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 |
|---|---|---|---|---|
| Mary Patch | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mary Thomas-Spruill | Serene Financial Solutions | Gaithersburg | ChFC | Hourly, Fixed fees |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Mason Rike | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Matthew Baum | Alpha Zero | Meriden | CFP | Percentage of assets, Fixed fees |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Matthew Komer | Kera Capital | Mokena | Not listed | Percentage of assets, Hourly |
| Matthew Sullivan | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| McKenna Rice | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Meagan Roberts | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Megan Breslin | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Meghan Daters | Sand Hill Global Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Micah Wakefield | TrueHaven Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Michael Cropper | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael George | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Michael Keeton | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Michael McCabe | Kera Capital | Bend | Not listed | Percentage of assets, Hourly |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Michael Troy | Red Reef Advisors | Chapel Hill | CFP | Percentage of assets, Hourly |
| Mikai Thomas | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Milton Brown | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Mitchel Ludtke | Grange Capital | Beaverton | Not listed | Percentage of assets |
| Mitchell Bloom | Bloom Financial | Westminster | Not listed | Percentage of assets |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Nathan Freeman | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Nathaniel Gilbert | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |
| Ngoc Thuy Vy Nguyen | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Nicholas Oldham | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Nisiar Smith | Courtside Wealth Partners | Blue Bell | Not listed | Percentage of assets, Fixed fees |
| Noah Skinner | Skinner Copper & Ehmen | Springfield | Not listed | Percentage of assets, Fixed fees |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | Percentage of assets, Hourly |
| Parker Anderson | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Partick Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Patrick Keane | Nevis Equity Advisors | Dobbs Ferry | Not listed | Percentage of assets |
| Patrick Mauney | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Paula Bindert | Prairie View Wealth Partners | Sioux Falls | PFS | Percentage of assets |
| Philip Fessler | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Philip Lang | Occfo | Costa Mesa | CFP | Percentage of assets, Hourly |
| Phillip Nelson | Persium Group | Atlanta | CFA | Percentage of assets, Fixed fees |
| Ramprasad Satagopan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Ranga Srinivasan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Reed Hubbert | Aurora Financial Strategies | Kokomo | ChFC | Percentage of assets, Fixed fees |
| Reilly Skorupski | Meridian Financial Partners | Warrenton | Not listed | Percentage of assets, Hourly |