Recommended Financial Advisors

Recommended Financial AdvisorsThis page provides a list of recommended financial advisors. All of the advisors listed on this page are paid advertisers on the site but have been vetted by myself or WCI, with an application below that you can review. Financial planning and investment management is expensive and you should expect to pay thousands of dollars per year for quality service.

We have only included firms which have the lowest fee structures (i.e. flat fee, hourly rate, or AUM  / equivalent fees well below the industry average) to help lower your costs and help you reach early FI. I could easily charge a higher listing fee to present higher-cost options, but wanted to bring you the best of the best.

While one of our ten recommended financial advisors may not live close to you, all routinely work with clients around the country. Feel free to reach out, regardless of where you call home.

We appreciate hearing feedback on these advertisers, both good and bad. Thank you for supporting those who support this site and our charitable mission.

 

 

Olson Consulting

Olson Consulting Financial Advisors Vetting Application

 

Olson Consulting is an Advice-Only firm, built to help physicians effectively manage their relationship with money and make wise financial decisions. Tyler Olson, a Fiduciary and Enrolled Agent, has over 15 years of experience, and he always puts the needs and interests of his clients first. The advice Tyler provides is free of bias toward any product or investment strategy. You and your family will receive the best possible budgeting, investment, and tax advice for a flat fee. For physicians that run or want to run their own practice, start-up and ongoing business advice is also included. Schedule a free consult today!

Fees:

Subscriptions from $150.00 per month. Includes Annual Reviews, unlimited meetings, and unlimited investment advice on any account. No initial fee. Pay as you go. Cancel anytime.

Contact Info: St. Joseph, MI (269) 876-0824 [email protected]

  Visit Olson Consulting

 

Finity Group

Finity Group Vetting Application

Finity Group is an independent financial planning firm specializing in medical professionals. We work with physicians in all 50 states. Whether you’re looking for advice on student loan repayment strategies, investment guidance or management, or which own-occupation disability insurance policy to get, we’re here to help.

Fees:

Flexible pricing based on client needs. AUM starts at 1% and declines with account size. Monthly subscription options available as well starting at $100/month. Cost for meetings waived for residents/fellows and students. See more here.

Contact Information:
503-841-5840; 4380 S Macadam Ave, Ste 245, Portland, OR 97239 [email protected]

  Visit Finity Group

 

Aptus Financial

Aptus Financial Vetting Application

 

Aptus Financial starts with a comprehensive, guided planning process for most clients or a more limited review for experienced, confident DIYers who want to validate their current plan. Aptus has designed hundreds of financial plans for physicians and is well-versed in their unique planning needs, including student loan repayment strategies, cash flow prioritization, and risk management. Once a solid plan is in place, we teach our clients to invest on their own or offer the option to invest for them until they feel ready to take it on themselves. Either way, Aptus provides ongoing support and guidance. Aptus’s mostly flat-fee pricing is designed to eliminate conflicts of interest and foster transparent, objective advice from planners who are highly educated, experienced and credentialed. For clients who would like to learn more about Aptus, we conduct free introductory calls.

Fees:

Comprehensive Financial Plan ($3,000 plus a minimum of 12 months of AptusCare ongoing planning support) Financial Review for Long-term DIYers ($1,000 plus a minimum of 4 months of AptusCare ongoing planning support) AptusCare ongoing planning support service ($125 per month) AUM Fee (10 bps fiduciary fee for clients who choose a managed investment option) Initial Interviews (~15 minutes, free)

Contact Info: 2 Van Circle, Suite 4 Little Rock, Arkansas 72207 501.907.1993 [email protected]

Prospective clients should request to interview us by submitting our contact form.

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Physician Family Financial Advisors Inc.

Physician Family Financial Advisors Vetting Application

 

Got kids? Physician moms and doctor dads are happiest when they are treating patients and raising children. That’s why Physician Family Financial Advisors helps busy doctors like you save time and taxes while you pay off student loans, buy a home and set aside all the money you will need for college and retirement. As fee-only financial planners for doctors, we charge a level monthly subscription fee that includes all the financial planning and investment advice you need without conflicts of interest. We are fiduciaries with more than 20 years experience serving families nationwide.

Fees:

Subscriptions from $165.00 per month Includes Annual Checkups, unlimited meetings & online portal Unlimited investment services without asset-based fees No up front fee. Pay as you go. Cancel anytime.

Contact Info: PhysicianFamily.com

  Visit Physician Family

 

RFK Capital Management

RFK Capital Management - Application for Financial Advisory Listing

 

RFK Capital Management specializes in one-time, project-based financial planning for DIY investors. The firm’s founder, Ryan Kelly, is a CFP Professional with more than 10 years of experience in investment management.

We believe most investors can manage their own investment portfolios using low-cost index funds if they receive good advice and follow that advice. Our goal is to have our clients fire us after the project is complete. Our clients can rehire us, at their discretion, at our hourly rate if there’s a need for follow-up advice. Our main service offering is our DIY Investing Service which includes a personalized financial plan. We also offer a Financial Review service for long-time DIY investors.

Fees:

DIY Investing Service:       Onetime fee of $1,800

Financial Review:                  Onetime fee of $800

Introductory Call:               15 to 20 minutes, free

Contact Info: 9035 South 1300 East Suite 250-G Sandy, Utah, 84094 801-372-1446 [email protected] 

  Visit RFK Capital Management

 

Personal Choice Financial Advisors

Personal Choice Financial Advisors Vetting Application

As the father of a young neurologist with substantial medical school loans, I created FinancialRounds.com to help you take control of your finances and avoid the often predatory advice given by financial salesmen. The information is designed to help guide you through any important financial decisions you need to make in residency, as an attending physician, and ultimately through financial independence.

We provide on-going financial planning services with expertise in student loans, disability insurance, first-time home buying, planning for marriage and children, cash flow, investment advice, and retirement. We also we provide investment management services using low-cost, passive investments.

Fees:

On-going financial planning available $250 per month with $1,000 initial fee (includes investment recommendations). In house investment management starting at 0.75% up to $1,000,000 for financial planning clients.

Contact Information:
555 Lake Forest Dr., STE 650 Cincinnati, Ohio 45242 (513) 588-8080 [email protected]

 

 

CMG Financial Consulting

CMG Financial Consulting Vetting Application

 

Clint Gossage CFA, CFP®, CPA, has been married to a Surgical Oncologist for the past 15 years and has experienced first-hand the ups and downs over the journey from undergrad to attending. After helping friends in medical school, residency and fellowship with their finances, he left a high-paying job, managing the investments at a multi-billion dollar family office, to startCMG Financial Consulting. He helps physicians and medical professionals to get out of student loan debt, save money, invest in tax efficient strategies, manage and protect their assets and give them back their most scarce resource…time. Schedule an appointment today.

Fees:

One-Time Services: Student Loan Review – $500 Financial Review– $4,500

Residents/Fellows: Ongoing Student Loan Support  - $100/month Financial Planning  - $225/month

Financial Planning, Investment Management & Tax:

Early Investors: (Up to $500,000 of Assets Under Management): $450/month

Foundation Builders: ( Up to $1,000,000 of Assets Under Management ): $850/month

Financially Independent> (Over $1,000,000 of Assets Under Management): $1,250/month

Contact Info: 22816 N 79th Pl Scottsdale, AZ 85255 (877) 695-8004 [email protected]

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FPL Capital Management

FPL Capital Management Vetting Application

 

FPL Capital Management is a Fee-Only RIA that offers a unique fee structure, which is based on charging clients a flat annual fee for services provided. Fees range from $1,000 to $10,000 per year for Portfolio Management. They utilize low-cost funds from Vanguard, Dimensional, iShares, WisdomTree, and AQR. They have custodial relationships with Schwab, Fidelity, and TD Ameritrade. They offer an Institutional Platform that provides clients access to private debt and private equity funds. FPL also offers Wealth Management and ERISA Fiduciary services. Their focus is medical practices with fewer than 100 employees. They offer this service utilizing DC Platforms of Vanguard and Employee Fiduciary.

Fees:

Annual Advisory Fees range between $1,000 and $10,000, depending on the level of service selected.

Contact Info: 3525 North Causeway Blvd. Suite 633 Metairie, LA 70002 800-835-1969 [email protected]

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WealthKeel

WealthKeel Financial Advisors Application

 

Chad Chubb is a CFP and fiduciary for physicians, dentists, and their families across the United States. He founded WealthKeel LLC to simplify and organize the financial lives of medical professionals by custom-crafting financial plans centered around their goals and values.

WealthKeel crafts simple, actionable financial plans for busy doctors and dentists, like you, who feel overwhelmed by the increasing complexity of the decisions you have to make with your money so you can free up time and energy to focus on your family, your work, and what you love most.Services include financial planning, investment management, and student loan management.

Fees:

One-Time Plan Creation Fee:
  • Delegators (Plan Creation + Ongoing Financial Planning and Investment Management): $1,500
  • Do-It-Yourselfers (Plan Creation Only): $3,000
Ongoing Flat-Fee Financial Planning & Investment Management:
  • Residents & Fellows: $200 per month
  • Attendings: $300 to $1,100 per month
Diagram for WealthKeel’s Flat-Fee StructureNo AUM fees.

Contact Info: 111 South Independence Mall East, Suite 500, Philadelphia, PA 19106 267-590-9533 [email protected]

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Integrity Wealth Solutions

Integrity Wealth Solutions Financial Advisor Vetting Application

Integrity Wealth Solutions approaches wealth management and financial planning differently.  We’ve created a unique, tiered flat fee, asset management compensation structure designed with our client’s interests and success in mind.  Our firm’s investment philosophy is centered on cost and tax efficient portfolio management, aimed to help the client retain more of their investment growth.

A cornerstone in Integrity Wealth Solutions’ financial planning process is the alignment of financial goals with insightful strategies that fit individual circumstances.  We develop a holistic, customized, integrated financial plan that can evolve as the client’s needs grow and help clients maintain focus through the inevitable ups and downs of the market.

Fees:

Fee Structure:

Integrity Wealth Solutions flat quarterly fee for investment management typically ranges from $1,250 to $2,500, depending on assets under management. This flat fee also includes active comprehensive financial planning on an on-going basis.

Financial Plan Only: For clients not engaging us for investment management, may decide to work with us for a financial plan only.

A one-time financial plan fee ranges between $1,000 – $5,000, depending on complexity.

Contact Info: 5251 S. Quebec St. Greenwood Village, CO 80111 303-716-5777

[email protected]

  Visit Integrity Wealth Solutions
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