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    The 150 best financial advisers for doctors


    MINIMUM PORTFOLIO

    Many well-established advisers require that you put a minimum amount of money under their management. Others have no minimum investment, but do charge a minimum annual fee. The fee is covered if you keep a pre-set amount with them (say, $1 million); if you don't have that much, the minimum annual fee applies. Some advisers are flexible about minimums, so if you're interested in an adviser but don't meet his investment level, you might want to inquire anyway. Our list is limited to advisers who require $1 million or less as a minimum.

    GOOD STANDING

    We checked each adviser against the national databases of the Securities and Exchange Commission and National Association of Securities Dealers to confirm that they had not been found guilty of any wrongdoing on a national level.








    BEST Financial ADVISERS for Doctors

    ALABAMA

    Stewart Welch III
    CFP
    The Welch Group
    Birmingham, AL 205-879-5001


    Minimum portfolio: $1 million

    ARIZONA

    John Bagley
    MBA CPA CFP
    Strategic Wealth Advisors
    Scottsdale, AZ 480-998-1798


    Minimum portfolio: $750,000

    Connie Brezik
    CPA/PFS CFP
    Asset Strategies Inc.
    Scottsdale, AZ 480-607-7445


    Minimum portfolio: $750,000


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