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Wellspent public graph/Who advisors serve/HENRY (High Earners, Not Rich Yet)
Who they serve

Fee-only advisors for henry (high earners, not rich yet)

HENRY households typically earn well into the top decile but haven't yet built the balance sheet that high earners later have. Common in mid-career tech, medicine, and law: the planning focus is wealth-building, tax discipline, equity-comp coordination, and avoiding the lifestyle creep that erodes the income asymmetry while it lasts.

By the numbers

The Wellspent public graph lists 143 fee-only financial advisors who work with henry (high earners, not rich yet) at 105 firms, most in Scottsdale, Lehi and Boston. 55% hold the CFP certification. Of the 143 with fees on file, 83% charge percentage of assets.

Advisors listed
143
Firms
105
Cities
104
Hold the CFP
55%
  • Other credentials: CFA 12% · CPA 4% · EA 1%
  • How they charge (of 143 with fees on file): percentage of assets 83% · flat fee or retainer 41% · one-time planning fee 36% · hourly 23%

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 henry (high earners, not rich yet)

Fee-only advisors who work with henry (high earners, not rich yet): advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. Artistic Wealth Red Bank Not listed Percentage of assets, Flat fee or retainer
Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. Vantage Point Financial Lisle Not listed Percentage of assets
Matthew Powers A modern estate planning firm combining technology with expert attorney support Steward San Francisco Not listed Flat fee or retainer
Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. Riehl, Dinar & Associates Stamford Not listed Percentage of assets
Robert Helgeland Curtis Wealth Management Henderson CFP Percentage of assets, Hourly
Taylor Thompson Putting the clients goals and objectives first and foremost. Thompson Family Office Gilbert Not listed Percentage of assets, Subscription
Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. Taylor Turner Wealth Management LLC Richmond Not listed Percentage of assets, Flat fee or retainer
Tony Escobar Purpose-based financial planning for your business and personal needs. Exponent Group Morton Not listed One-time planning fee, Percentage of assets
Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. Balance Wealth Columbus Not listed Percentage of assets, One-time planning fee
Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. TrueClarity Wealth Wayne Not listed One-time planning fee, Subscription
Jason Blumstein Julius Wealth Advisors Englewood Cliffs CFA Percentage of assets, Fixed fees
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees
Kanaka Szabo-Cummings Gates Pass Advisors Los Altos CFP Percentage of assets, Fixed fees
Louise Alexander Gates Pass Advisors Los Altos CFP Percentage of assets, Fixed fees
Matthew Dunn ARQ Wealth Advisors Hudson CFA Percentage of assets, Fixed fees
Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project The Financial Rules Consulting SAN ANTONIO Not listed Flat fee or retainer, Hourly
Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. Northwestern Mutual Investment Services, LLC ATLANTA Not listed Percentage of assets
Amanda Blake Intelligent Investing Greenville Not listed Percentage of assets, Hourly
Daniel Clark Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. SFG Wealth Advisors Tampa Not listed Percentage of assets
Erik Cooper Low cost wealth management firm Arcvest, LLC Boston Not listed Percentage of assets
Jeffrey McClean Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
John Rosswog Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Kyle Wilson Sozo Private Wealth Not listed CFP Percentage of assets
Robert Featherstone Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Robert Patrick Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Todd Pouliot Gateway Financial Northfield Not listed Flat fee or retainer, Ongoing planning fee
Veronica Fox Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
William Mortimer Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Carly Denial ARQ Wealth Advisors Scottsdale, Az 85260 Not listed Percentage of assets, Fixed fees
Erik Schei Gates Pass Advisors Los Altos CFA Percentage of assets, Fixed fees
Griffin Leahy Can handle all of your financial needs from banking, investments, mortgages, to estate planning. Not listed Evanston Not listed Percentage of assets
Jake Crosby ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
James Robinson ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jeff McGovern We help busy parents and individual professionals plan for the future and enjoy the present moment. Haven Wealth Planning Kirkwood Not listed Percentage of assets, Flat fee or retainer
Jerad Rosburg ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Joseph Gilligan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Joshua Chamberlain Chamberlain Financial Advisors Decatur Not listed Percentage of assets, Hourly
Tammy Gruen Chamberlain Financial Advisors Decatur Not listed Percentage of assets, Hourly
Tracy Riordan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
William Lynn ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jordan Curtis Curtis Wealth Management Henderson Not listed Percentage of assets, Hourly
Priya Malani Stash Wealth New York Not listed Percentage of assets, One-time planning fee

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