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
- 657
- 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 |
|---|---|---|---|---|
| Keith Hays | Creative Capitalists | Glendale | Not listed | Hourly, Flat fee or retainer |
| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Kenneth Turner | Next Up Wealth Advisors | King George | CFP | Percentage of assets, Hourly |
| Kevin Coholan | Demming Financial Services | Aurora | CFP | Percentage of assets, Ongoing planning fee |
| Kevin Gray | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Kimberly Cushman | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Kristina Joy Torrealba | Jackson Square Capital | San Francisco | CFP | Percentage of assets |
| Lakhaun McKinley | MNM Vested | Houston | CFP | Fixed fees |
| Lisa Donnelley | Harris Wealth Management | Twin Falls | PFS | Percentage of assets, Hourly |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Luke Johnson | Boreal Advisors | New Brighton | CFP | Percentage of assets, Fixed fees |
| Marc Hadley | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Marisa Heiden | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Mark Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Mark Miller | Gibraltar Capital Management | Irving | PFS, CFA | Percentage of assets, Hourly |
| Mark Perrault | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Mary Livingston | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Matthew Buehler | Erenda Capital Management | Glendale | Not listed | Percentage of assets |
| Matthew Davis | Financial Planning for Generations | Encino | CFP | Hourly |
| Matthew Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Matthew Slaney | FinArc Investments | Norwood | CFA | Percentage of assets |
| Max Diefenthaler | Simonet Financial Group | Kyle | Not listed | Ongoing planning fee, One-time planning fee |
| McCrary Lowe | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Melanie Husk | MEL Consulting | Chicago | Not listed | Percentage of assets, Hourly |
| Melanie Pelayo | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Michael Carlson | Carlson Wealth | Omaha | CFP, ChFC, PFS | Percentage of assets, Hourly |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Michael McNitt | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Michael Murray | Persium Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Michael Perna | Flying Point Advisors | Freeport | CFA | Hourly |
| Michael Rollauer | Highbrook Capital Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| Michael Tyler | Eagle Valley Wealth Management | Vilonia | CFA | Flat fee or retainer, Ongoing planning fee |
| Natalia Ivanova | NewGen Wealth Creation | Rincon | Not listed | Percentage of assets |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Nathan Lovelle | Council Oak Wealth Advisors | Tulsa | CFA | Percentage of assets, Hourly |
| Naveen Sharma | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Nicholas Cavanaugh | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Nicholas Finnigan | Delta Wealth Advisors | Indianapolis | CFA | Percentage of assets |
| Nicholas Vantrease | Provident Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Nicklaus Streit | Highview Capital Management | Buffalo Grove | CFP | Percentage of assets |
| Noah Damsky | Marina Wealth Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Noah Rankin | Green Leaf Advisors | New Bethlehem | Not listed | Percentage of assets, One-time planning fee |
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |