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 |
|---|---|---|---|---|
| Eric Horne | Arc Element Wealth Design | Papillion | CFP | Percentage of assets, Hourly |
| Eric Moleski | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Erin Goss | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Evan Schmidt | Schmidt Financial Management | Kirkland | CFP | Percentage of assets |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Gene Gurley | Gibraltar Capital Management | Irving | CFP | Percentage of assets, Hourly |
| George Kiraly | LodeStar | Naples | CFP | Percentage of assets, Hourly |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Gregory Fowler | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Gregory Rice | Enduring Wealth Management | Meridian | CFP | Percentage of assets |
| Guadalupe Lechuga | Audible Wealth Management | Silver Spring | CFP | Percentage of assets, Fixed fees |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| James Beenders | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Janet Hoffmann | Sand Hill Global Advisors | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey Abadie | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Jeffrey Broadhurst | Broadhurst Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jessica McCain | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Jonathan Bottaro | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Jonathan Grebosky | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Jonathan Lopez | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Jonathan Wielenga | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Joseph Fernandez | Invenio Wealth Partners | Coral Gables | CFP | Percentage of assets, Hourly |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Joshua Glenn | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Joshua Moklestad | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Joy Schlie | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Julia Zakarias | GenFi Family and Fiduciary Services | Chicago | CFP | Percentage of assets, Hourly |
| Justin Clark | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Justin Neuwirt | Neu Wealth Group | New Albany | CFP | Percentage of assets, Hourly |
| Katherine Hennessy | AssetGrade | Chicago | CFP | Percentage of assets |
| Keith Wander | Roble Belko & Company | Sewickley | CFA | Percentage of assets, Fixed fees |
| Kelsey Ardies | Gibraltar Capital Management | Edmond | CFP | Percentage of assets, Hourly |
| Kevin McPeek | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Kimberleigh Williams | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Laura Barnard | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Lauren Maclaren | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Linda Yeager | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |