Who they serve
Fee-only 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.
By the numbers
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.
- Advisors listed
- 2,050
- Firms
- 699
- Cities
- 507
- Hold the CFP
- 43%
- Other credentials: CFA 11% · CPA 2% · EA 1%
- How they charge (of 2047 with fees on file): percentage of assets 94% · fixed fees 54% · hourly 44% · ongoing planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors who work with executives
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Abigail Rose | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Adam Boor | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Adam Drake | Highland Investment Advisors | Ponte Vedra | CFA | Percentage of assets, Fixed fees |
| Adam Oerther | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Adam Smetzer | Sky Vision Wealth | Columbus | CFP | Percentage of assets |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Allan Cohen | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Andre Fernandes | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Andrew Beil | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| Andrew Crone | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Andrew Keeler | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Andrew Leonard | Geometric Advisors | Washington | CFP | Percentage of assets |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Ansley Nicholson | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Arian Nelson | Hill Island Financial | Grand Rapids | CFP | Percentage of assets, Fixed fees |
| Barry Taylor | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Blake Appell | Hill Island Financial | Grand Rapids | CFP | Percentage of assets, Fixed fees |
| Blake Curle | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Brian Cunningham | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Brian Hennessy | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Brian Stormont | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Brittany Kalsky | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Bryan Anderson | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Bryan Buchert | Kera Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Bryan Costin | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Bryan Vancura | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Caroline Curts | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Cassidy Murphy | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Chad Hileman | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Charles Cooper | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| Charles Hill | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Christian Patterson | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Christopher Sidoni | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Connor Knox | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Cort Haber | Xception Family Office | Atlanta | CFP | Percentage of assets, Fixed fees |
| Cory Smith Financial life planning for business owners and the childfree community. | Discretionary Inc. | Reno | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Beutel | Council Oak Wealth Advisors | Tulsa | CFP | Percentage of assets, Hourly |
| Daniel Dusina | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Daniel Michalk | Waterway Wealth Management | The Woodlands | CFP, ChFC, CFA | Percentage of assets, Hourly |
| David Childs | Spartan Planning | Greensboro | CFP | Percentage of assets, Fixed fees |
| Delores Remo | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Dionna Poluch | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Douglas Ambrose | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Douglas Bean | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Elizabeth Cody | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Eric Demico | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Eric Dunavant | Paradiem | Covington | CFP | Percentage of assets, Hourly |