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Advisors who fit.

Money situation: Real estate investors
What's happening for you: 1031 exchange

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David Ortiz
Personal CFO for Business Owners
Fits: Real estate investors (picked by them)
L&S Private Wealth, LLC · $108.5M AUM · Oklahoma City, OK
Firm charges: % of assets, flat fee
CFP®Verified
View page Check on SEC IAPD ↗
Herbert Kyles
SVP, Wealth Advisor at Farther
Fits: Real estate investors (picked by them)
Farther · $16.01B AUM · Denver, CO
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
Miguel Gomez Garcia
Flat-Fee Financial Planning for Latino Entrepreneurs
Fits: Real estate investors (picked by them)
Sophronia Wealth Advisors · $7.8M AUM · El Paso, TX
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
William Bissett
We work with business owners with revenue between $5 and $50 million.
Fits: Real estate investors (picked by them)
Portus Wealth Advisors, LLC · $204.1M AUM · Charlotte, NC
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
Sean Polley
Private Wealth Manager
Fits: Real estate investors (picked by them)
Polley Wealth Management LLC · $21.3M AUM · Orlando, FL
Firm charges: % of assets, flat fee, hourly, subscription
Verified
View page Check on SEC IAPD ↗

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Other advisors who fit

They haven't claimed their Advicer.bio page yet, so introductions can't reach them here.

Dillon Kenniston, CFP®
Founder @ REWealth | Financial planning for real estate investors and those who love them | Fintech, AI & workflows
Fits: Real estate investors (mentioned on their page)
REWealth Financial Planning · $1.2M AUM · Sinking Spring, PA
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗

How this works

This isn't a recommendation of any advisor. Advisors are sorted by how many of your answers their Advicer.bio page fits (niches they picked come first, then credentials, then mentions), then where they are and how their firm is paid. Advisors who said they help with what's happening for you right now come first.
No one pays to be on this list, or to rank higher. Introductions are free for you and for advisors.
Check before you hire. Every advisor has a link to their SEC record. Firm details come from SEC filings (Form ADV).
Your answers aren't saved with your name. We count them anonymously to see what people look for. If you ask for introductions, we keep your name and email for 90 days, only to send them. See the privacy policy.