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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
Paul Michel Provident Financial Planning Addison CFP Percentage of assets, Flat fee or retainer
Preston Cherry Concurrent Wealth Management Houston CFP Flat fee or retainer, Ongoing planning fee
Reem Hussein Azzad Asset Management Falls Church CFP Percentage of assets
Robert Hamilton Integrity Investment Advisors Fort Collins CFP Percentage of assets
Ryan Nelson RLN Wealth Plymouth CFP, CPA, MBA, MS Percentage of assets, Hourly
Samer Eshmawy Azzad Asset Management Falls Church CFP Percentage of assets
Sean Kelleher Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Steven Boorstein RockCrest Financial Turnersville CFP Flat fee or retainer, Ongoing planning fee
Tammy Pompei Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Tammy Trenta Family Financial Manhattan Beach CFP Percentage of assets, Fixed fees
Thao Truong Anora Wealth San Marcos CFP, CDFA Percentage of assets, Fixed fees
Thomas Van Spankeren RISE Investments Chicago CFP, CFA Percentage of assets
Ulrich Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Vincent DeCrow RISE Investments Chicago CFP Percentage of assets
Zane Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. CAPTRUST Raleigh CFA, CFP, CPA Flat fee or retainer, Percentage of assets
Alfred Au DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Anthony Carrino Roble Belko & Company Newtown CFP, ChFC Percentage of assets, Fixed fees
Becky Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Beth Lundberg Hawthorne Wellman Financial Planning Tyngsboro CFP Hourly, One-time planning fee
Bjorn Amundson A systematic approach to financial planning and investment overview Quarry Hill Advisors St Paul CFP Percentage of assets
Brandon Kurz DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. Innovative Wealth Building Fort Worth CFP Percentage of assets, Subscription
Daniel Johnson Forward Thinking Wealth Management Copley CFP Flat fee or retainer, Ongoing planning fee
Daniel Miller ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Derek Munchow Augustus Wealth Long Beach CFP, ChFC Hourly, Ongoing planning fee
Dru Burns Drucker Wealth Mahwah CFP Percentage of assets
Eric Vallee Novel Financial Toronto CPA, CA, QAFP Not listed
Eryn Schultz Her Personal Finance Austin CFP Hourly, Fixed fees
Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ascend Investment Partners Ogden CFP Percentage of assets, Hourly
Gideon Drucker Drucker Wealth Mahwah CFP Percentage of assets
Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives Liberty One Wealth Advisors Philadelphia CFP Percentage of assets, Flat fee or retainer
Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. Not listed Bentonville CFP Percentage of assets, Flat fee or retainer
Jackie Kleinman KB Financial Advisors San Francisco CFP Percentage of assets, Ongoing planning fee
Jacob Turner We help athletes and entrepreneurs build and protect wealth. Moment Private Wealth St. Louis CFP Percentage of assets, Flat fee or retainer
Jacqueline Cannella Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
Jim White Great Oak Wealth Management Pottstown CFP, EA, MBA Percentage of assets, Hourly
Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events Thayer Partners, LLC Wyndmoor CFP Percentage of assets
Jonathan Booze ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Jordan Haines Drucker Wealth Kuna CFP Percentage of assets
Joshua Loveall KB Financial Advisors San Francisco CFP Percentage of assets, Ongoing planning fee
Justin Follmer Coastal Wealth Advisors Nashville CFP One-time planning fee
Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. Arcadia Capital Saline CFP Percentage of assets
Kayla Benjamin KB Financial Advisors Denver CFP Percentage of assets, Ongoing planning fee
Kyle Packard Packard Wealth Strategies Alexandria CFP, ChFC Percentage of assets, Flat fee or retainer
Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. Civic Financial Boston CFA, CFP Percentage of assets, One-time planning fee
Lauren Williams Guiding your family’s wealth ProsperPlan Wealth Gold River CFP Percentage of assets, One-time planning fee
Lily Zhang DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ Firm Foundation Family Wealth Ft. Lauderdale CFP Percentage of assets
Mario Posteraro Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees

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Related lists

Specialties that serve high earners