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 |
|---|---|---|---|---|
| Louai Bibi | Ecivda Financial Planning Boutique | Ottawa | Not listed | Not listed |
| Louis Patierno | Peak Planning Group | Centennial | CFP, ChFC | Percentage of assets, Hourly |
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Maggie Fisher | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Marc Wehmeyer | Praetorian Guard Wealth Management | Arlington | CFP | Percentage of assets |
| Mark Beaver | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Mark Farrelly | Cairn Wealth Management | Vancouver | CFP, ChFC | Percentage of assets, Hourly |
| Mark Stephens | Pendulum Partners | Itasca | CFP | Percentage of assets, Fixed fees |
| Marshall Chambers | Heritage Wealth Advisors | Richmond | CFP, CFA | Percentage of assets, Fixed fees |
| Mary Margolis | MBR Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Biggar | Stage Harbor Financial | Westwood | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Brown | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Matthew Chambers | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Matthew Crisafulli | ACap Advisors & Accountants | Studio City | CFP | Percentage of assets, Hourly |
| Matthew Hudak | CoCreate Financial | Bozeman | CFP | Percentage of assets, Hourly |
| Matthew Michaels | Fidelis Capital | Tampa | CFP | Percentage of assets, Fixed fees |
| Matthew Short | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Matthew Snuggs | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Mawuena Takyi | Asempa Wealth Advisors | Baton Rouge | CFP | Percentage of assets |
| Maxwell Gallagher | 24Acres Wealth Management | Redondo Beach | CFP | Percentage of assets, Fixed fees |
| McKenna Sheldon | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Meera Meyer | Full Body Finance | Boulder | CFP | Ongoing planning fee |
| Megan Prochniak | Paladin Partners | Hartland | CFP | Hourly, One-time planning fee |
| Meghan Bohlke | Financial Planning Navigators | Maple Grove | CFP | Percentage of assets, Fixed fees |
| Michael Klubnik | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Michael Mills | Mills Wealth Advisors | Southlake | CFP | Percentage of assets, Hourly |
| Michael Stanton | Alpine Private Wealth | Santa Rosa Beach | CFP | Percentage of assets |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Miriam Santiago | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Molly LaFleche | Financial Planning Navigators | Maple Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Nathan Stone | Delta Wealth Advisors | Indianapolis | CFP | Percentage of assets |
| Nicholas Trotter | Solidarity Wealth | Lehi | CFP | Percentage of assets, Subscription |
| Noah Semmann | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Pamela Rigsby | Pursuit Wealth Strategies | Raleigh | CFP | Percentage of assets, Hourly |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Patrick Cote | AssetGrade | Boston | CFP, CFA | Percentage of assets |
| Patrick Mason | Cairn Wealth Management | Vancouver | CFP | Percentage of assets, Hourly |
| Peter Egolf | Kilter Group | Rhinebeck | CFP | Percentage of assets, Fixed fees |
| Peyton Wade | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| Philip Bailey | Muirfield Wealth Advisors | Charlotte | CFP | Percentage of assets, Fixed fees |
| Rebecca Blevins | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Reema Patel | Councilor | Bethesda | CFP | Percentage of assets, Hourly |
| Richard Davey | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Richard Hewitt | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
| Robert Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| Ross Fedenia | Atlatl Advisers | Madison | CFP | Percentage of assets, Hourly |
| Ross King | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Ryan Brizendine | Westshore Wealth | Newport Beach | CFP | Percentage of assets, Hourly |
| Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. | Victus Wealth Management | Enola | Not listed | Percentage of assets, Flat fee or retainer |