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 |
|---|---|---|---|---|
| Amity Raia | AdviceOne | Nampa | Not listed | Percentage of assets, Fixed fees |
| Anita Roberts | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Ariel Hilario | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Barrington Gist | Heritage Private Wealth | Nashville | Not listed | Percentage of assets, Hourly |
| Brian Lahr | One Life Financial Group | White Bear Lake | Not listed | Percentage of assets, Hourly |
| Bruce Carlson | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Cara Whipkey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Carol Newman | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Catherine Cory | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Charles Saunders | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Chris Rebich | Toro West Capital Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Craig Sumerel | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Curt Stauffer | MCM Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| David Martell | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Donald Schroeder | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Dylan Ronn | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Johnson | Iowa Wealth Management | West Des Moines | Not listed | Percentage of assets, Hourly |
| Franklin Strobeck | One Life Financial Group | White Bear Lake | Not listed | Percentage of assets, Hourly |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Giani Kurniawan | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Gregory Bickhart | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Jacob Potter | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Jeffrey Franco | JV Global Capital | Houston | Not listed | Percentage of assets, Fixed fees |
| Joel Guth | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Joseph Evangelista | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Josh Schein | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Kathleen Gibilisco | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Kirk Loury | MCM Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Krista Ketelsen | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Kristen Nicholson | Gryphon Financial Partners | Toledo | Not listed | Percentage of assets, Hourly |
| Lianna Deprey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Matthew Lasker | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Matthew Miller | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Nathan Kimle | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Nathan Schorsch | Head to Toe | Hillsboro | Not listed | Percentage of assets, Hourly |
| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |
| Nicholas Swanson | MCM Wealth | Arvada | Not listed | Percentage of assets, Hourly |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Peter Frailey | Wingate Wealth Advisors | Lexington | Not listed | Percentage of assets, Fixed fees |
| Randi Bellner | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Robert Berlinski | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Robert Sigler | Global Key Advisors | Las Vegas | Not listed | Percentage of assets |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Sharon Stanton | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Sirkka Wood | Cairn Financial Group | Nashville | Not listed | Percentage of assets, Hourly |
| Timothy Jones | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |