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 |
|---|---|---|---|---|
| John Phillips | Red Door Wealth Management | Memphis | CFP, CFA | Percentage of assets, Fixed fees |
| 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 |
| Jonathan Dane | Defiant Capital Group | Warrendale | CFP, CFA | Percentage of assets, Fixed fees |
| Jonathan Dursteler | Soulence Wealth Management | North Logan | CFP | Percentage of assets |
| Jonathan Salvato | Diamond Client Group | The Woodlands | CFP | Percentage of assets, Hourly |
| Jonathon Jordan | Stone Pillars Wealth Management | Franklin | CFP | Percentage of assets, Hourly |
| Jordi Bakovic-Quiroga | TQM Wealth Partners | St. Augustine | CFP | Percentage of assets, Hourly |
| Joseph Dunn | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Joseph Maddux | Cooper Norman Wealth | Idaho Falls | CFP | Percentage of assets |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Joshua Coniglio | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Joshua Gideon | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Joshua Nuss | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Joshua Prince | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Joshua Simpson | Illumination Wealth Management | San Diego | ChFC | Flat fee or retainer, Ongoing planning fee |
| Joshua Zorger | Fortitude Private Wealth | Carmel | CFP | Percentage of assets, Hourly |
| 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 |
| Justin Watson | Beaird Harris | Dallas | CFP, PFS | Percentage of assets, Fixed fees |
| Kamila Elliott | Collective Wealth Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Kathy Weese | Nora Wealth | Atlanta | CFP | Percentage of assets, One-time planning fee |
| Kay Kidwell | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Keith Fenstad | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Keith Van Dyke | Trinity Strategic Wealth | Tulsa | CFP | Percentage of assets, Fixed fees |
| Kellie Gamino | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kevin Nelson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Krysta Kelly | D'Arcy Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Kyle Cote | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| 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 |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Mark Eggleston | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Mark Schiller | WS Wealth Management | Fargo | CFP | Percentage of assets, Hourly |
| Mark Wesson | BMSS Wesson Wealth Solutions | Birmingham | CFP | Percentage of assets, Hourly |
| Matthew Kunnen | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Matthew Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Melodie Ace | Canopy Wealth Management | Middleton | ChFC | Percentage of assets |
| Melody Laser | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Booker | Financial Synergies Wealth Advisors | Houston | CFP, 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 Minter | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Powsner | Upstart Wealth Management | New York | CFP, PFS | Percentage of assets, Ongoing planning fee |
| Michael Pumphrey | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Michelle Brow | Full Bloom Financial | Northville | ChFC | Flat fee or retainer, Ongoing planning fee |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |