# Fee-only financial advisors for ultra high net worth

> Ultra-high-net-worth households differ from high earners less by income and more by balance sheet shape: concentrated business or operating-company stakes, alternative investments, family-office coordination, multi-generational gifting, and tax exposure that benefits from coordinated counsel across estate, business, and investment teams. Advisors matched to this audience tend to specialize in family wealth transfer, sustainable investing, and tax strategy at scale.

The Wellspent public graph lists 1,133 fee-only financial advisors who work with ultra high net worth at 330 firms, most in New York, Boston and Overland Park. 32% hold the CFP certification. Of the 1133 with fees on file, 96% charge percentage of assets.

Page: https://find.wellspent.co/audiences/ultra-high-net-worth/
1133 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Cody Murray](https://find.wellspent.co/advisors/cody-murray.md) | Stillwater Financial | Stillwater, Oklahoma | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Eric Johns](https://find.wellspent.co/advisors/eric-johns.md) | Equilibrium Financial Planning LLC | Kenner, Louisiana | CFP, EA, MBA | Percentage of assets, One-time planning fee, Hourly |
| [Eric Ross](https://find.wellspent.co/advisors/eric-ross.md) | F2 Wealth | Cincinnati, Ohio | CFP | Percentage of assets, Flat fee or retainer |
| [Garrett Chmiola](https://find.wellspent.co/advisors/garrett-chmiola.md) | Valeo Financial Advisors | Chicago, Illinois | CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Michal Skowronski](https://find.wellspent.co/advisors/michal-skowronski.md) | Skylark Wealth, LLC | San Francisco, California | CFP | Percentage of assets, Flat fee or retainer |
| [Robert Jeter](https://find.wellspent.co/advisors/robert-jeter.md) | Back Bay Financial Planning & Investments | Bethany Beach, Delaware | CFP, CRPC | Percentage of assets, Flat fee or retainer, Hourly |
| [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets |
| [Chad Holmes](https://find.wellspent.co/advisors/chad-holmes.md) | Formula Wealth | Fairhope, Alabama | CFP, CPA | Flat fee or retainer, One-time planning fee |
| [David Lafferty](https://find.wellspent.co/advisors/david-lafferty.md) | Wescott Financial Advisory Group LLC | Philadelphia, Pennsylvania | CFP, MBA, JD, CAP, ChFC, LLM | Percentage of assets |
| [Dominic Corabi](https://find.wellspent.co/advisors/dominic-corabi.md) | Wedmont Private Capital | West Chester, Pennsylvania | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend.md) | Townsend Financial, LLC | Scottsdale, Arizona | CFP, CPA, BBA, RLP | Ongoing planning fee |
| [Jaime Ruff](https://find.wellspent.co/advisors/jaime-ruff.md) | HB Wealth | Nashville, Tennessee | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| [Kathleen Connors Dowdy](https://find.wellspent.co/advisors/kathleen-connors-dowdy.md) | EP Wealth Advisors | Los Angeles, California | CFP, EA, CLU, MS, MBA, AIF, MA, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Matt Cooley](https://find.wellspent.co/advisors/matt-cooley.md) | Inspire Wealth Partners | Boise, Idaho | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson.md) | SeedSafe Financial | Austin, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Stephen Nelson](https://find.wellspent.co/advisors/stephen-nelson.md) | Birchwood Capital LLC | Carlsbad, California | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription |
| [Joel Cundick](https://find.wellspent.co/advisors/joel-cundick.md) | Savant Wealth Management | Phoenix, Arizona | AIF, CFP, CPA/PFS, CFA, MBA, CIMA, CRPS, BBA, ChFC, CLU | Percentage of assets, Flat fee or retainer |
| [Robinson Crawford](https://find.wellspent.co/advisors/robinson-crawford.md) | Montebello Avenue | Phoenix, Arizona | CFP | Flat fee or retainer, Percentage of assets |
| [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer |
| [Stephen Way](https://find.wellspent.co/advisors/stephen-way.md) | Setarcos Wealth Advisors LLC | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Travis Allen](https://find.wellspent.co/advisors/travis-allen.md) | Custom Wealth Planners | Ankeny, Iowa | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| [Edward B. Aufman](https://find.wellspent.co/advisors/edward-b-aufman.md) | Aufman Associates Inc. | Longboat Key, Florida | BS, CFP | Percentage of assets, Fixed fees |
| [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee |
| [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee |
| [G. Christian Mauser](https://find.wellspent.co/advisors/g-christian-mauser.md) | ATLas Investment Advisors | Alpharetta, Georgia | CFP, CIMA, CRC, CRPC, Retirement Management Advisor | Percentage of assets |
| [Igor Smolyanskiy](https://find.wellspent.co/advisors/igor-smolyanskiy.md) | Vilga Financial Planning | Fair Lawn, New Jersey | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| [Nick Ziarek](https://find.wellspent.co/advisors/nick-ziarek.md) | Shakespeare Wealth Management, LLC | Pewaukee, Wisconsin | CFA, CFP, BS, ChFC, CIMA, CPWA, EA | Percentage of assets |
| [Jason Howell](https://find.wellspent.co/advisors/jason-howell.md) | Jason Howell Company | Vienna, Virginia | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [Marty McNamara](https://find.wellspent.co/advisors/marty-mcnamara.md) | marrick wealth | Irvine, California | CFP, CPA | Percentage of assets |
| [Morgann Zimmer](https://find.wellspent.co/advisors/morgann-zimmer.md) | Goodman Financial Corporation | Houston, Texas | CFP, CPA | Percentage of assets, Hourly |
| [Olivia Partin](https://find.wellspent.co/advisors/olivia-partin.md) | Diesslin Group, Inc. | Fort Worth, Texas | AAMS, CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Sharon Bloodworth](https://find.wellspent.co/advisors/sharon-bloodworth.md) | White Oaks Wealth Advisors, Inc. | Minneapolis, Minnesota | CFP, CPA, PFS | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Thomas Donnelly](https://find.wellspent.co/advisors/thomas-donnelly.md) | Donnelly Investments | West Hollywood, California | CFP, JD | Percentage of assets |
| [Andy Moran](https://find.wellspent.co/advisors/andy-moran.md) | Ad Astra Financial Planning | Santa Rosa, California | CFP | Flat fee or retainer, Subscription |
| [Cayden McLaughlin](https://find.wellspent.co/advisors/cayden-mclaughlin.md) | WealthAdvisor365 | Fort Lauderdale, Florida | CFP | One-time planning fee, Subscription, Flat fee or retainer, Percentage of assets |
| [Dave Grant](https://find.wellspent.co/advisors/dave-grant.md) | Retirement Matters, Inc. | Barrington, Illinois | CFP | Percentage of assets, One-time planning fee |
| [Kimberly Helm](https://find.wellspent.co/advisors/kimberly-helm.md) | Quantum Financial Advisors, LLC | Pasadena, California | CFP, CDFA, CFA, MBA, CPA | Percentage of assets, Hourly, Fixed fees |
| [Malcolm Ethridge](https://find.wellspent.co/advisors/malcolm-ethridge.md) | Capital Area Planning Group | Washington, District of Columbia | CFP | Subscription, Flat fee or retainer, Percentage of assets |
| [Ryan Hughes](https://find.wellspent.co/advisors/ryan-hughes.md) | Bull Oak | Rancho Santa Fe, California | CFP | Flat fee or retainer, Percentage of assets |
| [Taylor Schulte](https://find.wellspent.co/advisors/taylor-schulte.md) | Define Financial | San Diego, California | CFP | Percentage of assets, Flat fee or retainer |
| [Vrishin Subramaniam](https://find.wellspent.co/advisors/vrishin-subramaniam.md) | CapitalWe | Arlington, Virginia | CFP | Flat fee or retainer, Hourly, One-time planning fee |
| [Benjamin Dorsey](https://find.wellspent.co/advisors/benjamin-dorsey.md) | Analog Capital Partners | Frederick, Maryland | CFP, PFS | Percentage of assets |
| [Bennett Stein](https://find.wellspent.co/advisors/bennett-stein.md) | Stein Financial LLC | Miramar Beach, Florida | CFP, CPA | Percentage of assets |
| [Brad Klontz](https://find.wellspent.co/advisors/brad-klontz.md) | Occidental Asset Management | Lihue, Hawaii | CFP | Ongoing planning fee |
| [Bugra Bakan](https://find.wellspent.co/advisors/bugra-bakan.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [Corey Peterson](https://find.wellspent.co/advisors/corey-peterson.md) | Great Hill Advisory | Port Washington, New York | CFP, EA | Percentage of assets, Fixed fees |
| [David Emery](https://find.wellspent.co/advisors/david-emery.md) | Waverly Advisors, LLC | Philadelphia, Pennsylvania | CDFA, CFP, CLU, CPA, CPA/PFS, MBA, AEP, CAP, MSFP, CKA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Erin Hadley](https://find.wellspent.co/advisors/erin-hadley.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [James Griffin](https://find.wellspent.co/advisors/james-griffin.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [Kristin McKenna](https://find.wellspent.co/advisors/kristin-mckenna.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets |
| [Kyle Kuyat](https://find.wellspent.co/advisors/kyle-kuyat.md) | Defining Wealth | Franklin, Tennessee | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Hourly, Subscription |
| [Layton Ginder](https://find.wellspent.co/advisors/layton-ginder.md) | CX Institutional (Credent Wealth) | Louisville, Kentucky | CFP, CIMA, AWMA, ChFC, AAMS, CLU, CRPC, RICP, QPFC, CFA | Percentage of assets |
| [Matthew McCreary](https://find.wellspent.co/advisors/matthew-mccreary.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets |
| [Nicholas Maratta](https://find.wellspent.co/advisors/nicholas-maratta.md) | Occidental Asset Management | Winter Springs, Florida | CFP | Ongoing planning fee |
| [Robin Brigham](https://find.wellspent.co/advisors/robin-brigham.md) | Hager Investment Management Services | New London, New Hampshire | CFP | Percentage of assets |
| [Steven Pitchford](https://find.wellspent.co/advisors/steven-pitchford.md) | Towerpoint Wealth | Sacramento, California | CFP | Percentage of assets, One-time planning fee |
| [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz.md) | Analog Capital Partners | Houston, Texas | CFP, ChFC | Percentage of assets |
| [Addison Delage](https://find.wellspent.co/advisors/addison-delage.md) | CAPTRUST | Raleigh, North Carolina | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| [Alexis Delia](https://find.wellspent.co/advisors/alexis-delia.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [David Webb](https://find.wellspent.co/advisors/david-webb.md) | Curry Webb Wealth Management | Indianapolis, Indiana | CFP | Percentage of assets |
| [Frank Garcia](https://find.wellspent.co/advisors/frank-garcia.md) | Frankly Finances | Winter Park, Florida | CFP, CFA | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Garrett Smith](https://find.wellspent.co/advisors/garrett-smith.md) | Ascend Investment Partners | Ogden, Utah | CFP | Percentage of assets, Hourly |
| [Genti Cici](https://find.wellspent.co/advisors/genti-cici.md) | Wealthy & Wise Family Office | Columbia, Maryland | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ian Weiner](https://find.wellspent.co/advisors/ian-weiner.md) |   | Bentonville, Arkansas | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Jacob Turner](https://find.wellspent.co/advisors/jacob-turner.md) | Moment Private Wealth | St. Louis, Missouri | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets |
| [Keith Amburgey](https://find.wellspent.co/advisors/keith-amburgey.md) | Rutherford Asset Planning | Tampa, Florida | CFP, CFA | Percentage of assets |
| [Keyana Johns Russ](https://find.wellspent.co/advisors/keyana-johns-russ.md) | F.L.Putnam Investment Management Company | Providence, Rhode Island | CFP, RICP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Kyle Cross](https://find.wellspent.co/advisors/kyle-cross.md) | Mattern Wealth Management | Lawrence, Kansas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Lauren Overzet](https://find.wellspent.co/advisors/lauren-overzet.md) | Civic Financial | Boston, Massachusetts | CFA, CFP | Percentage of assets, One-time planning fee |
| [Lauren Williams](https://find.wellspent.co/advisors/lauren-williams.md) | ProsperPlan Wealth | Gold River, California | CFP | Percentage of assets, One-time planning fee |
| [Luke Melms](https://find.wellspent.co/advisors/luke-melms.md) | Firm Foundation Family Wealth | Ft. Lauderdale, Florida | CFP | Percentage of assets |
| [Mark Cecchini](https://find.wellspent.co/advisors/mark-cecchini.md) | Quadrant Capital | Center Valley, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer |
| [Matthew Lusins](https://find.wellspent.co/advisors/matthew-lusins.md) | Bootpack Wealth Management | Jackson, Wyoming | CFP, CFA | Percentage of assets |
| [Michelle Konstantarakis](https://find.wellspent.co/advisors/michelle-konstantarakis.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | CFP | Percentage of assets, Fixed fees |
| [Mitch Hamer](https://find.wellspent.co/advisors/mitch-hamer.md) | Intersecting Wealth | Northbrook, Idaho | CFP | Flat fee or retainer, One-time planning fee, Hourly, Percentage of assets |
| [Nicholas Hickly](https://find.wellspent.co/advisors/nicholas-hickly.md) | The Investment Counsel Company of Nevada | Las Vegas, Nevada | CFP | Percentage of assets, Fixed fees |
| [Robert Curry](https://find.wellspent.co/advisors/robert-curry-5075772.md) | Curry Webb Wealth Management | Indianapolis, Indiana | CFP | Percentage of assets |
| [Ross Cutler](https://find.wellspent.co/advisors/ross-cutler.md) | King Tide Advisors | Stuart, Florida | CFP | Hourly, One-time planning fee, Percentage of assets |
| [Ryan Casey](https://find.wellspent.co/advisors/ryan-casey.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Ryan Rocuant](https://find.wellspent.co/advisors/ryan-rocuant.md) | Mutual Trust Advisory Group | Estero, Florida | CFP | Percentage of assets, Flat fee or retainer |
| [Scott Schatzle](https://find.wellspent.co/advisors/scott-schatzle.md) | Mutual Trust Advisory Group | Estero, Florida | CFP | Percentage of assets, Flat fee or retainer |
| [Sheila Lawrence](https://find.wellspent.co/advisors/sheila-lawrence.md) | Ballentine Partners, LLC | Waltham, Massachusetts | CAP, CFP | Percentage of assets, Hourly, Fixed fees |
| [Steven Evensen](https://find.wellspent.co/advisors/steven-evensen.md) | Gerber Kawasaki Wealth & Investment Management | Santa Monica, California | CFP | Percentage of assets, Hourly |
| [Taylor Harwood](https://find.wellspent.co/advisors/taylor-harwood.md) | Crane Capital Management | Spring Park, Minnesota | CFP | Percentage of assets |
| [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer |
| [Trey Gevers](https://find.wellspent.co/advisors/trey-gevers.md) | Gevers Wealth Management | Issaquah, Washington | CFA | Percentage of assets, One-time planning fee |
| [Walker Abney](https://find.wellspent.co/advisors/walker-abney.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott.md) | Hightower Wealth Advisors | St. Louis, Missouri | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer |
| [Aaron Pierce](https://find.wellspent.co/advisors/aaron-pierce.md) | TrueVine Family Wealth | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Adrianne Yamaki](https://find.wellspent.co/advisors/adrianne-yamaki.md) | Strategic Wealth Capital | San Francisco, California | CFP | Percentage of assets, Fixed fees |
| [Andrew Drennan](https://find.wellspent.co/advisors/andrew-drennan.md) | D'Arcy Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Reynolds](https://find.wellspent.co/advisors/andrew-reynolds.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Billy Desai](https://find.wellspent.co/advisors/billy-desai.md) | Analog Capital Partners | Houston, Texas | CFA | Percentage of assets |
| [Brian Burton](https://find.wellspent.co/advisors/brian-burton.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian Carney](https://find.wellspent.co/advisors/brian-carney.md) | RiversEdge Advisors | Wilmington, Delaware | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Calvin Lo](https://find.wellspent.co/advisors/calvin-lo.md) | Keystone Global Partners | Monrovia, California | CFP, CFA | Percentage of assets |
| [Cameron Hamilton](https://find.wellspent.co/advisors/cameron-hamilton.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cynthia Mittlestaedt](https://find.wellspent.co/advisors/cynthia-mittlestaedt.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees |
| [David Ritrovato](https://find.wellspent.co/advisors/david-ritrovato.md) | Bluesphere Advisors | East Norriton, Pennsylvania | CFP | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Douglas Loftus](https://find.wellspent.co/advisors/douglas-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees |
| [Emily Hermeno](https://find.wellspent.co/advisors/emily-hermeno.md) | Prosperity Road | Santa Ana, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Callahan](https://find.wellspent.co/advisors/eric-callahan.md) | Thryve Wealth Management | Santa Barbara, California | CFP | Percentage of assets |
| [Eric Loftus](https://find.wellspent.co/advisors/eric-loftus.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erik Smith](https://find.wellspent.co/advisors/erik-smith.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees |
| [Frank Yozwiak](https://find.wellspent.co/advisors/frank-yozwiak.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gregory Benner](https://find.wellspent.co/advisors/gregory-benner.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP, ChFC | Percentage of assets, Fixed fees |
| [Ivan Mendoza](https://find.wellspent.co/advisors/ivan-mendoza.md) | Mendoza Private Wealth | North Miami, Florida | CFP, ChFC, CFA | Percentage of assets, Hourly, Fixed fees |
| [James Rice](https://find.wellspent.co/advisors/james-rice.md) | Capital Asset Management | Columbus, Ohio | CFP, ChFC | Percentage of assets |
| [Jarrett Morris](https://find.wellspent.co/advisors/jarrett-morris.md) | RiversEdge Advisors | Wilmington, Delaware | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Goering](https://find.wellspent.co/advisors/jeffrey-goering.md) | Diamond Client Group | The Woodlands, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Williams](https://find.wellspent.co/advisors/jeffrey-williams-2434533.md) | Fairscale Capital | Nashua, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jesse Rodriquez](https://find.wellspent.co/advisors/jesse-rodriquez.md) | Rodriquez Wealth Management | Newport Beach, New York | CFP | Percentage of assets |
| [John Boardman](https://find.wellspent.co/advisors/john-boardman.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jonathan Salvato](https://find.wellspent.co/advisors/jonathan-salvato.md) | Diamond Client Group | The Woodlands, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez.md) | Matriarch Wealth Management | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Joshua Coniglio](https://find.wellspent.co/advisors/joshua-coniglio.md) | Pacific Capital | Corona, California | CFP | Percentage of assets, Fixed fees |
| [Joshua Prince](https://find.wellspent.co/advisors/joshua-prince.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Julie Hupp](https://find.wellspent.co/advisors/julie-hupp.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees |
| [Kay Kidwell](https://find.wellspent.co/advisors/kay-kidwell.md) | RiversEdge Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kevin Kolson](https://find.wellspent.co/advisors/kevin-kolson.md) | Family Wealth Leadership | Irvine, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Krysta Kelly](https://find.wellspent.co/advisors/krysta-kelly.md) | D'Arcy Capital Management | San Diego, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kyle Glover](https://find.wellspent.co/advisors/kyle-glover.md) | Three Seasons Wealth | Salt Lake City, Utah | CFP | Percentage of assets, Fixed fees |
| [Kyle Jones](https://find.wellspent.co/advisors/kyle-jones.md) | Lindsey & Lindsey Wealth Management | Culver City, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Madalyn Dow](https://find.wellspent.co/advisors/madalyn-dow.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets |
| [Mark Eggleston](https://find.wellspent.co/advisors/mark-eggleston.md) | RiversEdge Advisors | Wilmington, Delaware | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Berhow](https://find.wellspent.co/advisors/matthew-berhow.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Dattilio](https://find.wellspent.co/advisors/matthew-dattilio.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets |
| [Michelle Wells](https://find.wellspent.co/advisors/michelle-wells.md) | Darrow Wealth Management | Needham, Massachusetts | CFA | Percentage of assets |
| [Morgan Fippinger](https://find.wellspent.co/advisors/morgan-fippinger.md) | Pacific Capital | Corona, California | CFP, CFA | Percentage of assets, Fixed fees |
| [Neil Unger](https://find.wellspent.co/advisors/neil-unger.md) | AIRE Advisors | Beverly Hills, California | CFP | Percentage of assets, Hourly |
| [Randall Francis](https://find.wellspent.co/advisors/randall-francis.md) | Pacific Capital | Corona, California | CFP | Percentage of assets, Fixed fees |
| [Robert Feather](https://find.wellspent.co/advisors/robert-feather.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Robert Klefsaas](https://find.wellspent.co/advisors/robert-klefsaas.md) | All Star Financial | Minneapolis, Minnesota | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sanjay Pawar](https://find.wellspent.co/advisors/sanjay-pawar.md) | Bluesphere Advisors | East Norriton, Pennsylvania | CFP, CFA | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Scott Sandee](https://find.wellspent.co/advisors/scott-sandee.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees |
| [Scott Udkler](https://find.wellspent.co/advisors/scott-udkler.md) | Promus Advisors | Dallas, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sharon Nassirzadeh](https://find.wellspent.co/advisors/sharon-nassirzadeh.md) | AIRE Advisors | Beverly Hills, California | CFP | Percentage of assets, Hourly |
| [Tammy Billadeau](https://find.wellspent.co/advisors/tammy-billadeau.md) | Vertex Planning Partners | Downers Grove, Illinois | CFP | Percentage of assets, Fixed fees |
| [Thomas Cooney](https://find.wellspent.co/advisors/thomas-cooney.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Curti](https://find.wellspent.co/advisors/thomas-curti.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Schiller](https://find.wellspent.co/advisors/thomas-schiller.md) | Wealth Dimensions Group | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Fixed fees |
| [Trent Lakes](https://find.wellspent.co/advisors/trent-lakes.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Zakriah Gardezy](https://find.wellspent.co/advisors/zakriah-gardezy.md) | Wealthstone Private Wealth Management | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees |
| [Zuzana Brochu](https://find.wellspent.co/advisors/zuzana-brochu.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets |
| [Adam Greene](https://find.wellspent.co/advisors/adam-greene.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Alan Cohn](https://find.wellspent.co/advisors/alan-cohn.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Alexander Briggs](https://find.wellspent.co/advisors/alexander-briggs.md) | Oldfield Wealth Partners | Bangor, Maine | CFP | Percentage of assets, Fixed fees |
| [Alison Pyott](https://find.wellspent.co/advisors/alison-pyott.md) | Veris Wealth Partners | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alixandria Tucci](https://find.wellspent.co/advisors/alixandria-tucci.md) | PCM Encore | Charlotte, North Carolina | CFP | Percentage of assets, Fixed fees |
| [Alyssa Schuster](https://find.wellspent.co/advisors/alyssa-schuster.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees |
| [Andrew Beil](https://find.wellspent.co/advisors/andrew-beil.md) | StrongBox Wealth | Lee'S Summit, Missouri | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Brown](https://find.wellspent.co/advisors/andrew-brown.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Andrew Peapos](https://find.wellspent.co/advisors/andrew-peapos.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP | Percentage of assets |
| [Andrew Russell](https://find.wellspent.co/advisors/andrew-russell.md) | Dean Roland Russell Family Wealth Management | San Diego, California | CFP | Percentage of assets |
| [Andy VandenBerg](https://find.wellspent.co/advisors/andy-vandenberg.md) | VDB Wealth | Savannah, Georgia | CFA | Percentage of assets, Flat fee or retainer |
| [Ann Taylor Knotts](https://find.wellspent.co/advisors/ann-taylor-knotts.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP, CFA | Percentage of assets |
| [Anne Petty](https://find.wellspent.co/advisors/anne-petty.md) | Doyenne Wealth Advisors | Chicago, Illinois | CFP | Percentage of assets, Fixed fees |
| [Bartholomew Earley](https://find.wellspent.co/advisors/bartholomew-earley.md) | Manchester Capital Management | Manchester, Vermont | CFP, CFA | Percentage of assets, Fixed fees |
| [Benjamin Hein](https://find.wellspent.co/advisors/benjamin-hein.md) | OAC Capital Advisors | Miami Beach, Florida | CFP, CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Benjamin Kogan](https://find.wellspent.co/advisors/benjamin-kogan.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [Blake Curle](https://find.wellspent.co/advisors/blake-curle.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets |
| [Bryan Costin](https://find.wellspent.co/advisors/bryan-costin.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees |
| [Cade Schacher](https://find.wellspent.co/advisors/cade-schacher.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP | Percentage of assets |
| [Caleb Jennings](https://find.wellspent.co/advisors/caleb-jennings.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Chad Hileman](https://find.wellspent.co/advisors/chad-hileman.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets |
| [Chad Valchar](https://find.wellspent.co/advisors/chad-valchar.md) | R.I.T. Wealth Advisors | Santa Barbara , California | CFP | Percentage of assets, Fixed fees |
| [Charles Cooper](https://find.wellspent.co/advisors/charles-cooper.md) | StrongBox Wealth | Lee'S Summit, Missouri | CFP | Percentage of assets, Hourly, Fixed fees |
| [Charles Hill](https://find.wellspent.co/advisors/charles-hill.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees |
| [Charles Wood](https://find.wellspent.co/advisors/charles-wood.md) | Cardea Capital Advisors | Vero Beach, Florida | CFP | Percentage of assets, Fixed fees |
| [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Christopher Sidoni](https://find.wellspent.co/advisors/christopher-sidoni.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets |
| [Cody Beaumont](https://find.wellspent.co/advisors/cody-beaumont.md) | HFG Trust | Gilroy, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Conner Young](https://find.wellspent.co/advisors/conner-young.md) | Baskets Capital | Austin, Texas |   | Percentage of assets |
| [Cort Haber](https://find.wellspent.co/advisors/cort-haber.md) | Xception Family Office | Atlanta, Georgia | CFP | Percentage of assets, Fixed fees |
| [Cynthia Farnsworth](https://find.wellspent.co/advisors/cynthia-farnsworth.md) | Atlatl Advisers | Madison, Wisconsin | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cynthia Miller](https://find.wellspent.co/advisors/cynthia-miller.md) | Greykasell Wealth Strategies | Danville, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daphne Richards](https://find.wellspent.co/advisors/daphne-richards.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [David Eisenhauer](https://find.wellspent.co/advisors/david-eisenhauer.md) | Greykasell Wealth Strategies | Danville, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Maley](https://find.wellspent.co/advisors/david-maley.md) | 1102 Partners | Chicago, Illinois | CFP | Percentage of assets |
| [Delores Remo](https://find.wellspent.co/advisors/delores-remo.md) | Heritage Wealth Advisors | Richmond, Virginia | CFP | Percentage of assets, Fixed fees |
| [Douglas Ambrose](https://find.wellspent.co/advisors/douglas-ambrose.md) | Journey Wealth | Cleveland, Ohio | CFP | Percentage of assets, Fixed fees |
| [Elena Ladygina](https://find.wellspent.co/advisors/elena-ladygina.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Elizabeth Lohmeier](https://find.wellspent.co/advisors/elizabeth-lohmeier.md) | Fidelis Capital | Dallas, Texas | CFP, CFA | Percentage of assets, Fixed fees |
| [Eric Demico](https://find.wellspent.co/advisors/eric-demico.md) | Gibson Capital | Wexford, Pennsylvania | CFP, CFA | Percentage of assets |
| [Evan Kraft](https://find.wellspent.co/advisors/evan-kraft.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [George Kiraly](https://find.wellspent.co/advisors/george-kiraly.md) | LodeStar | Naples, Florida | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gloria Garcia Cisneros](https://find.wellspent.co/advisors/gloria-garcia-cisneros.md) | LourdMurray | Los Angeles, California | CFP | Percentage of assets, Flat fee or retainer |
| [Griffin Sivret](https://find.wellspent.co/advisors/griffin-sivret.md) | Manchester Capital Management | Manchester, Vermont | CFP | Percentage of assets, Fixed fees |
| [Haley Schwartz](https://find.wellspent.co/advisors/haley-schwartz.md) | ARX Private Wealth | Lancaster, Pennsylvania | CFP | Percentage of assets, Hourly |
| [Jacque Lefore](https://find.wellspent.co/advisors/jacque-lefore.md) | Womack Wealth and Business Management | Portland, Oregon | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Pechin](https://find.wellspent.co/advisors/james-pechin.md) | McLaughlin Asset Management | Lafayette, Indiana | CFP | Percentage of assets, Fixed fees |
| [James Warner](https://find.wellspent.co/advisors/james-warner.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [James White Jr.](https://find.wellspent.co/advisors/james-white-jr.md) | Forty Two Wealth LLC | Atlanta, Georgia | CFP | Percentage of assets, Flat fee or retainer |
| [Jason Bonn](https://find.wellspent.co/advisors/jason-bonn.md) | Woodmont Investment Counsel | Nashville, Tennessee | CFP | Percentage of assets |
| [Jason Mardinly](https://find.wellspent.co/advisors/jason-mardinly.md) | Sage Financial Group | West Conshohocken, Pennsylvania | CFP | Percentage of assets, Fixed fees, Performance-based fees |
| [John Desimone](https://find.wellspent.co/advisors/john-desimone.md) | Peddock Capital Advisors | Braintree, Massachusetts | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 200 of 1133. The full list, page by page: https://find.wellspent.co/audiences/ultra-high-net-worth/?page=2

## Related

- [Family wealth transfer](https://find.wellspent.co/specialties/family-wealth-transfer.md)
- [Sustainable & impact investing](https://find.wellspent.co/specialties/sustainable-investing.md)
- [Small business owners](https://find.wellspent.co/specialties/small-business-owners.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).