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 |
|---|---|---|---|---|
| Ranga Srinivasan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Richard Chen | Veris Wealth Partners | New York | Not listed | Percentage of assets, Hourly |
| Richard Lakin | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Richard Mullen | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Richard Roscelli | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Richard Simonetti | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Rob Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Robert Carroll | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Robert Featherstone | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Robert Patrick | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Robert Robinson | Cosmos Wealth | El Segundo | Not listed | Percentage of assets, Hourly |
| Roxanna Guinan | Cardea Capital Advisors | Coral Gables | Not listed | Percentage of assets, Fixed fees |
| Russ Thornton I help women aged 55-75 retire with clarity, comfort, & confidence | Wealthcare for Women | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Flynn | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Ryan McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Ryan Motsinger | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Ryan Punch | Punch & Associates | Edina | CFP | Percentage of assets, Fixed fees |
| Samuel McCoy | Tenacity Private Wealth | Powell | CFP | Percentage of assets, Hourly |
| Samuel Rice | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Sarah Kopesky | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Scott Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Sean Toohey | Alpine Private Wealth | Omaha | Not listed | Percentage of assets |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Stephen Cohn | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Stephen Kylander | Pallas Capital Advisors | Warren | Not listed | Percentage of assets, Hourly |
| Susan Becker | Nicollet Investment Management | Minneapolis | CFA | Percentage of assets |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Suzanne Wetzel | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Tamara Surratt | Legacy Family Office | Bonita Springs | Not listed | Fixed fees |
| Terence Gliha | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Terry Edwards | Womack Wealth and Business Management | Albuquerque | Not listed | Percentage of assets, Hourly |
| Thomas Piro | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| Thomas Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Thomas White | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Todd Vandam | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Tom O'Neill We are a multi generational wealth management team. | Not listed | Mount Laurel | Not listed | Percentage of assets |
| Veronica Fox | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Wesley Cullinane | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Wesley Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Westley Schubert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Will Holdren | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| William Burns | Burns Matteson Capital Management | Corning | CFP, ChFC | Percentage of assets, Hourly |
| William Mortimer | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Zachary Riera | Osborne Partners | San Francisco | CFP | Percentage of assets, Performance-based fees |
| Zachary Sirota | IRON Financial | Cresskill | Not listed | Percentage of assets, Performance-based fees |
| Zuzanna Kaczmarek | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |