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 |
|---|---|---|---|---|
| Taylor Welz | DKM Wealth Management | Stockton | CFP, PFS | Percentage of assets, Fixed fees |
| Theodore Fischer | Fischer Investment Strategies | Westlake Village | CFP | Hourly, Flat fee or retainer |
| Thomas Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| Thomas Mott | Analog Capital Partners | Houston | Not listed | Percentage of assets |
| Timothy Ellis | RBG Wealth Advisors | Memphis | CFP, PFS | Percentage of assets |
| Timothy Hartzell | Sequent Asset Management | Houston | CFA | Percentage of assets, Fixed fees |
| Timothy Wojtalik | BSW Wealth Partners | Boulder | CFP | Percentage of assets, Hourly |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Tracey Gordineer | Blossom Balance | Gainesville | CFP | Percentage of assets, Hourly |
| Travis Wurz | Wurz Financial Services | Holland | Not listed | Percentage of assets, Hourly |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Tyler Baker | Baker Wealth Group | Lagrange | CFP | Percentage of assets, Fixed fees |
| Wanda Williams | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Wesley Shifrin | NorthFork Advisors | Bozeman | CFA | Percentage of assets, Hourly |
| William Doepker | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| William Lee | ARQ Wealth Advisors | Scottsdale | CFP, CFA | Percentage of assets, Fixed fees |
| Zachary Potter | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Zachary Welz | DKM Wealth Management | Stockton | CFP | Percentage of assets, Fixed fees |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| Abbigail Kuna | Highland Investment Advisors | Brookfield | Not listed | Percentage of assets, Fixed fees |
| Adam Strahan | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Alexander Braun | Financial Planning Navigators | Maple Grove | CFA | Percentage of assets, Fixed fees |
| Amanda Albright | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Anastasiya Kolodiy | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| Andrew Boyd | Gibraltar Capital Management | Tulsa | CFA | Percentage of assets, Hourly |
| Andrew Shoemaker | Hurley Capital | New York | CFP | Percentage of assets, Fixed fees |
| Anjali Jayakumar | FIT Advisors | Redondo Beach | CFP | Percentage of assets, Hourly |
| Anthony Craun | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Anthony Jurado | Lodestar Asset Management | Alamo | CFP | Percentage of assets, Hourly |
| Anthony Steffan | HS Wealth Partners | Nashville | CFP | Percentage of assets |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Barton Brewer | Global Business Management | Valencia | CFP, ChFC, CFA | Percentage of assets, Hourly |
| Benjamin Smith | Briarwood Financial | Gig Harbor | CFP | Ongoing planning fee, One-time planning fee |
| Bradley Bondurant | TrueLine Wealth Group | Hattiesburg | CFP | Percentage of assets, Hourly |
| Brenda Vingiello | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brett Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Brett Rufkahr | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Brian Dombkowski | Sand Hill Global Advisors | Palo Alto | CFA | Percentage of assets, Hourly |
| Brian Yost | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Caleb Hopkins | Navigate Wealth Management | Birmingham | CFP, CFA | Percentage of assets |
| Caleb Huftalin | Ridgeline Private Wealth | Mesa | CFP | Ongoing planning fee |
| Calynn Mullins | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Caroline Baronian | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Charles Dunn | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Charles Goldblum | Hurley Capital | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Cheng Luo | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Christian Voigtlander | Gibraltar Capital Management | Urbandale | CFA | Percentage of assets, Hourly |
| Christopher Gunster | Fidelis Capital | Greenwich | CFA | 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.