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 |
|---|---|---|---|---|
| Alan Rosenfield | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Andrea Barkley | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Andrew Matysik | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Antoine Souma | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Aria Khalili | Pariax Private Wealth Management | Newport Beach | Not listed | Percentage of assets |
| Azelia Betancourt | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Baltazar Moreno Fuentes | Moreno Capital | West Palm Beach | Not listed | Percentage of assets, Fixed fees |
| Brendan Moleski | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Brendon Kempin | Cynosure Portfolio Advisors | Sunnyvale | Not listed | Percentage of assets, Hourly |
| Brett Leahy | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| Bruce Kardon | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Charles Else | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Cheryl Nester | HistorInvesting | Williamsburg | Not listed | Percentage of assets, Hourly |
| Christina Copeland | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Cory Kiner | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Craig Weston | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Dale Boettcher | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Darryl Poisson | DJP Wealth Management | Tampa | Not listed | Percentage of assets, Fixed fees |
| David Lorine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| David Thomas | Equitas Capital Advisors | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Debbie Byerly | Strategent Financial | Harrisonburg | Not listed | Percentage of assets, Hourly |
| Debora Nunez | L&S Advisors | Centennial | Not listed | Percentage of assets, Hourly |
| Derek Fossier | Equitas Capital Advisors | New Orleans | Not listed | Percentage of assets, Fixed fees |
| Edlyn Ruiz | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Emerson Edwards | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Eric Fitzgerald | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Eric Sweet | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Esteban Handal | Handal Dunaway | New York | Not listed | Percentage of assets |
| Gary Sica | Cynosure Portfolio Advisors | Colts Neck | Not listed | Percentage of assets, Hourly |
| Hairold Lopez | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Heather Rezab | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Howard Punch | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Ian Manongdo | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| James Hannack | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Jason Cain | Cynosure Portfolio Advisors | Jupiter | Not listed | Percentage of assets, Hourly |
| Jason Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Jessica Johnson | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| John Rudio | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| Joshua Baird | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Keith Rhodus | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Kelley Zimmerman | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Kenneth Gamble | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Kenneth Jobson | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Kevin Worms-Lynch | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Kregg Kiel | Kiel Investment Company | Carmel | Not listed | Percentage of assets, Hourly |
| Kristin Sindoni | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Kyle Fitzgerald | Partners Capital | Austin | Not listed | Percentage of assets, Hourly |
| Lacy Redwine | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| Lauren Hauck | CastleKeep Investment Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Lauren Quesada | CastleKeep Investment Advisors | Westport | Not listed | Percentage of assets, Hourly |