Our 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

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: Percent of Assets Managed

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

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

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

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

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

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

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

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

Eileen Freiburger, CFP®

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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

Michael Garry, CFP®, JD/MBA

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Description: Michael Garry, a fee-only CERTIFIED FINANCIAL PLANNER™ practitioner and licensed attorney, recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner. He has been quoted in The Wall Street Journal, USA Today, The Chicago Tribune, Money Magazine, Kiplinger’s, and many others.

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

Customer Asset Minimum Amount: None

States in which Advisor Practices: MA, FL, DL, VA, CT, PA, NY, NC, NJ*

*Advisor will consider clients from other states.

Life Events Planning:

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

Holly Gillian Kindel, CFP, CLU, CPCC

Description:  I’ve been facilitating conversation about finance for since 1993, working best with innovators who are willing to explore the boundaries of what’s possible in their lives. My dual training as advisor and life coach enables me to curate and edit the extraneous, freeing folks to create and animate fulfilling lives.

Fee Structure: Percent of Assets Managed; Project Based

Customer Asset Minimum: $1,500,000

States in which Advisor Practices: CA, MA, MD, FL, HI, GA, KS, CT, PA, SC, UT, NY, NJ*

*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
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Home Buying or Downsizing
  • Insurance Review
  • Estate Planning

 


Ted Halpern

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Description: Ted Halpern, AAMS, CRPC, AWMA, RFC, is founder and president of Halpern Financial. He serves as Director of the firm's Investment Research Team and oversees asset allocation as well as developing and implementing wealth management strategies for affluent families and closely held businesses.

Fee Structure: Hourly; Percent of Assets Managed 

Customer Asset Minimum: $1,000,000

States in which Advisor Practices: MD, FL, NY, NJ, NH, TX* 

*Advisor will consider clients from other states. 

Life Events Planning: 

  • 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
  • Tax Planning

 


Timothy Hayes, CFP, President

Description: Landmark Financial is an independent, Fee-Only financial planning firm. We provide un-biased advice on every aspect of your financial life, free from all conflicts of interest. We are your advocate in all matters financial and work closely with you, one-on-one, to help you to achieve your most cherished financial objectives.  

Fee Structure: Hourly; Project Based

Customer Asset Minimum: None

States in which Advisor Practices: NY

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

Archibald (Rob) Hoxton, CFP, AIF

Description: HFI offers both experience and the tools to help you translate your vision of retirement into dollars and cents and to anticipate possible pitfalls that could interfere. HFI's advisory team is a multi-discipinary group of professionals, including, planners (CFPs), investment advisors (CFA,AIF) and estate planners.

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

Customer Asset Minimum: $500,000

States in which Advisor Practices: MA, FL, VA, PA, TX, VT, NY, NC, NJ, WV*

*Advisor will consider clients from other states.

Life Events Planning: 

  •  Loss of a Spouse
  • Charitable Giving
  • General Savings and Investment Review
  • Inheritance ;Retirement; Business Ownership
  • Taking Care of Parents
  • Long-Term Care
  • Insurance Review
  • Estate Planning
  • Tax Planning

David Hultstrom, MBA, CFP, CFA

Description: Our objective is to ensure our clients' financial success by identifying and achieving specific goals using a customized, academically-grounded approach. We are completely independent, fee-only, and hold the premier credentials in the industry, enabling us to offer the expertise expected from a large institution, but with a more personal touch.

Fee Structure: Percent of Assets Managed; Project Based

Customer Asset Minimum: $1,000,000

States in which Advisor Practices: All States

Life Events Planning: 

  • General Savings and Investment Review
  • Inheritance
  • Retirement
  • Business Ownership
  • Estate Planning
  • Tax Planning

Gregory Johnston, CFA®, CFP®, CPWA®, QPFC, AIF®

Description: Financial lives are complicated.  JIC seeks to reduce financial stress so clients can focus on more important activities.  JIC combines an integrated/comprehensive financial planning approach with a 100% independent and fee-only organization that is a member of NAPFA.  We hold the leading industry designations and have 25+ years of experience.

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

Customer Asset Minimum: $100,000

States in which Advisor Practices: All States

*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

Audrey Jones 

Description: Audrey began her financial career in 1994. She earned her CFP® designation in 1999 and joined the NAPFA (National Association of Personal Financial Advisors) in July of 2012. Audrey views her passion for planning as a calling and enjoys helping those on an hourly or retainer basis.

