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 |
|---|---|---|---|---|
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Slaton | Slaton Capital Advisors | Bartonville | Not listed | Percentage of assets, Fixed fees |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Max O'Rourke | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Michael Cordano | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Michael Stamos | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Michele Vendig | MJP Wealth Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Michelle Rey Lutein | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Monte Resnick | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Morton Potoff | MJP Wealth Advisors | Longboat Key | Not listed | Percentage of assets, Hourly |
| Naomi Roberts | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Nathan Travis | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Heyer | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicole Scarpati | Capital Counsel | New York | Not listed | Percentage of assets |
| Nolan Karras | The Karras Company | Roy | Not listed | Percentage of assets, Hourly |
| Paul Chapman | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Pearlyn Manieri | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Peter Nrekic | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Ricardo Donalexis | Insight Family Financial | Sarasota | Not listed | One-time planning fee, Ongoing planning fee |
| Richard Bond | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Richard Hall | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Robert Eilers | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Robert Gabel | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Wurster | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Ryan Becker | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| Ryan Hoskins | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Ryan Kelly | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Samuel Magid | Capital Counsel | New York | Not listed | Percentage of assets |
| Sarah Lynch | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Scott Pruski | Advosion | Ada | Not listed | Ongoing planning fee |
| Stephen Wilchins | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Terence Greene | Capital Counsel | New York | Not listed | Percentage of assets |
| Theodore Kaplan | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Theodore Poppe | Grey Fox Wealth Advisors | Rockland | CFA | Percentage of assets, Fixed fees |
| Thomas Leidner | QP Wealth Management | Haven | Not listed | Percentage of assets, Hourly |
| Timothy Fahey | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Timothy Fitzgerald | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Timothy Recker | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Timothy Scholten | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Tony Jung | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Ty Neubauer | Spectrum Asset Management | Newport Beach | Not listed | Percentage of assets, Hourly |
| Victor Schramm | Chaim Investment Advisors | Eugene | Not listed | Percentage of assets, Hourly |
| Vikram Kaul | OneNorthStar | Stamford | Not listed | Percentage of assets |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Zachary Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |