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
- 507
- 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 |
|---|---|---|---|---|
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Hannah Chavez | Financial Strategies Inc. | Brookfield | CFP | Percentage of assets |
| Jason Howell | Jason Howell Company | Vienna | CFP, CPWA | Percentage of assets, Hourly |
| Jessica Smith | Longview Financial Advisors, Inc. | Brentwood | BS, CAP, CFP, CLU | Percentage of assets, Fixed fees |
| Joe Vecchio | Shore Financial Planning, LLC | Monmouth Beach | CFP, CPA, MBA, PFS | Flat fee or retainer |
| Ken Weingarten | Weingarten Associates, LLC | Lawrenceville | CFP, MBA | One-time planning fee |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Rahimul Taher | Taher Financial Planning | Brooklyn | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Rodney James | Vineyard Family Wealth, LLC | Houston | CFP | Percentage of assets, Fixed fees |
| Scott Frank | Stone Steps Financial | Cardiff | CFP, CFA, RLP | Percentage of assets, Hourly |
| Tammy Goodman | Tammy Goodman Financial, LLC | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Alex Krider | Avier Wealth Advisors | Lake Oswego | CFP, EA, MBA | Percentage of assets |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Carl von dem Bussche | Financial Guidance Group, Inc. | Franklin | CFP | Percentage of assets, Hourly |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Jeff Weeks | ATX Portfolio Advisors® | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Joan Sharp | River Family Advisors LLC | Salt Lake City | CAP, CeFT, CFP, ChFC | Ongoing planning fee |
| Kimberly Helm | Quantum Financial Advisors, LLC | Pasadena | CFP, CDFA, CFA, MBA | Percentage of assets, Hourly |
| Luis Rosa | Build a Better Financial Future LLC | White Plains | CFP, EA | Percentage of assets, Flat fee or retainer |
| Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. | Capital Area Planning Group | Washington | CFP | Subscription, Flat fee or retainer |
| Mark Astrinos | Libra Wealth LLC | Los Gatos | CFP, CPA/PFS, RLP | Flat fee or retainer, Hourly |
| Mathew Hall | Exponent Investment Management | Ottawa | CFP, CFA | Not listed |
| Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. | Etzler Financial Advisors, LLC | Red Bluff | CFP | Hourly, Subscription |
| Max Novak Flat-fee. Fiduciary. Life-centered planning. | Novak Financial Partners | Carterville | CFP | Flat fee or retainer, Subscription |
| Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. | Bull Oak | Rancho Santa Fe | CFP | Flat fee or retainer, Percentage of assets |
| Steven Balch Helping you organize your financial life so you can focus on what truly matters | Not listed | Ramsey | CFP | Percentage of assets, One-time planning fee |
| Steven Calio | CSG Financial | Dover | CFP | Percentage of assets, Fixed fees |
| Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. | Define Financial | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Aiden Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Albert Dean | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Allen Regan | Vistica Wealth Advisors | Carlsbad | CFP | Percentage of assets, Flat fee or retainer |
| Amanda Lehnert | Sigma Investment Counselors | Northville | CFP | Percentage of assets |
| Andrew Casey | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Bennett Stein | Stein Financial LLC | Miramar Beach | CFP, CPA | Percentage of assets |
| Brad Cougill | Deerfield Financial Advisors, Inc. | Park Ridge | CFP, CPA, CEPA | Percentage of assets, Hourly |
| Brad Klontz | Occidental Asset Management | Lihue | CFP | Ongoing planning fee |
| Brian Jaros | Ville Wealth Management | Avon Lake | CFP | Percentage of assets |
| Bugra Bakan | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Christi Powell | Perissos Private Wealth Management | Bethany | CFP | Percentage of assets |
| Christian Litscher | Illumination Wealth Management | San Diego | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Christine Centeno | Simplicity Wealth Management LLC | Glen Allen | CFP, MSFP | Percentage of assets, Hourly |
| Christine Papelian | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Christine Skoczek | Vistica Wealth Advisors | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Flis | Resilient Asset Management | Memphis | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Frayne | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Cliff O'Conner | C.W. O'Conner Wealth Advisors, Inc. | Duluth | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees |
| Colleen Weber | Colleen Weber CPA | Chanhassen | CFP | Fixed fees |
| Conrad Seastrunk | Seastrunk Financial Management, LLC | Florence | CFP | Percentage of assets, Hourly |