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 |
|---|---|---|---|---|
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Erin Barry | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Erin Eliason | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Erin Kerr | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Frederick Pryor | TFC Financial | Boston | Not listed | Percentage of assets, Hourly |
| Gabriel McMennamy | Soulence Wealth Management | Amarillo | Not listed | Percentage of assets |
| Gabriel Newhof | JVL Wealth Strategies | Wyoming | Not listed | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Gary Harris | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Geoffrey Hakim | MCM Wealth | Greenbrae | CFP | Percentage of assets, Hourly |
| Gerald Skalsky | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Gracelyn Snider | S. Harris Financial Group | San Antonio | Not listed | Percentage of assets, Hourly |
| Grant Ball | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Grayson Garvin | Arrow Alliance | Franklin | CFP | Percentage of assets, Fixed fees |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| Harold Sawyer | Westover Capital Advisors | Wilmington | CFA | Percentage of assets, Hourly |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Henry Winship | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Holly Cloutier | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Ian Hundley | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Ian McGinnis | Dental Wealth Partners | Jackson | Not listed | Percentage of assets, Hourly |
| Igor Yukhvidin | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Jackson Mazzei | Trinity Strategic Wealth | Tulsa | Not listed | Percentage of assets, Fixed fees |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jacob Martin | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jacob Pacini | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Jagdish (Jay) Sitlani | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jaime Cutter | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| James Bertram | Baynes Investment Counsel | Franklin | Not listed | Percentage of assets, Hourly |
| James Carr | Keystone Global Partners | Denver | Not listed | Percentage of assets |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Lawson | Heritage Financial Network | Concord | Not listed | Percentage of assets, Hourly |
| James Potter | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| James Proffitt | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Jane Johnson | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Jason Traff | Bisonwood Investments | Austin | CFA | Percentage of assets |
| Jaycee Carroll | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Burrow | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Jeffrey Emrich | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jeffrey Kaczmarczyk | TriState Wealth Advisors | Newark | CFA | Percentage of assets, Ongoing planning fee |
| Jeffrey Lagusch | Gryphon Financial Partners | Columbus | CFP | Percentage of assets, Hourly |
| Jeffrey Lehmann | Ballast | Lexington | Not listed | Percentage of assets, Hourly |