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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
Earl Jordan Yaokasin WealthArch Investment Services Pasadena CFA Hourly
Elizabeth Scheiderer Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. The World Changers Miami Not listed Percentage of assets, Subscription
Harry Martin GoalVest Advisory New York Not listed Percentage of assets, Hourly
Jacob Levy Conquis Financial Millbrae CFP Percentage of assets, Fixed fees
James Gorzynski We increase your company value by 72% to prepare for a sale Certified Exit Planners Charlotte Not listed One-time planning fee, Flat fee or retainer
Jared La Blue DiversiFi Capital Los Altos Not listed Ongoing planning fee, Percentage of assets
Jeff Rovnak Signal Tree Financial Partners Copley CFP Percentage of assets, Fixed fees
Jeffrey Fortner Geometric Advisors Seattle CFA Percentage of assets
Jeffrey Notaro Notaro Wealth Advisory Tokyo Not listed Percentage of assets
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
John Burnside Burnside and Company Oregon City CFP Flat fee or retainer
John Morrison Geometric Advisors Austin CFA Percentage of assets
Katherine Simmonds Conquis Financial Millbrae CFP Percentage of assets, Fixed fees
Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises MOKAN Wealth Management Overland Park Not listed Percentage of assets, One-time planning fee
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
Mark Sifling Simple Life Financial El Cerrito CFP Percentage of assets, Hourly
Matthew Buehler Erenda Capital Management Glendale 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
Molly McCarthy LD Lowe Wealth Advisory Richardson ChFC Percentage of assets, Hourly
Natalia Ivanova NewGen Wealth Creation Rincon Not listed Percentage of assets
Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. Calculated Wealth Madison CPA Percentage of assets, Hourly
Nicholas Cavanaugh Roble Belko & Company Sewickley Not listed Percentage of assets, Fixed fees
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
Patrick McGough Geometric Advisors Arlington Heights CFA Percentage of assets
Paul Cordero Attune Financial Planning San Rafael CFP Percentage of assets, Ongoing planning fee
Pedro Gomez Brickell Financial Group Miami CFP Percentage of assets, Hourly
Peter Shenas Ariston Services Group San Diego CFP Percentage of assets
Peter Wolynski Helping people retire and save taxes. Calculated Wealth Madison Not listed Percentage of assets
Robert Dockendorff May Hill Capital Cohasset CFP Percentage of assets, Fixed fees
Roger Roble Roble Belko & Company Sewickley Not listed Percentage of assets, Fixed fees
Ronald Sanders ONE Advisory Partners Overland Park Not listed Ongoing planning fee, Percentage of assets
Ryan McCarthy McCarthy Asset Management Redwood Shores CFP Percentage of assets, Hourly
Sasha Childers Three Arch Wealth Management Irvine Not listed Percentage of assets
Sergio De La Torre Pandora Wealth Roswell Not listed Percentage of assets
Seth Corkin May Hill Capital Brookline CFP, ChFC Percentage of assets, Fixed fees
Srdjan Nastasic Augustus Wealth Long Beach Not listed Hourly, Ongoing planning fee
Stephen Greco Pandora Wealth Las Vegas Not listed Percentage of assets
Stephen McCarthy McCarthy Asset Management Redwood Shores CFP Percentage of assets, Hourly
Sunni Allen Three Arch Wealth Management Irvine Not listed Percentage of assets
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
Theodore Winders Yarger Wealth Strategies Westerville CFP, CFA Percentage of assets, Fixed fees
Timothy Pope 360 Aviation Advisors Concord CFP Percentage of assets, Fixed fees
Tony Escobar Purpose-based financial planning for your business and personal needs. Exponent Group Morton Not listed One-time planning fee, Percentage of assets
William Snider ONE Advisory Partners Highlands Ranch Not listed Ongoing planning fee, Percentage of assets
Aaron Beeson Seek First Ellensburg Not listed Percentage of assets, Fixed fees
Aaron Marks Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Adam Corrie Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Adam Cress Capstone Capital Henderson Not listed Percentage of assets, Fixed fees

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Related lists

Specialties that serve high earners