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 |
|---|---|---|---|---|
| Bria Comer | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Brian Shepardson | James Investment | Xenia | CFA, CIC | Percentage of assets, Hourly |
| Brooks Rarden | Gilpin Wealth Management | Las Vegas | CFA | Percentage of assets, Hourly |
| Caleb Graybeal | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Callie Jacoby | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Callum Raymick | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Carl Christensen | Avion Wealth | Columbus | Not listed | Percentage of assets, Fixed fees |
| Carlos Henriques | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Carlos Lowenberg | Masterpiece Capital | Austin | ChFC | Percentage of assets, Fixed fees |
| Carol Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Carson Strom | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Charles Corkery | PUREfi Wealth | Boston | CFP | Percentage of assets, Hourly |
| Christopher Bekel | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Christopher Huston | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Connie Biselx | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Cort Barrett | White Aspen Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Goldberg | Diversified Portfolios | Bloomfield Hills | CFA | Percentage of assets |
| Daniel Howard | Zuckerman Investment Group | Chicago | CFP | Percentage of assets |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Danielle Francini | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Darin Robinson | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| David Berg | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| David Budinger | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| David Doll | Sequent Asset Management | Houston | Not listed | Percentage of assets, Fixed fees |
| David Khouri | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| David Tepp | Tepp Wealth Management | Westfield | PFS | Percentage of assets, Hourly |
| Donald Heishman | Acorn Financial Services | Harrisonburg | Not listed | Percentage of assets, Hourly |
| Donald Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | Not listed | Percentage of assets, Hourly |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Elena Sargent | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Elizabeth Brady | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Eric Stats | Brighton Wealth Management | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Eugene Binunsky | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Frank Alvarez | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gary Harris | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Gary Pomerantz | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |