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 |
|---|---|---|---|---|
| Michael Cermak | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Michael Hymes | Beatrice Advisors | New York | CFP | Percentage of assets, Fixed fees |
| Michael Sly | Strategic Financial Alliance | Canton | CFP | Percentage of assets, Hourly |
| Michael Stacey | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Michelle Berry | Berry Wealth Group | Granbury | CFP | Percentage of assets |
| Miguel Irazabal | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Mitchell Kramer | Fluent Financial | Dallas | CFP | Percentage of assets, Hourly |
| Nathan Hoyt | Regent Peak Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Nathan Imboden | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Nathan Walsh | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Nathan Ward | W&S Management Services | Richmond | Not listed | Percentage of assets, Hourly |
| Neal Stephenson | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Neil Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Oleg Litvinenko | Meeting House Capital | Concord | CFA | Percentage of assets |
| Pamela Hinton | Precedent Wealth Partners | Fredericksburg | Not listed | Percentage of assets |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Patrick Fletcher | GenSphere Private Wealth | Gig Harbor | CFP | Percentage of assets, One-time planning fee |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Peter Roth | Roth Financial Partners | Kingwood | CFP | Percentage of assets, Hourly |
| Philip Snyder | Snyder Asset Management | Hunt Valley | CFA | Percentage of assets |
| Raliegh Riddoch | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Randa Hoffman | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Randol Curtis | Thryve Wealth Management | Jackson | CFA | Percentage of assets |
| Rebecca Stone | Balentine Wealth Advisors | Atlanta | CFP | Percentage of assets, Fixed fees |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Robert Allan | Welon | Montgomery | CFP, CFA | Percentage of assets, Hourly |
| Robert Pierson | Pierson Wealth Management | Atlanta | CFP | Percentage of assets |
| Ronald Bates | St. Clair Advisors | Mayfield Heights | CFP, PFS | Percentage of assets, Hourly |
| Russell Holcombe | Holcombe Financial | Atlanta | CFP | Percentage of assets, Hourly |
| Ryan Richardson | Weatherly Asset Management | Del Mar | CFP, ChFC | Percentage of assets, Fixed fees |
| Sam Evans | Evans Wealth Management | Duluth | CFA | Percentage of assets, Hourly |
| Sarah Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Sean Shannon | Monograph Wealth | Manhattan Beach | CFP, CFA | Percentage of assets, Hourly |
| Sean Sternbach | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Sloane Bennett | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Stephen Amason | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Stephen Crifasi | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Stephen Miller | Forward Wealth Management | Charlotte | CFP, CFA | Percentage of assets |
| Stephen Santangelo | Matriarch Wealth Management | Miami | CFA | Percentage of assets, Hourly |
| Steven Cliadakis | Altum Wealth Advisors | Chico | CFP | Percentage of assets, Fixed fees |
| Steven O'Connor | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Steven Szafranski | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | Percentage of assets, Fixed fees |
| Tami Carroll | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Tatum Duffie | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Taylor Welz | DKM Wealth Management | Stockton | CFP, PFS | Percentage of assets, Fixed fees |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |