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 |
|---|---|---|---|---|
| Jenna Israni | TFC Financial | Boston | ChFC | Percentage of assets, Hourly |
| Jennifer Pcholinsky | Balentine Wealth Advisors | Raleigh | CFP | Percentage of assets, Fixed fees |
| Jessica Rusnock | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| Jessica Welch | Choate Wealth | Boston | CFP | Percentage of assets, Hourly |
| Joe Enzler | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| John Ellis | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| John Harrington | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
| John Levangie | Darrow Wealth Management | Needham | Not listed | Percentage of assets |
| John Maddison | Balentine Wealth Advisors | Raleigh | CFP, CFA | Percentage of assets, Fixed fees |
| John Rudi | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| John Wilbourne | Occidental Asset Management | Bellevue | Not listed | Ongoing planning fee |
| Jon Matlock | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Jonathan Crantz | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Jonathan White | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Jordan Kahn | HCR Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Joshua Jenkins | Seaside Wealth Advisors | Mechanicsburg | ChFC | Percentage of assets, Hourly |
| Julie Martinez | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Justin Lester | Allied Investments | Johnson City | CFP | Percentage of assets, Hourly |
| Justin Ramirez Business appraisals to help owners plan their next move | Insight Valuations, LLC | Houston | CFA | Flat fee or retainer, Hourly |
| Juwon Hill | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Karen Oeser | Means Wealth Management | Bangor | CFA | Percentage of assets, Flat fee or retainer |
| Kathrin Biscornet | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Kelli Burger | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Kelly Dowdy | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Kevin Manning | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Kevin Spires | Bellaire Capital Management | Bellaire | CFA | Percentage of assets, Hourly |
| Kory Lackey | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Kristy Groth | Precedent Wealth Partners | Spring | Not listed | Percentage of assets |
| Kyle Smith | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Landon Buzzerd | Grant Street Asset Management | Williamsport | CFP | Percentage of assets, Fixed fees |
| Lauren Mance | RiversEdge Advisors | Wilmington | CFA | Percentage of assets, Hourly |
| Laurie Klein | Kaizen Financial Advisors | Kirkland | CFP | Percentage of assets, Hourly |
| Lee Generous | Generous Wealth Management | Marshfield | CFP, ChFC | Percentage of assets, Hourly |
| Lily Beitel-Horton | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lindy Yoshida | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Lisa Isaacson | Canyon Creek Investment Advisors | Montrose | CFP, PFS | Percentage of assets, Hourly |
| Logan Richard | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Manuel Ortiz Aquino | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Marisol Andreoni | Utopia Wealth Management | Coconut Creek | Not listed | Percentage of assets, Hourly |
| Mark Burka | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Mark Nortman | Capitol Family Office | Beaverton | Not listed | Percentage of assets |
| Marshall Brannock | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Mary Boland | Brass Capital | Leesburg | CFP | Percentage of assets, Fixed fees |
| Matt Morizio We help high capacity families align money with purpose so it fuels their mission.” | Reconstructing Wealth | Daniel Island | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Haefner | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Matthew Newman | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Matthew Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Maynard Keller | American Financial Planning | Roanoke | CFP | Flat fee or retainer, One-time planning fee |
| Melanie Perry | Sustainable Wealth Advisory Group | Los Angeles | CFP | Percentage of assets, Hourly |
| Melissa Phillippi | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |