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 2,690 fee-only financial advisors who work with founders at 977 firms, most in Houston, Atlanta and Boston. 41% hold the CFP certification. Of the 2684 with fees on file, 92% charge percentage of assets.
- Advisors listed
- 2,690
- Firms
- 977
- Cities
- 658
- Hold the CFP
- 41%
- Other credentials: CFA 11% · CPA 2% · EA 1%
- How they charge (of 2684 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 |
|---|---|---|---|---|
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Bernard Tan | Modernist Financial | Portland | Not listed | Percentage of assets, Hourly |
| Blake Anderson | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Blake Chrisman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Bradley Ortego | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Brandon Hinneberg | Off-Trail Financial | Austin | CFP, ChFC | Percentage of assets, Fixed fees |
| Brandon Lew | Kera Capital | Los Angeles | Not listed | Percentage of assets, Hourly |
| Brandon Sullivan | Spring Street Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Brenda Lammers | Altus Wealth Group | Colorado Springs | Not listed | Percentage of assets, Fixed fees |
| Brendan King | Wavvest | Chicago | Not listed | Percentage of assets |
| Brendon Yi | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Bret Breibeck | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Brian Vogler | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Bryan Burris | Sandlot Private Wealth | Orem | CFP | Percentage of assets, Performance-based fees |
| Bryan Courchesne | DAiM | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Caleb Kelso | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Candice Genrich | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Canyon Burton-Murphy | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Carl Drury | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Carl Grahs | Navigate Wealth Management | Birmingham | CFA | Percentage of assets |
| Carson Rich | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Carson Simpson | C.S. Wealth | Carey | Not listed | Flat fee or retainer, One-time planning fee |
| Cary Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Cassidy Fisher | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Barham | Cassia Capital Partners | Winston Salem | CFP | Percentage of assets, Hourly |
| Charles Gehring | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Charles Gillespie | Castle Coast Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Charles Kimmel | Councilor | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Charles Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Chase Guerrette | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Chris Franz | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Christina Hudson | Invenio Wealth Partners | Coral Gables | Not listed | Percentage of assets, Hourly |
| Christopher Champion | Holden Family Office | Dallas | Not listed | Percentage of assets, Hourly |
| Christopher Moore | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Christopher Williams | Capital Fiduciary Advisors | Ashburn | Not listed | Percentage of assets, Hourly |
| Clayton Finck | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Colby Ring | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Cole McClellan | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Colin Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Colin Leighton | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Colleen Nesslar | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Corrinne Rivers | Theory Planning Partners | Fort Pierce | CFP | Percentage of assets, Fixed fees |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Daniel Bauer | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Daniel Bender | MBR Financial | Houston | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |