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 |
|---|---|---|---|---|
| Timothy Ryan | Alpenglow Advisors | Killington | Not listed | Percentage of assets |
| Troy Larson | ClearPath Capital Partners | Keller | Not listed | Percentage of assets, Hourly |
| Tyler Gazdik | AdviceOne | Glastonbury | Not listed | Percentage of assets, Fixed fees |
| Valerija Martinovic | Global Key Advisors | San Francisco | Not listed | Percentage of assets |
| Walter Klein | SFC Financial | Sunset Hills | Not listed | Percentage of assets, Hourly |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| William Nichols | PUREfi Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Zachary Panek | Greater Midwest Financial Group | Saint Paul | Not listed | Percentage of assets, Fixed fees |
| Aidan Neuberger | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Alexander Bastron | Northstar Financial Companies | Golden | Not listed | Percentage of assets, Hourly |
| Alexandria Bakka | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Andrew Dennis | Comprehensive Wealth Solutions | Boca Raton | Not listed | Percentage of assets, Hourly |
| Andrew Straus | Barry Investment Advisors | New Bedford | Not listed | Percentage of assets, Fixed fees |
| Ann Davis | 626 Financial | Portage | Not listed | Percentage of assets |
| Anthony Leone | Alpha Zero | Boca Raton | Not listed | Percentage of assets, Fixed fees |
| Anthony Spangenberg | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Barry Randall | Northstar Financial Companies | Saint Paul | Not listed | Percentage of assets, Hourly |
| Benjamin Haynes | Cassia Capital Partners | Winston Salem | Not listed | Percentage of assets, Hourly |
| Benjamin Liscum | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Brant Shrimplin | 626 Financial | Portage | Not listed | Percentage of assets |
| Brian Lasher | Euclid Harding | Stamford | Not listed | Percentage of assets, Fixed fees |
| Bruce Lacey | De Groote Financial Group | Thousand Oaks | Not listed | Percentage of assets, Hourly |
| Bryan Scheels | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Bryce Cleveland | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Cameron Hunt | Alpha Zero | Wilsonville | Not listed | Percentage of assets, Fixed fees |
| Carmel York | CLYM Wealth | Marina | Not listed | Percentage of assets, Hourly |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Clara Basile | Avalon Capital Management | Menlo Park | Not listed | Percentage of assets, Hourly |
| Craig Simmons | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Curt Schultzberg | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Daniel Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Daniel Krebs | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Daniel McGlinn | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Dantonio Fowler | Conceptum Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| David Panebianco | Orange Investment Advisors | Goshen | Not listed | Percentage of assets, Hourly |
| Derek Hoff | Hoff Private Wealth | Wausau | Not listed | Percentage of assets |
| Don Gill III | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Ellen Powers | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
| Elliot Lauzen | Grey Fox Wealth Advisors | Hinsdale | Not listed | Percentage of assets, Fixed fees |
| Erick Ormsby | Alcosta Capital Management | San Ramon | Not listed | Percentage of assets |
| Erik Moore | Moore Wealth | Frederick | Not listed | Percentage of assets, Fixed fees |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Franklin Lentz | Lentz Advisors | Gainesville | Not listed | Percentage of assets, Fixed fees |
| Gavin King | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Gino Garcia | Atlas Capital Advisors | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Glenn Williams | Northstar Financial Companies | Conshohocken | Not listed | Percentage of assets, Hourly |
| Haley Koss | Tower Wealth Partners | Lewisburg | Not listed | Percentage of assets, Hourly |
| Hannah Marin | Grey Fox Wealth Advisors | Rockland | Not listed | Percentage of assets, Fixed fees |
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.