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
Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. Quadrant Capital Center Valley CFP Percentage of assets, Flat fee or retainer
Matthew Lusins Bootpack Wealth Management Jackson CFP, CFA Percentage of assets
Matthew Miner Miner Wealth Management, LLC Raleigh CFP, MBA Flat fee or retainer, Ongoing planning fee
Michael Macke Wealth 73 Jacksonville CFP Flat fee or retainer, Ongoing planning fee
Michele Gawthrop ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Michelle Gass Paradigm Advisors, L.L.C. Dallas CFP, CPA, PFS, RLP Percentage of assets, Hourly
Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. Intersecting Wealth Northbrook CFP Flat fee or retainer, One-time planning fee
Nathan Dingler DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Nicole Peterkin Peterkin Financial Encinitas CFP Flat fee or retainer, Ongoing planning fee
Raymond Vo DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Robb Pryor Helping individuals and small business professionals convert high income to high net worth. Priority Tax & Financial Planning Amherst CFP Percentage of assets, Flat fee or retainer
Robert Gregov Roche Financial Partners Hopewell CFP, CFA Percentage of assets, Ongoing planning fee
Ross Cutler We aim to be readily available to clients at all times. King Tide Advisors Stuart CFP Hourly, One-time planning fee
Russell Schultz Schultz Financial Group, Inc. Reno CFP, BS, CPWA, MSPFP Hourly, Fixed fees
Ryan Bouchard Rising Tide Wealth Advisory Solutions, LLC St. Louis CFP, CFA, MBA Percentage of assets, Hourly
Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. Parkwoods Wealth Partners St Louis CFP Percentage of assets
Ryan Lacey Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. Northwestern Mutual Investment Services, LLC Sioux Falls CFP Percentage of assets, Flat fee or retainer
Scott Rojas ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Shawn Brunner Coastal Wealth Advisors Johns Island CFP One-time planning fee
Shikha Mittra RETIRE SMART Consulting, LLC Princeton AIF, CEPA, CFP, CMFC Percentage of assets, Hourly
Stephen Reh Invest With Steve Raleigh CFP, CFA Percentage of assets
Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. Farther White Plains CFP Percentage of assets, Flat fee or retainer
Theresa Morrison Beckett Collective, LLC Tucson CFP Percentage of assets, Fixed fees
Thomas Lowish DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently Gevers Wealth Management Issaquah CFA Percentage of assets, One-time planning fee
Tyler Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
William Belko Roble Belko & Company Sewickley CFP, CFA Percentage of assets, Fixed fees
Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. Hightower Wealth Advisors St. Louis CFP Percentage of assets, One-time planning fee
Abigail Waddell BMSS Wesson Wealth Solutions California CFP Percentage of assets, Hourly
Adam Dawson Capstone Capital Henderson CFP Percentage of assets, Fixed fees
Alex Graham Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Allyson Mangine Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Andrew Randisi Pennsylvania Capital Management Pennsauken CFP Percentage of assets, Hourly
Andrew Reynolds Ballast Lexington CFP Percentage of assets, Hourly
Anithah Neelakanda-Pillai AP Investment Management Mountain View CFP Percentage of assets, Flat fee or retainer
Benjamin Lopez PecuSavvy Financial El Paso CFP Percentage of assets
Brandon Cabaniss Telos Partners Greenville CFP Percentage of assets, Hourly
Brian Burton Ballast Lexington CFP Percentage of assets, Hourly
Brock Alvord Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Brooks Slaughter Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Bruce Ohrenich Stillwater Private Wealth Allenton CFP Percentage of assets, Flat fee or retainer
Cameron Hamilton Ballast Lexington CFP Percentage of assets, Hourly
Carol Dixon Your Planning Partner Palm Beach Gardens CFP Percentage of assets, Hourly
Chase Perry Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Christine Parker Parker Financial La Plata CFP Percentage of assets, Ongoing planning fee
Christopher Battreall Precision Wealth Strategies St. Louis CFP Percentage of assets, Hourly
Christopher June Sweeney Financial Advisors Bedford CFP Percentage of assets
Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. Plan For It Financial, LLC Salem ChFC, RICP One-time planning fee, Subscription
Christopher Mallon Pennsylvania Capital Management Huntingdon Valley CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve high earners