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 |
|---|---|---|---|---|
| Thomas Anderton | 626 Financial | Portage | CFP | Percentage of assets |
| Thomas Balcom | 1650 Wealth Management | Lighthouse Point | CFP | Percentage of assets |
| Thomas Ellis | B&C Financial Advisors | Ponte Vedra Beach | Not listed | Percentage of assets |
| Thomas Geraci | Purtill Financial | Fort Myers Beach | Not listed | Percentage of assets, Hourly |
| Thomas Holt | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |
| Thomas Sullivent | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Timothy Foster | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Timothy Mosier | Cairn Wealth Management | Vancouver | Not listed | Percentage of assets, Hourly |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Trevor Sarif-Killea | Geometric Advisors | New York | Not listed | Percentage of assets |
| Tricia Eliason | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Tyler Kiepke | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Veronica Fox | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Vincci Ma | Kera Capital | Daly City | Not listed | Percentage of assets, Hourly |
| Wesley Cullinane | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Wesley Jensen | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Will Holdren | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| William Root | Keeler & Nadler | Dublin | Not listed | Percentage of assets, Hourly |
| Zaheer Poptani | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Zealan Hoover | Torrey Growth & Income Advisors | Washington | Not listed | Percentage of assets, Hourly |
| Zuzanna Kaczmarek | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Aaron Deitz | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Aaron Haase | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Adam Minor | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Alexander Johnson | Holcombe Financial | Atlanta | Not listed | Percentage of assets, Hourly |
| Alicia Borghi | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Althea Maravelas | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Amanda Earlywine | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Amy Showalter | Arbor Private Wealth | Ashburn | Not listed | Percentage of assets, Fixed fees |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Andrew Nelson | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Andrew Waymire | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Annette Quinter | James Investment | Xenia | Not listed | Percentage of assets, Hourly |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Austin Pearce | Human Investing | Lake Oswego | Not listed | Percentage of assets |
| Beth Carrington | Perceptive Edge | Wayzata | Not listed | Percentage of assets, Hourly |
| Bradley Bolnick | GCB Private Wealth | Austin | Not listed | Percentage of assets, Hourly |
| Bradley Sorenson | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Brae Beggs | OLIO Financial Planning | Mclean | Not listed | Ongoing planning fee |
| Brandie Giffin | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Brandon Cruz | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Brian Carrington | Perceptive Edge | Wayzata | Not listed | Percentage of assets, Hourly |
| Brian Carter | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |