Who they serve
Fee-only 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.
By the numbers
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.
- Advisors listed
- 1,133
- Firms
- 330
- Cities
- 285
- Hold the CFP
- 32%
- Other credentials: CFA 14% · CPA 1% · EA 0%
- How they charge (of 1133 with fees on file): percentage of assets 96% · fixed fees 59% · hourly 44% · performance-based fees 12%
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 ultra high net worth
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Clifford Kolson | Family Wealth Leadership | Irvine | Not listed | Percentage of assets, Hourly |
| Connie Biselx | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Craig Olson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Daniel De Mille | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Daniel White | Sestante Family Office | Coronado | CFP | Percentage of assets, Fixed fees |
| David Luedecke | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| David Walters | Palisades Hudson Financial Group | Hillsboro | CFP | Percentage of assets, Fixed fees |
| Dennis Tucker | Greenwich Advisors | Greenwich | CFA | Percentage of assets |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Dustin Gordon | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Dyllin Moulton | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Emmanuel Afolayan | Lindsey & Lindsey Wealth Management | San Jose | Not listed | Percentage of assets, Hourly |
| Eric Meermann | Palisades Hudson Financial Group | Stamford | CFP | Percentage of assets, Fixed fees |
| Erin Eliason | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Erin Kerr | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Evan Lang | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Grant Germscheid | All Star Financial | Minneapolis | Not listed | Percentage of assets, Hourly |
| Guerry Harris | Paragon Capital Management | Overland Park | CFP | Percentage of assets |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Henry Winship | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Honna Li | KCM Investment Advisors | Greenbrae | CFP | Percentage of assets |
| Igor Yukhvidin | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jagdish (Jay) Sitlani | Pacific Point | San Diego | CFA | Percentage of assets, Hourly |
| Jaime Cutter | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| James Carr | Keystone Global Partners | Denver | Not listed | Percentage of assets |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jaycee Carroll | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Lehmann | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Jeffrey Nowell | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Jennifer Migdal | Cove Wealth Management | Houston | CFP | Percentage of assets, Hourly |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Dwyer | Sunpointe Investments | Clayton | CFA | Percentage of assets, Fixed fees |
| Jonathan Cottrell | Mascoma Wealth Management | Portland | Not listed | Percentage of assets |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Joplin Wallace | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joseph Chrisman | Monograph Wealth | Manhattan Beach | CFA | Percentage of assets, Hourly |
| Katherine Davis | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Khristopher Torres | RiversEdge Advisors | San Antonio | Not listed | Percentage of assets, Hourly |
| Kim Nordmo | Artience Capital | Gardnerville | Not listed | Percentage of assets, Hourly |
| Kimberly Overby | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |