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Best College Planning Advisors — 2026 Directory

Save smarter for education. 529 plans, financial aid strategies, and college savings optimization.

Top College Planning Advisors Nationwide

15 advisors found specializing in college planning

Marcus Freeman

Freeman Capital Advisors

★★★★½ 4.9 (54 reviews)

11+ years experience

FiduciaryFee-Only CFPAIF Fee OnlyRetirement Planning

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Angela Zhao

Zhao Financial Planning

★★★★½ 4.8 (89 reviews)

14+ years experience

FiduciaryFee-Only CFPAIF Fee OnlyRetirement Planning

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Lauren Hoffman

Hoffman Wealth Advisory

★★★★½ 4.8 (77 reviews)

15+ years experience

FiduciaryFee-Only CFPAIF Retirement PlanningCollege Planning

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Sarah Mitchell

Mitchell Family Wealth

★★★★½ 4.8 (55 reviews)

9+ years experience

Fiduciary CFPAIF College PlanningRetirement Planning

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Nicole Berry

Berry Wealth Advisory

★★★★½ 4.8 (48 reviews)

9+ years experience

FiduciaryFee-Only CFPCPA Fee OnlyCollege Planning

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Kevin Osei

Osei Financial Group

★★★★½ 4.8 (43 reviews)

8+ years experience

Fiduciary CFPCPA College PlanningRetirement Planning

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Robert Flanagan

Flanagan Financial Services

★★★★½ 4.7 (115 reviews)

26+ years experience

CFPCLUChFC Retirement PlanningCollege Planning

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Thomas O'Brien

O'Brien & Associates Financial

★★★★½ 4.7 (88 reviews)

21+ years experience

CFPCLU Retirement PlanningCollege Planning

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Brian Okafor

Okafor Financial Group

★★★★½ 4.7 (83 reviews)

17+ years experience

FiduciaryFee-Only CFPChFC College PlanningRetirement Planning

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Linda Moreno

Moreno & Associates Financial

★★★★½ 4.6 (113 reviews)

19+ years experience

CFPRICP Retirement PlanningCollege Planning

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Mark Henderson

Edward Jones - Phoenix Camelback

★★★★½ 4.6 (103 reviews)

17+ years experience

CFPCLU Retirement PlanningCollege Planning

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Stephanie Nash

Nash Wealth Advisors

★★★★½ 4.6 (74 reviews)

13+ years experience

Fiduciary CFPCLU Wealth ManagementCollege Planning

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Aisha Patel

Betterment for Advisors - NYC Office

★★★★½ 4.6 (61 reviews)

9+ years experience

FiduciaryFee-Only CFPAIF Fee OnlyInvestment Management

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Robert Thompson

Northwestern Mutual - New York City

★★★★½ 4.5 (89 reviews)

16+ years experience

CFPCLU Retirement PlanningCollege Planning

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Latasha Brown

Ameriprise Financial - Houston

★★★★½ 4.5 (82 reviews)

14+ years experience

CFPCLU Retirement PlanningCollege Planning

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