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 |
|---|---|---|---|---|
| Patrick Vance | Ark Advisors | Bloomington | Not listed | Percentage of assets, Fixed fees |
| Paula Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Peter Jankovskis | Arbor Financial Services | Downers Grove | CFA | Percentage of assets, Hourly |
| Philip Devries | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Rebekah Adams | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Reed Wheless | Tar River Wealth Planning | Louisburg | Not listed | Percentage of assets, Fixed fees |
| Remington Conte | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Richard Franz | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Riley Gessner | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Robert Boggs | Catawba River Capital | Belmont | Not listed | Percentage of assets, Hourly |
| Robert Burns | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Grimm | Boden Wealth | Lemoyne | Not listed | Percentage of assets, Hourly |
| Robert McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Robert Scharar | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Robert Wycoff | BrightOrange Advisors | Altadena | Not listed | Percentage of assets, Hourly |
| Robin Sterneck | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Ryan Halleran | GenSphere Private Wealth | Sammamish | Not listed | Percentage of assets, One-time planning fee |
| Ryan Scharar | FCA | Fort Worth | Not listed | Percentage of assets, Hourly |
| Ryan Stephen | RBS Wealth Management | Alto | Not listed | Percentage of assets, Hourly |
| Sally Eisenberg | Weatherly Asset Management | Del Mar | Not listed | Percentage of assets, Fixed fees |
| Samuel Komitor | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Samuel Lees | Lees Monsour Group | Shreveport | Not listed | Percentage of assets, Hourly |
| Sarah Lee | Holcombe Financial | Atlanta | Not listed | Percentage of assets, Hourly |
| Scot Morris | Z3 Capital Partners | Richmond | Not listed | Percentage of assets |
| Scott Angell | Angell Capital Management | Centralia | Not listed | Percentage of assets, Fixed fees |
| Scott Koch | Monograph Wealth | Truckee | Not listed | Percentage of assets, Hourly |
| Scott Shlecter | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sharese Abbadessa | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Shaun Mutch | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Simon Reeves | Pasadena Private Wealth | Irvine | Not listed | Percentage of assets, Hourly |
| Skyler Eubank | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Solomon Cohen | Regent Peak Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Stephanie Boeke | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Stephen Bunch | Sagace Wealth | St. Petersburg | Not listed | Percentage of assets, Hourly |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Stephen Levy | BirdRock Wealth Management | Austin | Not listed | Percentage of assets |
| Steven Crawford | FCA | Houston | Not listed | Percentage of assets, Hourly |
| Steven Price | Avondale Wealth Advisors | West Lake Hills | Not listed | Percentage of assets, Fixed fees |
| Steven Sansom | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Tanya Gilliam | Berry Wealth Group | Granbury | Not listed | Percentage of assets |
| Tara Newton | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Thomas Koch | Hall Capital Management | Pasadena | Not listed | Percentage of assets |
| Timothy Ballard | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Timothy Bock | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Timothy Kulick | Denver Private Wealth Management | Centennial | Not listed | Percentage of assets, Hourly |
| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Timothy Withers | Twin Gryphon Advisors | Marshfield | ChFC | Percentage of assets, Hourly |
| Todd Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Todd Thompson | Rogue Advisors | Grants Pass | Not listed | Percentage of assets, Hourly |