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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
Perrin Jones BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Robert Johnson Linkside Financial Charlotte Not listed Percentage of assets
Robert Pascarella Peerless Wealth Spring Not listed Percentage of assets, Hourly
Ronald Leavitt Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Ronald Skalberg Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Ronald Yolles Diversified Portfolios Bloomfield Hills CFA Percentage of assets
Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. Northwestern Mutual Investment Services, LLC ATLANTA Not listed Percentage of assets
Ryan Kolstad AP Investment Management Mountain View Not listed Percentage of assets, Flat fee or retainer
Ryan Kotys Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Ryan Robertson Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Ryan Sullivan Off the Beaten Path Financial Wilsall Not listed Percentage of assets, One-time planning fee
Samuel Baynes Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Samuel Liebman Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Sandra Cleveland BCR Wealth Strategies Vestavia CFP Percentage of assets
Sean Green Amplius Wealth Blue Bell Not listed Percentage of assets, Hourly
Seth Bittner Stillwater Private Wealth Allentown Not listed Percentage of assets, Flat fee or retainer
Spencer Lawson BCR Wealth Strategies Vestavia CFP Percentage of assets
Stelianos Elenis High Pass Asset Management Denver CFA Percentage of assets, Hourly
Stephen Jimenez Peerless Wealth Columbus Not listed Percentage of assets, Hourly
Stephen Palmer Pennsylvania Capital Management Blue Bell Not listed Percentage of assets, Hourly
Stuart Herzog Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Theron Weimer KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Thomas Cefalu Downtown Wealth Studios New York Not listed Percentage of assets, Fixed fees
Travis Broadhurst Sweeney Financial Advisors Bedford Not listed Percentage of assets
Trent Dysert James Investment Xenia CFA Percentage of assets, Hourly
Trevor Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Trevor O'Connor Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Trey Ortman Ortman Finances Canistota Not listed Ongoing planning fee, Percentage of assets
Tricia Lepofsky KFA Private Wealth Group Tyson Not listed Percentage of assets, Hourly
Trystan Cleaver Seek First Campbell Not listed Percentage of assets, Fixed fees
Valerie Lemmon Ridgewood Investments Springfield CFA Percentage of assets, Hourly
Valerie Tucker Summa Global Advisors Clackamas Not listed Percentage of assets, Fixed fees
Weston Bryan Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
William Herr Trader Wealth Management Barrington CFP Percentage of assets, Hourly
Yvonne Marsh Marsh Wealth Management Knoxville Not listed Percentage of assets
Adam Bederov Geometric Advisors Oxnard Not listed Percentage of assets
Adam Oates Peak Planning Group Raleigh Not listed Percentage of assets, Hourly
Adam Waitkevich Caveness Wealth Advisory Worcester Not listed Percentage of assets, Hourly
Albert Brown Wealth Management Partners Tucson Not listed Percentage of assets
Alexis Buchholz BFG Wealth Management Dallas Not listed Percentage of assets
Amanda Bassford Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Andre Luiz Paiva Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Andrea Billquist Briaud College Station CFP Percentage of assets, Fixed fees
Andrew Lunt Scratch Capital Boise Not listed Percentage of assets, Fixed fees
Andrew Mickley Lakeside Planning Macungie Not listed Percentage of assets, Ongoing planning fee
Andrew Straton Westhollow Wealth Management Milton Not listed Percentage of assets
Angelique Dumler Inlight Wealth Atlanta CFP Percentage of assets, Fixed fees
Anthony Moeller MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Anthony Ortale Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Arthur Hall StrategicGlobal South Riding Not listed Percentage of assets, Hourly

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Specialties that serve high earners