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 |
|---|---|---|---|---|
| Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. | Montebello Avenue | Phoenix | CFP | Flat fee or retainer, Percentage of assets |
| Roland McIntyre | Mountaintop Wealth LLC | Chattanooga | CFP, ChFC | Percentage of assets, One-time planning fee |
| Ryan McClung | Crossroads Wealth Planning | Lake Oswego | CEPA, CFP, CPA | Hourly, One-time planning fee |
| Sakis Salas | Acropolis Investment Management, LLC | Chesterfield | CFP, CPA, CRPC | Percentage of assets |
| Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. | Pillar Wealth | Franklin | CFP | Hourly, One-time planning fee |
| Steve Engle | Asbury Capital | Glen Mills | CFP | Percentage of assets, Flat fee or retainer |
| Steven Neeley | Fortress Capital Advisors | Carmel | CFP, MBA | Percentage of assets, One-time planning fee |
| Susan Peck | Evolution Financial LLC | Madison | CFP, RLP | Percentage of assets |
| Travis Allen Fiduciary Financial Planning & Investment Management. | Custom Wealth Planners | Ankeny | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| Valerie Rivera | FirstGen Wealth | Chicago | CFP | Flat fee or retainer, Ongoing planning fee |
| Aaron Brickley | Brickley Wealth Management | San Mateo | CFP, CPWA | Percentage of assets |
| Alex Perkins | Perkins Wealth Advantage, LLC. | Fishers | CFP | Percentage of assets, Fixed fees |
| Amy Rosenow | Bold Vision Financial | Chicago | CFP, CFA | One-time planning fee, Hourly |
| Andrew Mastro | Wrought Financial Planning | Haddonfield | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| Arielle Bittoni | Good Balance Financial Planning | Los Angeles | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Arun Soni | Avenue 90 Financial | Chicago | CFA, CFP | Percentage of assets, Hourly |
| Bill Mulvahill | Trailhead Planners | Edina | CFP, CPA | Percentage of assets, Hourly |
| Brandon Davies | Objective Financial Partners Inc. | Markham | CFP (Canada), CFP (U.S.), CIM, CLU | Flat fee or retainer, Hourly |
| Brian Canning | Brave New Wealth | Westlake Village | AIFA, CFP | Percentage of assets, Hourly |
| Cameron Brady | Michael Brady & Co., LLC | Westlake | CFP, MBA | Percentage of assets |
| Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Chris Alman | Equip Financial Partners, LLC | Fairhope | CFP | Ongoing planning fee, Percentage of assets |
| Chris Ferris | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Chris Merrick | Merrick Financial Inc. | Toronto | CFP, QAFP | Hourly, One-time planning fee |
| Chris Ryan | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Clandine Schrock | Montis Financial | Waltham | CFP, CPWA | Percentage of assets, Hourly |
| Crystal Kelly | Amani Financial Inc. | Edmonton | CFP | Flat fee or retainer, Ongoing planning fee |
| Dan Wood | Zimmerman Wealth Management, LLC | Evanston | CFA, CFP | Percentage of assets, Fixed fees |
| Dana Menard | Twin Cities Wealth Strategies, Inc. | Maple Grove | CFP, RLP | Flat fee or retainer, Percentage of assets |
| David Gardner | Entree Wealth | Boulder | CFP, EA, MS | Percentage of assets, Ongoing planning fee |
| David Martin | Eltero Financial Partners Inc. | Halifax | FCSI, CIM, CFP (ret'd) | Flat fee or retainer, One-time planning fee |
| Douglas Marcello | Core Wealth Management, Inc. | Jupiter | CFP | Flat fee or retainer, Hourly |
| Grant Bledsoe | Three Oaks Wealth | Lake Oswego | AIF, CEPA, CFA, CFP | Percentage of assets, Hourly |
| Helen Ngo | Capital Benchmark Partners, LLC | Atlanta | CFP | Percentage of assets, Hourly |
| Jacob Rich | Capstone Wealth Advisors | Indianapolis | CFP | Percentage of assets, One-time planning fee |
| Jane Beule | Griffin Black, LLC | Redwood City | BA, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jim Crider | Intentional Living FP LLC | New Braunfels | CFP | Ongoing planning fee, Percentage of assets |
| John Bovard | Incline Wealth Advisors | Cleves | CFP | Percentage of assets, Fixed fees |
| Joshua Duncan | F5 Financial | Venice | CFP, MS, PhD | Percentage of assets, Ongoing planning fee |
| Justin Green | Assist FP | Marlborough | CFP, MSFP | One-time planning fee |
| Karen Richardsdon | Spring Financial Planning | Kenora | QAFP | One-time planning fee, Ongoing planning fee |
| Kelly Pedersen | Caissa Wealth Strategies | Minneapolis | CDFA, CFP | Percentage of assets, Fixed fees |
| Kody Brown | Sequoia Financial Group | Pasadena | CFP, CRPS | Percentage of assets, Hourly |
| Kyle Simmons | J.E. Simmons & Co., P.C. | Dallas | CFP | Percentage of assets, Ongoing planning fee |
| Lei Deng Efficient financial plans and investing for busy skilled trades professionals | Core Planning, LLC | Saint Louis | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Liz Schieck | New School of Finance | Toronto | CFP | Flat fee or retainer, One-time planning fee |
| Logan Valentine | Valentine Wealth Management | Seymour | CFP | Percentage of assets, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management | Vancouver | CFA, CFP (Canada), CFP (U.S.) | Percentage of assets, Hourly |
| Michael Tarascio | Tarascio Financial Planning, LLC | Mesa | CFP | Percentage of assets, Fixed fees |
| Morgan Ranstrom | Trailhead Planners, LLC | Portland | CEPA, CFA, CFP, RLP | Percentage of assets, Hourly |