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 |
|---|---|---|---|---|
| Miguel Rios Amurrio | TQM Wealth Partners | Marblehead | CFP | Percentage of assets, Hourly |
| Mitchell Byrum | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Morgan Fippinger | Pacific Capital | Corona | CFP, CFA | Percentage of assets, Fixed fees |
| Nathan Lowe | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Neil Unger | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Nicholas Bzovi | Ducere Wealth Management | Newport Beach | CFA | Percentage of assets |
| Nicholas Stecklein | Telos Partners | Lehi | CFP | Percentage of assets, Hourly |
| Noah Polk | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Patrick Darby | Darby Business Advisors | Las Vegas | CFP | Ongoing planning fee |
| Paul Carroll | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Peter Bobolia | Destiny Capital | Denver | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Peter D'Agati | Stembrook Asset Management | Jersey City | CFA | Percentage of assets |
| Peter Faust | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Peter Levine | Velara Wealth Management | New York | CFP, ChFC | Percentage of assets, Hourly |
| Peyton Klawinski | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Quinn McCracken | River's Edge Wealth Management | Beaver | CFP | Percentage of assets |
| Rachel Buckhoff | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Randall Francis | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Randolph Hardy | Factor Wealth Management | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Renee Kwok | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Robert Leahy | MFC Portfolios | Darien | CFP, ChFC | Hourly |
| Robert Mestjian | Alliance Private Wealth | North Reading | CFP | Percentage of assets, Hourly |
| Roger Lowe | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Russell Kroeger | Upstart Wealth Management | New York | CFP | Percentage of assets, Ongoing planning fee |
| Samuel Haager | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Sanjay Pawar | Bluesphere Advisors | East Norriton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Sarah Fitzgerald | NorthFork Advisors | Bozeman | CFP | Percentage of assets, Hourly |
| Sarah Rioux | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Scott Sandee | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Scott Udkler | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Scott Van Den Berg | Century Management Financial Advisors | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Set Carpintero | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Shane Holcomb | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Sharon Nassirzadeh | AIRE Advisors | Beverly Hills | CFP | Percentage of assets, Hourly |
| Shawn Landis | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stacey Panenhanouvong | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Stephan Shipe | Scholar Financial Advising | Winston-Salem | CFP, CFA | Flat fee or retainer |
| Stephanie Harris | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Steven Lugar | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Tai Chu | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Tammy Billadeau | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Tanner Banister | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Taylor Heininger | Cloud Capital Management | El Segundo | CFA | Percentage of assets |
| Taylor Kovar | 11 Financial | Lufkin | CFP | Percentage of assets, Hourly |
| Tedi Hughes | Destiny Capital | Lake Ozark | CFP | Percentage of assets, Flat fee or retainer |
| Tendai Charasika | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Thomas Bengtson | Lakeshore Advisors | Charlotte | CFP | Percentage of assets |
| Thomas Bowman | Investors Portfolio Services | Puyallup | CFP, CFA | Percentage of assets, Hourly |
| Thomas Falkner | Legacy Financial Independent Advisors | Louisville | CFP | Percentage of assets, Hourly |