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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
Asaph Elan Equilibrium Wealth San Carlos Not listed Percentage of assets, Hourly
Ashley Gardiner Praetorian Guard Wealth Management Carmel Not listed Percentage of assets
Benjamin Esser Inlight Wealth Atlanta CFP Percentage of assets, Fixed fees
Brandon Sullivan Spring Street Wealth New York Not listed Percentage of assets, Fixed fees
Bruce Beckett My Financial Coach Midland Not listed Percentage of assets, Hourly
Chad Seegers Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Charlotte Bell Trio Wealth Management® Great Falls Not listed Percentage of assets, Fixed fees
Christopher Williams Capital Fiduciary Advisors Ashburn Not listed Percentage of assets, Hourly
Daniel Bloemers Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Daniel Stuckey Geometric Advisors Merion Station Not listed Percentage of assets
Daniel Thornton Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
David Belding Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
David Hall Peak Planning Group Hilo Not listed Percentage of assets, Hourly
David Lowery Lowery Thomas Walnut Creek Not listed Percentage of assets
David Wrench Peak Planning Group Fishtail Not listed Percentage of assets, Hourly
David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. SFG Wealth Advisors Tampa Not listed Percentage of assets
Deborah Liguori Comprehensive Wealth Solutions Boca Raton CFP Percentage of assets, Hourly
Eduardo Ciuffo Ariston Services Group San Diego CFA Percentage of assets
Edward Zywien Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Elias Crist Inlight Wealth Atlanta CFP Percentage of assets, Fixed fees
Erik Cooper Low cost wealth management firm Arcvest, LLC Boston Not listed Percentage of assets
Gabriel Martin Pelican Family Office Covington Not listed Flat fee or retainer, Percentage of assets
Garrett Thompson Sky Vision Wealth Columbus Not listed Percentage of assets
Gary Aiken Caveness Wealth Advisory Rockville Not listed Percentage of assets, Hourly
Graham Irving Desert Capital Advisors Henderson CFP Percentage of assets
Gregory Bryson Wealth Management Partners Tucson Not listed Percentage of assets
Gregory Clifford The Clifford Group Wayland Not listed Percentage of assets
Gregory Forsythe Forsythe Wealth Management Crown Point CFA Percentage of assets, Hourly
Guillermo Monge Wealth Management Partners Tucson Not listed Percentage of assets
Jack Branch Pelican Family Office Covington Not listed Flat fee or retainer, Percentage of assets
Jacob VandenBosch Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
James Ellerson The Ellerson Group Annapolis Not listed Percentage of assets, Hourly
James Niedzinski Motive Wealth Advisors Birmingham CFP Ongoing planning fee
Janet Briaud Briaud College Station CFP Percentage of assets, Fixed fees
Jasmine Miller Kilter Group Peoria Not listed Percentage of assets, Fixed fees
Jason Close Motive Wealth Advisors Birmingham CFP, CFA Ongoing planning fee
Jennifer Ziesk Kilter Group Rhinebeck Not listed Percentage of assets, Fixed fees
Jeremiah Barwick Keen Capital Chapin Not listed Percentage of assets, Hourly
Jerome Ledzinski, II Praetorian Guard Wealth Management Carmel Not listed Percentage of assets
John Youngs Tiller Private Wealth Orlando Not listed Percentage of assets, Fixed fees
Jonathan Weatherly Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Jordan Mathews Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
Joshua Guevin ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Joshua Moeller Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Juan Dager Vancampenhoud TitanRex Arlington Not listed Percentage of assets, Hourly
Julie Hebert Ascension Capital Advisors Liberty Not listed Percentage of assets, Fixed fees
Justin Lopez Caveness Wealth Advisory Abingdon Not listed Percentage of assets, Hourly
Justin Lunt Scratch Capital Boise Not listed Percentage of assets, Fixed fees
Justin Luther Luther Wealth North Charleston CFA Percentage of assets
Katherine Stevick Align Financial Planning Southern Pines Not listed Ongoing planning fee, One-time planning fee

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Specialties that serve high earners