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 |
|---|---|---|---|---|
| Tom Taylor | Chesapeake Financial Advisors | Towson | CPA/PFS | Percentage of assets, Hourly |
| Vincent DeCrow | RISE Investments | Chicago | CFP | Percentage of assets |
| Wenma Gorman | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Zachary Benton | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Abby Bennett | Verum Partners | Charlotte | CExP, CFP | Percentage of assets, Fixed fees |
| Adam Stoeckler | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | Percentage of assets, Fixed fees |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Beth Lundberg | Hawthorne Wellman Financial Planning | Tyngsboro | CFP | Hourly, One-time planning fee |
| Beverly Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Billygram Simonet | Simonet Financial Group | Kyle | CFP | Ongoing planning fee, One-time planning fee |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Christopher Browning | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Cornelius Van Zutphen | Intrinsic Wealth Counsel, Inc. | Tempe | AAMS, CFP, CRPC, MS | Percentage of assets, Hourly |
| Daniel Miller | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Daniel Seder | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| David Foret | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| David Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Deborah VanDam | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Ethan Kok | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Hayden Hill | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Jacqueline Cannella | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| James Sargent | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Jason McGarraugh | BentOak Capital | Katy | CFP | Percentage of assets, Hourly |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| Jim White | Great Oak Wealth Management | Pottstown | CFP, EA, MBA | Percentage of assets, Hourly |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Jonathan Booze | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Jonathan Johnson | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Jonathan Wong | Layari Financial | Fullerton | CFP, APMA, CRPC | Percentage of assets, Fixed fees |
| Josh Knauss | OMNIWEALTH GROUP | Lewisburg | CFP | Percentage of assets |
| Joshi Koneru | Watershed Private Wealth | Oak Brook | CFP | Percentage of assets |
| Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. | Arcadia Capital | Saline | CFP | Percentage of assets |
| Keith Trent | BentOak Capital | Lubbock | CFP, ChFC | Percentage of assets, Hourly |
| Laura Werner | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Lily Zhang | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ | Firm Foundation Family Wealth | Ft. Lauderdale | CFP | Percentage of assets |
| Madison Wallace | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |