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 |
|---|---|---|---|---|
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, Hourly |
| Michael Thayer | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Michael Wakeham | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Michael Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Mindy Evans | Nora Wealth | Atlanta | Not listed | Percentage of assets, One-time planning fee |
| Mustaque Choudhury | Soulence Wealth Management | Pleasant Grove | Not listed | Percentage of assets |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Nathan Rydalch | Cooper Norman Wealth | Idaho Falls | Not listed | Percentage of assets |
| Neil Rose | Regency Capital Management | Bainbridge Island | CFA | Percentage of assets |
| Nevin Kaul | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| Nicholas Blankl | Consilium Wealth Advisory | West Linn | CFA | Percentage of assets, Fixed fees |
| Nicholas Carman | Clear Harbor Wealth Management | Destin | Not listed | Percentage of assets, Hourly |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Nicholas Michel | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Nicholas Stancato | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Noah Fenz | Investors Portfolio Services | Puyallup | Not listed | Percentage of assets, Hourly |
| Noah Lewis | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Noah York | York Wealth Management | West Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| Panos Grivakis | Lakewood Financial Group | Newport Beach | Not listed | Percentage of assets |
| Patrick Elliott | Uprise | Knoxville | CFP | Hourly, Fixed fees |
| Patrick Kearney | Brock Hill Wealth Management | Newton | Not listed | Percentage of assets, Hourly |
| Patrick Rohe | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Paul Babij | Sundial Wealth | Delray Beach | CFA | Percentage of assets, Hourly |
| Paul Broomell | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Paul Brown | Clearstone Wealth Management | Murfreesboro | Not listed | Percentage of assets, Hourly |
| Paul Means | Means Wealth Management | Venice | Not listed | Percentage of assets, Flat fee or retainer |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Pedro Silva | Apex Investment Group | Hudson | Not listed | Percentage of assets |
| Perrin Jones | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Peter Besel | Parcion Private Wealth | Bellevue | CFP | Percentage of assets, Fixed fees |
| Peter Dizdar | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Peter Reidenbach | Blume Capital Management | Berkeley | Not listed | Percentage of assets, Hourly |
| Peter Walls | Kinloch Capital | Glen Allen | Not listed | Percentage of assets, Hourly |
| Rachel Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Raul Sonza | Cabildo Capital | Washington | Not listed | Percentage of assets |
| Richard Carroll | Bell City Wealth | Hillsboro | CFP | Percentage of assets, Hourly |
| Richard Harris | Aspire Growth Partners | Miromar Lakes | CFA | Percentage of assets, Hourly |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Robert Swansboro | Gryphon Financial Partners | Toledo | CFP | Percentage of assets, Hourly |
| Robine Van Doorn | Financial Synergies Wealth Advisors | Houston | Not listed | Percentage of assets |
| Ronald Leavitt | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Ronald Whitley | Acorn Financial Services | Alexandria | Not listed | Percentage of assets, Hourly |
| Rosana Ralya | Values Added | San Francisco | CFP | Percentage of assets, Hourly |
| Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. | Northwestern Mutual Investment Services, LLC | ATLANTA | Not listed | Percentage of assets |
| Ryan Bellis | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Ryan Christensen | Awaken Wealth Partners | Houston | CFP | Percentage of assets, Fixed fees |
| Ryan Hill | Brock Hill Wealth Management | Wilmington | Not listed | Percentage of assets, Hourly |