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Kent's Financial Advisor Directory


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

Eric Mancini, Director of Investment Research & Wealth Advisor 

Description: I am a fee only Certified Financial Planner (CFP®), Chartered Alternative Investment Analyst (CAIA®), and currently enrolled in the Chartered Financial Analyst (CFA) curriculum. Traphagen was established in 1970 and our firm has been offering comprehensive tax planning/preparation, estate, and financial services on a fiduciary basis since that time.

Fee Structure: Hourly; Percent of Assets Managed

Customer Asset Minimum: $250,000

States in which Advisor Practices: All States

Life Events Planning: 

  • Loss of a Spouse
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Business Ownership
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Estate Planning
  • Tax Planning

Nicholas Maratta, CFP®, MBA

Description: I am a Certified Financial Planner™ with over 15 years financial industry experience.  I help clients achieve their goals by closely working with them through the aspects of their financial life.  I operate as a fee-only fiduciary avoiding conflicts of interest to provide sound advice in overall wealth management.

Fee Structure: Percentage of Assets Managed 

Customer Asset Minimum: $200,000

States in which Advisor Practices: FL*

*Advisor will consider clients from other states.

Life Events Planning:

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

Wan McCormick

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Description: Wan is a member of NAPFA, 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

Patrick McGough

Description: Patrick McGough, CFA candidate, is based in Chicagoland. He provides comprehensive wealth management to mid-career professionals working in business, medicine, and law. Patrick has a BA in Engineering from University of Illinois and an MBA from University of Chicago.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $500,000

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

Thomas Meyer, CEO

Description: Tom has been the CEO of MCG, an independent fee-only Registered Investment Advisor, for over thirty-three years. We employee a team of pros with varying degrees, certifications and 170 years of market experience to help meet your needs. Our planning and management will focus on controlling risk, cost and taxes.

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

States in which Advisor Practices: CA, AZ, LA, MA, MD, FL, DE, CO, VA, CT, PA, TX, TN, NY, NC, NJ, NH* 

*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

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

John Miller, CFP®

Description: I am a financial planner because of the satisfaction that comes from helping clients reach their goals and focus on that which is the highest and best use of their time. To that end, my practice concentrates on delivering holistic, tailored financial plans.

Fee Structure: Flat Fee 

Customer Asset Minimum: None

States in Which Advisor Practices: IN, IL, KS, NM, OH* 

*Advisor will consider clients from other states. 

Life Events Planning: 

 

  • Charitable Giving
  • General Savings and Investment Review
  • College Education
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Insurance Review
  • Estate Planning
  • Tax Planning

Michael Miller, CFP®

Description: Michael Miller, CFP® has over 20 years of experience guiding clients to reaching their goals and achieving financial security. Michael specializes in retirement and investment planning utilizing an award winning approach to help clients avoid the three enemies of every investor.

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: 

  • 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
  • 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

Tom Mooney, MBA, CFP®

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Description: I will work with you to create a customized financial plan to help you achieve your financial objectives. At Creative you will experience a truly comprehensive approach as our in-house experts will provide you with specific advice in the areas of retirement planning, investments, risk management, tax and legal.

Fee Structure: Percent of Assets Managed

Customer Asset Minimum: $500,000

States in Which Advisor Practices: MD, DL, PA, NY, NJ*

*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
  • Insurance Review
  • 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, CFP®

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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, CFP®

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, CFP®d

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

Scott O'Brien, CFP®

Description: With nearly 2 decades of experience as a CERTIFIED FINANCIAL PLANNER™, I help clients make smart decisions by assisting them in the areas of investments, retirement planning, insurance strategies, tax minimization, and estate planning. Recently honored by Texas Monthly Magazine as a 2015 Five Star Wealth Manager for Central Texas. 

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
  • 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

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

Bradley Phillips

Description: Barnett Financial is a fee-only firm — that means we are compensated directly by clients and do not accept commissions or compensation from any other source. I am an attorney and CFP with several years of working in public tax accounting and at a law firm.

Fee Structure: Hourly; Percent of Assets Managed

Customer Asset Minimum: $1,000,000

States in Which Advisor Practices: TX* 

*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

Kaleb Paddock, CFP®

Description: I believe your financial behavior affects 90% of your long-term financial success. I believe your financial planner should be, primarily, a Behavioral Investment Counselor for you and your family. I believe in designing thoughtful, creative, deeply personal financial road maps. Most of all, I believe in YOU. Let's get started.

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

Customer Asset Minimum: $1,000,000

States in which Advisor Practices: CA*

*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
  • 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

Susan Powers,CFA®,CPA,CFP®

Description: More than 20 years of experience in investment consulting, retirement plan consulting and personal & trust taxation. Prior to joining AssetGrade, held a number of senior positions with Fidelity Investments. Most recently leading the national team of investment consultants providing services more than 2,500 clients with $1.2 trillion in assets.

Fee  Structure: Percent of Assets Managed; Flat Fee

Customer Asset Minimum: $100,000 for individuals, $1,000,000 for retirement plans

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
  • 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

Tyler Reeves 

Description: Hi, I'm Tyler, founder of Plimsoll Financial Planning, a fee-only firm in Birmingham, AL. I help clients in the academic and medical fields maximize their financial resources so that they can focus on doing good in the world.

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

Customer Asset Minimum: None

States in which Advisor Practices: AL*

*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

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, 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

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

Linda Rogers, CFP®

Description: I am a CERTIFIED FINANCIAL PLANNER™ Professional. I earned my Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics at Villanova University. I earned my Enrolled Agent in 2013.  I have more than nine years’ experience in the financial services industry.

Fee Structure: Hourly; Project Based

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

Rick Rodgers, CFP®, CRPC®,CRC®

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Description: Rick Rodgers is the co-founder of Rodgers & Associates (R&A), a fee-only wealth management firm based in Lancaster, PA. The team of advisers at R&A provides investment management and financial planning services for investors approaching or in retirement with a focus on tax efficiency.

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

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
  • Inheritance
  • Retirement
  • Marriage, Divorce, and New Baby
  • Taking Care of Parents
  • Long-Term Care
  • Home Buying or Downsizing
  • Estate Planning
  • Tax Planning

Justin Rush

Description: I guide teachers and young professionals towards financial freedom! As a fee-only financial advisor, I partner with individuals and families to provide objective guidance and clarity on financial decisions. My expertise regarding the STRS Ohio system and ability to relate to the decisions young professionals face sets my services apart!

Fee Structure: Percent of Assets Managed, Flat Fee

Customer Asset Minimum: None

States in which Advisor Practices: OH*

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

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