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 |
|---|---|---|---|---|
| Brian Thompson | Brian Thompson Financial LLC | Chicago | CFP, JD | Ongoing planning fee, One-time planning fee |
| David Rosenthal | Wealth Management Solutions | Scottsdale | CFP, MBA | Percentage of assets, Hourly |
| David Zaegel | CWOs for Hire | Town & Country | CFP, CPA | Percentage of assets, Hourly |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| Elaine Bedel | Bedel Financial Consulting, Inc. | Indianapolis | BA, CFP, MBA | Percentage of assets, Fixed fees |
| Emily Nilsson | Brava Financial, LLC | San Diego | CDFA, CFP, JD | Hourly, Ongoing planning fee |
| Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow. | Beyond Your Hammock LLC | Boston | CFP | Subscription, Flat fee or retainer |
| Eric Schlosser | Kisher Capital, LLC | Malta | CFP | Percentage of assets, Hourly |
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Jason Howell | Jason Howell Company | Vienna | CFP, CPWA | Percentage of assets, Hourly |
| Joe Barbieri | Joe the Investor | Toronto | CFA, BCom, BASc (Civil Eng) | Flat fee or retainer, Ongoing planning fee |
| Joe Vecchio | Shore Financial Planning, LLC | Monmouth Beach | CFP, CPA, MBA, PFS | Flat fee or retainer |
| John Sanders | Portus Wealth Advisors | Charlotte | CFP, MBA | Percentage of assets, Hourly |
| Kelly Van Wyhe | Bright Road Wealth Management, LLC | Tacoma | CFP, CFA, BA | Percentage of assets, Hourly |
| Paul Pfeiffer | NorthPoint Financial Planning LLC | Maineville | CFP, MBA | Percentage of assets, Hourly |
| Reggie Fairchild | Flip Flops and Pearls, LLC | Mount Pleasant | CFP, MBA | Percentage of assets, Hourly |
| Rodney James | Vineyard Family Wealth, LLC | Houston | CFP | Percentage of assets, Fixed fees |
| Ron Graham | Ron Graham and Associates Ltd. | Edmonton | CA, RFP, CFP | Hourly |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| William Bissett | Portus Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Zak Lutz | LifeGuide Financial Advisors | Mechanicsburg | CFP, CKA, RLP | Percentage of assets, Ongoing planning fee |
| Agatha Johnson | WillKate Wealth Management, LLC | Aberdeen | CFP, CPWA | Percentage of assets, Fixed fees |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Chuck Rose | Granite Rose Wealth Alliance LLC | Fairfield | CFP | One-time planning fee |
| David Carlson | Sound Investment Management, LLC | Newport Beach | CFP, ChFC, CKA, MBA | Percentage of assets |
| Edward Fulbright | Fulbright Financial Consulting, PA | Durham | CPA/PFS | Ongoing planning fee |
| Eric Toya | Navigoe, LLC | Redondo Beach | CFP, EA | Ongoing planning fee |
| Erik Kroll | Hilltop Financial Advisors | Wauwatosa | CFP | Percentage of assets, Hourly |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Jeff Weeks | ATX Portfolio Advisors® | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Jenna VanLeeuwen | Aligning Wealth | Jersey City | CEPA, CFP | Percentage of assets, Hourly |
| Jiayi Xu | Global Wealth Harbor, LLC. | Danville | CFP, MBA | Percentage of assets, One-time planning fee |
| Joshua Davis | Davis Private Wealth, LLC | Royal Palm Beach | CFP, MBA | Percentage of assets, Hourly |
| Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] | Zelos Capital Ltd. | Calgary | CFA, CFP, CA, CPA | Not listed |
| Kimberly Helm | Quantum Financial Advisors, LLC | Pasadena | CFP, CDFA, CFA, MBA | Percentage of assets, Hourly |
| Mark Astrinos | Libra Wealth LLC | Los Gatos | CFP, CPA/PFS, RLP | Flat fee or retainer, Hourly |
| Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. | Etzler Financial Advisors, LLC | Red Bluff | CFP | Hourly, Subscription |
| Max Novak Flat-fee. Fiduciary. Life-centered planning. | Novak Financial Partners | Carterville | CFP | Flat fee or retainer, Subscription |
| Michael Garry | Yardley Wealth Management, LLC | Yardley | AIF, CFP, JD, MBA | Percentage of assets, Fixed fees |
| Mike Metzger | Lifepoint Financial Design | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Randall Avery | Deasil Wealth Management, LLC | Decatur | CFP, CFA | Percentage of assets |
| Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. | Bull Oak | Rancho Santa Fe | CFP | Flat fee or retainer, Percentage of assets |
| Scott Plaskett | IRONSHIELD Financial Planning | Toronto | CFP | Not listed |
| Stephen Hassell | Hassell Wealth Management | Metairie | CFP | Percentage of assets, Ongoing planning fee |
| Steven Balch Helping you organize your financial life so you can focus on what truly matters | Not listed | Ramsey | CFP | Percentage of assets, One-time planning fee |
| Steven Calio | CSG Financial | Dover | CFP | Percentage of assets, Fixed fees |
| Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. | Define Financial | San Diego | CFP | Percentage of assets, Flat fee or retainer |
| Wade Calvert | BZ Wealth Advisors, LLC | Meridian | CFP | Percentage of assets, Fixed fees |