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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
Mary Storjohann Allora Wealth Chula Vista CFP Percentage of assets, Hourly
Matthew Hague Guide Wealth Management Putnam Valley CFP Percentage of assets
Matthew Ohrenich Stillwater Private Wealth Allenton CFP Percentage of assets, Flat fee or retainer
Melodie Ace Canopy Wealth Management Middleton ChFC Percentage of assets
Michael Rettinger KFA Private Wealth Group Tyson CFP Percentage of assets, Hourly
Miguel Rios Amurrio TQM Wealth Partners Marblehead CFP Percentage of assets, Hourly
Nathan Snow Accruent Wealth Advisors Winston-Salem CFP Percentage of assets, Hourly
Nicholas Bzovi Ducere Wealth Management Newport Beach CFA Percentage of assets
Nicholas Stecklein Telos Partners Lehi CFP Percentage of assets, Hourly
Nicholas Sullivan KFA Private Wealth Group Cranford CFP Percentage of assets, Hourly
Patrick Swift Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Philip Matalucci Amplius Wealth Blue Bell CFP Percentage of assets, Hourly
Randolph Hardy Factor Wealth Management Chicago CFP, CFA Percentage of assets, Hourly
Robert Leahy MFC Portfolios Darien CFP, ChFC Hourly
Roger Lowe Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Samuel Graham Sweeney Financial Advisors Bedford CFP Percentage of assets
Sanjay Pawar Bluesphere Advisors East Norriton CFP, CFA Flat fee or retainer, Ongoing planning fee
Scott Pearring Seek First Campbell CFP Percentage of assets, Fixed fees
Sean Babin Babin Wealth Management Scottsdale CFP Ongoing planning fee, One-time planning fee
Spencer Funk Precision Wealth Strategies St. Louis CFP Percentage of assets, Hourly
Steven Lugar Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Stuart Schiffman Compound Wealth Advisors San Diego CFP, ChFC One-time planning fee
Tai Chu Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Tanner Banister Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Thomas Bowman Investors Portfolio Services Puyallup CFP, CFA Percentage of assets, Hourly
Trent Lakes Ballast Lexington CFP Percentage of assets, Hourly
Trey Ellington Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Tyler Thompson Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Tyrone Ross The right now adviser for the next-gen investor. 401 Financial San Diego CFP Hourly, Subscription
Virginia Baker Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Wai Ngan Yu Summa Global Advisors Clackamas CFP Percentage of assets, Fixed fees
Wesley Kotys Kotys Wealth Professionals Valparaiso CFP Percentage of assets, Hourly
Zakriah Gardezy Wealthstone Private Wealth Management Scottsdale CFP Percentage of assets, Fixed fees
Aaron Karas Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Abigail Rose Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Adam Smetzer Sky Vision Wealth Columbus CFP Percentage of assets
Allison De Graaf Peak Planning Group Centennial CFP Percentage of assets, Hourly
Andrew Crone Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Andrew Keeler Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Andrew Leonard Geometric Advisors Washington CFP Percentage of assets
Andrew Nelson Praetorian Guard Wealth Management Carmel CFP Percentage of assets
Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. VDB Wealth Savannah CFA Percentage of assets, Flat fee or retainer
Arian Nelson Hill Island Financial Grand Rapids CFP Percentage of assets, Fixed fees
Blake Appell Hill Island Financial Grand Rapids CFP Percentage of assets, Fixed fees
Brett Fellows Oak Capital Advisors Mt. Pleasant CFP Percentage of assets, Ongoing planning fee
Brian Stormont Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Bryan Anderson Caveness Wealth Advisory Abingdon CFP Percentage of assets, Hourly
Chen Li GoalVest Advisory New York CFA Percentage of assets, Hourly
Christina White Kilter Group Columbia CFP Percentage of assets, Fixed fees
Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. Baskets Capital Austin Not listed Percentage of assets

Guides

Related lists

Specialties that serve high earners