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 |
|---|---|---|---|---|
| Nicholas Swanson | MCM Wealth | Arvada | Not listed | Percentage of assets, Hourly |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Noran Knobbe | Bellwether Wealth | Lincoln | Not listed | Percentage of assets, Hourly |
| Paul Beran | Arbor Financial Services | Downers Grove | Not listed | Percentage of assets, Hourly |
| Paul Holthe | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Peter Claeys | Arbor Financial Services | Downers Grove | Not listed | Percentage of assets, Hourly |
| Rachel Lewis | Values Added | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Randi Bellner | Gryphon Financial Partners | Columbus | Not listed | Percentage of assets, Hourly |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Robert Sigler | Global Key Advisors | Las Vegas | Not listed | Percentage of assets |
| Ryan Mason | Argos Wealth Advisors | Sacramento | Not listed | Percentage of assets, Hourly |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Scott Dunn | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Scott Roberts | VergePointe | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Sharon Stanton | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Terrance Cook | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Timothy Jones | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Timothy Jones | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Timothy Molloy | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Todd Levine | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Troy Larson | ClearPath Capital Partners | Keller | Not listed | Percentage of assets, Hourly |
| Tyler Rockwell | Parcion Private Wealth | Bellevue | Not listed | Percentage of assets, Fixed fees |
| Valerija Martinovic | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Walter Klein | SFC Financial | Sunset Hills | Not listed | Percentage of assets, Hourly |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| William Nichols | PUREfi Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| William Ross | North Forty Two & | Lake Oswego | Not listed | Percentage of assets |
| William Wadsworth | North Woods Wealth Management | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Yuval Shenkar | Argos Wealth Advisors | Las Vegas | Not listed | Percentage of assets, Hourly |
| Zachary Teutsch | Values Added | Washington | Not listed | Percentage of assets, Hourly |
| Adam Kasick | RIPL Wealth | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Albert Akpaloo | CapitalWize | Atlanta | Not listed | Percentage of assets, Hourly |
| Alexandra Markulis | The Wealth Collaborative | Santa Monica | Not listed | Percentage of assets, Hourly |
| Alexandra Mickelson | Lunea Wealth Management | Cedar Rapids | Not listed | One-time planning fee, Ongoing planning fee |
| Andrew Blass | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Ann Davis | 626 Financial | Portage | Not listed | Percentage of assets |
| Anthony Leone | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Anthony Spangenberg | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Antoine Souma | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Arielle Buitenhuys | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Azelia Betancourt | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Benjamin Haynes | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Boris Suvorov | Three Main Points | Los Gatos | Not listed | Percentage of assets, Hourly |
| Brant Shrimplin | 626 Financial | Portage | Not listed | Percentage of assets |