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 |
|---|---|---|---|---|
| David Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| David Grey | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Enoch Morris | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| Farrell Griswold | Aspire Wealth Advisors | Bend | Not listed | Percentage of assets, Hourly |
| Fernando Germana | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Garrett Peterson | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Gary Dennis | Comprehensive Wealth Solutions | Boca Raton | PFS, CFA | Percentage of assets, Hourly |
| Hannah Maruyama We help parents of 16-20 year olds find their kids amazing careers. | Degree Free - Educational Design | Conroe | Not listed | One-time planning fee, Subscription |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Jack McRoskey | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| Jason Joffe | Inlight Wealth | Atlanta | CFA | Percentage of assets, Fixed fees |
| Jason McMillen | Portland Private Wealth Management | Bend | Not listed | Percentage of assets, Hourly |
| Jean Coletta | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Jeffrey Melgard | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Jennifer Barron | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Jeremy Ellisor | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Jessica Jablonowski | Radix Financial | George Town, Cayman Islands | CFA | Percentage of assets, Fixed fees |
| John Darby | Inlight Wealth | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Hanson | Riverstone Advisors | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Mallozzi | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| John Swift | Benchmark Investment Advisors | Chicago | CFA | Percentage of assets |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Jonathan Tunney | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jonathan Yarger | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Jorge Gullon | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Joseph Barry | Barry Investment Advisors | New Bedford | CFA | Percentage of assets, Fixed fees |
| Joshua Barnes | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Julie Brim | Spiegelman Wealth Management | Walnut Creek | Not listed | Percentage of assets |
| Justin Berrie | Capital Counsel | New York | Not listed | Percentage of assets |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Kavita Rathi | OneNorthStar | Stamford | Not listed | Percentage of assets |
| Kelly Cappello | Argo Wealth Advisory | Mclean | Not listed | Percentage of assets, Fixed fees |
| Kelly Hansen | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Kenneth Frier | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Kibwe Cuffie | Portland Private Wealth Management | Portland | Not listed | Percentage of assets, Hourly |
| Lauren Blum | Capital Counsel | New York | Not listed | Percentage of assets |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Leslie Lammers | Riverstone Advisors | New Braunfels | CFA | Percentage of assets, Fixed fees |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Luke Tait | Golden Guidance | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Marcus Berry | Adell, Harriman, & Carpenter | Houston | Not listed | Percentage of assets |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Matthew Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Matthew Erickson | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Matthew Friedman | Capital Counsel | New York | Not listed | Percentage of assets |