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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
Travis Schaat Perspective Wealth Partners Boise Not listed Percentage of assets
Trevin Harris Avondale Wealth Advisors West Lake Hills Not listed Percentage of assets, Fixed fees
Wade Tapp Family Wealth Partners Matthews Not listed Percentage of assets, Hourly
Wesley Yuhnke FCA Houston Not listed Percentage of assets, Hourly
William Dagley Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
William Jones Boulevard Money Nashville Not listed Percentage of assets, Flat fee or retainer
William Kelly Generous Wealth Management Hull Not listed Percentage of assets, Hourly
William Levay FCA Houston Not listed Percentage of assets, Hourly
William Lynn ARQ Wealth Advisors Scottsdale Not listed Percentage of assets, Fixed fees
William Promes Austin Creek Capital Mill Valley Not listed Percentage of assets, Fixed fees
William Urquhart Castle Island Wealth Boynton Beach Not listed Percentage of assets, Hourly
Adam Mcmillian Financial planning is as important as investments. Cannon Wealth Management Winston-salem Not listed Percentage of assets, Flat fee or retainer
Benjamin Sartin The Planners Fort Collins Not listed Flat fee or retainer, Ongoing planning fee
Christopher Covato Covato Capital Management Naples Not listed Percentage of assets, Hourly
Daniel Frattali HS Wealth Partners Nashville Not listed Percentage of assets
David SooHoo Angel Wealth Advisors Astoria Not listed Percentage of assets, Flat fee or retainer
Eldin Foco Sterling Advisory Group Southfield Not listed Percentage of assets, Hourly
Erik Sartin The Planners Fort Collins Not listed Flat fee or retainer, Ongoing planning fee
Gary Dennis Comprehensive Wealth Solutions Boca Raton PFS, CFA Percentage of assets, Hourly
Hannah Maruyama We help parents of 16-20 year olds find their kids amazing careers. Degree Free - Educational Design Conroe Not listed One-time planning fee, Subscription
Jack Henderson HS Wealth Partners Nashville Not listed Percentage of assets
Jacob Pivonka Axiom Private Wealth Charlotte Not listed Percentage of assets
James Grable Signal Tree Financial Partners Copley Not listed Percentage of assets, Fixed fees
James Lloyd QP Wealth Management Boca Raton Not listed Percentage of assets, Hourly
Jamie Edwards MYeCFO Edgewood Not listed Percentage of assets, Hourly
Jason Joffe Inlight Wealth Atlanta CFA Percentage of assets, Fixed fees
John Capistran Caplo Advisory Houston Not listed Percentage of assets, Hourly
John Cingolani Holy City Prosperity Fayetteville Not listed Percentage of assets, Hourly
John Collet Simple Life Financial Vacaville Not listed Percentage of assets, Hourly
John Darby Inlight Wealth Atlanta CFA Percentage of assets, Fixed fees
John Swift Benchmark Investment Advisors Chicago CFA Percentage of assets
Jonathan Yarger Yarger Wealth Strategies Westerville Not listed Percentage of assets, Fixed fees
Joshalyn Baca HS Wealth Partners Nashville Not listed Percentage of assets
Lisa Heerwagen QP Wealth Management Summerland Key Not listed Percentage of assets, Hourly
Maria Shanley The Planners Fort Collins Not listed Flat fee or retainer, Ongoing planning fee
Mark Diehl True North Wealth Management Palmer Not listed Ongoing planning fee
Michael Marchetti Lakeview Financial Planning Shirley Not listed Percentage of assets, Hourly
Michel Bethea Covato Capital Management Naples Not listed Percentage of assets, Hourly
Naomi Roberts Yarger Wealth Strategies Westerville Not listed Percentage of assets, Fixed fees
Nicholas Frattali HS Wealth Partners Encino Not listed Percentage of assets
Pete Henderson HS Wealth Partners Albuquerque Not listed Percentage of assets
Priya Malani Stash Wealth New York Not listed Percentage of assets, One-time planning fee
Ricardo Donalexis Insight Family Financial Sarasota Not listed One-time planning fee, Ongoing planning fee
Ryan Forsythe Forsythe Wealth Management Crown Point Not listed Percentage of assets, Hourly
Seema Jain Axiom Paragon Services Tampa Not listed Not listed
Thomas Leidner QP Wealth Management Haven Not listed Percentage of assets, Hourly
Timothy Scholten Yarger Wealth Strategies Westerville Not listed Percentage of assets, Fixed fees
Tony Gordon Covato Capital Management Naples Not listed Percentage of assets, Hourly
Yuliana Mendez MYeCFO La Jolla Not listed Percentage of assets, Hourly
Abigail Kotarski BCR Wealth Strategies Vestavia Not listed Percentage of assets

Guides

Related lists

Specialties that serve high earners