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 2,688 fee-only financial advisors who work with founders at 975 firms, most in Houston, Atlanta and Boston. 41% hold the CFP certification. Of the 2682 with fees on file, 92% charge percentage of assets.
- Advisors listed
- 2,688
- Firms
- 975
- Cities
- 658
- Hold the CFP
- 41%
- Other credentials: CFA 11% · CPA 2% · EA 1%
- How they charge (of 2682 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 |
|---|---|---|---|---|
| Kimberly Nickel | Illumination Wealth Management | La Grange | CFP | Flat fee or retainer, Ongoing planning fee |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Kyle Kuyat | Defining Wealth | Franklin | CFP | Flat fee or retainer, One-time planning fee |
| Lantz Bowman | Precedent Wealth Partners | Houston | CFP | Percentage of assets |
| Lazetta Braxton | The Real Wealth Coterie | New Haven | CFP | Ongoing planning fee, Percentage of assets |
| Lindy Venustus | Create, LLC | Bloomington | CFP | Ongoing planning fee |
| Luisa Pamela Mendoza | Ducere Wealth Management | Las Vegas | CFP | Percentage of assets |
| Mark Buchanan | Canopy Wealth Management | Middleton | CFP | Percentage of assets |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Mitchell Thompson | MJT & Associates Financial Advisory Group | Montevideo | CFP | One-time planning fee |
| Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives | Generations Financial Management | Heath | CFP | Percentage of assets, One-time planning fee |
| Nicholas Chiricosta | Utopia Wealth Management | Coconut Creek | CFP | Percentage of assets, Hourly |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Nicholas O'Kelly | Cadence Wealth Partners | Concord | CFP | Flat fee or retainer, Percentage of assets |
| Nicole Sullivan | Prism Planning Partners | Libertyville | CFP | One-time planning fee |
| Norman Mangina | Illumination Wealth Management | Palm Springs | CFP | Flat fee or retainer, Ongoing planning fee |
| Preston Cherry | Concurrent Wealth Management | Houston | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Hamilton | Integrity Investment Advisors | Fort Collins | CFP | Percentage of assets |
| Robert Schultz | Rollins Financial Advisors, LLC | Atlanta | CFP, ChFC | Percentage of assets |
| Ronald Bernstein | Prism Planning Partners | Rancho Mirage | CFP, PFS | One-time planning fee |
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| Sara Gawick | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Sean Kelleher | Riverchase Wealth Management | Flower Mound | CFP | Percentage of assets, Fixed fees |
| Sean Williams | Cadence Wealth Partners | Concord | CFP | Flat fee or retainer, Percentage of assets |
| Stacia Bearden | Wurz Financial Services | Holland | CFP | Percentage of assets, Hourly |
| Stephen Lupkas | myFinancialPro | Shelton | CFP | Percentage of assets, Hourly |
| Stephen Poplaski | Washington Trust Wealth Management | Westerly | CFP, CPA, PhD | Percentage of assets, Fixed fees |
| Tammy Trenta | Family Financial | Manhattan Beach | CFP | Percentage of assets, Fixed fees |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Thomas Little | Yeti Wealth Management Group | Highlands Ranch | CFP | Percentage of assets, One-time planning fee |
| Thomas Van Spankeren | RISE Investments | Chicago | CFP, CFA | Percentage of assets |
| Tristan Jacobi | Creative Wealth Management | Punta Gorda | CFP | Percentage of assets, Ongoing planning fee |
| Ulrich Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Victor Gersten | Cross Border Wealth Advisors | San Diego | CFP | Percentage of assets, Ongoing planning fee |
| Vincent DeCrow | RISE Investments | Chicago | CFP | Percentage of assets |
| Zachary Benton | Illumination Wealth Management | San Diego | CFP | Flat fee or retainer, Ongoing planning fee |
| Zane Keller | Ducere Wealth Management | Newport Beach | CFP | Percentage of assets |
| Abby Bennett | Verum Partners | Charlotte | CExP, CFP | Percentage of assets, Fixed fees |
| Adam Stoeckler | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Alan Bunn | BentOak Capital | Lubbock | CFP | Percentage of assets, Hourly |
| Alexandra Forest | 44 North Capital | Palm Beach Gardens | CFP | Percentage of assets |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Alfred Au | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | Percentage of assets, Fixed fees |
| Becky Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| Beverly Whitman | Highland Investment Advisors | Ponte Vedra | CFP | Percentage of assets, Fixed fees |
| Billygram Simonet | Simonet Financial Group | Kyle | CFP | Ongoing planning fee, One-time planning fee |
| Bjorn Amundson A systematic approach to financial planning and investment overview | Quarry Hill Advisors | St Paul | CFP | Percentage of assets |
| Brandon Garrett | BentOak Capital | Weatherford | CFP | Percentage of assets, Hourly |