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 Ungashick | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Pearlyn Manieri | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Pete Henderson | HS Wealth Partners | Albuquerque | Not listed | Percentage of assets |
| Peter Mitchell | The Tax Pro Advisor | Leander | Not listed | Percentage of assets, Hourly |
| Peterson Cenerino | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Pierce Roe | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Pietro Galina | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Rafael Junqueira Nani | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Raquel Schiavon | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Raymond Prophater | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Reuben Stewart | Navigate Wealth Management | Birmingham | Not listed | Percentage of assets |
| Ricardo Donalexis | Insight Family Financial | Sarasota | Not listed | One-time planning fee, Ongoing planning fee |
| Richard Bond | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Richard Hall | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Rishabh Goyal | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Robert Mascia | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Robert Wurster | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Roy Hsu | Evoke Financial Services | Seattle | Not listed | Percentage of assets, Hourly |
| Ryan Becker | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Ryan Carrington | Sandlot Private Wealth | Orem | CFA | Percentage of assets, Performance-based fees |
| Ryan Coulter | Demming Financial Services | Aurora | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| Ryan Hoskins | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Sarah Lynch | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Scott Busch | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Scott Roads | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Sean Cole | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Stephen Wilchins | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Stewart Darrell | Darrell Capital Management | Rolling Hills Estates | CFA | Percentage of assets, Hourly |
| Tatiane Teixeira | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| Thomas Kopas | Pring Turner | Alamo | Not listed | Hourly, Percentage of assets |
| Thomas Leidner | QP Wealth Management | Haven | Not listed | Percentage of assets, Hourly |
| Timothy Fahey | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Timothy Recker | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Todd Heckman | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| Tulio Barbosa Ribeiro | Proxy Wealth | Windermere | Not listed | Percentage of assets, Hourly |
| William Downey | Rev Capital | Marietta | Not listed | Percentage of assets |
| William Eberhard | Ridgeline Private Wealth | Mesa | Not listed | Ongoing planning fee |
| William Hoover | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| William Thomas | Ascension Wealth Advisors | Mt. Pleasant | Not listed | Percentage of assets, Hourly |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Zachary Holtmeier | Union Strategic Advisors | Blue Ash | Not listed | Percentage of assets, Fixed fees |
| Abigail Kotarski | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Abigail Miller | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Acie Clayborne | Values Added | Washington | Not listed | Percentage of assets, Hourly |
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Adam Snow | Bellwether Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Alan Beaulieu | Bellwether Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Andrew Guez | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |