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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
Kaya Ladejobi Earn Into Wealth Atlanta Not listed Ongoing planning fee
Kaylee Johnson Kilter Group Webster Not listed Percentage of assets, Fixed fees
Kendal Fordham Privileged Planning Green Cove Springs Not listed Percentage of assets, Flat fee or retainer
Kevin Laman Lattice Wealth Advisors Chattanooga Not listed Percentage of assets, Hourly
Kevin Toler Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Kristi Thompson Wealth Management Partners Tucson Not listed Percentage of assets
Kristopher Wallick Wallick Wealth Management Perkasie Not listed Percentage of assets
Kyle Wilson Sozo Private Wealth Not listed CFP Percentage of assets
Lance Peters Nautical Star Financial Las Colinas Not listed Percentage of assets, Hourly
Lauren Bell Trio Wealth Management® Great Falls Not listed Percentage of assets, Fixed fees
Levi Turner Turner Financial Omaha Not listed Percentage of assets, Fixed fees
Luz Curiel Kilter Group Rhinebeck Not listed Percentage of assets, Fixed fees
Mark Fetterolf My Financial Coach Midland Not listed Percentage of assets, Hourly
Mark Herskovitz Equilibrium Wealth Jerusalem Not listed Percentage of assets, Hourly
Mark Vicencio Lowery Thomas Pebble Beach Not listed Percentage of assets
Martha Hays ACT Advisors Asheville Not listed Ongoing planning fee
Martin Curiel MYeCFO La Jolla CFA Percentage of assets, Hourly
Matthew Ahrens MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Matthew McKay Briaud College Station CFP Percentage of assets, Fixed fees
Michael Alexenko Royal Asset Managers St. Charles CFA Percentage of assets, Flat fee or retainer
Michael Munson MYeCFO La Jolla CFA Percentage of assets, Hourly
Michelle Francis Life Story Financial Arvada Not listed Flat fee or retainer, Percentage of assets
Michelle Holmes Briaud Mandan CFP, CFA Percentage of assets, Fixed fees
Mitchell Bloom Bloom Financial Westminster Not listed Percentage of assets
Mitra Shahi Wealth Management Partners Los Angeles Not listed Percentage of assets
Morgan Brown Wealth Management Partners Tucson Not listed Percentage of assets
Natalie Pine Briaud College Station CFP Percentage of assets, Fixed fees
Nikolas Madonis ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Pasha Shemirani Wealth Management Partners Los Angeles Not listed Percentage of assets
Patrick Latta ACT Advisors Asheville Not listed Ongoing planning fee
Paul Thompson Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
Preston Mayo Insight Wealth Strategies San Ramon Not listed Percentage of assets, Hourly
Ramprasad Satagopan Everest Private Wealth Cupertino Not listed Percentage of assets
Ranga Srinivasan Everest Private Wealth Cupertino Not listed Percentage of assets
Rebecka Pratt Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Richard Arbury My Financial Coach Midland Not listed Percentage of assets, Hourly
Robert McKay Nautical Star Financial Fort Mitchell Not listed Percentage of assets, Hourly
Roger Chen MYeCFO New York CFA Percentage of assets, Hourly
Roger Crook Altura Wealth Advisors Virginia Beach CFP, ChFC Percentage of assets, Fixed fees
Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence Wealthcare for Women Atlanta Not listed Percentage of assets, Flat fee or retainer
Ryan Bannister 1Up Financial Advisors Cary Not listed Ongoing planning fee, Hourly
Ryan Carragher The Clifford Group Wayland Not listed Percentage of assets
Sachin Sawant Briaud College Station CFP Percentage of assets, Fixed fees
Samuel Tidd Scratch Capital Boise Not listed Percentage of assets, Fixed fees
Scott Bell Gross Domestic Product Playa Del Rey Not listed Percentage of assets, One-time planning fee
Scott Schaeffer MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Scott Schwinger Ascension Capital Advisors Houston Not listed Percentage of assets, Fixed fees
Sean Toohey Alpine Private Wealth Omaha Not listed Percentage of assets
Stephanie Holston Kilter Group Witchita Not listed Percentage of assets, Fixed fees
Susanna Robinson Peak Planning Group Raleigh Not listed Percentage of assets, Hourly

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Specialties that serve high earners