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 |
|---|---|---|---|---|
| Erika Mielke | Arbor Investment Advisors | Winston Salem | CFP | Percentage of assets, Fixed fees |
| Erin Goss | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Evan Schmidt | Schmidt Financial Management | Kirkland | CFP | Percentage of assets |
| Fritzner Jean | Geometric Advisors | Charlotte | CFP | Percentage of assets |
| Gene Gurley | Gibraltar Capital Management | Irving | CFP | Percentage of assets, Hourly |
| George Kiraly | LodeStar | Naples | CFP | Percentage of assets, Hourly |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| Gregory Fowler | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Gregory Rice | Enduring Wealth Management | Meridian | CFP | Percentage of assets |
| Guadalupe Lechuga | Audible Wealth Management | Silver Spring | CFP | Percentage of assets, Fixed fees |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Jacob Martin | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| James Beenders | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| James Scanlan | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Janet Hoffmann | Sand Hill Global Advisors | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jeffrey Abadie | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Jeffrey Broadhurst | Broadhurst Financial Advisors | Austin | CFP, CFA | Percentage of assets, Hourly |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| Jessica Hultberg | Keeler & Nadler | Dublin | CFP | Percentage of assets, Hourly |
| Jessica McCain | Waterway Wealth Management | The Woodlands | CFP | Percentage of assets, Hourly |
| Jonathan Bottaro | B&C Financial Advisors | Ponte Vedra Beach | CFP | Percentage of assets |
| Jonathan Grebosky | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Jonathan Lopez | Caveness Wealth Advisory | Abingdon | CFP | Percentage of assets, Hourly |
| Jonathan Wielenga | Gibraltar Capital Management | Tulsa | CFP | Percentage of assets, Hourly |
| Joseph Fernandez | Invenio Wealth Partners | Coral Gables | CFP | Percentage of assets, Hourly |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Joshua Devereaux | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Joshua Glenn | Private Advisory Group | Lehi | CFP | Percentage of assets, Performance-based fees |
| Joshua Moklestad | GEN Financial Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Joy Schlie | Harvest Financial Advisors | West Chester | CFP | Percentage of assets, Hourly |
| Julia Zakarias | GenFi Family and Fiduciary Services | Chicago | CFP | Percentage of assets, Hourly |
| Justin Clark | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Justin Neuwirt | Neu Wealth Group | New Albany | CFP | Percentage of assets, Hourly |
| Katherine Hennessy | AssetGrade | Chicago | CFP | Percentage of assets |
| Keith Wander | Roble Belko & Company | Sewickley | CFA | Percentage of assets, Fixed fees |
| Kelsey Ardies | Gibraltar Capital Management | Edmond | CFP | Percentage of assets, Hourly |
| Kevin McPeek | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Kimberleigh Williams | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Lance Jamerson | Westshore Wealth | Dallas | CFP | Percentage of assets, Hourly |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Laura Barnard | Wealth Management Partners | Tucson | CFP | Percentage of assets |
| Lauren Maclaren | Journey Wealth | Cleveland | CFP | Percentage of assets, Fixed fees |
| Leonard Barry | Yahara Wealth Management | Madison | CFP | Percentage of assets, Hourly |
| Linda Yeager | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |
| Maclean Barach | Stage Harbor Financial | Westwood | CFP | Percentage of assets, Fixed fees |
| Maggie Fisher | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
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.