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 |
|---|---|---|---|---|
| Erin Hadley | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| James Griffin | Occidental Asset Management | Burlingame | CFP | Ongoing planning fee |
| Kristin McKenna | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Kyle Kuyat | Defining Wealth | Franklin | CFP | Flat fee or retainer, One-time planning fee |
| Layton Ginder | CX Institutional (Credent Wealth) | Louisville | CFP, CIMA, AWMA, ChFC | Percentage of assets |
| Matthew McCreary | Darrow Wealth Management | Needham | CFP | Percentage of assets |
| Nicholas Maratta | Occidental Asset Management | Winter Springs | CFP | Ongoing planning fee |
| Robin Brigham | Hager Investment Management Services | New London | CFP | Percentage of assets |
| Steven Pitchford | Towerpoint Wealth | Sacramento | CFP | Percentage of assets, One-time planning fee |
| Thomas Kluttz | Analog Capital Partners | Houston | CFP, ChFC | Percentage of assets |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Alexis Delia | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| David Webb | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| Genti Cici | Wealthy & Wise Family Office | Columbia | CFP | Percentage of assets, Hourly |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Jacob Turner We help athletes and entrepreneurs build and protect wealth. | Moment Private Wealth | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Keith Amburgey | Rutherford Asset Planning | Tampa | CFP, CFA | Percentage of assets |
| Keyana Johns Russ | F.L.Putnam Investment Management Company | Providence | CFP, RICP, MBA | Percentage of assets, Hourly |
| Kyle Cross | Mattern Wealth Management | Lawrence | CFP | Percentage of assets, Hourly |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ | Firm Foundation Family Wealth | Ft. Lauderdale | CFP | Percentage of assets |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Lusins | Bootpack Wealth Management | Jackson | CFP, CFA | Percentage of assets |
| Michelle Konstantarakis | The Investment Counsel Company of Nevada | Las Vegas | CFP | Percentage of assets, Fixed fees |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Nicholas Hickly | The Investment Counsel Company of Nevada | Las Vegas | CFP | Percentage of assets, Fixed fees |
| Robert Curry | Curry Webb Wealth Management | Indianapolis | CFP | Percentage of assets |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Ryan Casey | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Rocuant | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Scott Schatzle | Mutual Trust Advisory Group | Estero | CFP | Percentage of assets, Flat fee or retainer |
| Sheila Lawrence | Ballentine Partners, LLC | Waltham | CAP, CFP | Percentage of assets, Hourly |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Taylor Harwood | Crane Capital Management | Spring Park | CFP | Percentage of assets |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Walker Abney | Tilia Fiduciary Partners | Wilmington | CFP | Percentage of assets, Flat fee or retainer |
| Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. | Hightower Wealth Advisors | St. Louis | CFP | Percentage of assets, One-time planning fee |
| Aaron Pierce | TrueVine Family Wealth | Naples | CFP | Percentage of assets, Hourly |
| Adrianne Yamaki | Strategic Wealth Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Andrew Drennan | D'Arcy Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Andrew Reynolds | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Brian Burton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Brian Carney | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Calvin Lo | Keystone Global Partners | Monrovia | CFP, CFA | Percentage of assets |