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 |
|---|---|---|---|---|
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Maggie Fisher | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Marc Henn | Harvest Financial Advisors | Cincinnati | CFP | Percentage of assets, Hourly |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Mark Farrelly | Cairn Wealth Management | Vancouver | CFP, ChFC | Percentage of assets, Hourly |
| Mark Hildebrand | Nearside Advisors | Indianapolis | CFP | Percentage of assets |
| Mark Hill | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Mark Jackson | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Marshall Chambers | Heritage Wealth Advisors | Richmond | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Biggar | Stage Harbor Financial | Westwood | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Chambers | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Matthew Goff | The Goff Financial Group | Houston | Not listed | One-time planning fee |
| Matthew Michaels | Fidelis Capital | Tampa | CFP | Percentage of assets, Fixed fees |
| Matthew Short | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Mawuena Takyi | Asempa Wealth Advisors | Baton Rouge | CFP | Percentage of assets |
| McKenna Sheldon | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Michael Baker | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Michael Henley | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Purtill | Purtill Financial | Cleveland Heights | CFP | Percentage of assets, Hourly |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Michelle Pimentel | Geometric Advisors | Washington | CFP | Percentage of assets |
| Millu Ramirez | Highline Wealth Partners | Sherman Oaks | CFP | Percentage of assets, Hourly |
| Miriam Santiago | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Monica Dwyer | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Monica Sipes | QuadCap Wealth Management | Frisco | CFP | Percentage of assets, Fixed fees |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Noah Semmann | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Patrick Cote | AssetGrade | Boston | CFP, CFA | Percentage of assets |
| Patrick Mason | Cairn Wealth Management | Vancouver | CFP | Percentage of assets, Hourly |
| Paul Dedora | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Peter Franz | Journey Wealth | Cleveland | CFP, CFA | Percentage of assets, Fixed fees |
| Pierre-Emmanuel Jouve | InsuraWealth | Tampa | CFP | Percentage of assets, Ongoing planning fee |
| Rebecca Blevins | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Richard Davey | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
| Robert Agorastos | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Ross King | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Ryan Brizendine | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. | Victus Wealth Management | Enola | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan McGuire | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Saket Sengar | Better Financial Services | Federal Way | CFP | Percentage of assets, Hourly |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
| Sarah Simmer | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Scott Cawood | Arbor Investment Advisors | Winston Salem | CFP, CFA | Percentage of assets, Fixed fees |
| Scott Jones | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Scott Keipper | Highland Investment Advisors | Brookfield | PFS | Percentage of assets, Fixed fees |