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 |
|---|---|---|---|---|
| William Scorpio | Diamond Client Group | Fair Oaks Ranch | Not listed | Percentage of assets, Hourly |
| William Taylor | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| William Velgersdyk | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Aaron Izenstark | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Aaron Szager | Osborne Partners | Menlo Park | CFP | Percentage of assets, Performance-based fees |
| Aaron Zitalone | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Abigail Chao | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Abram Shearer | Strategent Financial | Harrisonburg | CFP | Percentage of assets, Hourly |
| Alexander Puziol | Manchester Capital Management | Montecito | Not listed | Percentage of assets, Fixed fees |
| Alexandra Sandberg | Osborne Partners | San Francisco | CFP, ChFC | Percentage of assets, Performance-based fees |
| Amy White | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Andreas Migliaccio | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Andrew Krout | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Andrew Lam | Strategent Financial | Harrisonburg | CFP, CFA | Percentage of assets, Hourly |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Anita Bustos | OAC Capital Advisors | Cumming | Not listed | Percentage of assets, Hourly |
| Ann Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| Anthony Caputo | Pallas Capital Advisors | Park Ridge | Not listed | Percentage of assets, Hourly |
| Anthony Gargano | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Camden Newton | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Candice Genrich | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Carl Bader | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Charles Evangelakos | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Charles Williams | Partners Capital | Franklin | CFP | Percentage of assets, Hourly |
| Charles Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Chase Guerrette | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Christopher Davis | Burns Matteson Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Christopher Harrington | Waterfront | Advisors | Overland Park | CFA | Percentage of assets, Hourly |
| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Cole McClellan | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Cynthia Rozelle | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Dale Lam | Strategent Financial | Harrisonburg | CFP, PFS | Percentage of assets, Hourly |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Daniel Haut | Osborne Partners | San Francisco | CFP, CFA | Percentage of assets, Performance-based fees |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Daniel Rowe | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Daniel Zibinskas | Harbor Advisory | Portsmouth | CFA | Percentage of assets, Hourly |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Daric Olson | PCM Encore | Denver | Not listed | Percentage of assets, Fixed fees |
| David Brandt | Harris Wealth Management | Twin Falls | Not listed | Percentage of assets, Hourly |