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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
Mike Henzes Open Wealth Network Pottstown CFP, EA, MBA Flat fee or retainer
Nicola Cyr Five8 Financial LLC Rogers CFP, EA Percentage of assets
Paul Saad Collabria Capital, Inc San Ramon CFP, MBA Flat fee or retainer, Ongoing planning fee
Philip Rutterer Rutterer Planning, LLC Nashville CFP, MBA Percentage of assets, Ongoing planning fee
Pijus Bulvinas Wealth and Plan Cypress CFP Ongoing planning fee, Percentage of assets
Riley Hale Riley American Fork CFP Percentage of assets
Sean Gerlin Envision Financial Services & Asset Management Maitland CFP, ChFC, CPWA, CLU Percentage of assets, Fixed fees
Shane Mason Brooklyn FI Brooklyn CFP, CPA/PFS, CPWA, EA Percentage of assets, Ongoing planning fee
Steve Heinemann Recalibrating Wealth Fountain Valley CFP, CPA Percentage of assets, Flat fee or retainer
Tim Woodward Blend Wealth Indianapolis CFP, MBA Ongoing planning fee
Trevor Winter New Heights Planning, LLC Houston CFP, CRPC Ongoing planning fee
Vincent Renaut Pier 42 Advisors South Dennis CFP Percentage of assets, Hourly
William Arnold AVID Planning Saint Petersburg CFP Flat fee or retainer
Zack Gutches True Riches Financial Planning Denver CFP, CPA Flat fee or retainer
Amol Desai Perceptive Wealth Advisors Houston CFA, CFP, MBA Percentage of assets, Ongoing planning fee
Brandy Branstetter Beyond Wealth Overland Park CFP Percentage of assets, Hourly
Carla Adams Ametrine Wealth Lake Orion CFP, MBA Percentage of assets, Ongoing planning fee
Cathy Curtis Curtis Financial Planning, LLC Oakland CFP Percentage of assets, Flat fee or retainer
Charles Edson Wealth Being Advisors Hermosa Beach CFP Percentage of assets, Ongoing planning fee
David Miller Rule72 Financial Potomac Falls CFP, MSC Percentage of assets, Hourly
DeDe Smolen Innovative Financial, LLC Lakewood CFP, CPA Percentage of assets, Hourly
Eric Hollen Open Window Financial Solutions, Ltd. Reno CFP, MD Percentage of assets, Hourly
Jennifer Hernandez Petra Financial Advisors, Inc. Colorado Springs CFA, CFP, EA, MBA Percentage of assets, Hourly
Justin Chidester Wealth Mode Financial Planning, LLC Bountiful CFP, AFC One-time planning fee, Ongoing planning fee
Justin Harvey APM Wealth, LLC Portland CFP, ChFC, RICP Ongoing planning fee
Katy Cook Abacus Financial Planning Kirkland CFP, PhD Percentage of assets, Hourly
Kimberly Keesler Herrera Tessara Wealth Burlingame MBA, CFP, ChFC, RICP Percentage of assets, Hourly
Lisa Farrier Nest Egg Financial Advisors Incline Village CFP, BFA, PhD, CPA Percentage of assets
Madison Sharick Madi Manages Money LLC Pittsburgh CFP, CFA Flat fee or retainer, Ongoing planning fee
Maria Castillo Dominguez Valoria Wealth Management Cooper City CFP, EA Flat fee or retainer, Ongoing planning fee
Matt Fizell Harmony Wealth Madison CFP Ongoing planning fee
Matthew Fitzgerald Holistic Planning Sedona CFP Percentage of assets
Michael Shea True Equity Wealth Management LLC Nashville CFP, EA Percentage of assets, One-time planning fee
Richard Feight IAM Financial, LLC East Lansing CFP, EA Percentage of assets, Fixed fees
Ryan Weiser Weiser Financial Planning LLC Lewis Center CASL, CDFA, CFP, ChFC Percentage of assets, Ongoing planning fee
Sarah Maitre Camriel Advisors Mount Shasta CFP, CFA Ongoing planning fee
Stephanie Sammons Sammons Wealth Management LLC Dallas CFP Percentage of assets
Tom Kaminski Twin Robins Capital, LLC Kansas City CFP, CRPC Percentage of assets, Fixed fees
Zach Thomas Growth Horizons Wealth Management Georgetown CFP One-time planning fee
Clayton Quamme AP Wealth Management Columbia CFP Percentage of assets, Hourly
Curtis Bailey Quiet Wealth Management Cincinnati CFP, CFA, EA, CRPC Flat fee or retainer
Dennis O'Brien Coastal Financial Advisors, Inc. Philadelphia BS, MS, RTRP Flat fee or retainer, Hourly
Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow. Beyond Your Hammock LLC Boston CFP Subscription, Flat fee or retainer
Jason Dall'Acqua Crest Wealth Advisors LLC Annapolis CFP Percentage of assets, Fixed fees
Jennifer Rupp Hendershott Wealth Management Fishers CFP, MBA Ongoing planning fee
Joe Vecchio Shore Financial Planning, LLC Monmouth Beach CFP, CPA, MBA, PFS Flat fee or retainer
Kelly Stanley Cogent Strategic Wealth Chicago CFP, MBA Percentage of assets
Kristen Moosmiller NorthAvenue Financial Advocates Columbus CFP, MSPFP Fixed fees
Nick Fazio Chattahoochee Wealth Cumming CFP, CPA, CFA Percentage of assets, Fixed fees
Rahimul Taher Taher Financial Planning Brooklyn CFP, EA Flat fee or retainer, Ongoing planning fee

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Related lists

Specialties that serve high earners