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 |
|---|---|---|---|---|
| James Spoor | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Jared Pearson | StrategyCap | Bend | Not listed | Percentage of assets, Hourly |
| Jason Zangmeister | Aspire Growth Partners | Medina | Not listed | Percentage of assets, Hourly |
| Jeff Wills | Forthright Wealth Management | Alpharetta | Not listed | Percentage of assets |
| Jeffrey Monsour | Lees Monsour Group | Shreveport | Not listed | Percentage of assets, Hourly |
| Jeffrey Thomas | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Wetta | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Jennifer Kirby | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jenny Elstein | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jerad Rosburg | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jerald Betts | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Jeremy Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Jeremy Wallace | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Jessica Bedell | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Ji Mi Kim | Pasadena Private Wealth | Honolulu | Not listed | Percentage of assets, Hourly |
| Joe Fletcher | New Century Investments | Fort Worth | Not listed | Percentage of assets |
| Joel Yaeger | Compound | Waunakee | Not listed | Percentage of assets, Fixed fees |
| John Ferraro | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| John Mann | High Probability Advisors | Fort Meyers | Not listed | Percentage of assets |
| John Obrien | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Jonathan Martin | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Jonathan Shaw | Catawba River Capital | Lake Wylie | Not listed | Percentage of assets, Hourly |
| Jonathan Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Joseph Gaspari | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Joseph Gilligan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joseph Jay | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Joseph Shea | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Joseph Singer | HC Advisors | Sandy Springs | Not listed | Percentage of assets |
| Julia Wentworth | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Justin Scotto | Tomoro | Colts Neck | ChFC | Percentage of assets, Hourly |
| Kaitlin Krozel | Krozel Capital | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Karo Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Kate Chilson | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Katherine Battey | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Katherine Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Katherine St Onge | BSW Wealth Partners | Boulder | Not listed | Percentage of assets, Hourly |
| Kawika Shoji | Regency Capital Management | Honolulu | Not listed | Percentage of assets |
| Keith Bosco | Verity Investment Partners | Bluffton | Not listed | Percentage of assets, Fixed fees |
| Keith Schicker | Zuckerman Investment Group | Chicago | CFA | Percentage of assets |
| Kenneth Coplen | SFC Financial | St. Louis | PFS | Percentage of assets, Hourly |
| Kevin Murdock | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kristen Jackson | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Kurt Lofters | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Kyle Spiewak | Pacific Point | San Diego | Not listed | Percentage of assets, Hourly |
| Landon Blodgett | Blodgett Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Landon Grams | Gentry Private Wealth | Wichita | Not listed | Percentage of assets, Hourly |
| Larry Freie | Bellwether Wealth | Lincoln | ChFC | Percentage of assets, Hourly |
| Lester Brackley | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |