce Ohrenich](https://find.wellspent.co/advisors/bruce-ohrenich.md) | Stillwater Private Wealth | Allenton, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer |
| [Carol Dixon](https://find.wellspent.co/advisors/carol-dixon.md) | Your Planning Partner | Palm Beach Gardens, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ekenna Anya-Gafu](https://find.wellspent.co/advisors/ekenna-anya-gafu.md) | Pacific Canyon Investments | Scottsdale, Arizona | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Ohrenich](https://find.wellspent.co/advisors/matthew-ohrenich.md) | Stillwater Private Wealth | Allenton, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer |
| [Nathan Snow](https://find.wellspent.co/advisors/nathan-snow.md) | Accruent Wealth Advisors | Winston-Salem, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Shane Kelly](https://find.wellspent.co/advisors/shane-kelly.md) | Mayport | Newton, Massachusetts | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Skyler Fleming](https://find.wellspent.co/advisors/skyler-fleming.md) | Abundo Wealth | Salt Lake City, Utah |   | Fixed fees |
| [Tyler Reeves](https://find.wellspent.co/advisors/tyler-reeves.md) | Plimsoll Financial Planning | Hoover, Alabama | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Andrew Crone](https://find.wellspent.co/advisors/andrew-crone.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Dobler](https://find.wellspent.co/advisors/benjamin-dobler.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee |
| [Christopher Hansen](https://find.wellspent.co/advisors/christopher-hansen.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee |
| [Daniel Logan](https://find.wellspent.co/advisors/daniel-logan.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [Ellen Martin](https://find.wellspent.co/advisors/ellen-martin.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [Geoffrey Hall](https://find.wellspent.co/advisors/geoffrey-hall.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [Jake Elm](https://find.wellspent.co/advisors/jake-elm.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee |
| [James Copper](https://find.wellspent.co/advisors/james-copper.md) | Skinner Copper & Ehmen | Monroe, Tennessee | CFP | Percentage of assets, Fixed fees |
| [Jared Korver](https://find.wellspent.co/advisors/jared-korver.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [Leonard Barry](https://find.wellspent.co/advisors/leonard-barry.md) | Yahara Wealth Management | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mark Adams](https://find.wellspent.co/advisors/mark-adams.md) | The DBS Companies | Bloomington, Indiana | CFP | Percentage of assets, Hourly |
| [Matthew Mulcock](https://find.wellspent.co/advisors/matthew-mulcock.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee |
| [Michael Sabatino](https://find.wellspent.co/advisors/michael-sabatino.md) | Sabadoodle | Princeton, New Jersey | CFP | One-time planning fee, Flat fee or retainer |
| [Mohua Das](https://find.wellspent.co/advisors/mohua-das.md) | Crimson Oak Wealth Management | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Reese Harper](https://find.wellspent.co/advisors/reese-harper.md) | Dentist Advisors | Salt Lake City, Utah | CFP, ChFC | Ongoing planning fee |
| [Robert Hansen](https://find.wellspent.co/advisors/robert-hansen.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee |
| [Robert Maher](https://find.wellspent.co/advisors/robert-maher.md) | Virgil Wealth Advisory | Cincinnati, Ohio | CFA | Percentage of assets, One-time planning fee |
| [Ryan Canfield](https://find.wellspent.co/advisors/ryan-canfield.md) | Victus Wealth Management | Enola, Pennsylvania |   | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription |
| [Ryan Smith](https://find.wellspent.co/advisors/ryan-smith.md) | Beacon Wealthcare | Raleigh, North Carolina | CFP | Percentage of assets |
| [Sean Griffeth](https://find.wellspent.co/advisors/sean-griffeth.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee |
| [Sharon Miller](https://find.wellspent.co/advisors/sharon-miller.md) | Financial Rounds | Cincinnati, Ohio | CFP | Ongoing planning fee |
| [Taylor Sutterfield](https://find.wellspent.co/advisors/taylor-sutterfield.md) | Dentist Advisors | Salt Lake City, Utah | CFP | Ongoing planning fee |
| [Theodore Schumann](https://find.wellspent.co/advisors/theodore-schumann.md) | The DBS Companies | Bay City, Michigan | CFP | Percentage of assets, Hourly |
| [Thomas Kelly](https://find.wellspent.co/advisors/thomas-kelly.md) | Kelly Investment Management | Carlsbad, California | CFP | One-time planning fee |
| [Adam Grossman](https://find.wellspent.co/advisors/adam-grossman.md) | Mayport | Newton, Massachusetts | CFA | Flat fee or retainer, Ongoing planning fee |
| [Alistair Huong](https://find.wellspent.co/advisors/alistair-huong.md) | AdventEdge Financial | Apison, Tennessee | ChFC | One-time planning fee, Ongoing planning fee, Hourly |
| [Amanda Harrell](https://find.wellspent.co/advisors/amanda-harrell.md) | FPL Capital Management | Metairie, Louisiana |   | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Ashley Perlmutter](https://find.wellspent.co/advisors/ashley-perlmutter.md) | Sherman Wealth | Gaithersburg, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Bradley Sherman](https://find.wellspent.co/advisors/bradley-sherman.md) | Sherman Wealth | Gaithersburg, Maryland |   | Percentage of assets, Hourly, Fixed fees |
| [Brandon Clouse](https://find.wellspent.co/advisors/brandon-clouse.md) | Prism Planning Partners | Libertyville, Illinois |   | One-time planning fee |
| [Brian Ward](https://find.wellspent.co/advisors/brian-ward.md) | W&S Management Services | Rochester, New York |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [David Hamer](https://find.wellspent.co/advisors/david-hamer.md) | Integrity Asset Management | Hawthorne, California | CFP, CFA | Ongoing planning fee |
| [Derek Hughes](https://find.wellspent.co/advisors/derek-hughes.md) | Hughes & Company | Marietta, Georgia | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Emily Maretsky](https://find.wellspent.co/advisors/emily-maretsky.md) | Educated Financial Planning | Astoria, New York |   | Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Jacob Kuebler](https://find.wellspent.co/advisors/jacob-kuebler.md) | Bluestem Financial Advisors | Savoy, Illinois | CFP | Ongoing planning fee |
| [Johnathan Frerichs](https://find.wellspent.co/advisors/johnathan-frerichs.md) | Bluestem Financial Advisors | Savoy, Illinois | CFP | Ongoing planning fee |
| [Joseph Miebach](https://find.wellspent.co/advisors/joseph-miebach.md) | Bluestem Financial Advisors | Savoy, Illinois | CFP | Ongoing planning fee |
| [Joshua Cutler](https://find.wellspent.co/advisors/joshua-cutler.md) | Bluestem Financial Advisors | Savoy, Illinois | CFP | Ongoing planning fee |
| [Mario Payne](https://find.wellspent.co/advisors/mario-payne.md) | TOAMS Financial | Jacksonville, Florida | CFP | Percentage of assets, Fixed fees |
| [Michael Dixon](https://find.wellspent.co/advisors/michael-dixon.md) | Your Planning Partner | Palm Beach Gardens, Florida | PFS | Percentage of assets, Hourly, Fixed fees |
| [Michael George](https://find.wellspent.co/advisors/michael-george.md) | FPL Capital Management | Metairie, Louisiana |   | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Nathan Ward](https://find.wellspent.co/advisors/nathan-ward.md) | W&S Management Services | Richmond, Virginia |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Nicholas Vogel](https://find.wellspent.co/advisors/nicholas-vogel.md) | Bluestem Financial Advisors | Savoy, Illinois | CFP | Ongoing planning fee |
| [Ross Riskin](https://find.wellspent.co/advisors/ross-riskin.md) | Riskin Wealth Management | Newtown, Connecticut | PFS | Percentage of assets |
| [Ryan Galiotto](https://find.wellspent.co/advisors/ryan-galiotto.md) | Etch Financial | Pittsburgh, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Samuel Wesley](https://find.wellspent.co/advisors/samuel-wesley.md) | Bluestem Financial Advisors | Savoy, Illinois | CFP | Ongoing planning fee |
| [Timothy Lee](https://find.wellspent.co/advisors/timothy-lee.md) | Bluestem Financial Advisors | Savoy, Illinois | CFP | Ongoing planning fee |
| [Virajith Wijeweera](https://find.wellspent.co/advisors/virajith-wijeweera.md) | FPL Capital Management | Metairie, Louisiana |   | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Allison Kade](https://find.wellspent.co/advisors/allison-kade.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Carlie Campuzano](https://find.wellspent.co/advisors/carlie-campuzano.md) | Millennial Wealth Management | Broomfield, Colorado |   | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Charles Johnson](https://find.wellspent.co/advisors/charles-johnson-7339525.md) | Differential Planning | Silverdale, Washington | CFA | Hourly |
| [Christopher Villaire](https://find.wellspent.co/advisors/christopher-villaire.md) | Villaire Financial | Grand Rapids, Michigan |   | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Debra Allison-Aasby](https://find.wellspent.co/advisors/debra-allison-aasby.md) | Great Lakes Financial Strategies | Oshkosh, Wisconsin |   | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Grayson Hofferber](https://find.wellspent.co/advisors/grayson-hofferber.md) | Millennial Wealth Management | Broomfield, Colorado |   | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Joseph Hogan](https://find.wellspent.co/advisors/joseph-hogan.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joseph Rugger](https://find.wellspent.co/advisors/joseph-rugger.md) | Bridge To Wealth | Corinth, Texas |   | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Lori Slaughter](https://find.wellspent.co/advisors/lori-slaughter.md) | Millennial Wealth Management | Amarillo, Texas |   | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Mark Recker](https://find.wellspent.co/advisors/mark-recker.md) | Recker Financial | Bay City, Michigan |   | Percentage of assets, Hourly, Ongoing planning fee |
| [Matthew Lambdin](https://find.wellspent.co/advisors/matthew-lambdin.md) | Method Finance | St. Louis, Missouri | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Melanie Husk](https://find.wellspent.co/advisors/melanie-husk.md) | MEL Consulting | Chicago, Illinois |   | Percentage of assets, Hourly, One-time planning fee |
| [Nam Phan](https://find.wellspent.co/advisors/nam-phan.md) | Phan Capital Management | San Antonio, Texas |   | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Nicholas Butler](https://find.wellspent.co/advisors/nicholas-butler.md) | Butler Financial Services | Westlake Village, California |   | Flat fee or retainer, One-time planning fee |
| [Nina Shaw](https://find.wellspent.co/advisors/nina-shaw.md) | The DBS Companies | Mendham, New Jersey | CFA | Percentage of assets, Hourly |
| [Phuong Luong](https://find.wellspent.co/advisors/phuong-luong.md) | Just Wealth | Pittsfield, Massachusetts | CFP | Percentage of assets |
| [Rabih Dimachki](https://find.wellspent.co/advisors/rabih-dimachki.md) | Dentist Advisors | Salt Lake City, Utah | CFA | Ongoing planning fee |
| [Rose DeFrank](https://find.wellspent.co/advisors/rose-defrank.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ryan DiFabrizio](https://find.wellspent.co/advisors/ryan-difabrizio.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Steven Underriter](https://find.wellspent.co/advisors/steven-underriter.md) | Freedom Financial Planning Solutions | Grand Rapids, Michigan |   | Flat fee or retainer |
| [Victoria Abaev](https://find.wellspent.co/advisors/victoria-abaev.md) | WealthFD | Conshohocken, Pennsylvania | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alberto Crespo](https://find.wellspent.co/advisors/alberto-crespo.md) | Crespo Capital | Jacksonville, Florida |   | Percentage of assets, Hourly, Fixed fees |

Showing the first 200 of 245. The full list, page by page: https://find.wellspent.co/specialties/student-loans/?page=2

## Related

- [Physicians & residents](https://find.wellspent.co/specialties/physicians.md)
- [Tax planning](https://find.wellspent.co/specialties/tax-planning.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).