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 |
|---|---|---|---|---|
| Carl Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Craig Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Daniel Green | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| David Raphael | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Davide Accomazzo | Thalassa Capital | Thousand Oaks | Not listed | Percentage of assets |
| Dawneen Oehlerich | KilterHowling | Whitefish | Not listed | Percentage of assets |
| Donald Jesberg | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Eugene Pal | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Evan Coppola | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Evan Finkel | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Guy Benstead | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Henry Urban | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Jacob Halberstam | Equinum | Lakewood | Not listed | Percentage of assets |
| Jacob Potter | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| James Fields | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Rochon | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Jeremy Hudson | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| John Lundin | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Pogue | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Sullivan | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Kenneth Pollinger | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Lane Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Laura McAree | Heritage Investors Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Mark Wierichs | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Matthew Stevens | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Menachem Lerman | Equinum | Ft. Lauderdale | Not listed | Percentage of assets |
| Michael Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Michelle Durgy | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Nicole Phelan | Concierge Financial Advisor | Parrish | Not listed | Percentage of assets |
| Nily Levy | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Raymond Randolph | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Scott Roberts | VergePointe | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Shannon Yarbrough | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Sharon Stanton | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Sheldon Steuer | Equinum | New York | Not listed | Percentage of assets |
| Stephen Varlotta | ProAthlete Wealth Management | Boca Raton | Not listed | Percentage of assets |
| Thomas Roth | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Timothy Whitmoyer | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Tyler Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Walter Klein | SFC Financial | Sunset Hills | Not listed | Percentage of assets, Hourly |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Youri Bujko | Thalassa Capital | Bend | Not listed | Percentage of assets |
| Zacharia Waxler | Equinum | Brooklyn | Not listed | Percentage of assets |
| Zachary Lountzis | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Alan Haworth | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |