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 |
|---|---|---|---|---|
| John Copeland | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| John Hanson | Riverstone Advisors | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Mallozzi | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| John Swift | Benchmark Investment Advisors | Chicago | CFA | Percentage of assets |
| Jonathan Blau | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Jonathan Tunney | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jonathan Wiley | Wiley | Greenwich | Not listed | Percentage of assets |
| Jorge Gullon | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Jose Linares Blasini | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Joseph Davies | Chapel Bridge Wealth Advisors | San Juan | CFA | Percentage of assets, Fixed fees |
| Joseph Gandolfo | Factory | Atlanta | CFA | Percentage of assets, Hourly |
| Joshalyn Baca | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Joshua Barnes | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Kelly Hansen | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Kenneth Frier | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Kimberly Brown | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Leslie Lammers | Riverstone Advisors | New Braunfels | CFA | Percentage of assets, Fixed fees |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Luciano Betman | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Luke Tait | Golden Guidance | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Marc Decuffa | Proxy Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| Marc Maddox | TrueLine Wealth Group | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Maria Colon | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Martin Wildy | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Marvin Riddle | Rev Capital | Marietta | Not listed | Percentage of assets |
| Matthew Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Matthew Goetzke | Walleye Partners | Madison | CFA | Percentage of assets |
| Matthew Hudgins | Mosaic Wealth Management | Atlanta | CFA | Percentage of assets, Fixed fees |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Slaton | Slaton Capital Advisors | Bartonville | Not listed | Percentage of assets, Fixed fees |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Max O'Rourke | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Micah White | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Michael Cordano | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Michelle Rey Lutein | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Milan Pualic | Monterra Advisors | Orlando | CFA | Percentage of assets, Fixed fees |
| Monte Resnick | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Nathan Rollins | Highmark | Brentwood | Not listed | Percentage of assets, Hourly |
| Nathan Travis | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Frattali | HS Wealth Partners | Encino | Not listed | Percentage of assets |
| Nicholas Heyer | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Noah Hannon | ABS Legacy Partners | Hickory | Not listed | Percentage of assets, Hourly |
| Nolan Karras | The Karras Company | Roy | Not listed | Percentage of assets, Hourly |