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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
Alberto Crespo Crespo Capital Jacksonville Not listed Percentage of assets, Hourly
Alessandro D'Agaro D'Agaro Financial Advisory Alexandria CFA Percentage of assets, Hourly
Alexander Hoover Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Allen Tyndall Seaside Wealth Advisors Plano Not listed Percentage of assets, Hourly
Anat Yoder Yoder Wealth Management Walnut Creek CFP Percentage of assets, Hourly
Andrew Lee Linkside Financial Charlotte Not listed Percentage of assets
Ann Nowell Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Anthony Lopiccolo Custos Family Office Greenwood Village CFA Percentage of assets, Hourly
Brenton Bersin Linkside Financial Charlotte Not listed Percentage of assets
Brett Grossman Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Brian Beckman Hermosa Wealth Management Torrance Not listed Percentage of assets, Hourly
Brian Fraser Canyon Creek Investment Advisors Fruita CFA Percentage of assets, Hourly
Brian Rettig Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
Brian Shepardson James Investment Xenia CFA, CIC Percentage of assets, Hourly
Catherine Richmond Ballast Lexington Not listed Percentage of assets, Hourly
Charles Gibbons KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Clark Jeffries Jeffries Wealth Marietta Not listed Flat fee or retainer, Ongoing planning fee
Dalin Jewett Tanara Wealth Management Lehi Not listed Percentage of assets, Hourly
Daniel Goldberg Diversified Portfolios Bloomfield Hills CFA Percentage of assets
Daniel Hernandez Power Financial Partners Tampa CFP Percentage of assets, Hourly
Darin Robinson Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
David Klepeisz Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
Denisse Arebalo Pacific Canyon Investments Lemon Grove Not listed Percentage of assets, Hourly
Dezaree Seeds Sierra Ocean Ripon CFP Percentage of assets, Fixed fees
Domenica Stokes JPC Wealth Management Petaluma Not listed Ongoing planning fee
Donald Hall Hall Capital Management Pasadena CFA Percentage of assets
Donald Harris Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Donna Zanetti Pennsylvania Capital Management Huntingdon Valley Not listed Percentage of assets, Hourly
Douglas Jackson Jackson Wealth Franklin CFP Percentage of assets, Hourly
Drew Vesling Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Dustin Hunter SunRift Capital Partners Plainfield Not listed Percentage of assets, Hourly
Edward Kolanko Baynes Investment Counsel Mason Not listed Percentage of assets, Hourly
Elena Sargent Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Emilie Andres Statherós Financial Solutions El Dorado Hills CFP Percentage of assets
Eric Sorenson Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Erik Bagley Kotys Wealth Professionals Folsom Not listed Percentage of assets, Hourly
Erik Thompson Peerless Wealth Columbus Not listed Percentage of assets, Hourly
Ethan Braid High Pass Asset Management Denver CFA Percentage of assets, Hourly
Frank Greene Private Wealth Partners Mill Valley CFA Percentage of assets, Hourly
Harold Sasnowitz BCR Wealth Strategies Clifton CFP Percentage of assets
Harold Sawyer Westover Capital Advisors Wilmington CFA Percentage of assets, Hourly
Ian McGinnis Dental Wealth Partners Jackson Not listed Percentage of assets, Hourly
Jacob Drum Strauss Financial Group Hoover CFP, PFS Percentage of assets, Hourly
Jacob Parsons Statherós Financial Solutions El Dorado Hills CFP, ChFC Percentage of assets
Jacob Siani Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. TrueClarity Wealth Wayne Not listed One-time planning fee, Subscription
James Behr Stillwater Private Wealth Mt. Pleasant Not listed Percentage of assets, Flat fee or retainer
James Bertram Baynes Investment Counsel Franklin Not listed Percentage of assets, Hourly
James Curran JPC Wealth Management Petaluma Not listed Ongoing planning fee
James Keenan Keenan Private Wealth Management New York Not listed Percentage of assets, Hourly

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Related lists

Specialties that serve high earners