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 |
|---|---|---|---|---|
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Matthew Newman | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Megan Miller | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Hughes | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Michael Pompian | Sunpointe Investments | St. Louis | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Stacey | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Mitchell Gasbarro | Buttonwood Financial Group | Kansas City | CFP | Percentage of assets, Hourly |
| Mitchell Mosgrove | Trebuchet Consulting | Pittsburgh | CFP | Percentage of assets, Hourly |
| Nathan Billigmeier | Towerpoint Wealth | Sacramento | Not listed | Percentage of assets, One-time planning fee |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Nathan Hoyt | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Noel Villajuan | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Pamela Hinton | Precedent Wealth Partners | Fredericksburg | Not listed | Percentage of assets |
| Patrick Fletcher | GenSphere Private Wealth | Gig Harbor | CFP | Percentage of assets, One-time planning fee |
| Paul Warholak Jr | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Peter Burton | Burton Enright Welch | Walnut Creek | ChFC | Percentage of assets |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Rachael Graf | Buttonwood Financial Group | Kansas City | CFP | Percentage of assets, Hourly |
| Raliegh Riddoch | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Randol Curtis | Thryve Wealth Management | Jackson | CFA | Percentage of assets |
| Randy Smith | Clear Sky Financial | Prosper | CFP | Percentage of assets, Hourly |
| Rebecca Lees | OLIO Financial Planning | Crozet | CFP | Ongoing planning fee |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Ronald Bates | St. Clair Advisors | Mayfield Heights | CFP, PFS | Percentage of assets, Hourly |
| Rosalie Hirst Almenara | Pacifica Partners | Surrey | CFA | Percentage of assets, Hourly |
| Russell Holcombe | Holcombe Financial | Atlanta | CFP | Percentage of assets, Hourly |
| Ryan Conner | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Ryan Heidenreich | Sunpointe Investments | St. Louis | CFP | Percentage of assets, Fixed fees |
| Sam Evans | Evans Wealth Management | Duluth | CFA | Percentage of assets, Hourly |
| Sarah Racek | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Sean Sternbach | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Spencer Werres | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Stephen Amason | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Stephen Crifasi | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Steven Szafranski | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |