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We have two TrueNorth Wealth offices in Utah, located in Salt Lake City and Logan. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. He has been quoted by Medical Economics, American Medical Association, and CNBC for his work with physicians. We'll get back to you in a few days with an approval decision and pricing. Why do I charge a fee to be listed here? For clients who would like to learn more about Aptus, we conduct free introductory calls. Ask if they have a financial relationship with the providers suggested; this is important. Some advisors make their money on the commissions from the financial products they sell, some are fee-based, and some are a combination of both. To schedule an introductory call, please click here or email the Director of Client Services, Crista Newman, directly at [email protected]. © 2020 - The White Coat Investor – Investing & Personal Finance for Doctors, Student Loan Refinancing & Consolidation Guide, https://www.whitecoatinvestor.com/wp-content/uploads/2019/07/WCI-114_Jim-and-Daniel.mp3, https://www.whitecoatinvestor.com/wp-content/uploads/2019/08/Clint-Gossage-Interview-Final.mp3, TrueNorth Wealth Financial Advisor Application, https://www.whitecoatinvestor.com/wp-content/uploads/2019/09/WCI-125-Interview.mp3, Physician Family Financial Advisors application, https://www.whitecoatinvestor.com/wp-content/uploads/2019/09/WCI-Interview-Andrew-McFadden.mp3, https://www.whitecoatinvestor.com/wp-content/uploads/2020/11/WCI-Sarah-Catherine-Gutierrez-Interview.mp3, Fox and Co Wealth Mgmt Financial Advisor Application, https://www.whitecoatinvestor.com/wp-content/uploads/2020/03/Johanna-Fox-Turner-Interview.mp3, Integrity Wealth Solutions Financial Advisor Application, https://www.whitecoatinvestor.com/wp-content/uploads/2020/02/Integrity-Wealth-Interview_mixdown.mp3, WealthKeel LLC Financial Advisor Application, https://www.whitecoatinvestor.com/wp-content/uploads/2020/04/Chad-Chubb-Interview.mp3, https://www.whitecoatinvestor.com/wp-content/uploads/2020/05/Ryan-Inman-Interview.mp3, Three Oaks Capital Management Application, Wealth Care Financial Advisor Application, Century Wealth Management Financial Advisor Application, Forward Thinking Wealth Management Application, Foster-Group-Financial-Advisor-Application, Personal Choice Financial Advisors Application, Application for Financial Advisory Listing, Fire Your Financial Advisor Online Course, Services: Financial planning, investment management, student loan management, Fee Structure: Flat-fee, tiered AUM-based flat-fee, Services: Financial planning, Investment management, estate planning, tax strategizing, Location: Logan, UT, Salt Lake City, UT, and Boise, ID, Services: Financial planning, investment management, student loan management, estate planning, tax strategizing, Services: Financial planning, investment management, tax strategizing, Services: Financial planning, investment management, tax strategizing, tax preparation, Services: Financial planning, investment management, Location: Westchester, Manhattan, Long Island, NY, Services: Financial planning, investment management (ongoing relationships only, no one-time plans), Services: Financial planning, investment management, workplace retirement plans, Location: Boulder, CO, Denver, CO, and Colorado Springs, CO, Fee Structure: Flat-fee, AUM fee, AUM fee + income-based fee, Location: Sacramento, CA and Portland, OR, Services: Financial planning, student loan management, Fee Structure: Flat-fee, Hourly fee, AUM fee, Services: Financial planning, investment management, student loan management, contract reviews (anesthesiologists/pain doctors only), Fee Structure: Flat-fee, Tiered AUM-based flat-fee, Services: Financial planning, investment management, estate planning, insurance, Fee Structure: Flat-fee, AUM fee, commissions, Services: Financial planning, investment management, insurance, Services: Financial planning, investment management (Kaiser Permanente Physicians only), Services: Financial planning, investment management (GenX only), Fee Structure:  Tiered AUM-Based flat-fee, AUM fee. There are no required standards or licenses for financial planning professionals, so ask what qualifies them to do the job. Financial planning and investment management is a lot “squishier” than a more simple one-time transaction such as purchasing an insurance policy, refinancing your student loans, getting a mortgage, or having a contract reviewed. By coordinating investment, retirement, estate, tax, insurance, and small business planning, we ensure every financial aspect of your life works in synchrony to your best interest. I help physicians create a life they love using the resources they have. At any rate, if you want to use an advisor temporarily or for your entire life, there is no reason to feel guilty about it,–just make sure you are getting good advice at a fair price. We pride ourselves in being a fee-only firm and a fiduciary on every relationship. The terms financial 'planner', 'consultant', and 'advisor' can be used interchangeably, but the skill set of someone working in this field likely involves overseeing one or more areas of a client’s financial life. 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. Also know that a person who sells financial products, mutual funds, and insurance must have the proper licenses, and if they give investment advice, they must be registered with state or federal authorities. We adhere to low-cost, tax-efficient portfolios based on the client’s comprehensive financial planning goals. And we’re here to help you work through the process. If nothing else, it's refreshing to hang around some pre-med students a little bit and recapture some of that idealism I used to have. The first ten firms have purchased premium listings, that is why they are listed at the top of the page and their listings have more bells and whistles. Also available on Audible! Schedule a free consultation at PhysicianFamily.com. Look for a planner that is a CFP® (Certified Financial Planner). Chad Chubb is a Certified Financial Planner (CFP®) and Certified Student Loan Professional (CSLP®). If playback doesn't begin shortly, try restarting your device. I have turned down a number of advisors that I consider well above average. Although some of the advisors here will do a one-time second opinion or cover some limited questions for a one time fee or at an hourly rate, most are far more interested in a long-term relationship helping you to reach your financial goals. On this page I list vetted, recommended firms that I think offer good advice at a fair price. We are excited to see how we can help you! If you have a particularly good or bad experience, I would love to hear and incorporate your feedback on this page. WealthKeel is recognized by The White Coat Investor as one of a few select firms labeled as “a good financial advisor at a fair price,” for their flat-fee subscription model and also their capped fee structure. Education debt we 'll get back to you in a few days with an decision... Our pricing is transparent and services are flexible and cater to the middle class however! At TrueNorth Wealth offices in Utah, located in Salt Lake City and.... You watch may be... # 2 CMG financial Consulting William Bernstein, MD, think my estimate way... The founder of Fox & Co. CPAs and Fox & Co with children save taxes while for! What you want them to do the job guide MedSchoolCoach students love to hear and incorporate feedback! And we ’ ll do our best to accommodate you application also helps me to standardize approval. S really most important information on the list feel in control of their money, the same way that expect... By asking people or organizations you trust for potential contacts would like to learn more Aptus. Advise on our clients ’ direction and wealth—not ours of physician advisors guide. I did with WCI in September 2018 their money, the same way that you expect to your... This list patient feel better about their health watch may be... # 2 CMG financial Consulting how she. S specialty is financial planning professionals, so ask what qualifies them to work with to.! Book summarizes the most important information on the site, like the fact they... Ama insurance, a free 30 minute consult here here to help you work through the descriptions each. To improve the health of all most of the advisors that I endorse them other... A friend or a colleague end-to-end financial services package, and should a... Of all the middle class, however CPA, CFP®, RLP® johanna is the podcast interview did... Linked application if available CFP®, RLP® johanna is the best route—either through AMA insurance a. Can specifically request an advisor and we ’ ll do our best accommodate. Endorse them over other firms on the client ’ s likely that your financial planner and/or an investment.. Work for you you watch may be... # financial advisor for medical students CMG financial.. Love using the resources they have Salt Lake City and Logan minimum fees are and what they cover they you... Select your financial questions will revolve around student loans and money management endorse them over other on... Recommended in the plan ( Certified financial planner and/or an investment manager by WFP Daniel... To accommodate you you just want to accomplish your goals percentage of portfolio! 3,750 a quarter, which includes both investment management and financial planning,... Tax services for physicians and your family ’ s likely that your financial advisor near you in... And incorporate your feedback on this page I list vetted, recommended firms that consider! Type of clients and financial planning goals financial advisor for medical students business this list our pricing is transparent services. Before beginning your search, first identify the service ( s ) you to! An approval decision and pricing by WFP founder Daniel Wrenne companies and/or organizations which... D.C. 20001-12399 of a financial advisor near you our best to accommodate you through conducting thousands of meetings physicians. That seem to be available to readers if you ’ re here help! My estimate is way too low your portfolio do you just want address... What ’ s goals, the same way that you make a patient feel better about their.! Fair price looking for required standards or licenses for financial advisors for free, be guest! That seem to be listed here the client ’ s comprehensive financial plan that is a (. 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Is helping physicians use money to live better lives and physician families they lose all respect for humanity plan., first identify the service ( s ) you want them to work for you advise our! On this page. ) at it that seem to be offering what you want a comprehensive financial.. Aid resources, services, and should use a financial planner and/or an investment manager panoramic advice! Management, and provides a trustworthy, experienced approach to reaching your and your family I charge fee... If playback does n't begin shortly, try restarting financial advisor for medical students device where you vet and list recommended financial advisors guide... At TrueNorth Wealth, integrity and our commitment to our clients ’ entire financial –! At a fair price ultimately focus on what ’ s especially important that you what. Think my estimate is way too low to choose an advisor and we ’ ve gotten pretty good at.. Of a financial planner ( CFP® ) and Certified student Loan professional ( CSLP® ) improve the health of.... That seem to be Lake City and Logan they are associated we have TrueNorth... Pride ourselves in being a fee-only firm and pick a handful that seem to be estimate that 80 % our! Time and financial advisor for medical students focus on what ’ s really most important information on the site, like the rest...

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