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 |
|---|---|---|---|---|
| Jack Marino | Lake Hills Wealth Management | Longview | CFP | Percentage of assets, Hourly |
| Jacob McConnell | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Jake McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| James Belliston | Tanara Wealth Management | St. Augustine | CFP | Percentage of assets, Hourly |
| James Sherrard | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jana Hovey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jane Barney | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Jared Brock | Brock Hill Wealth Management | Newton | CFP | Percentage of assets, Hourly |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jason Clevlen | Lake Hills Wealth Management | Austin | CFP | Percentage of assets, Hourly |
| Jason Gong | Lifelong Wealth Management Group | Lake Oswego | CFP, ChFC | Percentage of assets |
| Jeremy Lott | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Jeremy Mocek | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Jeremy Welch | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Jerry King | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. | Rodriquez Wealth Management | Newport Beach | CFP | Percentage of assets |
| John Burns | Factor Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| John Fredrick | RockCrest Financial | Somers Point | ChFC | Flat fee or retainer, Ongoing planning fee |
| John Jones | Precision Wealth Strategies | Georgetown | CFP | Percentage of assets, Hourly |
| John Rowley | Faith Investor Services | Scottsdale | CFA | Percentage of assets |
| John Sena | Mike Sena Advisors | Roswell | CFP | Flat fee or retainer, Hourly |
| Jonathan Brooks | BMSS Wesson Wealth Solutions | Birmingham | CFP, ChFC | Percentage of assets, Hourly |
| Jordi Bakovic-Quiroga | TQM Wealth Partners | St. Augustine | CFP | Percentage of assets, Hourly |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Joshua Simpson | Illumination Wealth Management | San Diego | ChFC | Flat fee or retainer, Ongoing planning fee |
| Juan David Ramon Soto | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Julie Hupp | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Katarzyna Marczyk | Anchor Wealth Management Group | West Palm Beach | CFP | Percentage of assets, Hourly |
| Kathy Weese | Nora Wealth | Atlanta | CFP | Percentage of assets, One-time planning fee |
| Keith Fenstad | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Keith Van Dyke | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Kelly Randall | Burton Enright Welch | Walnut Creek | CFP | Percentage of assets |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Lafe Blobaum | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Leann Sullivan | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Liam Toohey | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Marc Jimenez | CAM Investor Solutions | Austin | CFP, CFA | Percentage of assets, Hourly |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Mark Wesson | BMSS Wesson Wealth Solutions | Birmingham | CFP | Percentage of assets, Hourly |
| Mary Storjohann | Allora Wealth | Chula Vista | CFP | Percentage of assets, Hourly |
| Matthew Berhow | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Matthew Hague | Guide Wealth Management | Putnam Valley | CFP | Percentage of assets |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Michael Mazzei | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Michael Meehan | TFC Financial | Boston | CFP, PFS | Percentage of assets, Hourly |
| Michael Pumphrey | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |