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Kent's Financial Advisor Directory


Joseph Alfonso, CFP®

Description: I work with pre-retiree couples to help them successfully transition to a life in retirement confident that they will always be able to afford their chosen lifestyle. I am an expert in Social Security and retirement income planning and perform “tax-aware” planning to save you money at every opportunity. 

Fee Structure: I charge a flat fee for my services based on net worth.  This fee includes all my services and is fixed for up to two years at a time.

Customer Asset Minimum: None

States in Which Advisor Practices: CA, OR*

*Advisor will consider clients from other states.

Life Events Planning: 

  • College Education
  • Retirement
  • Insurance Review
  • Estate Planning
  • Tax Planning

Peter Amling, CFP®

Description: Peter Amling is an Investment Advisor and founder at Amling Investments LLC in Chicago, IL and has over 10 years of experience in the finance industry. Peter Amling has taken additional exams to become a Certified Financial Planner (CFP®).

Fee Structure: Hourly; Percent of Assets Managed;Flat Fee

Customer Asset Minimum: None

States in Which Advisor Practices: IL*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby

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Description: Sensible Portfolios offers a family of six low-cost model portfolios ranging from ultra conservative to the ultra aggressive. Our models are built using mutual funds managed by Dimensional Fund Advisors. We have 20 year strong commitment to keep fees and expenses low.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: None

States in Which Advisor Practices: All States

 

Life Events Planning: 

  • General Savings and Investment Review
  • Retirement

Timothy Baker, CFP®, Founder

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Description: WealthShape was built on the belief that investment advice should rely on long term, proven academic evidence and everyone should have access to it. We engineer advanced, institutional grade portfolios and responsibly deliver our services at a low cost to investors from all walks of life.

Fee Structure: Hourly; Percent of Assets Managed; Flat Fee

Customer Asset Minimum: None

States in Which Advisor Practices: CT*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Charitable Giving
  • General Savings and Investment Review
  • College education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • Home Buying or Downsizing; Insurance Review
  • Estate Planning
  • Tax Planning

Paul Bennett, PhD, MSF, CFP® 

Description: Dr. Bennett holds a PhD in Economics, a MS in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He helps individuals align their financial decisions with their personal values. By helping clients understand how their biases affect their decisions he ensures that their money serves their life’s goals.

Fee Structure: Percent of Assets Managed; Project Based; Flat Fee

Customer Asset Minimum: $1,000,000

States in which Advisor Practices: All States 

Life Events Planning: 

  • Job Loss or Transition
  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Estate Planning
  • Tax Planning

Jeff Bernier

Description: Jeff Bernier has been a financial services professional since 1986. He oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping them evaluate the opportunities, benefits, costs, and tradeoffs of their financial and life choices.

Fee Structure: Percent of Assets Managed; Flat Fee

Customer Asset Minimum: None

States in which Advisor Practices: FL, TX, GA*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Retirement
  • Estate Planning
  • Tax Planning

Brett Bidwell, CFA, CFP ®

Description:  I am a CFA charterholder and CFP® practitioner. I have 10 years of experience. I have a Master's degree in economics from the University of Texas at Austin. I charge between .30% and 0.50% of assets under management or $125 per hour for do-it-yourself clients.

Fee Structure: Hourly; Percent of Assets Managed

Customer Asset Minimum: $500,000

States in Which Advisor Practices: CA, HI, WA, TX*

*Advisor will consider clients from other states.

Life Events Planning: 

  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Insurance Review
  • Estate Planning
  • Tax Planning
     

Steven Blum 

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Description: STEVEN BLUM has been teaching at Wharton for over 20 years. He holds the degrees Masters of Laws, Juris Doctor and EdM from Harvard. Steve maintains a practice of law and an RIA. Steve's firm adheres to this guiding principle: every action is motivated solely by the client's best interests.

Fee Structure: Flat Fee; Percent of Assets Managed

Customer Asset Minimum: None

States in Which Advisor Practices: PA*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Loss of a Spouse 
  • Inheritance
  • Retirement
  • Business Ownership
  • Taking Care of Parents
  • Insurance Review
  • Estate Planning
  • Tax Planning

Katie Brewer, CFP®

Description: Katie Brewer, CFP® is a financial coach to professionals of Gen X & Y. She has accumulated over 10 years of experience working with clients and their money. Katie has been quoted in The New York Times, Forbes, and Real Simple and she regularly writes about financial planning topics.

Fee Structure: Hourly; Percent of Assets Managed; Project Based; Flat Fee

Customer Asset Minimum: None

States in Which Advisor Practices: TX*

*Advisor will consider clients from other states.

Life Events Planning:

  • General Savings and Investment Review
  • College Education
  • Retirement
  • Marriage, Divorce, and New Baby
  • Home Buying or Downsizing; Insurance Review
  • Tax Planning

Charles Buck

Description: I am a Certified Financial Planner professional who has worked with clients for over 10 years.  Our mission is to help you achieve your goals, by using low cost index funds to develop a long term strategy that is diversified and gives you what the markets offer.

Fee Structure: Hourly; Project Based

Customer Asset Minimum: None

States in which Advisor Practices: MN*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • General Savings and Investment Review
  • College Education  
  • Inheritance
  • Retirement
  • Long-Term Care
  • Insurance Review 

Tracy Burke 

Description: As a partner at Conrad Siegel Investment Advisors, Inc., Tracy works with clients nationally and is upheld to the fiduciary responsibility while specializing in investment management and comprehensive financial planning. Tracy has earned the financial industry’s top credentials as a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC).

Fee Structure: Hourly; Percent of Assets Managed; Project Based; Flat Fee

Customer Asset Minimum: $500000

States in which Advisor Practices: CA, FL, DL, VA, PA, TX, NY, NC, OH*  

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Loss of a Spouse
  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Estate Planning
  • Tax Planning

Jason Burkholder,CFP®,CFA

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Description: With extensive experience managing multi-billion dollar portfolios for some of the world's largest private/public pension plans, including equity index funds for Barclays Global Investors, Jason now provides that institutional-level service to his clients. He has earned the CFA designation, he is a CFP® professional, and is a member of NAPFA.

Fee Structure: Hourly; Percent of Assets Managed; Project Based; For full comprehensive financial planning, my fee is structured as an annual retainer, based on client income and net worth.

Customer Asset Minimum: None

States in Which Advisor Practices: OH*

*Advisor will consider clients from other states.

Life Events Planning: 

  •  Loss of a Spouse
  • General Savings and Investment Review
  • College education
  • Inheritance
  • Retirement
  • Business Ownership
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning

Gerald Cannizzaro MBA

Description: Our firm is an expert in the knowledge and application of the Federal Retirement and Benefit systems. I have been an active instructor in teaching Federal agencies employees Pre Retirement Seminars for over 16 years.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $750,000

States in which Advisor Practices: All States

Life Events Planning: 

  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Retirement
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Tax Planning

William Carrington, CFP®, RMA®  

Description: William Carrington is a certified financial planner and retirement management analyst. He is a fee-only, fiduciary advisor and NAPFA-registered.

Fee Structure: Hourly; Percent of Assets Managed; Flat Fee

Customer Asset Minimum: None

States in which Advisor Practices: All States 

Life Events Planning: 

  • Job Loss or Transition
  • General Savings and Investment Review
  • College Education
  • Retirement
  • Home Buying or Downsizing
  • Tax Planning

A Charles Cattano III 

Description: Duties include portfolio management and diversification services for high net worth individuals to meet complex needs. Received a BA in English from University of California, Berkeley in 1989 and an MBA with Honors, Finance Emphasis, from St. Mary’s College of California in 1999.  Started with Morgan Stanley in 1994.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $1,000,000

States in Which Advisor Practices: CA, FL, HI, WA, TX*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Home Buying or Downsizing
  • Estate Planning

Susan Chesson, CFP®

Description: Focus Wealth Management is a fee-only RIA based in Northern Virginia offering comprehensive investment management and financial planning.  I am part of a team of multi-credentialed advisors who bring a wealth of professional insight to your financial decision-making process.  We promise our clients sound advice and uncommon service.

Fee Structure: Percent of Assets Managed; Project Based

Customer Asset Minimum: $1,000,000

States in which Advisor Practices: All States
 

Life Events Planning:

  • Loss of a Spouse
  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Business Ownership

Debra Chun

Description: After graduating with an MBA from Columbia University in 1982, I have had a varied career in strategic planning, corporate finance and for the past 17 years in wealth management. The latter is the most rewarding as smart and low-cost advice has greatly improved the financial lives of my clients.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: None

States in which Advisor Practices: All States

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • Home Buying or Downsizing

Scott Cole, CFP®, CDFA® 

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Description: ColeFP works with people from all walks of life providing commission free, financial planning and investment advice. Scott is the financial expert featured on Money Matters for the Birmingham, NBC affiliate and teaches as an adjunct at the University of Alabama in Retirement Planning and Employee Benefits.

Fee Structure: Hourly; Percent of Assets Managed

Customer Asset Minimum: None

States in Which Advisor Practices: AL, LA*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse; ; Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  •  Business Ownership
  •  Marriage, Divorce, and New Baby
  • Home Buying or Downsizing
  •  Insurance Review

Paul Collinson, CFP®, MBA

Description: Paul Collinson is an independent fee-only financial planner in Arlington, VA. Paul earned the designation Certified Financial Planner™ and is the Founder of Legacy Planning Advisors, LLC. As a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee-Only financial advice and planning on an hourly as-needed basis.

Fee Structure: Hourly; Project Based

Customer Asset Minimum: None

States in Which Advisor Practices: VA*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • General Savings and Investment Review
  • College Education
  • Retirement
  • Home Buying or Downsizing

Timothy Corriero

Description: I am a Certified Financial Planner advisor based in the San Francisco bay area. I have a law degree from Harvard Law School and 20 years of experience in corporate law (with Shearman and Sterling) and investment banking (with Goldman Sachs). My focus is financial planning for mid career professionals.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $500,000

States in Which Advisor Practices: CA*

*Advisor will consider clients from other states.

Life Events Planning: 

  • General Savings and Investment Review
  • College Education
  • Retirement
  • Home Buying or Downsizing

Rob Costello

Description: Costello Financial Planning is a fee-only financial planning firm serving the Ann Arbor, MI and Chicago, IL area. Costello Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $500,000

States in which Advisor Practices: MI, IL*

*Advisor will consider clients from other states

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • College education
  • Inheritance
  • Retirement
  • Business Ownership
  • Insurance Review
  • Estate Planning
  • Tax Planning

Patrick Cote, CFA®

Description: Pat Cote is the founder of AssetGrade, a fee-only RIA specializing in helping HENRYs (High Earners, Not Rich Yet).  Pat was an executive at Fidelity Investments for 10 years and a consultant at Bain & Company. Pat is a CFA® and has an MBA from the Wharton School at UPENN.

Fee Structure: Percent of Assets Managed; Hourly

Customer Asset Minimum: $100,000

States in which Advisor Practices: All States 

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • General Savings and Investment Review
  • College education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Home Buying or Downsizing
  • Estate Planning
  • Tax Planning

William Cuthbertson, MBA, EA, CFP®

Description: As a fee-only, fiduciary level advisor, I'm a passionate advocate for my client's financial well-being. I hold an honors MBA from Webster University, and a graduate certificate in personal financial planning from UC Irvine. Becoming a CFP professional in 2002, I am also a tax specialist and NAPFA-Registered Financial Advisor.

Fee Structure: Flat Fee

Customer Asset Minimum: $750,000

States in which Advisor Practices: CA*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning
  • Tax Planning

Jen Dawson

Description: Nobody will care more about your finances than me, except maybe someone with your last name. At Hemington, we are fee-only fiduciaries who begin client relationships with a 2-meeting discovery process and detailed financial plan before making investment recommendations. Our philosophy is to focus on the things we can control.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $750,000

States in which Advisor Practices: CA, AZ, IN, IL, VA, WI*

*Advisor will consider clients from other states.

 

 

 

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Major Illness
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning
  • Tax Planning

Rett Dean

Description: We are a client focused, FEE-ONLY planning firm. Our goal is to work with those that value a true comprehensive engagement with an advisor. We are both Certified Financial Planners (CFP) as well as Enrolled Agents (EA) with the Internal Revenue Service.

Fee Structure: Percent of Assets Managed; Flat Fee

Customer Asset Minimum: $250000

States in Which Advisor Practices: TX*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning
  • Tax Planning

Carlos Dias Jr. 

Description: Carlos Dias Jr. is a financial planner and founder of Excel Tax & Wealth Group, an advisory firm offering strategic wealth management services such as investment management, pro-active tax, estate, long-term care, asset protection, and retirement income planning. He is fluent in Portuguese and Spanish.

Fee Structure: Hourly; Percent of Assets Managed; Project Based; Flat Fee

Customer Asset Minimum: None

States in Which Advisor Practices: FL*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Major Illness
  • Charitable Giving
  • General Savings and Investment Review
  • Inheritance
  • Retirement; Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Insurance Review
  • Estate Planning
  • Tax Planning

Thomas Duffy

Description: I became a financial planner to help you plan for a life, both financial and non-financial by teaching you how money works. How investments work. How insurance works. How inflation hurts. How income taxes hurt. How estate planning works. How charity helps. How cash flow works. How retirement plans work.

Fee Structure: Flat Fee

Customer Asset Minimum: None

States in which Advisor Practices: NJ*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Retirement
  • Inheritance
  • College Education
  • Marriage, Divorce, and New Baby
  • Business Ownership
  • Home Buying or Downsizing
  • Long-Term Care
  • Loss of a Spouse
  • Major Illness
  • Insurance Review
  • Estate Planning
  • Charitable Giving
  • General Savings and Investment Review
  • Tax Planning

Francine  Duke, CFP®

Description: Francine Duke is the founding principal of Aqua Financial Planning, LLC, an independent fee-only financial advisory firm located in the Chicago area. She guides clients through the entire financial planning process. No products are sold - only personalized services. Her objective is to help her clients achieve their financial objectives.

Fee Structure: Hourly; Project Based; Retainer Fees

Customer Asset Minimum: None

States in which Advisor Practices: IL*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Tax Planning

Andrew Feldman, CFP®

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Description: AJ Feldman Financial is an independent, comprehensive, fee-only investment advisory firm. We work with each client to understand their specific situation and circumstances to create proactive, customized, transparent and easy to understand financial plans. Our goal is to give each client peace of mind to help build and maintain future wealth.

Fee Structure: Hourly; Percent of Assets Managed

Customer Asset Minimum: $25,000

States in which Advisor Practices: IN, IL*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning
  • Tax Planning

Scott Floersheim

Description: I provide comprehensive retirement planning and ongoing wealth management services on a fee-only basis with an emphasis on tax-optimal strategies for retirement cash flow. For clients' investments, I provide academically-based portfolio management using low-cost, institutional-class mutual funds from Dimensional Fund Advisors and Vanguard.

Fee Structure: Percent of Assets Managed; Project Based

Customer Asset Minimum: $500,000

States in Which Advisor Practices: TX, NM*

*Advisor will consider clients from other states.

Life Events Planning:

  • Loss of a Spouse
  • Charitable Giving
  • Inheritance
  • Retirement
  • Estate Planning
  • Tax Planning

Steven Fox 

Description: Steven provides financial planning for young professionals who want to make better decisions about money. He works on a fee-only basis and never receives product commissions, so you can have confidence that recommendations are in your best interest. Advice on taxes, insurance, investing, and other areas of your financial life.

Fee Structure: Hourly; Project Based; Flat Fee

Customer Asset Minimum: None

States in Which Advisor Practices: All States 

*Advisor will consider clients from other states. 

Life Events Planning: 

  • Job Loss or Transition
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Home Buying or Downsizing
  • Insurance Review
  • Tax Planning

Eileen Freiburger, CFP® - ESF Financial Planning Group

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Description: Eileen has been in the industry for over 30+ years working in banking, brokerage, operations and compliance.  She likes to say she's objective but opinionated and offers a no nonsense approach for  **EITHER** Self Implementers or ongoing comprehensive planning and portfolio management for those who prefer to engage an experienced professional. 

Fee Structure: Hourly; Percent of Assets Managed; Project Based

Customer Asset Minimum: None

States in Which Advisor Practices: CA*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Major Illness
  • Charitable Giving
  • General Savings and Investment Review
  • College education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning
  • Tax Planning

Eileen Freiburger - Abacus Wealth Partners 

Description: Eileen’s been in the industry for over 30+ years. She strives to help clients make the most of their financial resources so they can focus on the things that really matter in life. She likes to help clients get “unstuck” with objective feedback whenever financial decisions need to be made.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $500,000

States in Which Advisor Practices: All States

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Major Illness
  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning
  • Tax Planning

Mark Friedenthal

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Description: Friedenthal Financial is a Fee-Only, Registered Investment Advisor serving Individuals, Families, and Businesses. Our investment services blend sophisticated institutional money management strategies and consulting expertise with an unsurpassed level of personalized service and communication. We employ customized investment portfolios specific to your Risk Tolerance, Tax needs, and any other requirements.

Fee Structure: Percent of Assets Managed; Project Based

Customer Asset Minimum: $250,000

States in Which Advisor Practices: All States

Life Events Planning: 

  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Estate Planning 

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