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 |
|---|---|---|---|---|
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Daniel Adams | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Daniel Carroll | Alliance Private Wealth | Bee Cave | CFA | Percentage of assets, Hourly |
| Daniel DeSouza | Not listed | Honolulu | CFA | Percentage of assets |
| Daniel Henning | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Daniel Miladinovich | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Daniel Vistica | Vistica Wealth Advisors | Carlsbad | Not listed | Percentage of assets, Flat fee or retainer |
| David Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| David Muehl | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| David Schubert | Carrington Group | Dallas | CFP | Percentage of assets, Fixed fees |
| Derek Lewis | Catawba River Capital | Lake Wylie | CFP | Percentage of assets, Hourly |
| Derek Schmidt | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Devin Blodgett | Blodgett Wealth Advisors | Brentwood | CFP | Percentage of assets, Hourly |
| Diego Luna Y Parra Diaz | Berlin Wealth Group Advisors | Tomball | Not listed | Flat fee or retainer, Hourly |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Dustin Irish | Irish Capital | Olathe | Not listed | Percentage of assets |
| Edmond Griffin | Apex Investment Group | Hudson | CFA | Percentage of assets |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Emily Noyes | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Eric Johnson | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Eric Story | Cooper Norman Wealth | Idaho Falls | PFS | Percentage of assets |
| Erica Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Erin Menking | FCA | Fort Worth | CFP | Percentage of assets, Hourly |
| Ernest Moosherr | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Evan Grey | Grey Private Capital | Charlotte | CFP | Flat fee or retainer, Percentage of assets |
| Federico Londono Castillo | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Frederick Moosherr | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| George Marron | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| George Townsend | Consilium Wealth Advisory | Frisco | CFP | Percentage of assets, Fixed fees |
| Geovanni James | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Greg Hartenbower | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Gregory Davis | RBG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Gregory Nelson | Soulence Wealth Management | Pleasant Grove | ChFC | Percentage of assets |
| Griffin Kalepp | Compound | Black Earth | CFP | Percentage of assets, Fixed fees |
| Hannah Spillman | Perspective Wealth Partners | Boise | CFP | Percentage of assets |
| Harold Carmean | Creative Wealth Management | Punta Gorda | Not listed | Percentage of assets, Ongoing planning fee |
| Hart Williams | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Heidi Arneson | Precedent Wealth Partners | Katy | Not listed | Percentage of assets |
| Hollyn Sekiguchi | Pasadena Private Wealth | Pasadena | CFP | Percentage of assets, Hourly |
| James Brilliant | Century Management Financial Advisors | Austin | CFA | Percentage of assets, Fixed fees |
| James Harrington | Bluesphere Advisors | East Norriton | CFA | Flat fee or retainer, Ongoing planning fee |
| James Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Janine Guenther | Promus Advisors | Dallas | CFA | Percentage of assets, Hourly |
| Jason Gabrieli | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Jason Marsh | Cognition Financial | Dublin | Not listed | Percentage of assets, Ongoing planning fee |
| Jason Sandfort | Angell Capital Management | St. Charles | CFP | Percentage of assets, Fixed fees |
| Jason Stuber | Saling Wealth Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Jeff Pomerantz | Analog Capital Partners | Houston | Not listed | Percentage of assets |