W Wellspent Public advisor graph
Get matched
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
Robert Stromberg Mountain River Financial, LLC Jenkintown CFP Fixed fees
S. Alexis Grason Spark Financial Advisors, LLC Richmond CFP, RICP, CIMA Percentage of assets, Hourly
Shannon Wegner Wegner Asset Management Middleton CFP Percentage of assets
Shawn Ballinger Columbus Street Financial Planning Dublin CFP Flat fee or retainer
Trishul Patel Investing Forever Advisory West Palm Beach BS, CFP, MBA Percentage of assets, Ongoing planning fee
Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. Ad Astra Financial Planning Santa Rosa CFP Flat fee or retainer, Subscription
Anh Thu Tran Women's Wealth Tacoma CFP, MBA Flat fee or retainer, Ongoing planning fee
Ashley Foster Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth Houston CFP Percentage of assets, Ongoing planning fee
Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD Focused Founders Wealth Planning MOUNT JOY CFP Percentage of assets, Flat fee or retainer
Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early WealthAdvisor365 Fort Lauderdale CFP One-time planning fee, Subscription
Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. Retirement Matters, Inc. Barrington CFP Percentage of assets, One-time planning fee
Devin Watts Fallbrook Fi Clovis CFP Flat fee or retainer, Ongoing planning fee
Jeff Weeks ATX Portfolio Advisors® Austin CFP Percentage of assets, Ongoing planning fee
Jeffrey Wolniewicz Under Par Planning Buffalo CFP, ChFC, CLU, MBA Ongoing planning fee, Percentage of assets
Joan Sharp River Family Advisors LLC Salt Lake City CAP, CeFT, CFP, ChFC Ongoing planning fee
Josh Norris LeFleur Financial Jackson CFA, CFP, CPA Percentage of assets
Joshua Davis Davis Private Wealth, LLC Royal Palm Beach CFP, MBA Percentage of assets, Hourly
Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. Capital Area Planning Group Washington CFP Subscription, Flat fee or retainer
Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. Etzler Financial Advisors, LLC Red Bluff CFP Hourly, Subscription
Max Novak Flat-fee. Fiduciary. Life-centered planning. Novak Financial Partners Carterville CFP Flat fee or retainer, Subscription
Nathan Eads Moller Wealth Partners Chicago CFP Percentage of assets, Fixed fees
Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. Bull Oak Rancho Santa Fe CFP Flat fee or retainer, Percentage of assets
Steven Balch Helping you organize your financial life so you can focus on what truly matters Not listed Ramsey CFP Percentage of assets, One-time planning fee
Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. Define Financial San Diego CFP Percentage of assets, Flat fee or retainer
Vrishin Subramaniam Helping immigrants align their money and their life CapitalWe Arlington CFP Flat fee or retainer, Hourly
Aiden Boorstein RockCrest Financial Turnersville CFP Flat fee or retainer, Ongoing planning fee
Albert Dean Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Alexis Miranda Ducere Wealth Management Las Vegas CFP Percentage of assets
Alicia Duong Wealth Engineers Denver CFP Percentage of assets, Ongoing planning fee
Amanda Decesar TARA Wealth Durham CFP Percentage of assets, Flat fee or retainer
Amy Braun-Bostich Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Bennett Stein Stein Financial LLC Miramar Beach CFP, CPA Percentage of assets
Cliff O'Conner C.W. O'Conner Wealth Advisors, Inc. Duluth ChFC, CIMA, CPWA Percentage of assets, Fixed fees
Daniel Allgaier Artstone Private Wealth Lehi CFP Percentage of assets, Ongoing planning fee
Deborah Klein Azzad Asset Management Falls Church CFP Percentage of assets
Eric Raether Canopy Wealth Management Middleton CFP Percentage of assets
Fatima Iqbal Azzad Asset Management Falls Church CFP Percentage of assets
Ibtasam Mahmood Azzad Asset Management Falls Church CFP Percentage of assets
Ifeoma Idoko Rothenburg Capital Management Calgary CIM Not listed
Jack Stemper Ducere Wealth Management Newport Beach CFP Percentage of assets
Jaco Jordaan Riverchase Wealth Management Upper St. Clair CFP, ChFC, CFA Percentage of assets, Fixed fees
Jonathan Duong Wealth Engineers Denver CFP, CFA Percentage of assets, Ongoing planning fee
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Layton Ginder CX Institutional (Credent Wealth) Louisville CFP, CIMA, AWMA, ChFC Percentage of assets
Lindy Venustus Create, LLC Bloomington CFP Ongoing planning fee
Lori Chittenden Buckley Wealth Las Vegas CFP Percentage of assets, Hourly
Luisa Pamela Mendoza Ducere Wealth Management Las Vegas CFP Percentage of assets
Mark Buchanan Canopy Wealth Management Middleton CFP Percentage of assets
Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives Generations Financial Management Heath CFP Percentage of assets, One-time planning fee
Naveen Neerukonda PVA Financial LLC Oak Brook CFP, MBA Hourly, Flat fee or retainer

Guides

Related lists

Specialties that serve high earners