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 |
|---|---|---|---|---|
| Andrew Barnhardt | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Andrew Block | Walla Walla Wealth Advisors | Walla Walla | Not listed | Percentage of assets |
| Andrew Cattano | Occidental Asset Management | Burlingame | Not listed | Ongoing planning fee |
| Andrew Hermes | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Andrew Hicks | Occidental Asset Management | Altamonte Springs | Not listed | Ongoing planning fee |
| Andrew Jones | Verity Investment Partners | Beaufort | CFP | Percentage of assets, Fixed fees |
| Andrew Kelleher | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Andrew Killpack | HC Advisors | Sandy Springs | CFP | Percentage of assets |
| Andrew Otto | Boden Wealth | Lemoyne | CFP | Percentage of assets, Hourly |
| Anthony Austreng | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Anthony Davis | Brass Capital | Leesburg | CFP | Percentage of assets, Fixed fees |
| Anthony Parr | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| Ashley Perlmutter | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Aubrey Brown | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Austin Drake | Sterneck Capital Management | Kansas City | CFP | Percentage of assets, Fixed fees |
| Austin Stinson | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Barry Mendel | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Benjamin Rinkey | Illumination Wealth Management | San Diego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Benjamin Weaver | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Blake Martin | Cloud Capital Management | Seattle | Not listed | Percentage of assets |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Bradley Sherman | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Brandon Clouse | Prism Planning Partners | Libertyville | Not listed | One-time planning fee |
| Brandon Williams | FCA | Calgary | CFP | Percentage of assets, Hourly |
| Brenton Armstrong | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Brian Cochran | John Moore Associates | Albuquerque | Not listed | Percentage of assets, Fixed fees |
| Brian Kopp | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Brian Lichtenheld | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Brian McGivern | Stonestreet Financial | Stoughton | Not listed | Percentage of assets, Flat fee or retainer |
| Brian McKnight | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Brian Ward | W&S Management Services | Rochester | Not listed | Percentage of assets, Hourly |
| Brooke Kelly | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Bryan Llewellyn | Llewellyn Financial | Charlotte | Not listed | Ongoing planning fee, One-time planning fee |
| Caitlin Sharp | Gentry Private Wealth | Wichita | CFP | Percentage of assets, Hourly |
| Caitlyn Tierney | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Carl Mariner | ARQ Wealth Advisors | Scottsdale | CFP, ChFC, CFA | Percentage of assets, Fixed fees |
| Caroline McInerney | HWM Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Carson Fields | Forthright Wealth Management | Alpharetta | CFP | Percentage of assets |
| Casey Kha | FCA | Houston | CFP | Percentage of assets, Hourly |
| Catherine Allen-Carlozo | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Chase Hayhurst | Weatherly Asset Management | Del Mar | CFP | Percentage of assets, Fixed fees |
| Christina Gamache | RADIANT Wealth Planning | Palo Alto | Not listed | Percentage of assets, Fixed fees |
| Christopher D'Arcy | D'Arcy Capital Management | San Diego | CFA | Percentage of assets, Hourly |
| Christopher Stevenson | Telos Partners | Avon | CFA | Percentage of assets, Hourly |
| Christopher Zafiriou | Flax Pond Capital | Merion Station | CFA | Percentage of assets, Hourly |
| Clinton Cannon | Cannon Capital Management | Salt Lake City | CFA | Percentage of assets |
| Coco Lorenzo | Monograph Wealth | Manhattan Beach | CFP | Percentage of assets, Hourly |
| Cody Columna | Ducere Wealth Management | Newport Beach | Not listed | Percentage of assets |
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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