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 |
|---|---|---|---|---|
| Annelise Sutherland | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Barrington Gist | Heritage Private Wealth | Nashville | Not listed | Percentage of assets, Hourly |
| Ben Duronio | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Ben Engel | Modesto Capital | Elkins Park | Not listed | Percentage of assets, Hourly |
| Brian Beaulieu | Bellwether Wealth | Manchester | Not listed | Percentage of assets, Hourly |
| Catherine Cory | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Charles Saunders | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Chris Rebich | Toro West Capital Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Christopher Goodmacher | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Clark Bellin | Bellwether Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Craig Sumerel | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Curt Stauffer | MCM Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Daniel Hayes | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| David Mozeika | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Diego Arias | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Johnson | Iowa Wealth Management | West Des Moines | Not listed | Percentage of assets, Hourly |
| Emilee Knudson | Bellwether Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Giani Kurniawan | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Gregory Bickhart | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Jacob Potter | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Jason DeLuca | Bellwether Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Jeffrey Franco | JV Global Capital | Houston | Not listed | Percentage of assets, Fixed fees |
| Jennifer Nagai | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Jeremy Suarez | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Jessica Chen | Uprise | San Francisco | Not listed | Hourly, Fixed fees |
| Joel Guth | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| John Montgomery | Montgomery Wealth Advisors | Shreveport | Not listed | Percentage of assets, Hourly |
| John Teed | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Josh Schein | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Justin Moyer | KWM Financial | Porstmouth | Not listed | Percentage of assets, Hourly |
| Kalena Laurent | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Katharine Schwartz | Arbor Financial Services | Downers Grove | Not listed | Percentage of assets, Hourly |
| Kian Nobari | Integrous | San Rafael | Not listed | Percentage of assets, Hourly |
| Kirk Loury | MCM Wealth | Novato | Not listed | Percentage of assets, Hourly |
| Kristen Nicholson | Gryphon Financial Partners | Toledo | Not listed | Percentage of assets, Hourly |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Lance Norquest | Bellwether Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Lauren Trumbull | Krane Financial Solutions | Calabasas | Not listed | Percentage of assets, Hourly |
| Lindsay Birchfield | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Matthew Miller | Awaken Wealth Partners | Houston | Not listed | Percentage of assets, Fixed fees |
| Mayra Meza | Sierra Ocean | Ripon | Not listed | Percentage of assets, Fixed fees |
| Michael Fox | Hayden Harper Advisory | Charlotte | Not listed | Percentage of assets, Hourly |
| Michael Karlin | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Michael Russo | Argos Wealth Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |