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 |
|---|---|---|---|---|
| Leslie Lammers | Riverstone Advisors | New Braunfels | CFA | Percentage of assets, Fixed fees |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Mark Scott | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Marti Brust | West End Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Mary Naber | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Matthew Brower | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Matthew Friedman | Capital Counsel | New York | Not listed | Percentage of assets |
| Matthew Hekman | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Matthew Walker | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Melissa Jones | Osborne Partners | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Micah White | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Monte Grissom | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Nathan Travis | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Heyer | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicole Kustok | Evansbrook Capital Management | Bolingbrook | Not listed | Percentage of assets |
| Nicole Scarpati | Capital Counsel | New York | Not listed | Percentage of assets |
| Pamela Vasquez | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Patrick Berch | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Paul Dwyer | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Pearlyn Manieri | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Peter Rup | Artemis Wealth Advisors | Port Washington | Not listed | Percentage of assets, Performance-based fees |
| Remy Solves | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Richard Bond | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Richard Hall | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Roger Ratzlaff | Waterfront | Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Roy Lopez | Sage Stone Wealth Management | La Jolla | Not listed | Percentage of assets |
| Sam Winter | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Samuel Ludzack | Punch & Associates | Edina | CFA | Percentage of assets, Fixed fees |
| Samuel Magid | Capital Counsel | New York | Not listed | Percentage of assets |
| Sarah Lynch | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Scott Letson | Letson Investment Management | Atlanta | Not listed | Percentage of assets |
| Scott Roads | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Stephen Seo | L&S Advisors | Los Angeles | CFA | Percentage of assets, Hourly |
| Stephen Wilchins | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Steven Abernathy | The Abernathy Group II Family Office | New York | Not listed | Percentage of assets, Hourly |
| Terence Greene | Capital Counsel | New York | Not listed | Percentage of assets |
| Timothy Fahey | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Trevor Moore | Fortitude Family Office | Scottsdale | Not listed | Percentage of assets, Hourly |
| Trevor Young | Paragon Investing | Detroit | Not listed | Percentage of assets |
| Vladimir Pixa | My Portfolio Guide | Seal Beach | Not listed | Percentage of assets |
| Weld Butler | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Alexander Duncan | MCAP Investment Management | Woodstock | Not listed | Percentage of assets |
| Apostolos Paul Lountzis | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Benjamin White | Sestante Family Office | Coronado | Not listed | Percentage of assets, Fixed fees |
| Bradley Riccardi | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Brady Hogan | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |