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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

Fee-only advisors for executives: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Colleen Weber Colleen Weber CPA Chanhassen CFP Fixed fees
Conrad Seastrunk Seastrunk Financial Management, LLC Florence CFP Percentage of assets, Hourly
Cynthia Menker Contour Financial Orland Park CFP, CPA, MBA Percentage of assets
Darren Wurz Wurz Financial Services Cincinnati CFP Percentage of assets, Hourly
David Kim Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Edward Yoon MQ Private Wealth Torrance CFP Percentage of assets, Hourly
Eric Raether Canopy Wealth Management Middleton CFP Percentage of assets
Erin Hadley Occidental Asset Management Burlingame CFP Ongoing planning fee
Faruk Jaffer Index Gurus Concord CFP, ChFC Percentage of assets, One-time planning fee
Francisco Aguilar Puyol MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Gary Ferguson John Moore Associates Scottsdale CFP Percentage of assets, Fixed fees
George Williams Precedent Wealth Partners Houston CFP Percentage of assets
Grant Williams Precedent Wealth Partners Houston CFP Percentage of assets
Ifeoma Idoko Rothenburg Capital Management Calgary CIM Not listed
Jaco Jordaan Riverchase Wealth Management Upper St. Clair CFP, ChFC, CFA Percentage of assets, Fixed fees
James Griffin Occidental Asset Management Burlingame CFP Ongoing planning fee
James Nash Clark Wealth Partners O'Fallon CFP, ChFC Percentage of assets, Fixed fees
Jeffrey Vistica Vistica Wealth Advisors Carlsbad CFP, ChFC Percentage of assets, Flat fee or retainer
Jessica Lanning Lanning Financial San Francisco CFP Percentage of assets, One-time planning fee
Jim Stanhouse Stanhouse Financial Planning & Mgt. Duluth MBA Percentage of assets, Ongoing planning fee
John Kenny Illumination Wealth Management Berkeley CFP Flat fee or retainer, Ongoing planning fee
John Onesti John Moore Associates Albuquerque CFP Percentage of assets, Fixed fees
Josefine Cays Bridgewater Advisors Inc. New York CFA, CFP, EA Percentage of assets
Joseph Williams Precedent Wealth Partners Houston CFP, PFS Percentage of assets
Kent Hickey Ubequity Wealth Management, LLC Round Rock CFP, CPWA, MBA Percentage of assets, Hourly
Kimberly Nickel Illumination Wealth Management La Grange CFP Flat fee or retainer, Ongoing planning fee
Kristin McKenna Darrow Wealth Management Needham CFP Percentage of assets
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Layton Ginder CX Institutional (Credent Wealth) Louisville CFP, CIMA, AWMA, ChFC Percentage of assets
Marisa Bradbury Sigma Investment Counselors Lake Mary CFP, CFA Percentage of assets
Mark Buchanan Canopy Wealth Management Middleton CFP Percentage of assets
Matthew McCreary Darrow Wealth Management Needham CFP Percentage of assets
Michael Clark Clark Wealth Partners O'Fallon CFP Percentage of assets, Fixed fees
Michael Mullenax Sigma Investment Counselors Northville CFP Percentage of assets
Nancy Metzger MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives Generations Financial Management Heath CFP Percentage of assets, One-time planning fee
Nicholas Maratta Occidental Asset Management Winter Springs CFP Ongoing planning fee
Norman Mangina Illumination Wealth Management Palm Springs CFP Flat fee or retainer, Ongoing planning fee
Olivia Knapp Colleen Weber CPA Chanhassen CFP Fixed fees
Preston Cherry Concurrent Wealth Management Houston CFP Flat fee or retainer, Ongoing planning fee
Richard Armstrong Faith Investor Services Wildwood CFP Percentage of assets
Robert Schultz Rollins Financial Advisors, LLC Atlanta CFP, ChFC Percentage of assets
Sara Gawick Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Sean Kelleher Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Stacia Bearden Wurz Financial Services Holland CFP Percentage of assets, Hourly
Stephen Lupkas myFinancialPro Shelton CFP Percentage of assets, Hourly
Stephen Poplaski Washington Trust Wealth Management Westerly CFP, CPA, PhD Percentage of assets, Fixed fees
Steven Boorstein RockCrest Financial Turnersville CFP Flat fee or retainer, Ongoing planning fee
Steven Pitchford Towerpoint Wealth Sacramento CFP 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.

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