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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
Rebecca Jackson SeedSafe Financial Austin CFP, CPA, PFS, RLP Percentage of assets, Ongoing planning fee
RJ Devick Bond&Devick Wealth Partners Saint Louis Park BA, BFA, BS, CFP Percentage of assets, One-time planning fee
Robert Costello Costello Financial Planning Bend CFP Percentage of assets, Fixed fees
Ryan Greiser Opulus, LLC Doylestown CFP Percentage of assets, Flat fee or retainer
Ryan Johnson We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live. Hundred Financial Planning Grand Rapids CFP One-time planning fee, Percentage of assets
Steven Stanganelli Clear View Wealth Advisors, LLC Amesbury AEP, CFP, CRPC, MS Percentage of assets, Flat fee or retainer
Stu Sneen TwoTen Planning PLLC Austin CFP, CFA Flat fee or retainer, Ongoing planning fee
Sweta Bhargav Adviso Wealth Princeton CEPA, CFA, CFP Flat fee or retainer, Hourly
Adam Cornwell North Ridge Wealth Advisors Beaverton CFA, CFP Percentage of assets
AJ Flores Portfolio Advisors, Inc. Fresno CFP Percentage of assets
Alex Caswell Wealth Script Advisors San Francisco CFP, CFA, EA Percentage of assets, Flat fee or retainer
Alex Caswell-Yatsenko Wealth Script Advisors San Francisco CFA, CFP, EA Percentage of assets, Flat fee or retainer
Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. Fiduciary Financial Advisors Grand Rapids CFP Percentage of assets, Subscription
Betsy Ratashak-Vogel R&V Personal Finance Decorah CFP Percentage of assets, Ongoing planning fee
Bill Nelson Pacesetter Planning LLC Arlington Certified Student Loan Professional, CFP, CFT-I Ongoing planning fee
Brian Seymour Guiding First-Generation Wealth Builders Prosperitage Wealth Mcdonough CFP, ChFC, RICP Percentage of assets, Flat fee or retainer
Britton Wellington Real Agency Wealth Beaverton CFP, EA Percentage of assets, Ongoing planning fee
Chloe Moore Financial Staples Atlanta CFP Ongoing planning fee, Flat fee or retainer
Clint Gossage CMG Financial Consulting, LLC Scottsdale CFA, CFP, CPA Ongoing planning fee
Cole Williams Vessel Financial Planning Plano BFA, CFP, CIMA Percentage of assets, Ongoing planning fee
Erik Nero First Step Wealth Planning, LLC Wilton CFP, RICP Flat fee or retainer, Ongoing planning fee
Evan Luongo NoDa Wealth Management Charlotte CFP One-time planning fee, Percentage of assets
Evan Marquis Milestone Financial Planning, LLC Bedford CFP, EA, RICP, MSFP Percentage of assets, Ongoing planning fee
Gabriel Motta Inclinevest® Plano CFP, MBA Percentage of assets, One-time planning fee
Gordon Achtermann Silverstone Financial Owings Mills CFP, MBA Percentage of assets, Hourly
Gustaf Rounick Westlight Wealth Venice BA, CFP, MSC Percentage of assets, Ongoing planning fee
Ivan Havrylyan Outside The Box Financial Planning, LLC Wheeling CFP One-time planning fee
Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. Water Street Wealth Management Tampa CFP Percentage of assets
Jeremy Eppley Silverstone Financial Owings Mills CFP, CPWA, APMA, CRPC Percentage of assets, Hourly
Jessica Merino Merino Wealth Management Chicago CFP Percentage of assets, Ongoing planning fee
Jessica Smith Vitality Wealth Meridian CFP, CPA, MAcc Percentage of assets, Ongoing planning fee
Joel Chouinard SharpEdge Financial LLC Southlake CFP, ChFC Flat fee or retainer, One-time planning fee
Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. Savant Wealth Management Phoenix AIF, CFP, CPA/PFS, CFA Percentage of assets, Flat fee or retainer
Jonathan McAlister Integrity Road Wealth Partners LLC Houston CFP, MBA, CKA Percentage of assets, Ongoing planning fee
Josue Luque De Julio Next Gen Financial Planning San Diego CFP Percentage of assets, Hourly
Justin Reede Integrity Road Wealth Partners LLC Houston CFP, CKA Percentage of assets, Ongoing planning fee
Laurie Licata PDS Planning, Inc. Dublin CFP Flat fee or retainer, Ongoing planning fee
Rafael Melendez Next Gen Financial Planning San Diego CFP Percentage of assets, Hourly
Renee Collins Retire Ready Inc. Olympia Fields CFP, CPA, AFC One-time planning fee, Ongoing planning fee
Robert Stoll Financial Design Studio, Inc. Deer Park CFA, CFP Percentage of assets, Ongoing planning fee
Robert Tull Tull Financial Group, Inc. Chesapeake CFP, MBA Percentage of assets, Hourly
Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. Montebello Avenue Phoenix CFP Flat fee or retainer, Percentage of assets
Ryan McClung Crossroads Wealth Planning Lake Oswego CEPA, CFP, CPA Hourly, One-time planning fee
Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. Pillar Wealth Franklin CFP Hourly, One-time planning fee
Shar-Né Warren Financial Excavation Plano CFP, CRPC Flat fee or retainer, Hourly
Spenser Liszt Motif Planning Dallas CFP Flat fee or retainer, Ongoing planning fee
Steve Engle Asbury Capital Glen Mills CFP Percentage of assets, Flat fee or retainer
T.J. van Gerven Memento Financial Planning Boston CFP Percentage of assets, Ongoing planning fee
Theodore van Gerven Memento Financial Planning Boston CFP Percentage of assets, Ongoing planning fee
Thomas Knowlton Luminvest Wealth Management LLC Scottsdale CFP, CTFA, MBA Percentage of assets

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Specialties that serve high earners