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 |
|---|---|---|---|---|
| Jessica Adams | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| John Burrows | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| John Henek | Quantum Capital Investments | River Forest | Not listed | Percentage of assets, Fixed fees |
| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| John Rosswog | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| John Youngs | Tiller Private Wealth | Orlando | Not listed | Percentage of assets, Fixed fees |
| John Zaro | Bourgeon Capital Management | Darien | CFA | Percentage of assets, Fixed fees |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Jonathan Garlow | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Jonathan Lederer | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Jonathan McKinney | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Jonathan Weatherly | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Jordan King | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Joseph Hoffman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Joseph McElwee | Legacy Wealth Planning Group | Tampa | CFP | Percentage of assets, Hourly |
| Joshua Betancourt | Quantum Capital Investments | Elmwood Park | Not listed | Percentage of assets, Fixed fees |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Joshua Mclain | Sunset Retire | Las Vegas | Not listed | Percentage of assets, Hourly |
| Joshua Moeller | Hill Island Financial | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Julie Dant | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Justin Lopez | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Justin Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Kaitlyn Kocuba | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Kara Downing | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |
| Katherine Ludeman | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Kathy Alves | Barry Investment Advisors | New Bedford | CFP | Percentage of assets, Fixed fees |
| Kathy Postoak | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Katie Carpenter | Springlake Financial Partners | Franklin | CFP | Percentage of assets, Fixed fees |
| Kaya Ladejobi | Earn Into Wealth | Atlanta | Not listed | Ongoing planning fee |
| Kellie Kelleher | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Keo Chao | Point4ward Financial Planning | Walnut Creek | CFP | Percentage of assets, Fixed fees |
| Kevin Toler | Hill Island Financial | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Kian Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Kimberly Pham | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristi Thompson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Kristin Sun | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Krzysztof Garlewicz | ProsperiFi | Des Plaines | CFP | Percentage of assets, Hourly |
| Lance Peters | Nautical Star Financial | Las Colinas | Not listed | Percentage of assets, Hourly |
| Laura Robayo | Silver Oak Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Leia Carpenter | Adell, Harriman, & Carpenter | Houston | CFA | Percentage of assets |
| Leo Rose | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |