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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
Jason Saxon Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Jerad Rosburg ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Jeremy Wadsworth North Woods Wealth Management Buffalo CFA Percentage of assets, Fixed fees
Jill Wood FreeWood Private Wealth Management Powell Not listed Percentage of assets, Hourly
Joel Yaeger Compound Waunakee Not listed Percentage of assets, Fixed fees
John Cole LKL Advisors Atlanta Not listed Percentage of assets, Flat fee or retainer
John Mann High Probability Advisors Fort Meyers Not listed Percentage of assets
John Sardoni Generous Wealth Management Marshfield Not listed Percentage of assets, Hourly
Joseph Feste KM Capital Management Atlanta Not listed Percentage of assets, Fixed fees
Joseph Feste KM Capital Management Austin Not listed Percentage of assets, Fixed fees
Joseph Gilligan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
Joseph Jay Midwestern Financial Group Iowa City Not listed Percentage of assets, Hourly
Kaushal Majmudar Ridgewood Investments Springfield Not listed Percentage of assets, Hourly
Kevin McCluskey Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Kymberly Watson Fruth Investment Management Houston Not listed Percentage of assets, Fixed fees
Lauren Bellomo Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Marmar Binley KM Capital Management Roanoke Not listed Percentage of assets, Fixed fees
Matthew Beardwood Westover Capital Advisors Wilmington Not listed Percentage of assets, Hourly
Matthew Ravenscroft Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Mia Vazquez Northbridge Financial Group Tampa Not listed Percentage of assets, Hourly
Michael Handy Handy & Company Financial Advisors Lake Oswego Not listed Percentage of assets, Hourly
Mitchell Herr Custos Family Office Austin Not listed Percentage of assets, Hourly
Nikki Hamblin High Probability Advisors Pittsford Not listed Percentage of assets
Paige Moon Perspective Wealth Partners Boise Not listed Percentage of assets
Patrick Campbell Midwestern Financial Group Iowa City Not listed Percentage of assets, Hourly
Perry Jeffries Diamond Equity Advisors Columbus Not listed Ongoing planning fee
Rebekah Adams Perspective Wealth Partners Boise Not listed Percentage of assets
Remington Conte Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Ricardo Jesus Liberty Atlantic Advisors Conceição Not listed Percentage of assets, Hourly
Richard Culpepper James Investment Xenia Not listed Percentage of assets, Hourly
Richard Fruth Fruth Investment Management Houston Not listed Percentage of assets, Fixed fees
Richard Kuchen Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Robert Burns FCA Houston Not listed Percentage of assets, Hourly
Robert Scharar FCA Houston Not listed Percentage of assets, Hourly
Ryan Knight Family Wealth Partners Matthews Not listed Percentage of assets, Hourly
Ryan Post James Investment Xenia Not listed Percentage of assets, Hourly
Ryan Scharar FCA Fort Worth Not listed Percentage of assets, Hourly
Sam Namiri Ridgewood Investments Beverly Hills Not listed Percentage of assets, Hourly
Skyler Eubank Perspective Wealth Partners Boise Not listed Percentage of assets
Stephen Carl High Probability Advisors Pittsford Not listed Percentage of assets
Stephen Sustrick Honu Wealth Sunnyvale Not listed Flat fee or retainer, Ongoing planning fee
Steven Crawford FCA Houston Not listed Percentage of assets, Hourly
Steven Price Avondale Wealth Advisors West Lake Hills Not listed Percentage of assets, Fixed fees
Tara Newton Perspective Wealth Partners Boise Not listed Percentage of assets
Tayeb Ayat Fenul Wealth Management Los Angeles Not listed Percentage of assets, Hourly
Terrance McGuire Ridgewood Investments Springfield Not listed Percentage of assets, Hourly
Thomas Koch Hall Capital Management Pasadena Not listed Percentage of assets
Timothy Bock Adaptive Wealth Engineering Las Vegas Not listed Percentage of assets, Hourly
Timothy Kulick Denver Private Wealth Management Centennial Not listed Percentage of assets, Hourly
Tracy Riordan ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve high earners