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 |
|---|---|---|---|---|
| Adrianne Yamaki | Strategic Wealth Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Anithah Neelakanda-Pillai | AP Investment Management | Mountain View | CFP | Percentage of assets, Flat fee or retainer |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Ashley Stewart | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Bailey Thornton | Kinloch Capital | Glen Allen | CFP | Percentage of assets, Hourly |
| Bradley Sayre | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Brandon Cabaniss | Telos Partners | Greenville | CFP | Percentage of assets, Hourly |
| Brian Merrill | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Brian Seay | Capital Stewards | Huntsville | CFA | Flat fee or retainer, Ongoing planning fee |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Bryan Theall | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Carol Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Carolina Ortiz | Shared Vision Wealth Group | Carlsbad | CFP | Percentage of assets, Hourly |
| Christine Parker | Parker Financial | La Plata | CFP | Percentage of assets, Ongoing planning fee |
| Christine Sakraida | White Aspen Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Christopher Battreall | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Christopher Hughes | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. | Plan For It Financial, LLC | Salem | ChFC, RICP | One-time planning fee, Subscription |
| Christopher McBee | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Claudina Campbell | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Coleman Pollard | Steelhead Wealth Management | Glen Allen | CFP | Percentage of assets, Fixed fees |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Cynthia Mittlestaedt | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Daniel King | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Dedman | Pulse Wealth | Lexington | ChFC | Flat fee or retainer, Ongoing planning fee |
| David Espineira | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| David Hinshaw | BMSS Wesson Wealth Solutions | Huntsville | CFP | Percentage of assets, Hourly |
| Denise Farkas | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Dudley Simms | BMSS Wesson Wealth Solutions | Birmingham | CFP, CFA | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Ernest Moosherr | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Evan Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Felix Tankersley | BMSS Wesson Wealth Solutions | Birmingham | CFP | Percentage of assets, Hourly |
| Genadi Slavov | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| George Sugden | Sugden Wealth Management | Denver | CFP | Percentage of assets |
| Giovanna Leyva | Tidemark Financial Partners | San Diego | CFP | Flat fee or retainer, Percentage of assets |
| Gregory Benner | Vertex Planning Partners | Downers Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Gregory Farland | Alliance Private Wealth | Alton Bay | CFP | Percentage of assets, Hourly |
| Harlan Freeman | BrightPath Financial | Deerfield Beach | CFP, CFA | Percentage of assets, Hourly |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |