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 |
|---|---|---|---|---|
| Timothy Ryan | Alpenglow Advisors | Killington | Not listed | Percentage of assets |
| Troy Larson | ClearPath Capital Partners | Keller | Not listed | Percentage of assets, Hourly |
| Tyler Gazdik | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Valerija Martinovic | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Walter Klein | SFC Financial | Sunset Hills | Not listed | Percentage of assets, Hourly |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| William Nichols | PUREfi Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Zachary Panek | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Aidan Neuberger | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Alexander Bastron | Northstar Financial Companies | Golden | Not listed | Percentage of assets, Hourly |
| Alexandria Bakka | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Andrew Dennis | Comprehensive Wealth Solutions | Boca Raton | Not listed | Percentage of assets, Hourly |
| Andrew Straus | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Ann Davis | 626 Financial | Portage | Not listed | Percentage of assets |
| Anthony Leone | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Anthony Spangenberg | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Barry Randall | Northstar Financial Companies | Saint Paul | Not listed | Percentage of assets, Hourly |
| Benjamin Haynes | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Brant Shrimplin | 626 Financial | Portage | Not listed | Percentage of assets |
| Brian Lasher | Euclid Harding | Stamford | Not listed | Percentage of assets, Fixed fees |
| Bruce Lacey | De Groote Financial Group | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Bryan Scheels | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Bryce Cleveland | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Cameron Hunt | Alpha Zero | Wilsonville | Not listed | Percentage of assets, Fixed fees |
| Carmel York | CLYM Wealth | Marina | Not listed | Percentage of assets, Hourly |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Clara Basile | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Craig Simmons | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Curt Schultzberg | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Daniel Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Daniel Krebs | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Daniel McGlinn | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Dantonio Fowler | Conceptum Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| David Panebianco | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Derek Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Don Gill III | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Ellen Powers | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Elliot Lauzen | Grey Fox Wealth Advisors | Hinsdale | Not listed | Percentage of assets, Fixed fees |
| Erick Ormsby | Alcosta Capital Management | San Ramon | Not listed | Percentage of assets |
| Erik Moore | Moore Wealth | Frederick | Not listed | Percentage of assets, Fixed fees |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Gavin King | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Gino Garcia | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Glenn Williams | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Hannah Marin | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |