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 |
|---|---|---|---|---|
| Lino DeAngelis | Alliance Wealth Management Group | Flemington | CFP | Percentage of assets, Hourly |
| Lionel Tapiero | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Lisa Sternberg | Highline Wealth Partners | Sherman Oaks | Not listed | Percentage of assets, Hourly |
| Lynne Nahigyan | Northstar Financial Companies | Mattapoisett | CFP | Percentage of assets, Hourly |
| Mark Buscher | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Mark Idzik | Nearside Advisors | Indianapolis | Not listed | Percentage of assets |
| Mark Sansoterra | Highview Capital Management | Buffalo Grove | CFA | Percentage of assets |
| Mark Schutter | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| Mark Strahs | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Mary Harris | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Mason Rike | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Matthew Baum | Alpha Zero | Meriden | CFP | Percentage of assets, Fixed fees |
| Matthew Burnham | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Matthew Komer | Kera Capital | Mokena | Not listed | Percentage of assets, Hourly |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Matthew Sullivan | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Matthew Theil | Blake Schutter Theil Wealth Advisors | Dayton | Not listed | Percentage of assets, Hourly |
| McKenna Rice | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Meagan Roberts | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Megan Breslin | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Meghan Daters | Sand Hill Global Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Michael Alexenko | Royal Asset Managers | St. Charles | CFA | Percentage of assets, Flat fee or retainer |
| Michael Cropper | Gibraltar Capital Management | Tulsa | Not listed | Percentage of assets, Hourly |
| Michael McCabe | Kera Capital | Bend | Not listed | Percentage of assets, Hourly |
| Michael Rundle | Orange Investment Advisors | Goshen | CFP | Percentage of assets, Hourly |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Miguel Rundstrom-Holguin | QuadCap Wealth Management | Frisco | Not listed | Percentage of assets, Fixed fees |
| Mikai Thomas | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Milton Brown | Paradiem | Covington | Not listed | Percentage of assets, Hourly |
| Mitchel Needelman | Spectrum Asset Management | Newport Beach | CFA | Percentage of assets, Hourly |
| Mitchell Bloom | Bloom Financial | Westminster | Not listed | Percentage of assets |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Mitra Shahi | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Molly Balunek | Endeavor Wealth Advisors | Pepper Pike | CFP | Percentage of assets, Hourly |
| Monica Carlos | Audible Wealth Management | Silver Spring | Not listed | Percentage of assets, Fixed fees |
| Morgan Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Ngoc Thuy Vy Nguyen | Private Advisory Group | Redmond | Not listed | Percentage of assets, Performance-based fees |
| Nicholas Oldham | Waterway Wealth Management | The Woodlands | Not listed | Percentage of assets, Hourly |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Orie Helaire | Epiphany Wealth Management | Houston | ChFC, PFS | Percentage of assets, Hourly |
| Parker Anderson | Private Advisory Group | Lehi | Not listed | Percentage of assets, Performance-based fees |
| Pasha Shemirani | Wealth Management Partners | Los Angeles | Not listed | Percentage of assets |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing 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.