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 |
|---|---|---|---|---|
| Christopher Dyson | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Inman | Inman Jager Wealth Management | Hattiesburg | CFP | Percentage of assets, Hourly |
| Christopher Sidoni | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Cory Smith Financial life planning for business owners and the childfree community. | Discretionary Inc. | Reno | Not listed | Percentage of assets, Flat fee or retainer |
| Craig Hausz | CMH Wealth Management | Dallas | CFP | Ongoing planning fee |
| Cynthia Farnsworth | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Cynthia Miller | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| Damian Palfini | Cavalot Capital | Incline Village | CFP | Percentage of assets, Hourly |
| Dane Czaplicki | Members' Wealth | Media | CFA | Percentage of assets, Fixed fees |
| Daniel Anderson | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Daniel Beutel | Council Oak Wealth Advisors | Tulsa | CFP | Percentage of assets, Hourly |
| Daniel Fortunato | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Daniel Frost | Pittenger & Anderson | Lincoln | CFP, CFA | Percentage of assets |
| Daniel Michalk | Waterway Wealth Management | The Woodlands | CFP, ChFC, CFA | Percentage of assets, Hourly |
| David Childs | Spartan Planning | Greensboro | CFP | Percentage of assets, Fixed fees |
| David Eisenhauer | Greykasell Wealth Strategies | Danville | CFP | Percentage of assets, Hourly |
| David Scully | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Debora May | Councilor | Fenwick Island | CFP | Percentage of assets, Hourly |
| Delores Remo | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Derek Thomsen | RED Seven Wealth Management | La Palma | CFP | Percentage of assets, Fixed fees |
| Diane Klein | Pittenger & Anderson | Lincoln | CFP | Percentage of assets |
| Dino Efthimiou | Delta Wealth Advisors | Indianapolis | CFP | Percentage of assets |
| Douglas Bean | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Drew Culver | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Dyer McCabe | Kilter Group | Rhinebeck | CFP, ChFC | Percentage of assets, Fixed fees |
| Edwin Janeczek | Altus Wealth Group | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Elena Ladygina | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Elizabeth Cody | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Elizabeth Lohmeier | Fidelis Capital | Dallas | CFP, CFA | Percentage of assets, Fixed fees |
| Emily Lopez | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Erandathi Shaw | Tanglewood Legacy Advisors | Houston | CFP | Percentage of assets, Hourly |
| Eric Demico | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Eric Dunavant | Paradiem | Covington | CFP | Percentage of assets, Hourly |
| Eric Moleski | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Erik Baskin | Baskin Financial Planning | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Evan Davies | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Gene Gurley | Gibraltar Capital Management | Irving | CFP | Percentage of assets, Hourly |
| Genevieve George | Pelican Financial Planning & Wealth | Jupiter | CFP | Percentage of assets, Fixed fees |
| George Kiraly | LodeStar | Naples | CFP | Percentage of assets, Hourly |
| Georgia Hussey | Modernist Financial | Portland | CFP | Percentage of assets, Hourly |
| Gino Poli | Pendulum Partners | Itasca | CFP | Percentage of assets, Fixed fees |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Gregory Fowler | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Gregory Rice | Enduring Wealth Management | Meridian | CFP | Percentage of assets |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Iftikhar Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Jacob Eason | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |