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 |
|---|---|---|---|---|
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Julie Jason | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kaitlyn Kocuba | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Kate Brunori | PCM Encore | Tampa | Not listed | Percentage of assets, Fixed fees |
| Kathryn Atkins | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Kathy Postoak | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Kendall Borchardt | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Khalil Harris | Punch & Associates | Edina | CFP | Percentage of assets, Fixed fees |
| Krzysztof Garlewicz | ProsperiFi | Des Plaines | CFP | Percentage of assets, Hourly |
| Kyle Cipperley | Prairie View Wealth Partners | Sioux Falls | CFA | Percentage of assets |
| Kyle Wilson | Sozo Private Wealth | Not listed | CFP | Percentage of assets |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Leah Beattie | Veris Wealth Partners | Portsmouth | Not listed | Percentage of assets, Hourly |
| Leo Rose | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Logan Stelzner | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Maria Bolanos Wong | Manchester Capital Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Mario Veneroso | Veneroso Wealth Management | Woodbury | Not listed | Percentage of assets, Hourly |
| Mark Fedenia | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mary Patch | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Matthew Burnham | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Matthew Welsh | Godshalk Welsh Capital Management | Radnor | CFP | Percentage of assets, Hourly |
| Meagan Roberts | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Micah Wakefield | TrueHaven Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Michael Paulus | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Michael Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Mikai Thomas | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Morgan Roberts | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Nathan Freeman | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Osman Arain | Evansbrook Capital Management | Bolingbrook | CFA | Percentage of assets |
| Paola Bernal Cuevas | Global Kandor | Miami | CFA | Percentage of assets, Fixed fees |
| Partick Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Paula Bindert | Prairie View Wealth Partners | Sioux Falls | PFS | Percentage of assets |
| Peter Gillis | Pallas Capital Advisors | Oak Bluffs | Not listed | Percentage of assets, Hourly |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Praveena Naduthota | Pallas Capital Advisors | Westford | Not listed | Percentage of assets, Hourly |
| Preston Eder | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Ralph Cetrulo | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Ramprasad Satagopan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |