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 |
|---|---|---|---|---|
| Adam Bortolussi | Bortolussi Wealth Management | Hopkinton | Not listed | Percentage of assets, Hourly |
| Alexander Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Alexander Tucker | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Alexandra Ong | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Alison Svizzero | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Amy Drinkard | Steadmont Advisors | Birmingham | Not listed | Ongoing planning fee |
| Andrew Dowell | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Andrew Rexroat | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Andrew Schenker | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Anthony Hunt | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Aron Pinson | Equinum | Brooklyn | CFA | Percentage of assets |
| Boston Harris | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Bradley Stephens | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Bradley Turlington | White Oak Wealth Partners | Raleigh | Not listed | Percentage of assets |
| Brian Curtin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Bruce Hulme | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Bryce Chandler | Bentwood Investment Advisory | San Antonio | Not listed | Percentage of assets, Hourly |
| Carsten Hood | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| Charles Coleman | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Charles Shiver | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Christian Becnel | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Christopher Barr | Bluestone Private Wealth | Cleveland | Not listed | Percentage of assets |
| Christopher Fitts | Bortolussi Wealth Management | Southborough | Not listed | Percentage of assets, Hourly |
| Christopher Martin | Tamalpais Asset Management | Larkspur | Not listed | Percentage of assets |
| Clay Skurdal | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Clayton Williams | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Craig Dawson | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Craig Lukin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Craig Pfeiffer | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Craig Sneed | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Dallas Wheeler | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Daniel Gamache | KilterHowling | Littleton | CFA | Percentage of assets |
| Daniel Portnoy | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| David Miller | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Derek Stone | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Diana Malcom | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Douglas Kuhlman | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Dragan Filipovic | Gold Coast Capital Management | Douglas | Not listed | Percentage of assets |
| Ethan Call | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Ethan Pollard | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Geert Criel | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| George Kaluhiokalani | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Graham Johnstone | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Gregory Desroches | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Gregory Johnson | Paradigm Wealth Management | Westlake | Not listed | Percentage of assets, Hourly |
| Gregory Watson | Cedarwood Wealth | Highlands Ranch | Not listed | Percentage of assets |