W Wellspent Public advisor graph
Get matched
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
Thomas Anderton 626 Financial Portage CFP Percentage of assets
Timothy Mosier Cairn Wealth Management Vancouver Not listed Percentage of assets, Hourly
Tom O'Neill We are a multi generational wealth management team. Not listed Mount Laurel Not listed Percentage of assets
Trevor Sarif-Killea Geometric Advisors New York Not listed Percentage of assets
William Root Keeler & Nadler Dublin Not listed Percentage of assets, Hourly
Aaron Haase Avondale Wealth Advisors West Lake Hills Not listed Percentage of assets, Fixed fees
Alexander Ingrim Liberty Atlantic Advisors Florence Not listed Percentage of assets, Hourly
Alexia McCluskey Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Ali Alsari AWM Global Advisors San Diego Not listed Percentage of assets
Andrew Picchietti Midwestern Financial Group Iowa City Not listed Percentage of assets, Hourly
Andrew Waymire Perspective Wealth Partners Boise Not listed Percentage of assets
Annette Quinter James Investment Xenia Not listed Percentage of assets, Hourly
Audrey Soza Custos Family Office Austin Not listed Percentage of assets, Hourly
Barrett Haus Haus Financial Solutions Orlando Not listed Percentage of assets, Hourly
Bradley Sorenson Diversified Portfolios Bloomfield Hills Not listed Percentage of assets
Brandon Cruz Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Brynn Albers Northbridge Financial Group Tampa Not listed Percentage of assets, Hourly
Carly Denial ARQ Wealth Advisors Scottsdale, Az 85260 Not listed Percentage of assets, Fixed fees
Casey Phinney Generous Wealth Management Marshfield Not listed Percentage of assets, Hourly
Catharine Betzig Diversified Portfolios Bloomfield Hills Not listed Percentage of assets
Christina Doherty FCA Houston Not listed Percentage of assets, Hourly
Cindy Yac FCA Houston Not listed Percentage of assets, Hourly
Cody Gunn Arrowstone Wealth Malaga Not listed Percentage of assets
Connor Williamson TrueNorth Wealth & Impact Joplin Not listed Percentage of assets, Hourly
Darin Snow Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
David Cantor Liberty Atlantic Advisors Florence Not listed Percentage of assets, Hourly
David McGowan James Investment Xenia Not listed Percentage of assets, Hourly
Dennis Perdue Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Diane Rose James Investment Xenia Not listed Percentage of assets, Hourly
Drew Kittey Fruth Investment Management Houston Not listed Percentage of assets, Fixed fees
Dylan Jones Paragon Management Lexington Not listed Percentage of assets, Fixed fees
Elena Hawk Hawk Advisory San Francisco Not listed Flat fee or retainer, Percentage of assets
Ella Anderson Family Wealth Partners Matthews Not listed Percentage of assets, Hourly
Emily Johns Paragon Management Lexington Not listed Percentage of assets, Fixed fees
Erik Schei Gates Pass Advisors Los Altos CFA Percentage of assets, Fixed fees
Fionn Allen Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Frederick van Wyk FCA Calgary Not listed Percentage of assets, Hourly
George Greer Sheeley & Partners Wealth Management Providence Not listed Percentage of assets
Gregory Peterson Statherós Financial Solutions Hailey PFS Percentage of assets
Griffin Leahy Can handle all of your financial needs from banking, investments, mortgages, to estate planning. Not listed Evanston Not listed Percentage of assets
Harold Classick Denver Private Wealth Management Denver Not listed Percentage of assets, Hourly
Harold Sawyer, Jr. Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Heather Dean Custos Family Office Austin Not listed Percentage of assets, Hourly
Henry Rutherford Liberty Atlantic Advisors Florence Not listed Percentage of assets, Hourly
Hubert Lenczowski Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Jack McCluskey Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Jake Cooper High Probability Advisors Albany Not listed Percentage of assets
Jake Crosby ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
James Bailey Perspective Wealth Partners Boise Not listed Percentage of assets
James Robinson ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve high earners