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 |
|---|---|---|---|---|
| Michael Rollauer | Highbrook Capital Partners | Atlanta | CFP | Percentage of assets, Hourly |
| Michael Shields | Waterfront | Advisors | Overland Park | CFP | Percentage of assets, Hourly |
| Michael Vazza | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Michaelyn Andress | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Mitchel Katz-Winnick | My Portfolio Guide | Seal Beach | CFP | Percentage of assets |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Naveen Sharma | Nicollet Investment Management | Minneapolis | CFP | Percentage of assets |
| Neale Ellis | Fidelis Capital | Dallas | CFA | Percentage of assets, Fixed fees |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Peter Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Randy Garcia | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| Robert Shappee | Harris Wealth Management | Meridian | PFS | Percentage of assets, Hourly |
| Ryan Kraus | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Henderson | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Taiyoung Lee | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. | Taylor Turner Wealth Management LLC | Richmond | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Ty Williams | Curry Webb Wealth Management | Indianapolis | Not listed | Percentage of assets |
| Wendy Karkoska | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| William Barton | The Investment Counsel Company of Nevada | Las Vegas | Not listed | Percentage of assets, Fixed fees |
| William Malloy | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| William Reynolds | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| Alexander Thompson | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Alexander Yaftali | Monograph Wealth | Manhattan Beach | CFA | Percentage of assets, Hourly |
| Allen LeMay | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Amanda Spencer | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Amir Monsefi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Andre Baldanza | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Aureliana Lopes Monteiro | Strategic Wealth Capital | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Balfoure Brenes | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Benjamin Sullivan | Palisades Hudson Financial Group | Austin | CFP | Percentage of assets, Fixed fees |
| Bethany Dubuque | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Braeden Mischke | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Brian Cheatham | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Brianna Aviles | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Bruno Krenn | Pacific Capital | Corona | Not listed | Percentage of assets, Fixed fees |
| Caeden Goering | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Catherine Richmond | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Chad Willardson | Pacific Capital | Corona | Not listed | Percentage of assets, Fixed fees |
| Christopher Fry | Capital Asset Management | Columbus | Not listed | Percentage of assets |
| Christopher Huston | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Clarissa Candelario | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |