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 |
|---|---|---|---|---|
| Donald Windle | Windle Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Douglas De Groote | De Groote Financial Group | Thousand Oaks | CFP | Percentage of assets, Hourly |
| Douglas Rothermich | Fidelis Capital | Saint Charles | Not listed | Percentage of assets, Fixed fees |
| Drew Kunde | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Dushyant Pandit | Dorchester Advisors | Short Hills | Not listed | Percentage of assets |
| Eden Morimoto | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Edward Zywien | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Eldon Anderson | Equity Wealth Partners | Independence | CFP | Percentage of assets, Hourly |
| Elias Crist | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Elizabeth Garvey | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Eric Penz | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| G-Woon Choe | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Garrett Thompson | Sky Vision Wealth | Columbus | Not listed | Percentage of assets |
| Garrett Walsh | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Gary Aiken | Caveness Wealth Advisory | Rockville | Not listed | Percentage of assets, Hourly |
| Gavin Gamboa | Fiduciary Financial Group | Boise | Not listed | Percentage of assets, Fixed fees |
| George Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Gianna Mossotti | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Gregory Brodeur | Alpha Zero | Boca Raton | CFP, ChFC | Percentage of assets, Fixed fees |
| Gregory Bryson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Gregory Forsythe | Forsythe Wealth Management | Crown Point | CFA | Percentage of assets, Hourly |
| Guillermo Monge | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Hampton Clark | Highbrook Capital Partners | Atlanta | CFA | Percentage of assets, Hourly |
| Heather Proctor | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Helena Sandoval | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Henry Hien Phan | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Hugh Meyer | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Ian Dillow | Dillow Wealth Management | Oak Brook | Not listed | Percentage of assets, Fixed fees |
| Ira Ross | Spartan Planning | Greensboro | Not listed | Percentage of assets, Fixed fees |
| Isiah Williams | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Jackson Wilson | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Jacob VandenBosch | Hill Island Financial | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Jacqueline Bos | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jacqueline Rogers | Elevated Wealth | Bentonville | CFP | One-time planning fee |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Jadon Dailey | Kera Capital | Mesa | Not listed | Percentage of assets, Hourly |
| James Ellerson | The Ellerson Group | Annapolis | Not listed | Percentage of assets, Hourly |
| James Hough | Arbor Investment Advisors | Winston Salem | Not listed | Percentage of assets, Fixed fees |
| James Myers | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Jamie Cox | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Jamie Rugg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Jason McCoy | Lodestar Asset Management | Alamo | CFA | Percentage of assets, Hourly |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Jeffrey McClean | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Jeffrey Smith | Parker Wealth Management | Windsor | CFP | Percentage of assets, Hourly |
| Jeffrey Spagnola | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Jeremy Tate | Tate Capital Group | Newport Beach | Not listed | Percentage of assets, Fixed fees |