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 |
|---|---|---|---|---|
| Mario Posteraro | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Mark Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Marley Wood | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Matthew Davis | Davis Financial Management, Inc. | Leawood | CFP, CPA/PFS | Percentage of assets, Hourly |
| Matthew Lusins | Bootpack Wealth Management | Jackson | CFP, CFA | Percentage of assets |
| Matthew Mondoux | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| Melinda Davis | Davis Wealth Advisors | Bedford | BS, CFP, CRPC, MS | Percentage of assets, Hourly |
| Michael Cochran | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Michele Gawthrop | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Michelle Gass | Paradigm Advisors, L.L.C. | Dallas | CFP, CPA, PFS, RLP | Percentage of assets, Hourly |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Mu-Tin Wultsch | Brown Financial Advisory | Fairhope | CFP, BBA, ChFC, AEP | Percentage of assets, Hourly |
| Naoko McKelvey | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Nathan Dingler | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Nathaniel Harness | BentOak Capital | Houston | CFP | Percentage of assets, Hourly |
| Nicholas Wolverton | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Raymond Vo | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Richard Taborda | LBT Wealth Management | Iselin | CFP | Percentage of assets, Ongoing planning fee |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Robert Curry | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Robert Dignan | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Robert Steinberg | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Russell Schultz | Schultz Financial Group, Inc. | Reno | CFP, BS, CPWA, MSPFP | Hourly, Fixed fees |
| Ryan Casey | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Ryan Lacey | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. | Northwestern Mutual Investment Services, LLC | Sioux Falls | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Scott Rojas | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Tanner Castle | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Theresa Morrison | Beckett Collective, LLC | Tucson | CFP | Percentage of assets, Fixed fees |
| Thomas Lowish | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Tom LeClaire | Caliber Wealth Advisory | Tampa | CFP | Percentage of assets, Fixed fees |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Ty Johnson | Peak Financial Management | Broomfield | CFP | Percentage of assets, Hourly |
| Tyler Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| William Belko | Roble Belko & Company | Sewickley | CFP, CFA | Percentage of assets, Fixed fees |
| Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. | Hightower Wealth Advisors | St. Louis | CFP | Percentage of assets, One-time planning fee |
| Zackary Smutzer | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Abigail Gunderson | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Abigail Waddell | BMSS Wesson Wealth Solutions | California | CFP | Percentage of assets, Hourly |
| Adam Lawrence | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |