# Fee-only financial advisors for executives

> Executives bring a particular mix of compensation complexity: base, bonus, long-term equity, deferred comp, 10b5-1 plans, and severance arrangements. Planning in this audience means coordinating all of those components against a tax-aware, long-horizon household strategy.

The Wellspent public graph lists 2,050 fee-only financial advisors who work with executives at 699 firms, most in Houston, San Francisco and Atlanta. 43% hold the CFP certification. Of the 2047 with fees on file, 94% charge percentage of assets.

Page: https://find.wellspent.co/audiences/executives/
2050 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Chris Musick](https://find.wellspent.co/advisors/chris-musick.md) | Purpose Financial Planning | Fayetteville, Georgia | CFP, CKA | Flat fee or retainer, Percentage of assets |
| [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer |
| [Jane Mepham](https://find.wellspent.co/advisors/jane-mepham.md) | Elgon Financial Advisors | Austin, Texas | CFP, MSC | Percentage of assets, One-time planning fee, Subscription, Hourly |
| [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Kevin Estes](https://find.wellspent.co/advisors/kevin-estes.md) | Scaled Finance, LLC | Bellevue, Washington | CFP, MBA | Hourly |
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Robert Jeter](https://find.wellspent.co/advisors/robert-jeter.md) | Back Bay Financial Planning & Investments | Bethany Beach, Delaware | CFP, CRPC | Percentage of assets, Flat fee or retainer, Hourly |
| [Adam Koos](https://find.wellspent.co/advisors/adam-koos.md) | Libertas Wealth Management Group Inc | Columbus, Ohio | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| [Aditi Kapadia](https://find.wellspent.co/advisors/aditi-kapadia.md) | Wealth IQ | Springfield, Illinois | CFA, CFP, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee, Hourly |
| [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee |
| [Bill Jensen](https://find.wellspent.co/advisors/bill-jensen.md) | Acadia Financial Services LLC | Burke, Virginia | CFP, EA | Ongoing planning fee, Percentage of assets |
| [Bobby Cremins](https://find.wellspent.co/advisors/bobby-cremins.md) | Metanoia Financial | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets |
| [Charles Terry](https://find.wellspent.co/advisors/charles-terry.md) | Shepherd Wealth Partners, LLC | Waxhaw, North Carolina | CAP, CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets |
| [David Lafferty](https://find.wellspent.co/advisors/david-lafferty.md) | Wescott Financial Advisory Group LLC | Philadelphia, Pennsylvania | CFP, MBA, JD, CAP, ChFC, LLM | Percentage of assets |
| [Glen Monroe](https://find.wellspent.co/advisors/glen-monroe.md) | Monroe Wealth Management | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Hazel Secco](https://find.wellspent.co/advisors/hazel-secco.md) | Align Financial Solutions | Hoboken, New Jersey | CDFA, CFP | Ongoing planning fee |
| [Jaime Ruff](https://find.wellspent.co/advisors/jaime-ruff.md) | HB Wealth | Nashville, Tennessee | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| [Jim Pan](https://find.wellspent.co/advisors/jim-pan.md) | Panorama Financial Planning | Vancouver, British Columbia | CFP, MFA-P | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian.md) | Citrine Capital | San Francisco, California | CFP | Ongoing planning fee |
| [Joanne David](https://find.wellspent.co/advisors/joanne-david.md) | Keybase Financial Group | Edmonton, Alberta | CFP, FCSI | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Joe Ward](https://find.wellspent.co/advisors/joe-ward.md) | Refined Wealth | Houston, Texas | CFP, RICP, TPCP | Percentage of assets, One-time planning fee, Flat fee or retainer, Hourly, Ongoing planning fee |
| [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy.md) | EP Wealth Advisors | Los Angeles, California | CFP, EA, CLU, MS, MBA, AIF, MA, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Kenneth Doll](https://find.wellspent.co/advisors/kenneth-doll.md) | Alberta Financial Planner | Calgary, Alberta | CFP, CLU, TEP | Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Kevin Rademacher](https://find.wellspent.co/advisors/kevin-rademacher.md) | Lifetime Financial Planners LLC | San Antonio, Texas | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | Ongoing planning fee |
| [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets |
| [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets |
| [Matt Cooley](https://find.wellspent.co/advisors/matt-cooley.md) | Inspire Wealth Partners | Boise, Idaho | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Michael Rausch](https://find.wellspent.co/advisors/michael-rausch.md) | North River Wealth Advisors | Pittsburgh, Pennsylvania | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| [Mike Morton](https://find.wellspent.co/advisors/mike-morton.md) | Morton Financial Advice | Harvard, Massachusetts | CFP, ChFC, RLP | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Mitchell Anderson](https://find.wellspent.co/advisors/mitchell-anderson.md) | EFinancial Alliance | Franklin, Tennessee | CFP, MBA | One-time planning fee, Percentage of assets |
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane.md) | Kane Financial Planning, LLC | Avon, Connecticut | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee |
| [Peter Ankeny](https://find.wellspent.co/advisors/peter-ankeny.md) | Wolf Pine Capital | Portsmouth, New Hampshire | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Phil Orwig](https://find.wellspent.co/advisors/phil-orwig.md) | Fair Asset Management, LLC | Dallas, Texas | CFP, CPWA, ChFC, RICP, EA | Flat fee or retainer, Ongoing planning fee |
| [Rachel DeCarolis](https://find.wellspent.co/advisors/rachel-decarolis.md) | Northstar Financial Planning | Windham, New Hampshire | CDFA, CeFT, CFP, MBA, RLP | Percentage of assets, Ongoing planning fee |
| [Robert Costello](https://find.wellspent.co/advisors/robert-costello.md) | Costello Financial Planning | Bend, Oregon | CFP | Percentage of assets, Fixed fees |
| [Ryan Johnson](https://find.wellspent.co/advisors/ryan-johnson.md) | Hundred Financial Planning | Grand Rapids, Michigan | CFP | One-time planning fee, Percentage of assets, Subscription, Flat fee or retainer |
| [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison.md) | Purpose Built Financial Services, LLC | Moorestown, New Jersey | CFP, CPA | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Sheila McGinn](https://find.wellspent.co/advisors/sheila-mcginn.md) | Brightview Financial Solutions, LLC | Redwood City, California | CFP | Percentage of assets, Hourly |
| [Stephen Nelson](https://find.wellspent.co/advisors/stephen-nelson.md) | Birchwood Capital LLC | Carlsbad, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Stu Sneen](https://find.wellspent.co/advisors/stu-sneen.md) | TwoTen Planning PLLC | Austin, Texas | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Will Revels](https://find.wellspent.co/advisors/will-revels.md) | PieCapital | Raleigh, North Carolina | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| [AJ Flores](https://find.wellspent.co/advisors/aj-flores.md) | Portfolio Advisors, Inc. | Fresno, California | CFP | Percentage of assets |
| [Alex Caswell](https://find.wellspent.co/advisors/alex-caswell.md) | Wealth Script Advisors | San Francisco, California | CFP, CFA, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Alex Caswell-Yatsenko](https://find.wellspent.co/advisors/alex-caswell-yatsenko.md) | Wealth Script Advisors | San Francisco, California | CFA, CFP, EA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription |
| [Brian Seymour](https://find.wellspent.co/advisors/brian-seymour.md) | Prosperitage Wealth | Mcdonough, Georgia | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, One-time planning fee, Subscription, Hourly |
| [Chris Woods](https://find.wellspent.co/advisors/chris-woods.md) | Silvis Financial | Charlotte, North Carolina | CFP | Ongoing planning fee |
| [Gabriel Motta](https://find.wellspent.co/advisors/gabriel-motta.md) | Inclinevest® | Plano, Texas | CFP, MBA | Percentage of assets, One-time planning fee |
| [Greg Crofton](https://find.wellspent.co/advisors/greg-crofton.md) | Adap Tax Financial, Inc. | Pleasanton, California | CFP, EA | Hourly, Flat fee or retainer, One-time planning fee, Percentage of assets |
| [Gustaf Rounick](https://find.wellspent.co/advisors/gustaf-rounick.md) | Westlight Wealth | Venice, California | BA, CFP, MSC | Percentage of assets, Ongoing planning fee |
| [Jane Young](https://find.wellspent.co/advisors/jane-young.md) | More than Your Money, Inc. | Colorado Springs, Colorado | CFP, EA, MBA | One-time planning fee |
| [Jeffrey Schlotterbeck](https://find.wellspent.co/advisors/jeffrey-schlotterbeck.md) | Water Street Wealth Management | Tampa, Florida | CFP | Percentage of assets |
| [Jessica Merino](https://find.wellspent.co/advisors/jessica-merino.md) | Merino Wealth Management | Chicago, Illinois | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer |
| [Jonathan Harner](https://find.wellspent.co/advisors/jonathan-harner.md) | Wichita Wealth Management, LLC | Wichita, Kansas | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Jonathan McAlister](https://find.wellspent.co/advisors/jonathan-mcalister.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, MBA, CKA | Percentage of assets, Ongoing planning fee |
| [Justin Reede](https://find.wellspent.co/advisors/justin-reede.md) | Integrity Road Wealth Partners LLC | Houston, Texas | CFP, CKA | Percentage of assets, Ongoing planning fee |
| [Michael Rivas](https://find.wellspent.co/advisors/michael-rivas.md) | Bienvenue Wealth LLC | New Orleans, Louisiana | BS, CFP, EA, CPA | Percentage of assets, Fixed fees |
| [Otto Rivera](https://find.wellspent.co/advisors/otto-rivera.md) | Mindful Wealth LLC | St Louis, Florida | CFP, EA | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Robert Stoll](https://find.wellspent.co/advisors/robert-stoll.md) | Financial Design Studio, Inc. | Deer Park, Illinois | CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets |
| [Roland McIntyre](https://find.wellspent.co/advisors/roland-mcintyre.md) | Mountaintop Wealth LLC | Chattanooga, Tennessee | CFP, ChFC | Percentage of assets, One-time planning fee, Flat fee or retainer, Ongoing planning fee |
| [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer |
| [Steven Neeley](https://find.wellspent.co/advisors/steven-neeley.md) | Fortress Capital Advisors | Carmel, Indiana | CFP, MBA | Percentage of assets, One-time planning fee |
| [Thomas Knowlton](https://find.wellspent.co/advisors/thomas-knowlton.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, CTFA, MBA | Percentage of assets |
| [Tina Mistry](https://find.wellspent.co/advisors/tina-mistry.md) | Portfolio Advisors, Inc | Fresno, California | CFP | Percentage of assets |
| [Tracy Sherwood](https://find.wellspent.co/advisors/tracy-sherwood.md) | Sherwood Financial Management | Williamsville, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Travis Allen](https://find.wellspent.co/advisors/travis-allen.md) | Custom Wealth Planners | Ankeny, Iowa | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| [Trent White](https://find.wellspent.co/advisors/trent-white.md) | Luminvest Wealth Management LLC | Scottsdale, Arizona | CFP, JD | Percentage of assets |
| [Wade Brittingham](https://find.wellspent.co/advisors/wade-brittingham.md) | Stock Plan Advisory Group LLC | Alexandria, Virginia | CFP | Percentage of assets, Ongoing planning fee |
| [Ally Jane Ayers](https://find.wellspent.co/advisors/ally-jane-ayers.md) | Brooklyn FI, LLC | Brooklyn, New York | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Arielle Bittoni](https://find.wellspent.co/advisors/arielle-bittoni.md) | Good Balance Financial Planning | Los Angeles, California | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Brian Canning](https://find.wellspent.co/advisors/brian-canning.md) | Brave New Wealth | Westlake Village, California | AIFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Brittany Brinckerhoff](https://find.wellspent.co/advisors/brittany-brinckerhoff.md) | Hilltop Wealth Advisors, LLC | Chapel Hill, North Carolina | CFP, CSLP | Percentage of assets |
| [Cameron Brady](https://find.wellspent.co/advisors/cameron-brady.md) | Michael Brady & Co., LLC | Westlake, Ohio | CFP, MBA | Percentage of assets |
| [Caroline Nalbantoglu](https://find.wellspent.co/advisors/caroline-nalbantoglu.md) | CNal Financial Planning Inc. | Montreal, Quebec | C.Adm.F.P., CFP, RFP |   |
| [Chad Chase](https://find.wellspent.co/advisors/chad-chase.md) | CGN Advisors, LLC | Brooklyn, New York | CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC, EA | Ongoing planning fee |
| [Chelsea Ransom-Cooper](https://find.wellspent.co/advisors/chelsea-ransom-cooper.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Chris Arnold](https://find.wellspent.co/advisors/chris-arnold.md) | Refresh Wealth | University City, Missouri | CFP | Percentage of assets, Ongoing planning fee |
| [Chris Ferris](https://find.wellspent.co/advisors/chris-ferris.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Chris Hostetler](https://find.wellspent.co/advisors/chris-hostetler.md) | Hilltop Wealth Advisors | Chapel Hill, North Carolina | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets |
| [Chris Ryan](https://find.wellspent.co/advisors/chris-ryan.md) | Ryan Lamontagne Inc. | Ottawa, Ontario | CFP, CFA | One-time planning fee, Percentage of assets, Ongoing planning fee, Hourly |
| [Clandine Schrock](https://find.wellspent.co/advisors/clandine-schrock.md) | Montis Financial | Waltham, Massachusetts | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [Dan Michaud](https://find.wellspent.co/advisors/dan-michaud.md) | NPF Investment Advisors | Grand Rapids, Michigan | CFP | Percentage of assets |
| [David Blain](https://find.wellspent.co/advisors/david-blain.md) | BlueSky Wealth Advisors, LLC | Acworth, Georgia | CFA, CDFA, CFP, EA, MS, AFC, TPCP | Ongoing planning fee |
| [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees |
| [Douglas Marcello](https://find.wellspent.co/advisors/douglas-marcello.md) | Core Wealth Management, Inc. | Jupiter, Florida | CFP | Flat fee or retainer, Hourly, Percentage of assets |
| [Edward B. Aufman](https://find.wellspent.co/advisors/edward-b-aufman.md) | Aufman Associates Inc. | Longboat Key, Florida | BS, CFP | Percentage of assets, Fixed fees |
| [Ian Wild](https://find.wellspent.co/advisors/ian-wild.md) | All-Pro Advisors LLC | Gibsonia, Pennsylvania | CFP | Percentage of assets |
| [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jake Taylor](https://find.wellspent.co/advisors/jake-taylor.md) | Astra Wealth Management | San Diego, California | CFP | Percentage of assets |
| [James Sweeney](https://find.wellspent.co/advisors/james-sweeney.md) | SwitchPoint Financial Planning LLC | Lehi, Utah | CFA, CFP, MBA, MS, Retirement Management Advisor | Flat fee or retainer, Ongoing planning fee |
| [Jane Beule](https://find.wellspent.co/advisors/jane-beule.md) | Griffin Black, LLC | Redwood City, California | BA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| [John Bovard](https://find.wellspent.co/advisors/john-bovard.md) | Incline Wealth Advisors | Cleves, Ohio | CFP | Percentage of assets, Fixed fees |
| [John Kvale](https://find.wellspent.co/advisors/john-kvale.md) | J.K. Financial, Inc. | Dallas, Texas | CFA, CFP | Percentage of assets, Hourly |
| [Jorge Soriano](https://find.wellspent.co/advisors/jorge-soriano.md) | Financial Optimist LLC | Saint Petersburg, Florida | CFP, EA | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Joshua Duncan](https://find.wellspent.co/advisors/joshua-duncan.md) | F5 Financial | Venice, Florida | CFP, MS, PhD | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Kelly Pedersen](https://find.wellspent.co/advisors/kelly-pedersen.md) | Caissa Wealth Strategies | Minneapolis, Minnesota | CDFA, CFP | Percentage of assets, Fixed fees |
| [Kody Brown](https://find.wellspent.co/advisors/kody-brown.md) | Sequoia Financial Group | Pasadena, California | CFP, CRPS | Percentage of assets, Hourly, Subscription, Fixed fees, Performance-based fees |
| [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee |
| [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Matt Garasic](https://find.wellspent.co/advisors/matt-garasic.md) | Unrivaled Wealth Management | Salem, Ohio | CFP | Percentage of assets |
| [Michael Tarascio](https://find.wellspent.co/advisors/michael-tarascio.md) | Tarascio Financial Planning, LLC | Mesa, Arizona | CFP | Percentage of assets, Fixed fees |
| [Rick Spillane](https://find.wellspent.co/advisors/rick-spillane.md) | Spillane Financial Planning, Inc. | Lebanon, Ohio | CFP, CPA | Hourly, Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Rob Schulz](https://find.wellspent.co/advisors/rob-schulz.md) | Schulz Wealth | Irving, Texas | CFP | Percentage of assets, Fixed fees |
| [Robert Eifert](https://find.wellspent.co/advisors/robert-eifert.md) | Cahaba Wealth Management, Inc. | Birmingham, Alabama | CFP | Percentage of assets, Fixed fees |
| [Sanjay Pamurthy](https://find.wellspent.co/advisors/sanjay-pamurthy.md) | Artham Advisors LLC | Dallas, Texas | CFP, MBA | Flat fee or retainer |
| [Sarah Kang](https://find.wellspent.co/advisors/sarah-kang.md) | UAK Diversified Wealth Advisors | Minnetonka, Minnesota | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Sean Gerlin](https://find.wellspent.co/advisors/sean-gerlin.md) | Envision Financial Services & Asset Management | Maitland, Florida | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| [Shane Mason](https://find.wellspent.co/advisors/shane-mason.md) | Brooklyn FI | Brooklyn, New York | CFP, CPA/PFS, CPWA, EA, RLP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| [Shannon Pope](https://find.wellspent.co/advisors/shannon-pope.md) | SFMG Wealth Advisors | Plano, Texas | CFP | Percentage of assets |
| [Shirley Stacy Sanchez](https://find.wellspent.co/advisors/shirley-stacy-sanchez.md) | Pioneer Wealth Management Group | Austin, Texas | CFP, MS, AAMS, CRPS, CGMA, CPA | Flat fee or retainer, Hourly |
| [Steven Gilbert](https://find.wellspent.co/advisors/steven-gilbert.md) | Gilbert Wealth | Fort Wayne, Indiana | CFP, RICP, APMA | Flat fee or retainer, Ongoing planning fee |
| [Trevor Ausen](https://find.wellspent.co/advisors/trevor-ausen.md) | Authentic Life Financial Planning | Minneapolis, Minnesota | CFP, RICP | One-time planning fee, Ongoing planning fee, Percentage of assets |
| [Trevor Winter](https://find.wellspent.co/advisors/trevor-winter.md) | New Heights Planning, LLC | Houston, Texas | CFP, CRPC | Ongoing planning fee |
| [Zachary Ashburn](https://find.wellspent.co/advisors/zachary-ashburn.md) | Reach Strategic Wealth | Winston-Salem, North Carolina | CFP, EA, AFC | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Annie McQuilken](https://find.wellspent.co/advisors/annie-mcquilken.md) | Forever Financial Advisors, LLC | Worcester, Massachusetts | CFP, CFT-I, MS | Percentage of assets, Hourly, Fixed fees |
| [Bob Knode](https://find.wellspent.co/advisors/bob-knode.md) | Knode Wealth Management | Plano, Texas | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Brandy Branstetter](https://find.wellspent.co/advisors/brandy-branstetter.md) | Beyond Wealth | Overland Park, Kansas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cameron Penney](https://find.wellspent.co/advisors/cameron-penney.md) | Penney Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Charles Parker](https://find.wellspent.co/advisors/charles-parker.md) | Parker Financial Advisors, LLC | Houston, Texas | AEP, BBA, CFP | Percentage of assets |
| [Gerry Barrasso](https://find.wellspent.co/advisors/gerry-barrasso.md) | United Financial Planning Group | Hauppauge, New York | CFP, CPA, MBA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Jason Gunkel](https://find.wellspent.co/advisors/jason-gunkel.md) | Syverson Strege | West Des Moines, Iowa | CAP, CFA, CFP, AEP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Jeanna Nation](https://find.wellspent.co/advisors/jeanna-nation.md) | West Financial Advisors, LLC | Des Moines, Iowa | CFP, CPA/PFS, RICP | Percentage of assets, Hourly |
| [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees |
| [Joshua Brooks](https://find.wellspent.co/advisors/joshua-brooks.md) | Exponential Advisors | Weatherford, Texas | CFP, M.Div. | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Kathleen Tranovich](https://find.wellspent.co/advisors/kathleen-tranovich.md) | Elser Financial Planning | Indianapolis, Indiana | CFP, CPWA, RMA, ABFP, APMA, CDFA, ChFC | Percentage of assets, One-time planning fee |
| [Lucas Bucl](https://find.wellspent.co/advisors/lucas-bucl.md) | Aspyre Wealth Partners | Overland Park, Kansas | CFP | Ongoing planning fee |
| [Maria Castillo Dominguez](https://find.wellspent.co/advisors/maria-castillo-dominguez.md) | Valoria Wealth Management | Cooper City, Florida | CFP, EA | Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Mark Schweiss](https://find.wellspent.co/advisors/mark-schweiss.md) | Modern Dollar Planning | St. Louis, Missouri | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Meredith Schneider](https://find.wellspent.co/advisors/meredith-schneider.md) | Schneider Wealth Management | Palo Alto, California | BA, CFP | Percentage of assets, Fixed fees |
| [Michael Shea](https://find.wellspent.co/advisors/michael-shea.md) | True Equity Wealth Management LLC | Nashville, Tennessee | CFP, EA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Ryan Derousseau](https://find.wellspent.co/advisors/ryan-derousseau.md) | United Financial Planning Group | Hauppauge, New York | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Scott Blaesing](https://find.wellspent.co/advisors/scott-blaesing.md) | Cascade Wealth Advisors, Inc. | Wenatchee, Washington | CFP, CPA | Ongoing planning fee |
| [Scott Logan](https://find.wellspent.co/advisors/scott-logan.md) | HoganTaylor Wealth | Oklahoma City, Oklahoma | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bridget Grimes](https://find.wellspent.co/advisors/bridget-grimes.md) | WealthChoice LLC | Coronado, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Rosenthal](https://find.wellspent.co/advisors/david-rosenthal.md) | Wealth Management Solutions | Scottsdale, Arizona | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [David Stevens](https://find.wellspent.co/advisors/david-stevens.md) | Stevens Capital Partners, Inc. | Omaha, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees |
| [Dennis O'Brien](https://find.wellspent.co/advisors/dennis-obrien.md) | Coastal Financial Advisors, Inc. | Philadelphia, Pennsylvania | BS, MS, RTRP | Flat fee or retainer, Hourly, Ongoing planning fee |
| [Elaine Bedel](https://find.wellspent.co/advisors/elaine-bedel.md) | Bedel Financial Consulting, Inc. | Indianapolis, Indiana | BA, CFP, MBA | Percentage of assets, Fixed fees |
| [Eric Roberge](https://find.wellspent.co/advisors/eric-roberge.md) | Beyond Your Hammock LLC | Boston, Massachusetts | CFP | Subscription, Flat fee or retainer |
| [Eric Walters](https://find.wellspent.co/advisors/eric-walters.md) | Summit Hill Wealth Management | Greenwood Village, Colorado | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Franklin Gay](https://find.wellspent.co/advisors/franklin-gay.md) | Tobias Financial Advisors | Plantation, Florida | CFP, EA, MBA, CFA, CPA/PFS, CTS | Percentage of assets, Hourly, Fixed fees |
| [Hannah Chavez](https://find.wellspent.co/advisors/hannah-chavez.md) | Financial Strategies Inc. | Brookfield, Wisconsin | CFP | Percentage of assets |
| [Jason Howell](https://find.wellspent.co/advisors/jason-howell.md) | Jason Howell Company | Vienna, Virginia | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith-8881.md) | Longview Financial Advisors, Inc. | Brentwood, Tennessee | BS, CAP, CFP, CLU, CPWA, MS | Percentage of assets, Fixed fees |
| [Joe Vecchio](https://find.wellspent.co/advisors/joe-vecchio.md) | Shore Financial Planning, LLC | Monmouth Beach, New Jersey | CFP, CPA, MBA, PFS | Flat fee or retainer |
| [Ken Weingarten](https://find.wellspent.co/advisors/ken-weingarten.md) | Weingarten Associates, LLC | Lawrenceville, New Jersey | CFP, MBA | One-time planning fee |
| [Morgann Zimmer](https://find.wellspent.co/advisors/morgann-zimmer.md) | Goodman Financial Corporation | Houston, Texas | CFP, CPA | Percentage of assets, Hourly |
| [Rahimul Taher](https://find.wellspent.co/advisors/rahimul-taher.md) | Taher Financial Planning | Brooklyn, New York | CFP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees |
| [Scott Frank](https://find.wellspent.co/advisors/scott-frank.md) | Stone Steps Financial | Cardiff, California | CFP, CFA, RLP | Percentage of assets, Hourly, Fixed fees |
| [Tammy Goodman](https://find.wellspent.co/advisors/tammy-goodman.md) | Tammy Goodman Financial, LLC | Charlotte, North Carolina | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Alex Krider](https://find.wellspent.co/advisors/alex-krider.md) | Avier Wealth Advisors | Lake Oswego, Oregon | CFP, EA, MBA | Percentage of assets |
| [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription |
| [Carl von dem Bussche](https://find.wellspent.co/advisors/carl-von-dem-bussche.md) | Financial Guidance Group, Inc. | Franklin, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cayden McLaughlin](https://find.wellspent.co/advisors/cayden-mclaughlin.md) | WealthAdvisor365 | Fort Lauderdale, Florida | CFP | One-time planning fee, Subscription, Flat fee or retainer, Percentage of assets |
| [Dave Grant](https://find.wellspent.co/advisors/dave-grant.md) | Retirement Matters, Inc. | Barrington, Illinois | CFP | Percentage of assets, One-time planning fee |
| [James Holtzman](https://find.wellspent.co/advisors/james-holtzman.md) | Legend Financial Advisors, Inc. | Pittsburgh, Pennsylvania | CFP, CPA | Percentage of assets |
| [Jeff Weeks](https://find.wellspent.co/advisors/jeff-weeks.md) | ATX Portfolio Advisors® | Austin, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Joan Sharp](https://find.wellspent.co/advisors/joan-sharp.md) | River Family Advisors LLC | Salt Lake City, Utah | CAP, CeFT, CFP, ChFC, MSFS, Other | Ongoing planning fee |
| [Kimberly Helm](https://find.wellspent.co/advisors/kimberly-helm.md) | Quantum Financial Advisors, LLC | Pasadena, California | CFP, CDFA, CFA, MBA, CPA | Percentage of assets, Hourly, Fixed fees |
| [Luis Rosa](https://find.wellspent.co/advisors/luis-rosa.md) | Build a Better Financial Future LLC | White Plains, New York | CFP, EA | Percentage of assets, Flat fee or retainer |
| [Malcolm Ethridge](https://find.wellspent.co/advisors/malcolm-ethridge.md) | Capital Area Planning Group | Washington, District of Columbia | CFP | Subscription, Flat fee or retainer, Percentage of assets |
| [Mark Astrinos](https://find.wellspent.co/advisors/mark-astrinos.md) | Libra Wealth LLC | Los Gatos, California | CFP, CPA/PFS, RLP | Flat fee or retainer, Hourly, Ongoing planning fee |
| [Mathew Hall](https://find.wellspent.co/advisors/mathew-hall.md) | Exponent Investment Management | Ottawa, Ontario | CFP, CFA |   |
| [Matthew Etzler](https://find.wellspent.co/advisors/matthew-etzler.md) | Etzler Financial Advisors, LLC | Red Bluff, California | CFP | Hourly, Subscription, One-time planning fee |
| [Max Novak](https://find.wellspent.co/advisors/max-novak.md) | Novak Financial Partners | Carterville, Illinois | CFP | Flat fee or retainer, Subscription |
| [Ryan Hughes](https://find.wellspent.co/advisors/ryan-hughes.md) | Bull Oak | Rancho Santa Fe, California | CFP | Flat fee or retainer, Percentage of assets |
| [Steven Balch](https://find.wellspent.co/advisors/steven-balch.md) |   | Ramsey, New Jersey | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Steven Calio](https://find.wellspent.co/advisors/steven-calio.md) | CSG Financial | Dover, Delaware | CFP | Percentage of assets, Fixed fees |
| [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer |
| [Aiden Boorstein](https://find.wellspent.co/advisors/aiden-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Albert Dean](https://find.wellspent.co/advisors/albert-dean.md) | Riverchase Wealth Management | Flower Mound, Texas | CFP | Percentage of assets, Fixed fees |
| [Allen Regan](https://find.wellspent.co/advisors/allen-regan.md) | Vistica Wealth Advisors | Carlsbad, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Amanda Lehnert](https://find.wellspent.co/advisors/amanda-lehnert.md) | Sigma Investment Counselors | Northville, Michigan | CFP | Percentage of assets |
| [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets |
| [Bennett Stein](https://find.wellspent.co/advisors/bennett-stein.md) | Stein Financial LLC | Miramar Beach, Florida | CFP, CPA | Percentage of assets |
| [Brad Cougill](https://find.wellspent.co/advisors/brad-cougill.md) | Deerfield Financial Advisors, Inc. | Park Ridge, Illinois | CFP, CPA, CEPA | Percentage of assets, Hourly, Fixed fees |
| [Brad Klontz](https://find.wellspent.co/advisors/brad-klontz.md) | Occidental Asset Management | Lihue, Hawaii | CFP | Ongoing planning fee |
| [Brian Jaros](https://find.wellspent.co/advisors/brian-jaros.md) | Ville Wealth Management | Avon Lake, Ohio | CFP | Percentage of assets |
| [Bugra Bakan](https://find.wellspent.co/advisors/bugra-bakan.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [Christi Powell](https://find.wellspent.co/advisors/christi-powell.md) | Perissos Private Wealth Management | Bethany, Oklahoma | CFP | Percentage of assets |
| [Christian Litscher](https://find.wellspent.co/advisors/christian-litscher.md) | Illumination Wealth Management | San Diego, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Christine Centeno](https://find.wellspent.co/advisors/christine-centeno.md) | Simplicity Wealth Management LLC | Glen Allen, Virginia | CFP, MSFP | Percentage of assets, Hourly, Fixed fees |
| [Christine Papelian](https://find.wellspent.co/advisors/christine-papelian.md) | Illumination Wealth Management | San Diego, California | CFP | Flat fee or retainer, Ongoing planning fee |
| [Christine Skoczek](https://find.wellspent.co/advisors/christine-skoczek.md) | Vistica Wealth Advisors | San Diego, California | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Christopher Flis](https://find.wellspent.co/advisors/christopher-flis.md) | Resilient Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee |
| [Christopher Frayne](https://find.wellspent.co/advisors/christopher-frayne.md) | Sigma Investment Counselors | Northville, Michigan | CFP, CFA | Percentage of assets |
| [Cliff O'Conner](https://find.wellspent.co/advisors/cliff-oconner.md) | C.W. O'Conner Wealth Advisors, Inc. | Duluth, Georgia | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees |
| [Colleen Weber](https://find.wellspent.co/advisors/colleen-weber.md) | Colleen Weber CPA | Chanhassen, Minnesota | CFP | Fixed fees |
| [Conrad Seastrunk](https://find.wellspent.co/advisors/conrad-seastrunk.md) | Seastrunk Financial Management, LLC | Florence, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 200 of 2050. The full list, page by page: https://find.wellspent.co/audiences/executives/?page=2

## Related

- [Equity compensation](https://find.wellspent.co/specialties/equity-compensation.md)
- [Founders (pre-exit)](https://find.wellspent.co/specialties/founders-pre-exit.md)
- [Retirement with concentrated positions](https://find.wellspent.co/specialties/retirement-with-concentrated-positions.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).