Advisors for over $3 million
How do I find fee-only advisors for over $3 million?
Look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Addison Delage of CAPTRUST, George Papadopoulos of George Papadopoulos, CPA/PFS, CFP and Gabriel Kaplan of Wealth Habits.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Addison Delage CAPTRUST, Raleigh Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, percentage of assets.
- George Papadopoulos George Papadopoulos, CPA/PFS, CFP, Novi Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Gabriel Kaplan Wealth Habits, White Plains Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Benjamin Hein OAC Capital Advisors, Miami Beach Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Clark Blackman Alpha Wealth Strategies, Cypress Holds the CFP and CFA. Fees on file: percentage of assets.
- James Reynolds HFM Wealth Management, West Hartford Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
Advisors for over $3 million by state
Questions about advisors for over $3 million
How many fee-only advisors for over $3 million are there in the US?
The Wellspent public graph lists 800 fee-only advisors for over $3 million in the US, from every advisor record that fits. These are advisors at firms whose average account is over $3 million.
Which states have the most fee-only advisors for over $3 million?
California has the most fee-only advisors for over $3 million in the Wellspent public graph, with 92, followed by Georgia (73) and Pennsylvania (62).
How does Wellspent decide who counts as fee-only advisors for over $3 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 over $3 million in the US?
What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments?
A sample of these advisors
The first 50 of 800. Pick a state above to see everyone there.
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Edward B. Aufman | Aufman Associates Inc. | Longboat Key | BS, CFP | Percentage of assets, Fixed fees |
| Jonathan Huss | Hussmen Financial, LLC | Midlothian | CFP | Ongoing planning fee, Hourly |
| Bruce Dzieza | Willow Creek Wealth Management, Inc. | Sebastopol | CFP, CAIA | Percentage of assets, Hourly |
| George Papadopoulos | George Papadopoulos, CPA/PFS, CFP | Novi | CFP, CPA/PFS | Percentage of assets, Hourly |
| Rob Lyman | Johnson Lyman Wealth Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Aileen Bost | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Amy Lorius | CM Wealth | Beachwood | CFP | Percentage of assets, Hourly |
| Anthony Cortina | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Benjamin Hein | OAC Capital Advisors | Miami Beach | CFP, CFA | Percentage of assets, Hourly |
| Carolyn Catlin | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| Charles Angle | Rssic | San Francisco | CFP | Percentage of assets, Hourly |
| Charles Hill | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Cort Haber | Xception Family Office | Atlanta | CFP | Percentage of assets, Fixed fees |
| Delores Remo | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Harrison McQuaig | Rothschild Capital Partners | Washington | CFP | Percentage of assets, Hourly |
| Marguerite Cook | Rothschild Capital Partners | Hollywood | CFP | Percentage of assets, Hourly |
| Mariette Campbell | Osprey Private Wealth | New York | CFP | Percentage of assets |
| Marshall Chambers | Heritage Wealth Advisors | Richmond | CFP, CFA | Percentage of assets, Fixed fees |
| Megan Prochniak | Paladin Partners | Hartland | CFP | Hourly, One-time planning fee |
| Michael Stanton | Alpine Private Wealth | Santa Rosa Beach | CFP | Percentage of assets |
| Nirvanna Silva Novelo | Nicholas Hoffman & Company | Atlanta | CFP | Percentage of assets, Fixed fees |
| Russell Wood | Nicholas Hoffman & Company | Atlanta | CFP | Percentage of assets, Fixed fees |
| Sarah Simmer | Heritage Wealth Advisors | Richmond | CFP | Percentage of assets, Fixed fees |
| Stephen Wintermeier | Lynx Investment Advisory | Washington | CFP | Percentage of assets, Fixed fees |
| William Baxter | Paladin Partners | Hartland | CFP, ChFC | Hourly, One-time planning fee |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Hannah Spillman | Perspective Wealth Partners | Boise | CFP | Percentage of assets |
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
| Samantha Link | Brockenbrough | Richmond | CFP | Percentage of assets, Fixed fees |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Benjamin Wallace | CM Wealth | Beachwood | CFA | Percentage of assets, Hourly |
| Berthel Olsen | Keystone Wealth Advisors | Eagan | CFP | Percentage of assets, Hourly |
| Brett Rufkahr | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Brian Yost | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Carey Blakley | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Caroline Baronian | Heritage Wealth Advisors | Richmond | 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 |
| Corrigan Rayfield | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Courtney Kauffman | Prowell Financial Management | Exton | CFP | Percentage of assets, Fixed fees |
| Douglas Smorag | CM Wealth | Beachwood | PFS | Percentage of assets, Hourly |
| Gary Martin | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| Hilary Sweeney | Mairs & Power | St. Paul | CFP | Percentage of assets, Fixed fees |
| Holger Berndt | Rssic | San Francisco | CFA | Percentage of assets, Hourly |
| James Reynolds | HFM Wealth Management | West Hartford | CFP, CFA | Percentage of assets, Hourly |
| Jason Barbera | Heritage Wealth Advisors | Durham | CFA | Percentage of assets, Fixed fees |
| Jeffrey Buck | Nicholas Hoffman & Company | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Jordan | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
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