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 |
|---|---|---|---|---|
| Brendan Moleski | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Brett Greenfield | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Brett Leahy | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| Brian Lasher | Euclid Harding | Stamford | Not listed | Percentage of assets, Fixed fees |
| Brian Tran | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Bruce Kardon | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Bruce Lacey | De Groote Financial Group | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Cameron Hunt | Alpha Zero | Wilsonville | Not listed | Percentage of assets, Fixed fees |
| Carlos Bonilla Grajales | CapitalWize | Atlanta | Not listed | Percentage of assets, Hourly |
| Carmel York | CLYM Wealth | Marina | Not listed | Percentage of assets, Hourly |
| Cayla Orris | Theory Planning Partners | Woodstock | Not listed | Percentage of assets, Fixed fees |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Chase Bellefeuille | RIPL Wealth | Fort Collins | Not listed | Percentage of assets, Fixed fees |
| Chase Wietfeld | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Christina Copeland | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Christopher Thomas | Atlantic | Chapel Hill | Not listed | Percentage of assets, Fixed fees |
| Clara Basile | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Corbin McGuire | Walleye Partners | Madison | Not listed | Percentage of assets |
| Craig Simmons | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Da-Zha Jones | CapitalWize | Atlanta | Not listed | Percentage of assets, Hourly |
| Dallas Messenger | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| Daniel Hennig | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Daniel Krebs | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Dantonio Fowler | Conceptum Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| David Lorine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Devin Alphin | CapitalWize | Atlanta | Not listed | Percentage of assets, Hourly |
| Don Gill III | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Erick Ormsby | Alcosta Capital Management | San Ramon | Not listed | Percentage of assets |
| Esteban Handal | Handal Dunaway | New York | Not listed | Percentage of assets |
| Evan Glover | Tetelestai Capital | Loveland | Not listed | Percentage of assets, Hourly |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Geoffrey Caber | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| George Acheampong | CapitalWize | Charlotte | Not listed | Percentage of assets, Hourly |
| Gino Garcia | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Greg Derderian | CapitalWize | Charlotte | Not listed | Percentage of assets, Hourly |
| Guillaume Decalf | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Hans Taenzer | Alliance Wealth Management Group | Roseland | Not listed | Percentage of assets, Hourly |
| James Helvey | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Jamie Tebbe | Benchmark Investment Advisors | Frisco | Not listed | Percentage of assets |
| Jared Kohl | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Jeremy Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| John Carrington | Sandlot Private Wealth | Orem | Not listed | Percentage of assets, Performance-based fees |
| John Rudio | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| Johnathon Rosica | Alliance Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Jonas Champion | Net Income | Cheyenne | Not listed | Hourly, One-time planning fee |
| Jonathan Caprilli | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Jonathan Pacheco Figueroa | Chapel Bridge Wealth Advisors | San Juan | Not listed | Percentage of assets, Fixed fees |