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 |
|---|---|---|---|---|
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Ana Rebora De Luchau | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Anthony Perala | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Anthony Rossi | Integrated Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Arielle Hannan | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Atticus Lavelle | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Austin Cavanaugh | Paragon Investing | Royal Oak | Not listed | Percentage of assets |
| Austin Collins | Integrated Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Beatrice Tiberii | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Benjamin Fischer | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Brett Feldman | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Bruce Dobbs | Resources Asset Management | Ellenwood | Not listed | Hourly |
| Cameron O'Neill | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Carlton Bradshaw | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Catherine Fraga | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Christopher Jarrous | Galliott Capital Advisors | Beverly Hills | CFA | Percentage of assets, Hourly |
| Christy Pater Schmitt | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Corey Wangler | Paragon Investing | Detroit | Not listed | Percentage of assets |
| Daniel Hall | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Daniel Heth | Preserve Wealth Management | Weaverville | Not listed | Percentage of assets, Fixed fees |
| David Grey | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Emily Gall | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Enoch Morris | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Ethan Senn | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Gerald Hendrik | Rockwall Wealth Advisors | Rockwall | Not listed | Percentage of assets, Hourly |
| Grady Tabor | Processus Wealth & Capital Management | Brentwood | CFA | Percentage of assets |
| Guillermo Vernet | Global Kandor | Miami | Not listed | Percentage of assets, Fixed fees |
| Hakan Ergulec | Tekmen Wells Investments | New York | CFA | Percentage of assets, Hourly |
| Hannah Maruyama We help parents of 16-20 year olds find their kids amazing careers. | Degree Free - Educational Design | Conroe | Not listed | One-time planning fee, Subscription |
| Jacob Linch | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Jason Clardy | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Jason Finnigan | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Jason Haviland | Cottage Street Advisors | Nashua | CFA | Percentage of assets, Hourly |
| Jason Rodnick | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jayden Frank | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Jeffrey Melgard | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| John Carraux | Punch & Associates | Edina | CFA, CIC | Percentage of assets, Fixed fees |
| John Degan | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| John Duebendorfer | Artemis Wealth Advisors | Port Washington | Not listed | Percentage of assets, Performance-based fees |
| John Hanson | Riverstone Advisors | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Mallozzi | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Joseph Senczakowicz-Gibo | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Joshua Petrusko | Iron Gate Wealth Advisors | Poland | Not listed | Percentage of assets, Hourly |
| Joshua Snoddy | High Road Wealth Advisors | Coos Bay | Not listed | Percentage of assets |
| Justin Berrie | Capital Counsel | New York | Not listed | Percentage of assets |
| Kenneth Templeton | Ulta Wealth Management | Las Vegas | Not listed | Percentage of assets |
| Kristin Greenleaf | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Lauren Blum | Capital Counsel | New York | Not listed | Percentage of assets |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |