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 |
|---|---|---|---|---|
| Hans Lauzen | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Hans Taenzer | Alliance Wealth Management Group | Roseland | Not listed | Percentage of assets, Hourly |
| James Brady | Scope Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| James Etten | Copper River Advisors | Englewood | Not listed | Percentage of assets, Hourly |
| James Helvey | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| James Serkes | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Jamie Tebbe | Benchmark Investment Advisors | Frisco | Not listed | Percentage of assets |
| Jared Kohl | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jason Anderson | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Jeffrey Anger | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Jeffrey Berman | Trifecta Capital Advisors | Northbrook | Not listed | Percentage of assets, Fixed fees |
| Jeremy Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Johnathon Rosica | Alliance Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Jonas Champion | Net Income | Cheyenne | Not listed | Hourly, One-time planning fee |
| Jonathan Schiripo | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Joshua Grimes-Avery | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Julia Randall | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Karen Morse | 626 Financial | Portage | Not listed | Percentage of assets |
| Keli Cole | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Kenneth Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Kevin Dombrowski | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Leslie Krampert | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Mason Schreck | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |
| Matthew Williams | Riverstone Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Merrill Dennis | Comprehensive Wealth Solutions | Boca Raton | Not listed | Percentage of assets, Hourly |
| Michael Cummings | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Michael Souza | KOA Wealth Management | Encinitas | Not listed | Percentage of assets, Hourly |
| Patrick Barry | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Peyton Anderson | Equity Wealth Partners | Independence | Not listed | Percentage of assets, Hourly |
| Robert Brown | Copper River Advisors | Englewood | Not listed | Percentage of assets, Hourly |
| Roger Denha | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Ross Revenaugh | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Russell Silvestri | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Ryan Bonner | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Ryan Howard | 626 Financial | Portage | Not listed | Percentage of assets |
| Shea Brown | Windle Wealth | Oklahoma City | Not listed | Percentage of assets, Hourly |
| Stephen Philliber | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Steven Girard | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Steven Maurer | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Susan Oleari | Trifecta Capital Advisors | Northbrook | Not listed | Percentage of assets, Fixed fees |
| Sviatlana Maslava | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Theodore Lauzen | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Thomas Tuskey | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Thomas Walshe | Benchmark Investment Advisors | Chicago | Not listed | Percentage of assets |
| Timothy Wilson | Wilson Advisors | Mechanicville | Not listed | Flat fee or retainer |
| Tyler Craig | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Valerie Mihailovic | Intrinsic Value Partners | Peoria | Not listed | Percentage of assets, Hourly |
| Whitney Holland | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Yony Noy | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |