Advisors for $500,000 to $1 million
How do I find fee-only advisors for $500,000 to $1 million?
Look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Alex Caswell-Yatsenko of Wealth Script Advisors, Curtis Crossland of Suttle Crossland Wealth Advisors, LLC and Courtney McKenna of Altfest Personal Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alex Caswell-Yatsenko Wealth Script Advisors, San Francisco Holds the CFP, CFA and EA. Fees on file: percentage of assets, flat fee or retainer.
- Curtis Crossland Suttle Crossland Wealth Advisors, LLC, Scottsdale Holds the CFP, CFA and EA. Fees on file: one-time planning fee, ongoing planning fee.
- Courtney McKenna Altfest Personal Wealth Management, New York Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Joel Cundick Savant Wealth Management, Phoenix Holds the CFP, CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Christopher Kehoe R.W. Roge & Company, Inc., Bohemia Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Matthias Giezendanner San Francisco Wealth Planning LLC, Petaluma Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
How many fee-only advisors for $500,000 to $1 million are there in the US?
The Wellspent public graph lists 6,561 fee-only advisors for $500,000 to $1 million in the US, from every advisor record that fits. These are advisors at firms whose average account is $500,000 to $1 million.
Which states have the most fee-only advisors for $500,000 to $1 million?
California has the most fee-only advisors for $500,000 to $1 million in the Wellspent public graph, with 1,002, followed by Texas (486) and New York (410).
How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $500,000 to $1 million in the US?
What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?
A sample of these advisors
The first 50 of 6,561. Pick a state above to see everyone there.
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee | Valeo Financial Advisors | Chicago | CFP, CPA | Flat fee or retainer, Percentage of assets |
| Allison Donaldson | HTG Investment Advisors Inc. | New Canaan | CFP, MBA, JD | Percentage of assets, Ongoing planning fee |
| Amy Barnes | Firebrand Wealth Management, LLC | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Carlie Ransom | Equal Path Investments | Tacoma | CFP | Flat fee or retainer, Ongoing planning fee |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Francisco Ayala | The Coleridge Group | Phoenix | CFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Helen Stephens | Aspen Wealth Management | Fort Worth | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly |
| Jirayr Kembikian | Citrine Capital | San Francisco | CFP | Ongoing planning fee |
| John O'Callaghan | Impact Financial Life Planning LLC | Baltimore | CFP | Flat fee or retainer, Ongoing planning fee |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Matthew Showley | Creative Capital Management Investments LLC | San Diego | CFP, MBA, BFA, CeFT | Percentage of assets, Hourly |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Rachel DeCarolis | Northstar Financial Planning | Windham | CDFA, CeFT, CFP, MBA | Percentage of assets, Ongoing planning fee |
| RJ Devick | Bond&Devick Wealth Partners | Saint Louis Park | BA, BFA, BS, CFP | Percentage of assets, One-time planning fee |
| Sheila McGinn | Brightview Financial Solutions, LLC | Redwood City | CFP | Percentage of assets, Hourly |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Troy Knighton | Veritas Wealth Management LLC | Salt Lake City | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Alex Caswell | Wealth Script Advisors | San Francisco | CFP, CFA, EA | Percentage of assets, Flat fee or retainer |
| Alex Caswell-Yatsenko | Wealth Script Advisors | San Francisco | CFA, CFP, EA | Percentage of assets, Flat fee or retainer |
| Andrew Cayer | SK Wealth Management, LLC | Providence | CFP | One-time planning fee |
| Andrew Gray | Gray Wealth Strategies | Bend | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Betsy Ratashak-Vogel | R&V Personal Finance | Decorah | CFP | Percentage of assets, Ongoing planning fee |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Carolyn Masline | CareGen Wealth Management | San Mateo | CDFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Chuck Clifton | Sycamore Financial Planning, LLC | Charlotte | CDFA, CFP, MBA | Hourly |
| Curtis Crossland | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, CFA, MBA, EA | One-time planning fee, Ongoing planning fee |
| Daniel Frankel | WealthCollab | Bellevue | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Dustin Suttle | Suttle Crossland Wealth Advisors, LLC | Scottsdale | CFP, MBA, AAMS, CRPC | One-time planning fee, Ongoing planning fee |
| Eric Niergarth | Retirement Roadmap Financial Planning | San Diego | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Jared Jameson | WJ Interests, LLC | Sugar Land | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. | Savant Wealth Management | Phoenix | AIF, CFP, CPA/PFS, CFA | Percentage of assets, Flat fee or retainer |
| Joel Huet | White Sand Wealth Management, LLC | Liberty | CFP, CTFA, MBA | Percentage of assets, Hourly |
| John West | Spraker West Wealth Management, Inc. | Winter Park | CFP, MBA | Percentage of assets, Hourly |
| Laura Rotter | True Abundance Advisors | White Plains | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| Laurie Licata | PDS Planning, Inc. | Dublin | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthias Giezendanner | San Francisco Wealth Planning LLC | Petaluma | CFP, EA | Percentage of assets, Ongoing planning fee |
| Ryan Langan | Your Path Fi, LLC | West Chester | CFP | Flat fee or retainer, Ongoing planning fee |
| Sakis Salas | Acropolis Investment Management, LLC | Chesterfield | CFP, CPA, CRPC | Percentage of assets |
| Sara Zuckerman | Reset Financial Planning LLC | Fort Collins | CDFA, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Thomas Mclean | Altruist Wealth Management | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Tim Witham | Balanced Life Planning LLC | Villa Hills | CFP | Percentage of assets, Ongoing planning fee |
| Tom Duffy | Jersey Shore Financial Advisors LLC | Red Bank | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Tracy Sherwood | Sherwood Financial Management | Williamsville | CFP | Ongoing planning fee, One-time planning fee |
| Will Steinberger | Think Different Financial Planning | Menlo Park | CFP | Ongoing planning fee |
| William Cuthbertson | Fiscalis Advisory, Inc. | Mission Viejo | CFP, EA, MBA | Ongoing planning fee, One-time planning fee |
| Zach Reyes | Circadia Financial Planning | Westlake | CFP | Percentage of assets, Ongoing planning fee |
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