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 |
|---|---|---|---|---|
| Jonathan Lederer | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Jonathan Weatherly | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Jordan King | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Joseph Acquanita | Atlantic | Chapel Hill | CFP | Percentage of assets, Fixed fees |
| Joseph Hoffman | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Joseph Lopresti | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| Joseph McElwee | Legacy Wealth Planning Group | Tampa | CFP | Percentage of assets, Hourly |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Juan Dager Vancampenhoud | TitanRex | Arlington | Not listed | Percentage of assets, Hourly |
| Julie Sellers | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Justin Lopez | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Justin Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Justin Warfel | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Kaitlyn Carlson | Theory Planning Partners | Marblehead | CFP | Percentage of assets, Fixed fees |
| Kaitlyn Kocuba | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Katherine Ludeman | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Katherine Stevick | Align Financial Planning | Southern Pines | Not listed | Ongoing planning fee, One-time planning fee |
| Kathryn Atkins | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Kaya Ladejobi | Earn Into Wealth | Atlanta | Not listed | Ongoing planning fee |
| Kaylee Johnson | Kilter Group | Webster | Not listed | Percentage of assets, Fixed fees |
| Keith Gunther | RED Seven Wealth Management | Escondido | Not listed | Percentage of assets, Fixed fees |
| Kelsey Plummer | Pursuit Wealth Strategies | Raleigh | Not listed | Percentage of assets, Hourly |
| Kendal Fordham | Privileged Planning | Green Cove Springs | Not listed | Percentage of assets, Flat fee or retainer |
| Kian Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Kimberly Pham | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kira Topeka | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Kristin Kliewer | Pittenger & Anderson | Lincoln | Not listed | Percentage of assets |
| Kristin Sun | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristina Allardice | RED Seven Wealth Management | Laurel | Not listed | Percentage of assets, Fixed fees |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Krzysztof Garlewicz | ProsperiFi | Des Plaines | CFP | Percentage of assets, Hourly |
| Kyle Cipperley | Prairie View Wealth Partners | Sioux Falls | CFA | Percentage of assets |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Lawrence Davsko | Skinner Copper & Ehmen | Springfield | Not listed | Percentage of assets, Fixed fees |
| Leah Beattie | Veris Wealth Partners | Portsmouth | Not listed | Percentage of assets, Hourly |
| Lewis Weil | Lewis Weil | Austin | Not listed | Percentage of assets, One-time planning fee |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Lindsey Swanson | We Financial Group | Oakland | CFP | Percentage of assets, Hourly |
| Lino DeAngelis | Alliance Wealth Management Group | Flemington | CFP | Percentage of assets, Hourly |
| Logan Bowers | SOW Advisors | Youngsville | Not listed | Percentage of assets, Hourly |
| Louiza Smith | ACap Advisors & Accountants | Studio City | Not listed | Percentage of assets, Hourly |
| Luz Curiel | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Mark Fedenia | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Mark Sansoterra | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Mark Strahs | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |