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 |
|---|---|---|---|---|
| Shabrish Menon | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Simon Reeves | Pasadena Private Wealth | Irvine | Not listed | Percentage of assets, Hourly |
| Skyler Eubank | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Solomon Cohen | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Miller | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Steven Price | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Tara Newton | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Tiffani Clarke | Meritas Wealth Management | San Rafael | Not listed | Percentage of assets, One-time planning fee |
| Timothy Bock | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Tracy Riordan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Travis Schaat | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Trevin Harris | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Trevor Harris | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Vincent Pastorino | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| Wade Tapp | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Gardner | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| William Ginsburg | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| William Jones | Boulevard Money | Nashville | Not listed | Percentage of assets, Flat fee or retainer |
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Lynn | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Adam Schneiberg | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Alan Charach | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Albert Gutierrez | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Alex Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Amy Hubble | Radix Financial | Norman | CFA | Percentage of assets, Fixed fees |
| Andrew Miller | Cassia Capital Partners | Winston Salem | CFA | Percentage of assets, Hourly |
| Arabelle Rachel Restauro | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Arielle Hannan | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Asher Rogovy | Magnifina | Bedford Hills | Not listed | Percentage of assets, Hourly |
| Austin Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Beatrice Tiberii | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Brian Vendig | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Cameron O'Neill | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Carter Pearl | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Cesar Murillo | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Colbey Grisar | Boardwalk Financial Strategies | Hartland | Not listed | Percentage of assets |
| Daniel Boeckermann | BGM | Bloomington | Not listed | Percentage of assets, Hourly |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Flack | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Daniel Hall | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |