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Kent's Financial Advisor Directory


Lynn Buchholz, MBA, CFP®

Description: Lynn N. Buchholz, MBA, CFP(R) founded Buchholz Financial with the mission to provide clients with competent, objective financial advice. Lynn is a Certified Financial Planner(TM) and an Adjunct Professor. Buchholz Financial is a fee-only financial planning firm in San Diego, California. Lynn N. Buchholz provides comprehensive financial planning services.

Fee Structure: Hourly

Customer Asset Minimum: None

States in Which Advisor Practices: CA*

*Advisor will consider clients from other states. 

Life Events Planning: 

  • General Savings and Investment Review
  • Retirement
  • Marriage, Divorce, and New Baby
  • Insurance Review
  • 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
     

Philip Gibson, Financial Planner

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Description: Philip Gibson Ph.D. , CFP® is the founder of Elation Wealth LLC a virtual Fee-Only Financial Planning Firm based in Charlotte, North Carolina. Philip earned his Ph.D. in Financial Planning from Texas Tech University. He enjoys teaching, conducting financial planning research, and helping individuals attain their financial goals.

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

Customer Asset Minimum: None

States in which Advisor Practices: SC, NC* 

*Advisor will consider clients from other states. 

Life Events Planning: 

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

 


Tyler A. Gray, CFP®, CKA®

Description: At SageOak, I help clients free up time to focus on the things that really matter in life, such as faith, family, and friends. If taking care of your family and being a good financial steward are both important to you, contact me today to start the complimentary discovery process!

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

Customer Asset Minimum: None

States in Which Advisor Practices: OK*

*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

Ben Gurwitz

Description: Grown out of a CPA firm, Financial Life Advisors looks at the big picture not just for today, but also for many years to come. We have a particular interest in low cost and tax efficient investing strategies.

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

Customer Asset Minimum: $500000

States in which Advisor Practices: All States

Life Events Planning: 

  • Loss of a Spouse
  • Charitable Giving
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Insurance Review
  • Estate Planning
  • Tax Planning

John Kvale

Description: As a comprehensive wealth advisor taking care of all aspects of his clients’ lives, John digs deep into each of his clients' situations. With almost three decades of experience and a constant desire to learn more about every relationship, John finds his work enlightening, fulfilling, dramatic, and fun!

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $1,000,000

States in which Advisor Practices: CA, OK, FL, CO, TX, NY*

*Advisor will consider clients from other states.

Life Events Planning: 

  • Loss of a Spouse
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Insurance Review
  • Estate Planning
  • Tax Planning 

 

 


Dr. Brad Klontz, Psy.D., CFP®

Description: Dr. Brad Klontz is a Managing Principal of OCCAM. He is a financial psychologist, co-founder of the Financial Psychology Institute, and an Associate Professor of Personal Financial Planning at Kansas State University. Dr. Klontz has co-authored five books on the psychology of money including Mind Over Money (Broadway Business, 2009). 

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $1000000

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

*Advisor will consider clients from other states.

Life Events Planning: 

  • Charitable Giving
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Estate Planning 

Erin Hadley, CFP® Managing Partner

Description: I have 9 years of experience in investment management and financial planning in independent, fee-only firms. I help clients feel at ease & in control of their financial lives by making it more accessible and transparent. As a fiduciary, my clients' best interests come first.

Fee Structure: Percent of Assets Managed

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

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

 


Kathryn Hauer

Description: We are an independent, fee-only investment advisory and financial planning firm founded by Kathy Hauer, CFP®, EA, MBA, financial writer, financial literacy educator, and author of Financial Advice for Blue Collar America. Our clients need not be wealthy; Wilson David welcomes clients at all levels of net worth.

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

Customer Asset Minimum: None

States in Which Advisor Practices: GA, SC* 

*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
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Tax Planning

Lisa Hay, CFP®, CPA

Description: I work with those preparing for retirement and other life transitions - providing peace of mind, clarity and confidence through objective financial counsel. As a CPA, CFP® and financial author, I specialize in SS and retirement income planning; integrating “tax-savvy” strategies to keep more of your nestegg working for you!

Fee Structure: Hourly; Percent of Assets Managed; Project Based; 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
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • 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

Paul Hynes, CFP

Description: You have goals to accomplish that are really important to you and you could use a little help. But, you don't know where to go. Paul Hynes, CFP (R), has over 30 years of experience protecting the financial backs of his clients. His only goal to help you achieve yours.

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

Customer Asset Minimum: $500,000

States in Which Advisor Practices: CA*

*Advisor will consider clients from other states.

ife Events Planning: 

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

Daniel Johnson, CFP® 

Description: I operate a flat-fee wealth management firm where I charge $4,800 annually regardless of asset size.  My model is based on a solution to what I feel is a broken system - Charging clients based on something out of our control, which is the performance of the market.

Fee Structure: Flat Fee

Customer Asset Minimum: None

States in which Advisor Practices: FL, OH

*Advisor will consider clients from other states

Life Events Planning: 

  • Loss of a Spouse
  • Retirement

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.  We offer 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

    Niall Kilcommons

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    Description: Niall is a CFA Charterholder with over 10 years experience in investment management. C. M. Bidwell & Associates, Ltd. is a fee only investment advisory firm committed to providing a cost conscious, long-term strategy appropriate for each individuals particular circumstances.

    Fee Structure: Hourly; Percent of Assets Managed

    Customer Asset Minimum: None

    States in which Advisor Practices: CA, HI* 

    *Advisor will consider clients from other states. 

    Life Events Planning: 

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

    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

    Laura Lion, CFP®

    Description: Laura is a CERTIFIED FINANCIAL PLANNER and has been an independent, FEE-ONLY financial advisor for over 20 years. Laura considers it a privilege to help people achieve their financial goals, and has been gratified to help them come true for many clients.

    Fee Structure: Percent of Assets Managed

    Customer Asset Minimum: $1,000,000

    States in which Advisor Practices: All States

    Life Events Planning: 

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

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