List
Fee-only advisors for founders
Advisors with specific depth in founder and early-employee planning. Pre-IPO, pre-acquisition, or post-liquidity, these are the firms that live inside the founder arc.
Fee-only onlyAudience: Founders
By the numbers
The Wellspent public graph lists 2,690 fee-only financial advisors working with founders at 977 firms, most in Houston, Atlanta and Boston. 41% hold the CFP certification. Of the 2684 with fees on file, 92% charge percentage of assets.
- Advisors listed
- 2,690
- Firms
- 977
- Cities
- 658
- Hold the CFP
- 41%
- Other credentials: CFA 11% · CPA 2% · EA 1%
- How they charge (of 2684 with fees on file): percentage of assets 92% · fixed fees 56% · hourly 46% · 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
2690 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Adrianne Yamaki | Strategic Wealth Capital | San Francisco | CFP | Percentage of assets, Fixed fees |
| Alex Graham | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Alexander Collins | HCR Wealth Advisors | Los Angeles | CFP | Percentage of assets, Hourly |
| Alison Yoder | Destiny Capital | Denver | CFP | Percentage of assets, Flat fee or retainer |
| Amy Stuber | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Amy Thacher | Blume Capital Management | Berkeley | CFP | Percentage of assets, Hourly |
| Andrew Drennan | D'Arcy Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Andrew McDowell | LifeWise Wealth Advisors | Champaign | CFP | Flat fee or retainer |
| Andrew Reynolds | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Anithah Neelakanda-Pillai | AP Investment Management | Mountain View | CFP | Percentage of assets, Flat fee or retainer |
| Antonette Grimm | TFC Financial | Boston | CFP | Percentage of assets, Hourly |
| Ashley Stewart | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Bailey Thornton | Kinloch Capital | Glen Allen | CFP | Percentage of assets, Hourly |
| Billy Desai | Analog Capital Partners | Houston | CFA | Percentage of assets |
| Bradley Mendel | Mendel Money Management | Northbrook | CFP | Percentage of assets, Hourly |
| Brandon Cabaniss | Telos Partners | Greenville | CFP | Percentage of assets, Hourly |
| Brian Burton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Brian Carney | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Brian McKinney | Collective Wealth Partners | Aurora | CFP | Percentage of assets, Hourly |
| Brian Merrill | Tanglewood Total Wealth Management | Houston | CFP | Percentage of assets |
| Brian Seay | Capital Stewards | Huntsville | CFA | Flat fee or retainer, Ongoing planning fee |
| Brock Alvord | Tanara Wealth Management | Lehi | CFP | Percentage of assets, Hourly |
| Brooks Slaughter | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Bruce Ohrenich | Stillwater Private Wealth | Allenton | CFP | Percentage of assets, Flat fee or retainer |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Calvin Lo | Keystone Global Partners | Monrovia | CFP, CFA | Percentage of assets |
| Cameron Hamilton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Carol Lane | The Financial Resource Center | Carmel | CFP | Percentage of assets, Hourly |
| Catherine Atwood | Founders Grove Wealth Partners | Richmond | CFP | Percentage of assets, Fixed fees |
| Celeste Pryor | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Chad Kelley | Means Wealth Management | Bangor | CFP | Percentage of assets, Flat fee or retainer |
| Chad Soukup | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Charles Lawson | Heritage Financial Network | Concord | CFP | Percentage of assets, Hourly |
| Chase Perry | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Christian Doyle | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Christopher McBee | Avion Wealth | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Christopher McCrea | Legacy Financial Independent Advisors | Louisville | CFP | Percentage of assets, Hourly |
| Christopher Snyder | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Claudina Campbell | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Colin Higgins | Richard P. Slaughter Associates | Austin | CFP | Percentage of assets, Hourly |
| Colton Owen | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Connor Cox | ProffittGoodson Private Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Courtney Kenning | Destiny Capital | Golden | CFP | Percentage of assets, Flat fee or retainer |
| Curtis Burch | Destiny Capital | College Station | CFP | Percentage of assets, Flat fee or retainer |
| Cynthia Mittlestaedt | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Daniel King | S. Harris Financial Group | San Antonio | CFP | Percentage of assets, Hourly |
| Darby Armont | Richard P. Slaughter Associates | Austin | CFP, CFA | Percentage of assets, Hourly |
| David Hinshaw | BMSS Wesson Wealth Solutions | Huntsville | CFP | Percentage of assets, Hourly |
| David Hutchison | Triad Investment Management | Newport Beach | CFA | Percentage of assets |
| David Lloyd | Century Management Financial Advisors | Austin | CFP | 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.