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 |
|---|---|---|---|---|
| Geoffrey Hakim | MCM Wealth | Greenbrae | CFP | Percentage of assets, Hourly |
| Gerwin de Haan | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Gracelyn Snider | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Grant Germscheid | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Gregory Nakano | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Harold Sawyer | Westover Capital Advisors | Wilmington | CFA | Percentage of assets, Hourly |
| Holly Cloutier | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Ian Hundley | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Igor Yukhvidin | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Jackson Mazzei | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Jacob Kogler | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| James Bertram | Baynes Investment Counsel | Franklin | Not listed | Percentage of assets, Hourly |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| James Ronn | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| Jamie Bigsby | Glassy Mountain Advisors | Bethesda | CFP | Percentage of assets |
| Jane Johnson | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jared Redfield | Tidemark Financial Partners | San Diego | Not listed | Flat fee or retainer, Percentage of assets |
| Jason Sikorski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Jason Strough | Strong Retirement Solutions | Bremerton | Not listed | Percentage of assets, Hourly |
| Jeffrey Augspurger | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Jeffrey Kaczmarczyk | TriState Wealth Advisors | Newark | CFA | Percentage of assets, Ongoing planning fee |
| Jeffrey Lagusch | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jeffrey Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Jeffrey White | Wingate Wealth Advisors | Lexington | CFP, ChFC | Percentage of assets, Fixed fees |
| Jennifer Berdell | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| Jennifer Migdal | Cove Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| Jennifer Poirier | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Jeremy Bardin | Elevate Capital | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jeremy Shevlin | Toro West Capital Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Jessica Grande | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Joel Petersen | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Dwyer | Sunpointe Investments | Clayton | CFA | Percentage of assets, Fixed fees |
| John Hollie | Avion Wealth | Shenandoah | Not listed | Percentage of assets, Fixed fees |
| John Imbusch | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| John Merrill | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| John Slupski | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Jon Duane | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Jonathan Cox | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Jonathan Glaser | Iowa Wealth Management | West Des Moines | CFP | Percentage of assets, Hourly |
| Jonathan Hoyme | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |