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
Cody Columna Ducere Wealth Management Newport Beach Not listed Percentage of assets
Connor Hughes Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Daniel DeSouza Not listed Honolulu CFA Percentage of assets
David Muehl Canopy Wealth Management Middleton Not listed Percentage of assets
Dinghao Jiang Downtown Wealth Studios Wellesley CFA Percentage of assets, Fixed fees
Douglas Bostich Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees
Dustin Irish Irish Capital Olathe Not listed Percentage of assets
Ehab Alalfey Azzad Asset Management Falls Church Not listed Percentage of assets
Erin Menking FCA Fort Worth CFP Percentage of assets, Hourly
Ernest Moosherr Canopy Wealth Management Middleton Not listed Percentage of assets
Evan Grey Grey Private Capital Charlotte CFP Flat fee or retainer, Percentage of assets
Frederick Moosherr Canopy Wealth Management Birmingham Not listed Percentage of assets
Gabriel Nelson Gabe Nelson Financial Sioux Falls CFP Ongoing planning fee
Garth Williams Honu Wealth Sunnyvale CFP Flat fee or retainer, Ongoing planning fee
George Marron High Probability Advisors Pittsford CFP Percentage of assets
Glenn Sweeney Sweeney Financial Advisors Manchester CFA Percentage of assets
Glenn Tom Personal Best Financial Oakland CFP Ongoing planning fee
Griffin Kalepp Compound Black Earth CFP Percentage of assets, Fixed fees
Hannah Farrow RightWise Wealth Las Vegas Not listed Percentage of assets, Ongoing planning fee
Hannah Spillman Perspective Wealth Partners Boise CFP Percentage of assets
Henry Preston Veteran Wealth Planning Ferrisburgh CFP Percentage of assets, Ongoing planning fee
James Harrington Bluesphere Advisors East Norriton CFA Flat fee or retainer, Ongoing planning fee
Jeffrey Loos Marsh Wealth Management Knoxville ChFC Percentage of assets
John Buckley Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
John Harrington Ducere Wealth Management Newport Beach Not listed Percentage of assets
Joshua Brockwell Azzad Asset Management Falls Church Not listed Percentage of assets
Joshua Jenkins Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Katharine Wagner Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Kirti Bhanushali Dversify Georgetown Not listed Ongoing planning fee
Kyle Rash Champion Financial Planning Anacortes ChFC Hourly, Flat fee or retainer
Lee Generous Generous Wealth Management Marshfield CFP, ChFC Percentage of assets, Hourly
Li-Wei Chang 7Summit Advisors Los Angeles CFP Percentage of assets
Lisa Isaacson Canyon Creek Investment Advisors Montrose CFP, PFS Percentage of assets, Hourly
Logan Richard Denver Private Wealth Management Denver CFP Percentage of assets, Hourly
Lyndsey Monahan Precision Wealth Strategies Frisco ChFC Percentage of assets, Hourly
Mark Tracy KM Capital Management Austin CFP Percentage of assets, Fixed fees
Mary Boland Brass Capital Leesburg CFP Percentage of assets, Fixed fees
Matt Morizio We help high capacity families align money with purpose so it fuels their mission.” Reconstructing Wealth Daniel Island Not listed Percentage of assets, Flat fee or retainer
Matthew Brunelle Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Matthew Liebman Amplius Wealth Blue Bell CFA Percentage of assets, Hourly
Matthew Newman High Probability Advisors Pittsford CFP Percentage of assets
Michael Dixon Your Planning Partner Palm Beach Gardens PFS Percentage of assets, Hourly
Michael George FPL Capital Management Metairie Not listed Flat fee or retainer, Ongoing planning fee
Montaser Takrouri Azzad Asset Management Chicago Not listed Percentage of assets
Nathan Fulks Family Wealth Partners Matthews CFP Percentage of assets, Hourly
Noel Villajuan Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Patrick Beaird Beaird Harris Dallas PFS Percentage of assets, Fixed fees
Peter Hughes Telos Partners Cottonwood Heights CFA Percentage of assets, Hourly
Peter Melsness Superior Financial Rochester CFP Percentage of assets, Hourly
Rebecca Wagner ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve high earners