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 |
|---|---|---|---|---|
| Sean Guldi | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Sharon Khan | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Shawn Hsieh | Highline Wealth Partners | Sherman Oaks | CFP, CFA | Percentage of assets, Hourly |
| Stephen Andrusko | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Stephen Peterson | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Stephen Reeves | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Susan Powers | AssetGrade | Greensboro | CFP, CFA | Percentage of assets |
| Thomas Curtis | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. | Manetta Wealth Management | San Ramon | Not listed | Percentage of assets |
| Timothy Burkett | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Timothy Dillow | Dillow Wealth Management | Oak Brook | CFP | Percentage of assets, Fixed fees |
| Timothy Raftis | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Todd Brand | Brand Asset Management Group, Inc. | Chesterfield | AIF | Percentage of assets, Fixed fees |
| Tracy Johnson | Geometric Advisors | Washington | CFP | Percentage of assets |
| Tracy McGuire | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Trent Colledge | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Trevor Bryant | Westshore Wealth | Dallas | CFP, CFA | Percentage of assets, Hourly |
| Trevor Scotto | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Tristan Cox | Wealth Span Capital Management | Northfield | CFP | Flat fee or retainer |
| Tyler Caveness | Caveness Wealth Advisory | Roanoke | CFP | Percentage of assets, Hourly |
| Tyler Harris | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Tyler Hunt | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Tyler Stearns | Castle Coast Wealth | La Jolla | CFP | Percentage of assets, Hourly |
| Veronica Fuentes | Audible Wealth Management | Silver Spring | CFP, ChFC | Percentage of assets, Fixed fees |
| William Hollan | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| William Lefavor | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| William Litton | Castle Coast Wealth | Incline Village | CFP | Percentage of assets, Hourly |
| Zachary Whitchurch | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| 5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. | 5T Wealth Management | Napa | CFA | Percentage of assets |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Ajbinder Sull | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Alexander Alba | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Amanda Ansell | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Amandeep Bhangu | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Amy Fisher | WebsterRogers Financial Advisors | Florence | CFP | Percentage of assets, Hourly |
| Amy Moore | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Andrew Branz | Clark Wealth Partners | O'Fallon | Not listed | Percentage of assets, Fixed fees |
| Andrew Cattano | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Andrew Hickey | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Andrew Killpack | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Andrew Miller | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Annalise Montgomery | Faith Investor Services | Scottsdale | Not listed | Percentage of assets |
| Anthony Austreng | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Anthony McEahern | Gilpin Wealth Management | Golden | CFP | Percentage of assets, Hourly |
| Anthony Parr | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Austin Drake | Sterneck Capital Management | Kansas City | CFP | Percentage of assets, Fixed fees |
| Benjamin Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |