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Wellspent public graph/Who advisors serve/High earners
Who they serve

Fee-only advisors for high earners

High-earner households typically have the income to build wealth rapidly and the tax exposure to lose a meaningful share of it without coordination. Specialties most relevant here include multi-year tax planning, DAF strategy, equity-comp timing, and asset-location decisions.

By the numbers

The Wellspent public graph lists 1,155 fee-only financial advisors who work with high earners at 578 firms, most in Austin, Houston and Dallas. 52% hold the CFP certification. Of the 1150 with fees on file, 88% charge percentage of assets.

Advisors listed
1,155
Firms
578
Cities
449
Hold the CFP
52%
  • Other credentials: CFA 11% · CPA 3% · EA 3%
  • How they charge (of 1150 with fees on file): percentage of assets 88% · fixed fees 43% · hourly 38% · ongoing planning fee 20%

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 high earners

Fee-only advisors who work with high earners: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Cory Smith Financial life planning for business owners and the childfree community. Discretionary Inc. Reno Not listed Percentage of assets, Flat fee or retainer
Daniel Trezub Not listed Montreal Not listed One-time planning fee
David Rabinowitz Equilibrium Wealth Jerusalem CFP Percentage of assets, Hourly
Douglas English ACT Advisors Asheville CFP Ongoing planning fee
Dyer McCabe Kilter Group Rhinebeck CFP, ChFC Percentage of assets, Fixed fees
Emily Walls Ascension Capital Advisors Houston CFP Percentage of assets, Fixed fees
Evan Davies Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Fritzner Jean Geometric Advisors Charlotte CFP Percentage of assets
Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives LourdMurray Los Angeles CFP Percentage of assets, Flat fee or retainer
Haley Schwartz ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
ignition tax ignition tax ignition tax new york CPA Flat fee or retainer
J Cameron Zabko Westhollow Wealth Management Milton CFP Percentage of assets
Jacob Martin Keeler & Nadler Dublin CFP Percentage of assets, Hourly
James Beenders Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Jennifer Dougherty BroadWealth LLC. Winchester CFA Percentage of assets, Hourly
Jessica Hultberg Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Jon Moores Ascension Capital Advisors Houston CFP Percentage of assets, Fixed fees
Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. Truvize Financial Planning El Paso Not listed Percentage of assets, Subscription
Jonathan Lopez Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Joseph Clark Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Josh Womack Your personal wealth manager, advising on and managing both public and private investments. Womack Financial Dallas Not listed Percentage of assets
Justin Clark Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Justin Neuwirt Neu Wealth Group New Albany CFP Percentage of assets, Hourly
Katherine Hennessy AssetGrade Chicago CFP Percentage of assets
Katherine Hollenbeck Keen Capital Chapin CFP, CFA Percentage of assets, Hourly
Keith Wander Roble Belko & Company Sewickley CFA Percentage of assets, Fixed fees
Kenneth Cala Lowery Thomas Alameda CFP Percentage of assets
Kevin McLoughlin Trio Wealth Management® Sterling CFP Percentage of assets, Fixed fees
Larry Sprung Bringing JOY to Your Money Journey™ Mitlin Financial, Inc Hauppauge CFP Percentage of assets, Flat fee or retainer
Laura Barnard Wealth Management Partners Tucson CFP Percentage of assets
Leonard Barry Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Linda Yeager Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Louai Bibi Ecivda Financial Planning Boutique Ottawa Not listed Not listed
Louis Patierno Peak Planning Group Centennial CFP, ChFC Percentage of assets, Hourly
Maggie Fisher ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Marc Wehmeyer Praetorian Guard Wealth Management Arlington CFP Percentage of assets
Mark Beaver Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Mark Farrelly Cairn Wealth Management Vancouver CFP, ChFC Percentage of assets, Hourly
Matthew Short Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Michael Klubnik Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Michael Stanton Alpine Private Wealth Santa Rosa Beach CFP Percentage of assets
Michael Troxell Financial planning for folks with stock options and RSUs Modern Financial Planning Oakland CPA Hourly, Percentage of assets
Michelle Hundley Trio Wealth Management® Great Falls CFP Percentage of assets, Fixed fees
Michelle Pimentel Geometric Advisors Washington CFP Percentage of assets
Mohua Das Crimson Oak Wealth Management Lexington CFP Percentage of assets, Hourly
Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. Ryse Capital Management Rochester Not listed Flat fee or retainer, Hourly
Patrick Cote AssetGrade Boston CFP, CFA Percentage of assets
Patrick Mason Cairn Wealth Management Vancouver CFP Percentage of assets, Hourly
Peter Egolf Kilter Group Rhinebeck CFP Percentage of assets, Fixed fees
Phil Telpner We end post-divorce financial anxiety. Breakout Private Wealth Glenview Not listed Percentage of assets, One-time planning fee

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Related lists

Specialties that serve high earners