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 |
|---|---|---|---|---|
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lei Zhang | Palm Springs Advisory | Beijing, China | Not listed | Percentage of assets, Hourly |
| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Linnea Akesson | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Manuel Parra | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |
| Mark Eisenhut | Harmony Asset Management | Cave Creek | Not listed | Percentage of assets, Hourly |
| Matthew Williams | Riverstone Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Mauricio Sanchez | Portafolio Capital Management | San Antonio | Not listed | Percentage of assets |
| Michael Aloian | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michael Davis | Cottage Street Advisors | Marion | Not listed | Percentage of assets, Hourly |
| Michael Rhinehart | Tenacity Private Wealth | Powell | Not listed | Percentage of assets, Hourly |
| Michael Tison | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Nathan Burns | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Patrick Sheldon | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Paul Resnick | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Priya Intwala | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ruth Langworthy | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sean Jabbar | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Seema Rajoura | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Sonia Von Berg | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Stephen Haberstroh | CastleKeep Investment Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Stuart Henley | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Tracy Nixon | Tekmen Wells Investments | New York | Not listed | Percentage of assets, Hourly |
| William Hall | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| William Johnson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Redder | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| William Woodson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |