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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
Christopher Snyder Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Coleman Pollard Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Colin Higgins Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Daniel Weinstein KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Darby Armont Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
David Dedman Pulse Wealth Lexington ChFC Flat fee or retainer, Ongoing planning fee
David Hinshaw BMSS Wesson Wealth Solutions Huntsville CFP Percentage of assets, Hourly
David Ritrovato Bluesphere Advisors East Norriton CFP Flat fee or retainer, Ongoing planning fee
David Snyder Sweeney Financial Advisors Bedford CFP Percentage of assets
Dudley Simms BMSS Wesson Wealth Solutions Birmingham CFP, CFA Percentage of assets, Hourly
Ekenna Anya-Gafu Pacific Canyon Investments Scottsdale CFP Percentage of assets, Hourly
Emin Nabiyev TriFlame Capital Roseville CFP, ChFC Percentage of assets, One-time planning fee
Ernest Moosherr Canopy Wealth Management Middleton ChFC Percentage of assets
Felix Tankersley BMSS Wesson Wealth Solutions Birmingham CFP Percentage of assets, Hourly
Frank Gallo Investors Portfolio Services Puyallup CFP Percentage of assets, Hourly
Frank Yozwiak Ballast Lexington CFP Percentage of assets, Hourly
George Sugden Sugden Wealth Management Denver CFP Percentage of assets
Irvin Schorsch Pennsylvania Capital Management Huntingdon Valley CFP Percentage of assets, Hourly
Ivan Mendoza Mendoza Private Wealth North Miami CFP, ChFC, CFA Percentage of assets, Hourly
Jacob King Beaird Harris Dallas CFP Percentage of assets, Fixed fees
James Belliston Tanara Wealth Management St. Augustine CFP Percentage of assets, Hourly
James Patterson KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
James Sherrard Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
James Sullivan Beaird Harris Dallas CFP, CFA Percentage of assets, Fixed fees
James Zimmerman Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Jana Hovey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jason Epps KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Jeremy Busch Keystone Financial Services Loveland CFP Percentage of assets, Fixed fees
Jeremy Mocek Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
John Boardman Ballast Lexington CFP Percentage of assets, Hourly
John Burns Factor Wealth Management Chicago CFP Percentage of assets, Hourly
John Fennig KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
John Fredrick RockCrest Financial Somers Point ChFC Flat fee or retainer, Ongoing planning fee
John Jones Precision Wealth Strategies Georgetown CFP Percentage of assets, Hourly
John Sena Mike Sena Advisors Roswell CFP Flat fee or retainer, Hourly
Jonathan Brooks BMSS Wesson Wealth Solutions Birmingham CFP, ChFC Percentage of assets, Hourly
Jonathan Dane Defiant Capital Group Warrendale CFP, CFA Percentage of assets, Fixed fees
Jonathan Wallace Wayfinder Wealth Warriors Lexington CFA Flat fee or retainer, Hourly
Jordi Bakovic-Quiroga TQM Wealth Partners St. Augustine CFP Percentage of assets, Hourly
Joseph Dunn Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Joseph Hart Hart Wealth Management West Des Moines CFP Percentage of assets, Fixed fees
Joshua Gideon Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Joshua Nelson Keystone Financial Services Loveland CFP Percentage of assets, Fixed fees
Justin Watson Beaird Harris Dallas CFP, PFS Percentage of assets, Fixed fees
Kenneth Melotte Melotte Financial Advisors Green Bay CFP Percentage of assets
Lafe Blobaum Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Liam Toohey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Maria Kelly Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Mario Zumbo Preserve Private Wealth Bethesda CFP Percentage of assets, Fixed fees
Mark Wesson BMSS Wesson Wealth Solutions Birmingham CFP Percentage of assets, Hourly

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Related lists

Specialties that serve high earners