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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
448
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
Annelise Sutherland BCR Wealth Strategies Vestavia Not listed Percentage of assets
Brian Lahr One Life Financial Group White Bear Lake Not listed Percentage of assets, Hourly
Bruce Carlson NavPoint Financial Prior Lake Not listed Percentage of assets, Flat fee or retainer
Bryan Gutierrez Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Caleb Hilliker Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Christopher Jackson truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Daniel Gutierrez Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
David Martell NavPoint Financial Prior Lake Not listed Percentage of assets, Flat fee or retainer
Douglas Davey Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Franklin Strobeck One Life Financial Group White Bear Lake Not listed Percentage of assets, Hourly
Heidi Strauss Strauss Financial Group Hoover Not listed Percentage of assets, Hourly
John Strauss Strauss Financial Group Hoover Not listed Percentage of assets, Hourly
John Strauss Strauss Financial Group Hoover Not listed Percentage of assets, Hourly
Justin Moyer KWM Financial Porstmouth Not listed Percentage of assets, Hourly
Justin Waisner Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Kelly Roemers Statherós Financial Solutions San Jose Not listed Percentage of assets
Krista Ketelsen NavPoint Financial Prior Lake Not listed Percentage of assets, Flat fee or retainer
Kristin Ramsay truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Lindsay Birchfield BCR Wealth Strategies Vestavia Not listed Percentage of assets
Mayra Meza Sierra Ocean Ripon Not listed Percentage of assets, Fixed fees
Michael Roberts Statherós Financial Solutions San Jose Not listed Percentage of assets
Nathan Schorsch Head to Toe Hillsboro Not listed Percentage of assets, Hourly
Noah Eshenaur truNorth™ Financial Services Chambersburg Not listed Percentage of assets, Hourly
Terrence Burke Trader Wealth Management Barrington Not listed Percentage of assets, Hourly
Timothy Jones BCR Wealth Strategies Vestavia Not listed Percentage of assets
Trevor Parsons Statherós Financial Solutions El Dorado Hills Not listed Percentage of assets
Tyler Page Jackson Wealth Franklin Not listed Percentage of assets, Hourly
William Wadsworth North Woods Wealth Management Buffalo Not listed Percentage of assets, Fixed fees
Andrew Dennis Comprehensive Wealth Solutions Boca Raton Not listed Percentage of assets, Hourly
Ann Davis 626 Financial Portage Not listed Percentage of assets
Anthony Spangenberg WP Advisors South San Francisco Not listed Percentage of assets
Boris Suvorov Three Main Points Los Gatos Not listed Percentage of assets, Hourly
Brant Shrimplin 626 Financial Portage Not listed Percentage of assets
Brian Tran Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Daniel Hennig Audent Global Asset Management Beverly Hills Not listed Percentage of assets, Fixed fees
Dantonio Fowler Conceptum Strategies San Antonio Not listed Percentage of assets, Hourly
Jamie Tebbe Benchmark Investment Advisors Frisco Not listed Percentage of assets
Jane Lowry Motive Wealth Advisors Birmingham Not listed Ongoing planning fee
Jonathan Caprilli Audent Global Asset Management Beverly Hills Not listed Percentage of assets, Fixed fees
Karen Morse 626 Financial Portage Not listed Percentage of assets
Kevin Boyd KMB Wealth Management Bloomington Not listed Percentage of assets
Luke Dance Dance Investment Partners St. George Not listed One-time planning fee
Marcus Terdik Piedmont Private Wealth Raleigh Not listed Percentage of assets
Matthew Smith South Carolina Wealth Management Group Columbia Not listed Percentage of assets, Hourly
Merrill Dennis Comprehensive Wealth Solutions Boca Raton Not listed Percentage of assets, Hourly
Paul Feinstein Audent Global Asset Management Beverly Hills Not listed Percentage of assets, Fixed fees
Rachel Wren Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Repp Lambert Altura Wealth Advisors Virginia Beach Not listed Percentage of assets, Fixed fees
Richard Nerad Nerad + Deppe Wealth Management La Jolla Not listed Percentage of assets, Ongoing planning fee
Ryan Howard 626 Financial Portage Not listed Percentage of assets

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Related lists

Specialties that serve high earners