List
Fee-only advisors for executives
Executives bring a particular compensation stack: base, performance bonus, long-term equity, deferred comp, 10b5-1 plans, and the structured liquidation windows that come with them. These advisors coordinate that stack against a household plan.
Fee-only onlyAudience: Executives
By the numbers
The Wellspent public graph lists 2,050 fee-only financial advisors working with executives at 699 firms, most in Houston, San Francisco and Atlanta. 43% hold the CFP certification. Of the 2047 with fees on file, 94% charge percentage of assets.
- Advisors listed
- 2,050
- Firms
- 699
- Cities
- 506
- Hold the CFP
- 43%
- Other credentials: CFA 11% · CPA 2% · EA 1%
- How they charge (of 2047 with fees on file): percentage of assets 94% · fixed fees 54% · hourly 44% · ongoing planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
2050 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Annette Di Bello Member | Di Bello Financial | Mission Viejo | CFP, CPA, PFS™ | Percentage of assets |
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. | F2 Wealth | Cincinnati | CFP | Percentage of assets, Flat fee or retainer |
| Jane Mepham Financial Planning For Foreign-Born Families & US Expats | Elgon Financial Advisors | Austin | CFP, MSC | Percentage of assets, One-time planning fee |
| Jorge Soriano Financial and tax planning for young families and professionals focused on early retirement, with no age or asset minimums. | Financial Optimist LLC | Saint Petersburg | CFP, EA | Subscription, One-time planning fee |
| Justin May Tax-focused wealth management for executives & founders | Old Peak Finance | Chapel Hill | CFP, MBA | Flat fee or retainer, Percentage of assets |
| Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. | Scaled Finance, LLC | Bellevue | CFP, MBA | Hourly, One-time planning fee |
| Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees | Skylark Wealth, LLC | San Francisco | CFP | Percentage of assets, Flat fee or retainer |
| Robert Jeter Modern Tax & Retirement Expertise | Back Bay Financial Planning & Investments | Bethany Beach | CFP, CRPC | Percentage of assets, Flat fee or retainer |
| Adam Koos | Libertas Wealth Management Group Inc | Columbus | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| Aditi Kapadia | Wealth IQ | Springfield | CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Bill Jensen | Acadia Financial Services LLC | Burke | CFP, EA | Ongoing planning fee, Percentage of assets |
| Bobby Cremins | Metanoia Financial | Philadelphia | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Brian Sirota | FirsTrust | Daytona Beach | CFP, ChFC, MBA, CFA | Percentage of assets |
| Charles Terry | Shepherd Wealth Partners, LLC | Waxhaw | CAP, CFP | Percentage of assets, Ongoing planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Glen Monroe | Monroe Wealth Management | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Hazel Secco | Align Financial Solutions | Hoboken | CDFA, CFP | Ongoing planning fee |
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| Jim Pan | Panorama Financial Planning | Vancouver | CFP, MFA-P | Flat fee or retainer, Ongoing planning fee |
| Jirayr Kembikian | Citrine Capital | San Francisco | CFP | Ongoing planning fee |
| Joanne David | Keybase Financial Group | Edmonton | CFP, FCSI | Flat fee or retainer, Hourly |
| Joe Ward | Refined Wealth | Houston | CFP, RICP, TPCP | Percentage of assets, One-time planning fee |
| Kathleen Connors Dowdy | EP Wealth Advisors | Los Angeles | CFP, EA, CLU, MS | Percentage of assets, Hourly |
| Kenneth Doll | Alberta Financial Planner | Calgary | CFP, CLU, TEP | Flat fee or retainer, Ongoing planning fee |
| Kevin Rademacher | Lifetime Financial Planners LLC | San Antonio | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Lindsay Elwood | Elwood & Goetz Wealth Advisory Group | Athens | CFP | Percentage of assets |
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Showley | Creative Capital Management Investments LLC | San Diego | CFP, MBA, BFA, CeFT | Percentage of assets, Hourly |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Mitchell Anderson | EFinancial Alliance | Franklin | CFP, MBA | One-time planning fee, Percentage of assets |
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| Patricia Kane | Kane Financial Planning, LLC | Avon | CFP, MBA | Percentage of assets, Hourly |
| Peter Ankeny | Wolf Pine Capital | Portsmouth | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Robert Costello | Costello Financial Planning | Bend | CFP | Percentage of assets, Fixed fees |
| Ryan Johnson We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live. | Hundred Financial Planning | Grand Rapids | CFP | One-time planning fee, Percentage of assets |
| Sean Lovison | Purpose Built Financial Services, LLC | Moorestown | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Sheila McGinn | Brightview Financial Solutions, LLC | Redwood City | CFP | Percentage of assets, Hourly |
| Stephen Nelson | Birchwood Capital LLC | Carlsbad | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
More in the methodology.