Who they serve
Fee-only advisors for founders
Founders as an audience share the same core financial arc: concentrated equity, irregular income, complex tax exposure, and a binary wealth profile that sits on top of the rest of the financial plan. Advisors matched to this audience tend to specialize in pre-exit planning, equity compensation, and post-liquidity structure.
By the numbers
The Wellspent public graph lists 2,688 fee-only financial advisors who work with founders at 975 firms, most in Houston, Atlanta and Boston. 41% hold the CFP certification. Of the 2682 with fees on file, 92% charge percentage of assets.
- Advisors listed
- 2,688
- Firms
- 975
- Cities
- 658
- Hold the CFP
- 41%
- Other credentials: CFA 11% · CPA 2% · EA 1%
- How they charge (of 2682 with fees on file): percentage of assets 92% · fixed fees 56% · hourly 46% · 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 founders
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Annette Di Bello Member | Di Bello Financial | Mission Viejo | CFP, CPA, PFS™ | Percentage of assets |
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| Cody Murray Fee only fiduciary financial planning firm working with business owners. | Stillwater Financial | Stillwater | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Evon Mendrin We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management. | Optometry Wealth Advisors LLC | Madera | Certified Student Loan Professional, CFP | Flat fee or retainer, Hourly |
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Justin May Tax-focused wealth management for executives & founders | Old Peak Finance | Chapel Hill | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. | Scaled Finance, LLC | Bellevue | CFP, MBA | Hourly |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Adam Koos | Libertas Wealth Management Group Inc | Columbus | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| Alan Rhode | Modern Wealth | Blue Bell | CFP, RLP, CPWA | Percentage of assets |
| Amber FitzRysler | Rising Financial | Minneapolis | BA, CFP, EA | Ongoing planning fee, One-time planning fee |
| Andrea Thompson | Modern Cents | Toronto | CFP, CRPC, CLU, CHS | Flat fee or retainer, Ongoing planning fee |
| Andrew Dobson | Objective Financial Partners Inc. | Markham | CFP, CIM | Flat fee or retainer, Hourly |
| Anna Golan-Reznick | Objective Financial Partners Inc. | Markham | CFP | Flat fee or retainer, Hourly |
| Ben Earls | Earls Financial LLC | Fort Worth | CFP | Percentage of assets, Flat fee or retainer |
| Brenda Hiscock | Objective Financial Partners | Toronto | CFP, RHU | Flat fee or retainer, Hourly |
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Bryan Gum | Lighthouse Planning | Merriam | CFP, RLP | Percentage of assets, Flat fee or retainer |
| Cassandra Smalley | Cassandra Smalley Wealth Management | Seminole | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Charles Terry | Shepherd Wealth Partners, LLC | Waxhaw | CAP, CFP | Percentage of assets, Ongoing planning fee |
| Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally | WELLth Financial Planning | Palm Beach Gardens | CFP, CFA | Flat fee or retainer |
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Christopher Stroup | Silicon Beach Financial | Santa Monica | CFP, MBA, EA | Percentage of assets, Ongoing planning fee |
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| David Lyon | Lyon Wealth Advisory | San Deigo | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Garrett Dresen | Harbor Horizon Financial | Wilsonville | CFP | Percentage of assets, Flat fee or retainer |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| Hannah McVean | Objective Financial Partners | Markham | CFP, CIM | Flat fee or retainer, Hourly |
| Hazel Secco | Align Financial Solutions | Hoboken | CDFA, CFP | Ongoing planning fee |
| Heather Townsend | Townsend Financial, LLC | Scottsdale | CFP, CPA, BBA, RLP | Ongoing planning fee |
| Hui-chin Chen | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| Jake Northrup | Experience Your Wealth, LLC | Providence | Certified Student Loan Professional, CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Jason Branning | Branning Wealth Management | Jackson | CFP, RICP, ChFC, CDFA | Percentage of assets, One-time planning fee |
| Jason Heath | Objective Financial Partners Inc. | Markham | CFP | Flat fee or retainer, Hourly |
| Jeff McCartney | Objective Financial Partners Inc. | Markham | CFP, CFDS, MBA | Flat fee or retainer, Hourly |
| Jennifer Swindler | Money Illustrated Advisory Services | Bluffdale | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Jirayr Kembikian | Citrine Capital | San Francisco | CFP | Ongoing planning fee |
| Joanne David | Keybase Financial Group | Edmonton | CFP, FCSI | Flat fee or retainer, Hourly |
| Johnson Rhett | Branning Wealth Management, LLC | Jackson | CFP, ChFC | Percentage of assets, One-time planning fee |
| Julia Chung | Spring Financial Planning | Surrey | CFP, CLU, FEA | One-time planning fee, Ongoing planning fee |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Lindsay Elwood | Elwood & Goetz Wealth Advisory Group | Athens | CFP | Percentage of assets |