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 |
|---|---|---|---|---|
| Cesar Murillo | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Chad Gifford | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Charles Achoa | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Charles Cutter | Briarwood Financial | Gig Harbor | Not listed | Ongoing planning fee, One-time planning fee |
| Charlot Alexandre | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Christopher Davidson | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Christopher Jarrous | Galliott Capital Advisors | Beverly Hills | CFA | Percentage of assets, Hourly |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Colin Myers | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Collin Sinnott | StratiCo | Sacramento | Not listed | Percentage of assets, Hourly |
| Constantinos Athanailos | Hurley Capital | New York | Not listed | Percentage of assets, Fixed fees |
| Daniel Caswell | Integrated Wealth Strategies | Austin | Not listed | Percentage of assets, Hourly |
| Daniel Flack | Intrinsic Value Partners | Phoenix | CFA | Percentage of assets, Hourly |
| Daniel Frattali | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Daniel Hall | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| David Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| David Gordon | Gordon Asset Management | West Palm Beach | Not listed | Percentage of assets, Performance-based fees |
| David Grey | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Derek Varner | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Drew Ruiz | Stravida Wealth | Anaheim | Not listed | Percentage of assets, Fixed fees |
| Enoch Morris | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Erik Sartin | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Erin Willcutt | TrueLine Wealth Group | Pascagoula | Not listed | Percentage of assets, Hourly |
| Felipe Mardakis | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Fernando Germana | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Francine Payne | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Gabriel Roman Bibiloni | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Grady Tabor | Processus Wealth & Capital Management | Brentwood | CFA | Percentage of assets |
| Grayson Bishop | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Hannah Maruyama We help parents of 16-20 year olds find their kids amazing careers. | Degree Free - Educational Design | Conroe | Not listed | One-time planning fee, Subscription |
| Harvey Radler | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Henry Hache | A.I. Financial | Simi Valley | Not listed | Percentage of assets |
| Hugo Vega Calder | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Ian Hunter | Hunter Value Capital | Dallas | CFA | Percentage of assets, Hourly |
| Jack Henderson | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Jack McRoskey | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Jackson Collins | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| James Cloudman | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| James Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| Jared Hoffman | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Jarrett Sharp | TrueInsights CFO | Erie | Not listed | Ongoing planning fee, One-time planning fee |
| Jay Polson | Polson Wealth Management | Des Moines | Not listed | Percentage of assets, Hourly |
| Jean Coletta | Germana Capital | Miami | Not listed | Percentage of assets, Hourly |
| Jeff Blick | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Jeffrey Melgard | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Jeffrey Parkhurst | Halcyon Global Advisors, LLC. | Dallas | Not listed | Percentage of assets, Fixed fees |
| Joel Rabanal | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| John Capistran | Caplo Advisory | Houston | Not listed | Percentage of assets, Hourly |