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
- 506
- 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 |
|---|---|---|---|---|
| Peter Dizdar | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Peter Walls | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Raul Sonza | Cabildo Capital | Washington | Not listed | Percentage of assets |
| Reuben Moldowan | Pacifica Partners | Surrey | Not listed | Percentage of assets, Hourly |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Robert Phillips | Greater Midwest Financial Group | Saint Paul | CFP | Percentage of assets, Fixed fees |
| Robert Swansboro | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Ronald Whitley | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Ronald Yolles | Diversified Portfolios | Bloomfield Hills | CFA | Percentage of assets |
| Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. | Northwestern Mutual Investment Services, LLC | ATLANTA | Not listed | Percentage of assets |
| Ryan Bellis | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Ryan Christensen | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Ryan Hill | Brock Hill Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Kotys | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Ryan Robertson | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Sabrina Lowell | Second Summit Wealth Management | San Francisco | CFP | Percentage of assets |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sarah Contino | CAM Investor Solutions | Austin | Not listed | Percentage of assets, Hourly |
| Sarah McIvor | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Sarah Smith | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Sean Tyll | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Shannon Schulz | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Shannon Ware | Acorn Financial Services | Harrisonburg | Not listed | Percentage of assets, Hourly |
| Sierra Merrick | Acorn Creek Capital | Fort Collins | Not listed | Percentage of assets, Hourly |
| Stephen Engel | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Steven Brandt | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Stuart Quint | Ambassador Wealth Management | Vancouver | CFA | Percentage of assets, Hourly |
| Sydney Kovacs | Burton Enright Welch | Walnut Creek | Not listed | Percentage of assets |
| Taylor Bennett | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Taylor Moody | Regimen Wealth | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Taylor Whitt | Cairn Financial Group | Nashville | CFP | Percentage of assets, Hourly |
| Teofilo Ferreira | Wingate Wealth Advisors | Lexington | CFP | Percentage of assets, Fixed fees |
| Tera Probst | Sound Legacy Wealth Advisors | Kirkland | Not listed | Percentage of assets |
| Terry Davis | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Thomas Bruce | Tanglewood Total Wealth Management | Houston | Not listed | Percentage of assets |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Fletcher | GenSphere Private Wealth | Gig Harbor | CFA | Percentage of assets, One-time planning fee |
| Thomas Regan | Gryphon Financial Partners | Cincinnati | CFP | Percentage of assets, Hourly |
| Timothy Miller | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Trent Dysert | James Investment | Xenia | CFA | Percentage of assets, Hourly |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Trevor O'Connor | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |