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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
Reyn Eichenlaub Canopy Wealth Management Birmingham Not listed Percentage of assets
Richard Siegel ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Robert Dye Family Wealth Partners Matthews CFP Percentage of assets, Hourly
Robert Pick RightWise Wealth Las Vegas Not listed Percentage of assets, Ongoing planning fee
Rupesh Goyal Alphanso Rochester Not listed Flat fee or retainer, Ongoing planning fee
Ryan Conner Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Scott Beasley Liberty Atlantic Advisors Valencia CFP, ChFC Percentage of assets, Hourly
Scott Dunlap Human Capital Wealth Management Fishers Not listed Percentage of assets, Ongoing planning fee
Scott Evans Liberty Atlantic Advisors Princeton CFP, CFA Percentage of assets, Hourly
Scott Voigt Verisail Partners Chamblee CFP, CFA Percentage of assets, Ongoing planning fee
Stephanie Bunn Capstone Global Advisors Wedowee CFP Percentage of assets, Hourly
Stephen Crifasi Westover Capital Advisors Wilmington CFP Percentage of assets, Hourly
Stuart Strasner Defiant Capital Group Warrendale CFA Percentage of assets, Fixed fees
Tameem Qasem Azzad Asset Management Falls Church Not listed Percentage of assets
Taylor Bell Aequitas Financial Santa Ana Not listed Percentage of assets, Ongoing planning fee
Taylor Stanfill Verisail Partners Chamblee CFP Percentage of assets, Ongoing planning fee
Thaddeus Gilliam Verisail Partners Chamblee CFP, CFA Percentage of assets, Ongoing planning fee
Thomas Anzivino Longitude Financial Planning Manor Not listed Percentage of assets, Ongoing planning fee
Thomas Post Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Todd Moerman Integrity Investment Advisors Fort Collins Not listed Percentage of assets
Tom Chun Honu Wealth Sunnyvale CFP Flat fee or retainer, Ongoing planning fee
Tracie Handberg Verisail Partners Chamblee CFP Percentage of assets, Ongoing planning fee
Trent Hinton Canopy Wealth Management Middleton Not listed Percentage of assets
Tristen Sheffler ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Troy Stovern TrueNorth Wealth & Impact Joplin CFP Percentage of assets, Hourly
Virajith Wijeweera FPL Capital Management Metairie Not listed Flat fee or retainer, Ongoing planning fee
William Lee ARQ Wealth Advisors Scottsdale CFP, CFA Percentage of assets, Fixed fees
Zachary Cole Arrowstone Wealth Malaga CFP Percentage of assets
Zachary Potter ARQ Wealth Advisors Scottsdale CFP Percentage of assets, Fixed fees
Alexi Gilmore-Manookian Stash Wealth Hawley CFP Percentage of assets, One-time planning fee
Amanda Blankenship Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
Anthony Steffan HS Wealth Partners Nashville CFP Percentage of assets
Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. Savvy New York Not listed Percentage of assets, One-time planning fee
Ashwini Patil GoalVest Advisory New York Not listed Percentage of assets, Hourly
Braden DeForge GoalVest Advisory New York Not listed Percentage of assets, Hourly
Brett Rufkahr Alpine Private Wealth Saint Louis CFA Percentage of assets
Brian Yost Alpine Private Wealth Saint Louis CFA Percentage of assets
Cassandra Golden May Hill Capital Stuttgart CFP Percentage of assets, Fixed fees
Cassandra McKnight Stash Wealth Norwalk CFP Percentage of assets, One-time planning fee
Christel Turkiewicz ONE Advisory Partners Overland Park Not listed Ongoing planning fee, Percentage of assets
Christopher Villaire Villaire Financial Grand Rapids Not listed Percentage of assets, Ongoing planning fee
Clayton Gardner Award-winning modern wealth management firm for high earning professionals. Titan New York Not listed Percentage of assets, Subscription
Cole Durkin Insight Wealth Strategies San Ramon CFA Percentage of assets, Hourly
Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. D&M Strategic Wealth Irvine Not listed Percentage of assets
David D'Alessandro Axiom Private Wealth Charlotte CFP Percentage of assets
David Massare Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
David Sheiman The Ellerson Group Annapolis CFA Percentage of assets, Hourly
David Tsow Pandora Wealth Las Vegas Not listed Percentage of assets
Derek Jones Scratch Capital Boise CFA Percentage of assets, Fixed fees
Derek Notman Intrepid Wealth Partners Melbourne Beach CFP, ChFC Percentage of assets

Guides

Related lists

Specialties that serve high earners