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

Customer Asset Minimum: None

States in which Advisor Practices: FL, VA*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Job Loss or Transition
  • Loss of a Spouse
  • Inheritance
  • Retirement
  •  Marriage, Divorce, and New Baby
  • Long-Term Care
  • Home Buying or Downsizing
  • Estate Planning 

    Richard Kahler

    Description: Rick Kahler, MSFP, CFP is a fee-only financial planner, speaker, author, educator, and columnist. Rick is a pioneer in integrating financial planning and psychology. BusinessWeek named him in the top 15 most experienced financial planners in the nation and he is a past chairman of the SDIC, managing $6 billion.

    Fee Structure: We base our fee on the value of investment assets or AUA.

    Customer Asset Minimum: None

    States in which Advisor Practices: All States

    Life Events Planning: 

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

     Michael Kay

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    Description: I’m a fee-only Certified Financial Planner®, author, columnist (Forbes and Psychology Today) and speaker on financial life planning. Financial Life Planning is knowing—and planning for—your version of your best life. What do you want your life to look like? Let’s start there.

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

    Customer Asset Minimum: $100,000

    States in which Advisor Practices: CA, MA, MD, FL, DL, IL, WA, CT,  RI, PA, VT, NY, NJ*

    *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

    Karen Keatley, MBA, CFA, CFP®

    Description: Keatley Wealth Management is a fee-only investment advisory firm located in Charlotte, NC.  Weoffer comprehensive financial planning that is integrated with investment portfolio management.  

    Fee Structure: Percent of Assets Managed

    Customer Asset Minimum: $750,000

    States in which Advisor Practices: SC, NC*

    *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

    Kirk Kinder

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    Description: Our goal is to save you from Wall Street. We are a fee-only firm that works with clients in the manner they desire: hourly, retainer, or asset management. Kirk Kinder, CFP, has been a fee-only planner since 2002 after having worked at the Motley Fool for two years.

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

    Customer Asset Minimum: $200,000

    States in which Advisor Practices: All States

    Life Events Planning: 

    • Charitable Giving
    • General Savings and Investment Review
    • College Education
    • Inheritance
    • Retirement
    • Business Ownership
    • Tax Planning

    Lauren Klein, CFP 

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    Description:  Lauren is a fee-only financial planner and NAPFA-Registered  advisor. She earns the trust of every client with her commitment to building personal partnerships that give clients the confidence to make the best possible financial choices. Lauren is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner and CERTIFIED DIVORCE FINANCIAL ANALYST™ (CDFA). 

    Fee Structure: 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:

    • Loss of a Spouse
    • Major Illness
    • General Savings and Investment Review
    • Inheritance
    • Retirement
    • Business Ownership
    • Marriage, Divorce, and New Baby
    • Home Buying or Downsizing
    • Tax Planning

    Jim MacKay

    Description: Jim MacKay Financial Planning offers flexible services, hourly or retainer fees, advanced technology, and personal attention.  Our desire is to help answer your questions and prepare for the future while enjoying today.  To help you make the most of your money so you can make the most of your life.

    Fee Structure: Hourly; Project Based; Flat Fee

    Customer Asset Minimum: None 

    States in which Advisor Practices: MO*

    *Advisor will consider clients from other states. 

    Life Events Planning: 

    • General Savings and Investment Review
    • Retirement

    Wan McCormick

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    Description: Wan is a member of FPA, AFCPE, and Garret Planning Network. Since 2005, she has assisted more than 700 middle-class Americans and military servicemembers in devising their road maps to financial security with a holistic approach. Wan is an alumni of University of California, Santa Barbara and University of Pennsylvania.

    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:

    • Job Loss or Transition
    • Loss of a Spouse
    • 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

    James Miller

    Description: We help professional women and their families make smart financial decisions. Our independent, fee-only advisory firm partners with folks to assist them in achieving the things that are most important to them in life.

    Fee Structure: Annual Flat Fee

    Customer Asset Minimum: $1,000,000

    States in Which Advisor Practices: TX, NC, NJ*

    *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
    • Taking Care of Parents
    • Long-Term Care
    • Home Buying or Downsizing
    • Insurance Review
    • Estate Planning
    • Tax Planning

    Rick Miller, PhD, CFP®

    Description: Sensible Financial has provided integrated financial planning and investment management since 2002. Financial planning and investments are not complicated. We help you understand your plan and your portfolio, and how they relate to each other. Rick holds AB, AM and Ph. D. degrees in Economics from the University of Chicago.

    Fee Structure: Percent of Assets Managed; Project Based

    Customer Asset Minimum: $500,000

    States in Which Advisor Practices: CA, MA, FL, VA, CT, RI, TX, NY, NC, NM*

    *Advisor will consider clients from other states.                              

    Life Events Planning: 

    • Loss of a Spouse
    • Charitable Giving
    • General Savings and Investment Review
    • College education
    • Retirement
    • Long-Term Care
    •  Estate Planning
    •  Tax Planning

    Helen Modly, CFP, CWPA, President

    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: MD, VA*

    *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

    Christian Koch, CFP®, CPWA®, CDFA(TM) 

    Description: Best-Selling Author, Christian Koch, is recognized as one of the top thought-leaders and private wealth experts. He has co-authored the book, Get in the Game, which describes his unique four step investment process. He is a Harvard Business School graduate and holds the prestigious Certified Private Wealth Advisor ® certification.

    Fee Structure: Hourly, Percent of Assets Managed

    Customer Asset Minimum: $250,000

    States in which Advisor Practices: GA, MO*

    *Advisor will consider clients from other states.     

    Life Events Planning:

    • Retirement
    • Tax Planning
    • Investment Review 
    • Inheritance 

    John Liechty

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    Description: Mr. Liechty is an hourly, fee-only financial planner. He has over 38 years of working knowledge in the financial services industry. This extensive work experience has provided him with a deep understanding of investments, insurance, retirement planning and the importance of integrating all components of a financial plan.

    Fee Structure: Hourly; Project Based

    Customer Asset Minimum: None

    States in Which Advisor Practices: IN*

    *Advisor will consider clients from other states.     

    Life Events Planning: 

    • Charitable Giving
    • General Savings and Investment Review
    • College education
    • Inheritance
    • Retirement
    • Taking Care of Parents
    • Long-Term Care
    • Home Buying or Downsizing
    • Insurance Review
    • Estate Planning
    • Tax Planning

    Jason Lina

    Description: Jason has nearly 20 years of financial services experience, having managed a billion dollar bond portfolio and served as Director of Research for a wealth management firm. He is a CFA charter holder and a CERTIFIED FINANCIAL PLANNER™. Jason earned his MBA from Dartmouth College and a BA from Davidson College. 

    Fee Structure: Percent of Assets Managed; Flat Fee

    Customer Asset Minimum: None

    States in which Advisor Practices: All 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
    • Taking Care of Parents
    • Long-Term Care
    • Home Buying or Downsizing
    • Insurance Review
    • Estate Planning
    • Tax Planning

    Andrew Leonard

    Description: Andrew Leonard, CFP has been an advisor for 8 years, primarily serving mid-career professionals working in business, medicine, and law.  Andrew has a BA in Economics from Emory University and an MBA from Harvard Business School.

    Fee Structure: Percent of Assets Managed

    Customer Asset Minimum: $250,000

    States in which Advisor Practices: All States

    Life Events Planning: 

    • Charitable Giving
    • General Savings and Investment Review
    • College education
    • Inheritance
    • Retirement
    • Business Ownership
    • Marriage, Divorce, and New Baby
    • Home Buying or Downsizing
    • Insurance Review 

    Tim Massie, CFP®

    Description: Timepiece Financial Planning is a Fee-Only financial planning company. Although we have clients from all walks of life, I focus on pre-retirees and also planning for small business owners. For clients who elect to have us manage their investments, we useDimensional Fund Advisors and Vanguard.

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

    Customer Asset Minimum: None

    States in which Advisor Practices: AL, WA, OR*

    *Advisor will consider clients from other states. 
     

    Life Events Planning:

    • General Savings and Investment Review
    • Retirement
    • Business Ownership

    Steven Medland, MBA, CFP®

    Description: Steven W. Medland, MBA, CFP® is a co-founder of TABR Capital Management. He is a former U.S. Navy submarine officer and holds an MBA in Finance from the Wharton School at UPENN in addition to a BS in Marine Engineering Systems from the USMMA at Kings Point, New York.

    Fee structure: Percent of Assets Managed;Project Based

    Customer Asset Minimum: $300,000

    States in which Advisor Practices: All States

    Life Events Planning:  

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

    Ara Oghoorian, CFA, CFP

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    Description: I have over 20 years experience in finance including working for the Federal Reserve Bank of San Francisco, U.S. Treasury, and most recently a wealth management firm in Washington DC providing financial advice and tax preparation. I hold the CFP, CFA, and EA designations. 

    Fee Structure: Percent of Assets Managed; Project Based

    Customer Asset Minimum: None

    States in which Advisor Practices: All States 

    Life Events Planning: 

    • Charitable Giving
    • General Savings and Investment Review
    • Inheritance
    • Retirement
    • Business Ownership
    • Marriage, Divorce, and New Baby
    • Home Buying or Downsizing
    • Insurance Review
    • Estate Planning
    • Tax Planning

    Steven Podnos MD, MBA, CFP®

    Description: As a practicing physician for over twenty years and a fee only planner for over a dozen years, I bring a particular knowledge base to my clients.We offer highly individualized and personal planning and asset management to our client families.

    Fee Structure: Percent of Assets Managed; Flat Fee

    Customer Asset Minimum: $1000000
     
    States in which Advisor Practices: CA, FL, PA, TX*

    *Advisor will consider clients form other states. 

    Life Events Planning:

    • Loss of a Spouse
    • Major Illness
    • Charitable Giving
    • General Savings and Investment Review
    • College Education
    • Retirement
    • Business Ownership
    • Taking Care of Parents
    • Estate Planning

    Trent Porter CPA, CFP

    Description: We offer a paradigm shift from traditional advisors, driven by opaque commissions, to forward-thinking fiduciaries who put clients’ interests first. We provide our clients with a trusted, unbiased alternative that covers all aspects of their financial lives, enabling them to achieve their goals and focus on what’s really important.

    Fee Structure: Percent of Assets Manger; Financial planning is done on a flat fee/retainer basis.

    Customer Asset Minimum: None

    States in which Advisor Practices: CO*

    *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
    • Tax Planning

    Bob Rall, CFP® 

    Description: I have over 20 years of experience in the financial services industry and have been a Fee-Only Certified Financial Planner(R) for 17 years. I am also a Registered Investment Advisor and believe that a low-cost, globally diversified asset-class investment strategy provides the best opportunity to reach your financial goals. 

    Fee Structure: Percent of Assets Managed; Project Based

    Customer Asset Minimum: None

    States in which Advisor Practices: FL*

    *Advisor will consider clients form other states. 
     

    Life Events Planning:

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

    Ronald Rogé, MS, CFP®

    Description: We help our clients Plan, Achieve and Live® the life they want. They include individuals, families, business owners, foundations and institutions looking to build a trusting, collaborative and authentic relationship with a qualified, experienced fee-only fiduciary firm. We pride ourselves in providing transformative advice to our clients since 1986.

    Fee Structure: Percent of Assets Managed

    Customer Asset Minimum: $700,000

    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

    Rosanne Rogé

    Description: We help our clients Plan, Achieve and Live® the life they want. They include individuals, families, business owners, foundations and institutions looking to build a trusting, collaborative and authentic relationship with a qualified, experienced fee-only fiduciary firm. We pride ourselves in providing transformative advice to our clients since 1986.

    Fee Structure: Percent of Assets Managed

    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

    Steve Stanganelli, CFP®, CRPC®

    Description: Steve Stanganelli, CFP®, CRPC® is a fee-only financial planner and NAPFA Registered Financial Advisor.  He is principal of Clear View Wealth Advisors, LLC, a state-registered investment adviser. Steve's services include retirement income planning, tax planning, education funding, divorce settlement analysis and investment management using low-cost tactical ETF investing. 

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

    Customer Asset Minimum: None

    States in which Advisor Practices: MA*

    *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
    • Taking Care of Parents
    • Home Buying or Downsizing
    • Estate Planning
    • Tax Planning

    Christopher Van Slyke

    Description: WorthPointe is a fee-only financial planning firm. Grow your business, create a comfortable life for your family, and build a financial future without the hassle of doing it yourself. Our CFP™ professionals tailor plans to your lifestyle and budget so that you can start building your financial future now.

    Fee Structure: Percent of Assets Managed

    Customer Asset Minimum: None

    States in which Advisor Practices: All States

    Life Events Planning: 

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

    Robert Schmansky, CFP®

    Description: Robert Schmansky, CFP® has over a decade of experience helping individuals and families meet their financial goals and overcome money concerns. He began Clear Financial Advisors to help people on their terms through flexible engagements. He is regularly quoted in the financial media, and is a CFP Board Ambassador.

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

    States in which Advisor Practices: MI*

    *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
    • Tax Planning

    Bonnie Sewell, CEO

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    Description: FEE-ONLY - Fee-only means we limit conflicts of interest.  We do not accept commissions or compensation from any source except clients. FLAT FEE - Flat Fee means we charge based on the complexity and scope of work involved. FIDUCIARY - Fiduciary means we put your interests first.  Period.

    Fee Structure: Flat Fee

    Customer Asset Minimum: None

    tates in which Advisor Practices: CA, AZ, FL, GA, VA, TN*

    *Advisor will consider clients from other states.

    Life Events Planning: 

    • Loss of a Spouse
    • General Savings and Investment Review
    • Inheritance
    • Retirement
    • Marriage, Divorce, and New Baby
    • Home Buying or Downsizing
    • Tax Planning

    Melissa Sotudeh, MBA, CFP

    Description: Melissa Sotudeh, MBA, CFP, specializes in holistic financial plans to ease the challenges individuals and families face, including retirement, investment, tax management, and estate planning solutions. Melissa is an Advocate for the CFP Board’s Women’s Initiative, and a subject matter expert for the CFP Board of Standards.

    Fee structure: Hourly; Percent of Assets Managed

    Customer Asset Minimum: $1,000,000

    States in which Advisor Practices: MD, FL, NY, NJ, NH, TX*

    *Advisor will consider clients from other states.                             

    Life Events Planning:

    • 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

    Curt Stowers, PhD, CFP®

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    Description: F5 Financial Planning (Faith, Friends & Family, Fitness, Finance) works with families to manage, grow and protect their assets. We leverage the academically-based work of Dimensional Fund Advisors for our clients' investments. We are a comprehensive, fee-only (NAPFA) firm located in Chicago.

    Fee Structure: Flat Fee

    Customer Asset Minimum: $300,000

    States in which Advisor Practices: 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
    • Home Buying or Downsizing
    • Estate Planning
    • Tax Planning

    David Taube, CEO/CIO

    Description: Kalorama is an investment advisory and financial planning firm in Washington, D.C. Kalorama's services are structured on a fee-only basis so that our interests are aligned with yours. As a CFP professional and CFA charter holder, David is uniquely qualified to advise individuals regarding their investments and financial planning matters.

    Fee Structure: Hourly; Percent of Assets Managed

    Customer Asset Minimum: $400,000

    States in which Advisor Practices: MD, VA *

    *Advisor will consider clients from other states. 

    Life Events Planning: 

    • Job Loss or Transition
    • 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

    Clark Taylor 

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    Description: Soltis Investment Advisors provides fee only wealth management services to clients primarily in the Intermountain West. We are located in St. George, UT and assist clients with creating a financial plan and implementing investment management services to match. Our measure of success if assisting clients achieve life's most important endeavors.

    Fee Structure: Percent of Assets Managed

    Customer Asset Minimum: $750000

    States in which Advisor Practices: CA, AZ, ID, WA, WI, TX, TN, UT, NV*

    *Advisor will consider clients from other states. 

    Life Events Planning: 

    • Charitable Giving
    • General Savings and Investment Review
    • Retirement
    • Business Ownership
    • Insurance Review 

    Scott Witt

    Description: I am an actuary and fee-only insurance advisor, specializing in life insurance, annuities, and long-term care. I work only on an hourly basis, so I can serve as a TRUE fiduciary to my clients because there are no conflicts of interest with my recommendations.

    Fee Structure: Hourly

    Customer Asset Minimum: None

    States in which Advisor Practices: All States

     

    Life Events Planning: 

    • Charitable Giving
    • Retirement
    • Long-Term Care
    • Insurance Review
    • Estate Planning
    • Tax Planning