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 |
|---|---|---|---|---|
| Jonathan Schiripo | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Karen Morse | 626 Financial | Portage | Not listed | Percentage of assets |
| Keli Cole | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Kenneth Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Kenny Conwell | CapitalWize | Atlanta | Not listed | Percentage of assets, Hourly |
| Kevin Matthews | Matthews Advisors | Colorado Springs | Not listed | Percentage of assets |
| Kristin Sindoni | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Lacy Redwine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Leslie Krampert | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Lorianne Cordoba | Red Reef Advisors | Boca Raton | Not listed | Percentage of assets, Hourly |
| Mason Schreck | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Matthew Taub | Taub Investment Planning Services | Beachwood | Not listed | Percentage of assets, Hourly |
| Matthew Williams | Riverstone Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Meredith Henderson | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Michael Cummings | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Michael Souza | KOA Wealth Management | Encinitas | Not listed | Percentage of assets, Hourly |
| Nicolas Benit | We Financial Group | San Francisco | Not listed | Percentage of assets, Hourly |
| Paul Feinstein | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Rachel Neblett | CapitalWize | Austin | Not listed | Percentage of assets, Hourly |
| Rachel Wren | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Renee Davies | Chapel Bridge Wealth Advisors | San Juan | Not listed | Percentage of assets, Fixed fees |
| Repp Lambert | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Roderick Hays | Avail Investment Partners | Lemont | Not listed | Percentage of assets, Hourly |
| Roger Denha | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Ross Revenaugh | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Russell Silvestri | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Ryan Howard | 626 Financial | Portage | Not listed | Percentage of assets |
| Smara Savoy | We Financial Group | East Windsor | Not listed | Percentage of assets, Hourly |
| Stephen Philliber | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Thomas Walshe | Benchmark Investment Advisors | Chicago | Not listed | Percentage of assets |
| Thomas Windom | CapitalWize | Atlanta | Not listed | Percentage of assets, Hourly |
| Travis Henry | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| Trenton Bryde | Factory | Los Angeles | Not listed | Percentage of assets, Hourly |
| Valerie Mihailovic | Intrinsic Value Partners | Peoria | Not listed | Percentage of assets, Hourly |
| Wheelock Bingham | Bingham Private Wealth | San Francisco | Not listed | Percentage of assets |
| William Hall | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Wilson Taliaferro | Bush River Trust | Hunt Valley | Not listed | Percentage of assets, Hourly |
| Yony Noy | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Zachary Stuppy | Brave Boat Capital Advisors | Boston | Not listed | Percentage of assets |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |