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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 Mclean Altruist Wealth Management Charlotte CFP, MBA Flat fee or retainer, Ongoing planning fee
Tim Witham Balanced Life Planning LLC Villa Hills CFP Percentage of assets, Ongoing planning fee
Tina Mistry Portfolio Advisors, Inc Fresno CFP Percentage of assets
Travis Allen Fiduciary Financial Planning & Investment Management. Custom Wealth Planners Ankeny CFA, CFP, RICP Percentage of assets, One-time planning fee
Trent White Luminvest Wealth Management LLC Scottsdale CFP, JD Percentage of assets
Alissa Maizes Amplify My Wealth Boca Raton CFP, JD Ongoing planning fee, One-time planning fee
Ally Jane Ayers Brooklyn FI, LLC Brooklyn CFP, EA Percentage of assets, Ongoing planning fee
Anandi Krishnamurthy AKrish Financial Advisory Cupertino CFP Hourly, One-time planning fee
Andrew Katz-Moses Katz-Moses Financial, LLC Washington CFP, M.Ed. Ongoing planning fee, Percentage of assets
Andrew Mastro Wrought Financial Planning Haddonfield CFP, CFA Ongoing planning fee, Flat fee or retainer
Betsy Hutchins Forward Financial Planning Germantown CFP, CRPC Flat fee or retainer, Ongoing planning fee
Brett Polzin Eight Peaks Wealth Management Parker CFP, EA Percentage of assets, Flat fee or retainer
Brittany Brinckerhoff Hilltop Wealth Advisors, LLC Chapel Hill CFP, CSLP Percentage of assets
Caleb Pepperday Advanced Practice Planning, LLC Missoula CFP, ChFC Ongoing planning fee
Caroline Nalbantoglu CNal Financial Planning Inc. Montreal C.Adm.F.P., CFP, RFP Not listed
Cecil Staton Arch Financial Planning, LLC Athens CFP Percentage of assets
Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. Zenith Wealth Partners Philadelphia CFP Percentage of assets, Flat fee or retainer
Chris Arnold Refresh Wealth University City CFP Percentage of assets, Ongoing planning fee
Chris Ferris Ryan Lamontagne Inc. Ottawa CFP, CFA One-time planning fee, Percentage of assets
Chris Hostetler Hilltop Wealth Advisors Chapel Hill CDAA, CFP, CRPS, Certified Student Loan Professional Percentage of assets
Chris Ryan Ryan Lamontagne Inc. Ottawa CFP, CFA One-time planning fee, Percentage of assets
Chris Ward EntryPoint Wealth Management Cincinnati CFP Percentage of assets, Hourly
Christopher Annello SAGEbroadview Wealth Management, LLC Farmington CFP Ongoing planning fee
David Blain BlueSky Wealth Advisors, LLC Acworth CFA, CDFA, CFP, EA Ongoing planning fee
David Marotta Marotta Wealth Management, Inc. Charlottesville AAMS, AIF, CFP, APMA Percentage of assets, Hourly
Donovan Brooks Prospurpose Wealth Saint Joseph CFP Ongoing planning fee
Heather Haas Imperium Wealth Management, LLC San Antonio CFP Percentage of assets, Ongoing planning fee
Helen Ngo Capital Benchmark Partners, LLC Atlanta CFP Percentage of assets, Hourly
J. David Principe SAGEbroadview Wealth Management, LLC Farmington CFP, Certified Student Loan Professional, CPA/PFS, RLP Ongoing planning fee
Jacob Stalder Navigate Financial Planning LLC Cedar Falls CFP Flat fee or retainer, One-time planning fee
Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees Spark Wealth Advisors Jacksonville CFP Percentage of assets, Flat fee or retainer
Jared Hoole Lakeside Financial Planning, LLC Windham CFP, MST Percentage of assets, Ongoing planning fee
Jason Hoffman LGBTQ Wealth Planning LLC Austin CFP, EA Flat fee or retainer, Ongoing planning fee
Josh Radman Presidio Advisors LLC Boulder CFP, MBA, EA Flat fee or retainer
Justin Belkin Financial Boss Plainview CFP, EA, MBA Flat fee or retainer, Percentage of assets
Justin Green Assist FP Marlborough CFP, MSFP One-time planning fee
Katheryn Lindquist Lindenwood Financial LLC Madison ABFP, AWMA, CFP, MPAS Percentage of assets, Fixed fees
Kelly Klingaman Kelly Klingaman Financial Planning Austin CFP, RLP Ongoing planning fee, Flat fee or retainer
Kris Draper Northern Lights Advisors Inc Seattle CFP Percentage of assets, Ongoing planning fee
Kyle Simmons J.E. Simmons & Co., P.C. Dallas CFP Percentage of assets, Ongoing planning fee
Kyle Simmons Simmons Investment Management Louisville CFP, CRPC One-time planning fee
Leighann Miko Equalis Financial Los Angeles CFP, MST, RLP, BA Percentage of assets, Ongoing planning fee
Logan Murray Pocket Project LLC Philadelphia CFP, EA, RICP Flat fee or retainer, Ongoing planning fee
Logan Valentine Valentine Wealth Management Seymour CFP Percentage of assets, Ongoing planning fee
Martin Lundgren Northern Lights Advisors Inc. Seattle CFA, CFP Percentage of assets, Ongoing planning fee
Matt Laciskey Hyland Lake Partners, LLC Edina CFP, EA, ChFC, ChSNC Percentage of assets, Ongoing planning fee
Matthew Kelley Gold Medal Waters, Inc. Boulder AAMS, AIF, CFP Flat fee or retainer, Ongoing planning fee
Matthew Smith Concert Financial Planning, LLC Houston CFA, CFP Flat fee or retainer, Ongoing planning fee
Michael Izbotsky From Planning to Living LLC Reseda CFP Percentage of assets, Ongoing planning fee
Michael Tarascio Tarascio Financial Planning, LLC Mesa CFP Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve high earners