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 |
|---|---|---|---|---|
| Morris MacLeod | Strategos Group | Halifax | MBA | Flat fee or retainer, Ongoing planning fee |
| Neil Portus | Olivehurst Advisors LLC | Roseville | CFP, CFA, MBA, TPCP | Percentage of assets, Hourly |
| Nicholas Faulkner | Testament Wealth Management | Cary | CFP | Percentage of assets, Flat fee or retainer |
| Rebecca Meats | Clear Insight Wealth Management | Spokane | CPA, AFC, CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Rianka Dorsainvil | YGC Wealth | Lanham | CFP | Ongoing planning fee |
| Rick Spillane | Spillane Financial Planning, Inc. | Lebanon | CFP, CPA | Hourly, Percentage of assets |
| Rob Schulz | Schulz Wealth | Irving | CFP | Percentage of assets, Fixed fees |
| Robert Riedl | Endowment Wealth Management, Inc. | Chicago | AWMA, BS, CFA, CFP | Percentage of assets |
| Sanjay Pamurthy | Artham Advisors LLC | Dallas | CFP, MBA | Flat fee or retainer |
| Sarah Kang | UAK Diversified Wealth Advisors | Minnetonka | CFP | Percentage of assets, Flat fee or retainer |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| Sean Wilson | Moraine Wealth Advisory | Calgary | CIM, CFP | One-time planning fee, Hourly |
| Shannon Pope | SFMG Wealth Advisors | Plano | CFP | Percentage of assets |
| Shaun Melby | Melby Wealth Management, LLC | Nashville | CFP | Percentage of assets, Ongoing planning fee |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Tara Unverzagt | South Bay Financial Partners | Torrance | CFP, MBA | Hourly, One-time planning fee |
| Todd Moritz | White Turf Financial | St Paul | BBA, CFP, CPA/PFS, CPA | Percentage of assets, Ongoing planning fee |
| Bob Knode | Knode Wealth Management | Plano | CFP, EA | Percentage of assets, Hourly |
| Brandy Branstetter | Beyond Wealth | Overland Park | CFP | Percentage of assets, Hourly |
| Cameron Penney | Penney Financial | Houston | CFP | Percentage of assets, Flat fee or retainer |
| Contey Smith | Motus Wealth Management, LLC | Atlanta | CFP | Percentage of assets, Fixed fees |
| Corey Beal | Empowering Finance, LLC | Portland | CFP | Flat fee or retainer, Hourly |
| Dale Shafer Ii | Life Moves Wealth Management, LLC | Scotttsdale | CFP, APMA, CDFA | Ongoing planning fee |
| Dan Stous | Flagstone Financial Management | Lincoln | CFP, MBA | Percentage of assets, Hourly |
| Danny Clare | Flagstone Financial Management | Lincoln | CFP | Percentage of assets, Hourly |
| David Miller | Rule72 Financial | Potomac Falls | CFP, MSC | Percentage of assets, Hourly |
| DeDe Smolen | Innovative Financial, LLC | Lakewood | CFP, CPA | Percentage of assets, Hourly |
| Eaton Miller | PlanWell Financial Guidance | Hayfield | CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Stutzman | Selkirk Wealth Advisors | Spokane | CFP | Percentage of assets, Hourly |
| Galen Herbst de Cortina | Buff Your Finances, LLC | Newbury Park | CFP, MBA | One-time planning fee |
| Gerry Barrasso | United Financial Planning Group | Hauppauge | CFP, CPA, MBA, PFS | Percentage of assets, Hourly |
| Jeanna Nation | West Financial Advisors, LLC | Des Moines | CFP, CPA/PFS, RICP | Percentage of assets, Hourly |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Josh Escalante Troesh | Purposeful Strategic Partners | Alta Loma | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joshua Escalante Troesh | Purposeful Strategic Partners | Alta Loma | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jovan Johnson | Piece of Wealth Planning LLC | Athens | CFP, CPA, PFS | Percentage of assets, Hourly |
| Karen Ogden | Envest Asset Management, LLC | Ridgefield | CFP, MBA, BS, CPWA | Percentage of assets, Hourly |
| Kerry Mayo | Capital Financial Advisors of New York, LLC | Clifton Park | CFP, MA, MBA | Percentage of assets, Hourly |
| Leslie Ransom | Indie Financial Planning, LLC | Chicago | CFP | Percentage of assets, Flat fee or retainer |
| Matt Fizell | Harmony Wealth | Madison | CFP | Ongoing planning fee |
| Melinda Satterlee | Marathon Wealth Management LLC | Medina | CFP | One-time planning fee, Ongoing planning fee |
| Michael Johnson | Flagstone Financial Management | Lincoln | CFP, JD, MBA | Percentage of assets, Hourly |
| Michael Randall | Oak Summit Wealth Management | San Diego | CFP, CFA, EA | Ongoing planning fee |
| Michael Shea | True Equity Wealth Management LLC | Nashville | CFP, EA | Percentage of assets, One-time planning fee |
| Ryan Derousseau | United Financial Planning Group | Hauppauge | CFP, EA | Percentage of assets, Hourly |
| Sara Stanich | Cultivating Wealth | Brooklyn | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer |
| Scott Logan | HoganTaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Seun Adeyemi | SA Capital Advisors Inc. | Whitby | CKA, CFP | Flat fee or retainer, Hourly |
| Zach Thomas | Growth Horizons Wealth Management | Georgetown | CFP | One-time planning fee |
| Ben Gajardo | Gajardo Wealth Management | American Fork | CFP | Percentage of assets, Hourly |