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 |
|---|---|---|---|---|
| Brian Yost | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Caleb Regan | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Caroline Baronian | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Carolyn Bennett | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Charlise Whiteside | Stonehaven Private Wealth Management | Manchester By The Sea | CFP | Percentage of assets, Hourly |
| Christopher Gunster | Fidelis Capital | Greenwich | CFA | Percentage of assets, Fixed fees |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Clark Blackman | Alpha Wealth Strategies | Cypress | CFP, PFS, CFA | Percentage of assets |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Colby Davis | RHS Financial | San Francisco | CFA | Percentage of assets |
| Connor Oak | Crane Capital Management | Spring Park | Not listed | Percentage of assets |
| Corey Bird | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Corrigan Rayfield | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Courtney Kauffman | Prowell Financial Management | Exton | CFP | Percentage of assets, Fixed fees |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Daniel Hochbaum | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| David Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| David Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| David Olson | Journey Wealth | Cleveland | ChFC | Percentage of assets, Fixed fees |
| David Stitt | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Elizabeth Brennen | A.G. Campbell Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Endrit Lloshi | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Franklin Hsu | NOMAD Capital Group | Kirkland | CFP | Percentage of assets, Hourly |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Jack Dupuy | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| James Richter | Monotelo Wealth Partners | Elgin | CFP | Ongoing planning fee |
| Jane Swan | Veris Wealth Partners | Oakland | CFA | Percentage of assets, Hourly |
| Jason Barbera | Heritage Wealth Advisors | Durham | CFA | Percentage of assets, Fixed fees |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| John Biebel | Ridley Cove Financial Advisors | Newton | CFP | Percentage of assets, Fixed fees |
| John Jordan | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| John Trujillo | West End Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Jonathan Carender | Paragon Investing | Detroit | CFP | Percentage of assets |
| Jordan Salim | Corus Family Wealth Advisors | Mckinney | ChFC | Percentage of assets, Hourly |
| Joseph Gallagher | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Justin Ajimine | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Kale Soukup | Waterfront | Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Katie Reichart | Doyenne Wealth Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises | MOKAN Wealth Management | Overland Park | Not listed | Percentage of assets, One-time planning fee |
| Lisa Donnelley | Harris Wealth Management | Twin Falls | PFS | Percentage of assets, Hourly |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Marc Hadley | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Marcus Mattern | Mattern Wealth Management | Lawrence | Not listed | Percentage of assets, Hourly |
| Matthew Lucas | Fortitude Family Office | Scottsdale | CFP | Percentage of assets, Hourly |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Michael Firestone | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Michael Gibbons | TwinFocus | Boston | CFP | Percentage of assets, Hourly |