W Wellspent Public advisor graph
Get matched
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
Rebecca Blevins Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Richard Hewitt Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. Daniel M Kavanaugh CPA Inc Pleasanton CPA Percentage of assets, Flat fee or retainer
Robert Agorastos Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Roger Johnson ACT Advisors Asheville CFP Ongoing planning fee
Samuel Deane Financial advice for startup founders and tech employees with equity compensation. Rora Wealth Atlanta Not listed Flat fee or retainer, Percentage of assets
Sevasti Balafas GoalVest Advisory New York CFA Percentage of assets, Hourly
Spencer Wynant Peak Planning Group Centennial CFP Percentage of assets, Hourly
Susan Powers AssetGrade Greensboro CFP, CFA Percentage of assets
Tanner Merritt Keen Capital Jacksonville CFP Percentage of assets, Hourly
Thomas Curtis Wealth Management Partners Tucson CFP Percentage of assets
Thomas Gore Keen Capital Chapin CFP Percentage of assets, Hourly
Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. AllStreet Wealth Carmel Not listed Flat fee or retainer, One-time planning fee
Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. Manetta Wealth Management San Ramon Not listed Percentage of assets
Timothy Burkett Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Timothy Raftis Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Tracy Johnson Geometric Advisors Washington CFP Percentage of assets
Tyler Caveness Caveness Wealth Advisory Roanoke CFP Percentage of assets, Hourly
Tyler Harris ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. 5T Wealth Management Napa CFA Percentage of assets
Alexander Lippitt Lakewood Financial Group Evanston CFA Percentage of assets
Alexander Wilson Provident Financial Planning Addison Not listed Percentage of assets, Flat fee or retainer
Allison Kramer Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Amanda Harrell FPL Capital Management Metairie Not listed Flat fee or retainer, Ongoing planning fee
Amber Schiffert TARA Wealth Durham Not listed Percentage of assets, Flat fee or retainer
Andrew Cecil Cecil Wealth Westminster CFP Percentage of assets
Andrew Kelleher Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Anthony Davis Brass Capital Leesburg CFP Percentage of assets, Fixed fees
Atta Khan Azzad Asset Management Falls Church Not listed Percentage of assets
Ayman Khalil Azzad Asset Management Falls Church Not listed Percentage of assets
Barry Picker Meisels, Kunstler, Picker & Auerbach Cedarhurst CFP Percentage of assets, Hourly
Bashar Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Blake Hedrick Family Wealth Partners Matthews CFP Percentage of assets, Hourly
Bradford Gilliam Verisail Partners Chamblee CFP Percentage of assets, Ongoing planning fee
Brandon Williams FCA Calgary, Ab CFP Percentage of assets, Hourly
Brian Baum Family Wealth Partners Matthews CFP Percentage of assets, Hourly
Brian Buckley Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Brian Kopp Canopy Wealth Management Middleton Not listed Percentage of assets
Brian McGivern Stonestreet Financial Stoughton Not listed Percentage of assets, Flat fee or retainer
Bryan Llewellyn Llewellyn Financial Charlotte Not listed Ongoing planning fee, One-time planning fee
Bryan Vowels TrueNorth Wealth & Impact Joplin CFP, CFA Percentage of assets, Hourly
Caitlyn Driehorst RightWise Wealth Las Vegas Not listed Percentage of assets, Ongoing planning fee
Caitlyn Tierney Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
Cameron Dunaway Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Carl Mariner ARQ Wealth Advisors Scottsdale CFP, ChFC, CFA Percentage of assets, Fixed fees
Casey Kha FCA Houston CFP Percentage of assets, Hourly
Cassandra Kirby Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees
Catherine Salsman Paragon Management Lexington CFP Percentage of assets, Fixed fees
Christopher Brittingham Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Christopher Stevenson Telos Partners Avon CFA Percentage of assets, Hourly

Guides

Related lists

Specialties that serve high earners