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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
James Simmons Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
James Vitiello Fifth Avenue Wealth Advisors New York Not listed Percentage of assets
Jason Blumstein Julius Wealth Advisors Englewood Cliffs CFA Percentage of assets, Fixed fees
Jeffrey Burrow Sierra Ocean Ripon CFP Percentage of assets, Fixed fees
Jeffrey Kaczmarczyk TriState Wealth Advisors Newark CFA Percentage of assets, Ongoing planning fee
Jeffrey Lehmann Ballast Lexington Not listed Percentage of assets, Hourly
Jeffrey Shiffra ARQ Wealth Advisors Scottsdale CFA Percentage of assets, Fixed fees
Jennifer Walenter Keystone Financial Services Loveland Not listed Percentage of assets, Fixed fees
John Imbusch BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Jonathan Kline Lakewood Financial Group Tafton Not listed Percentage of assets
Joseph Cefalu Downtown Wealth Studios Miami Not listed Percentage of assets, Fixed fees
Joshua Jenson One Life Financial Group White Bear Lake CFP Percentage of assets, Hourly
Kanaka Szabo-Cummings Gates Pass Advisors Los Altos CFP Percentage of assets, Fixed fees
Kathleen Cefalu Downtown Wealth Studios Ipswich Not listed Percentage of assets, Fixed fees
Kaylan Adams BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Kelly Snider Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kenneth Gillespie Hermosa Wealth Management Hermosa Beach Not listed Percentage of assets, Hourly
Kevin Blocker Linkside Financial Charlotte Not listed Percentage of assets
Kevin Deans KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Kevin Lindley Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kraishylea Agboaye Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Laura Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Lauren Desmarteaux Preserve Private Wealth Port St. Lucie Not listed Percentage of assets, Fixed fees
Lisa Clements Clear Springs Wealth Bucyrus Not listed One-time planning fee, Ongoing planning fee
Lisa Schaefer KFA Private Wealth Group Chevy Chase Not listed Percentage of assets, Hourly
Logan Pettus Sweeney Financial Advisors Bedford Not listed Percentage of assets
Louise Alexander Gates Pass Advisors Los Altos CFP Percentage of assets, Fixed fees
Marcel Quiroga TQM Wealth Partners Marblehead Not listed Percentage of assets, Hourly
Marshall Rathmell BCR Wealth Strategies Vestavia CFP, PFS Percentage of assets
Matthew Dunn ARQ Wealth Advisors Hudson CFA Percentage of assets, Fixed fees
Matthew Dupree Denver Private Wealth Management Denver CFA Percentage of assets, Hourly
Matthew Heard BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Michael Cox Seaside Wealth Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Michael Ellis Steelhead Wealth Management Naples Not listed Percentage of assets, Fixed fees
Michael Jones High Probability Advisors Pittsford CFA Percentage of assets
Michael Marsh Marsh Wealth Management Knoxville Not listed Percentage of assets
Michael Simcock Liberty Atlantic Advisors Florence CFA Percentage of assets, Hourly
Michael Stevenson Keystone Financial Services Loveland Not listed Percentage of assets, Fixed fees
Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project The Financial Rules Consulting SAN ANTONIO Not listed Flat fee or retainer, Hourly
Michael Yoder Yoder Wealth Management Walnut Creek CFP Percentage of assets, Hourly
Michael Yongue Private Wealth Partners Mill Valley CFA Percentage of assets, Hourly
Michelle Czarnecki Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Monica Lanzilotta Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Nathan Cameron Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Nathan Reagan Handy & Company Financial Advisors Lake Oswego PFS Percentage of assets, Hourly
Nicolas Drury Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Noah Fenz Investors Portfolio Services Puyallup Not listed Percentage of assets, Hourly
Noah York York Wealth Management West Chicago Not listed Flat fee or retainer, Ongoing planning fee
Panos Grivakis Lakewood Financial Group Newport Beach Not listed Percentage of assets
Paula Allgood Beaird Harris Dallas Not listed Percentage of assets, Fixed fees

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Related lists

Specialties that serve high earners