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 |
|---|---|---|---|---|
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Ona Vredenburg | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| Paul Saunders | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Peter Garelick | Global Business Management | Valencia | CFP | Percentage of assets, Hourly |
| Peter Shannon | eBIS | Phoenix | CFP, CFA | Percentage of assets, Hourly |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
| Rainier Trinidad | Parabolic Asset Management | Coronado | CFA | Percentage of assets, Hourly |
| Robert Shappee | Harris Wealth Management | Meridian | PFS | Percentage of assets, Hourly |
| Roger Roble | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Ronald Sanders | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Ryan Vance | Pendulum Partners | Itasca | CFA | Percentage of assets, Fixed fees |
| Samuel Webb | BentOak Capital | Katy | Not listed | Percentage of assets, Hourly |
| Sasha Childers | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Shana Ballard | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Shane Riley | Pittenger & Anderson | Lincoln | CFA | Percentage of assets |
| Shawn Hudspeth | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Sheldon Goldman | Goldman Wealth Management | San Diego | CFP | Percentage of assets, Fixed fees |
| Stephen Hofmann | Ridgeline Private Wealth | Rockford | CFP | Ongoing planning fee |
| Stephen Trojan | Flatiron Wealth Advisors | Henrico | Not listed | Percentage of assets, Ongoing planning fee |
| Steven Henderson | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Steven Lind | Navigate Wealth Management | Birmingham | CFP | Percentage of assets |
| Steven Schleupner | Councilor | Smithsburg | ChFC | Percentage of assets, Hourly |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Sunni Allen | Three Arch Wealth Management | Irvine | Not listed | Percentage of assets |
| Suresh Raghavan | MBR Financial | Houston | CFA | Percentage of assets, Flat fee or retainer |
| Susan Marshall | Arlington Wealth Management | Henderson | ChFC | Percentage of assets, Fixed fees |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. | Taylor Turner Wealth Management LLC | Richmond | Not listed | Percentage of assets, Flat fee or retainer |
| Terin Rundus | BentOak Capital | Weatherford | Not listed | Percentage of assets, Hourly |
| Thomas Favor | Tilia Fiduciary Partners | Wilmington | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Ty Kopke | Silver Oak Leaf Financial Services | Bluffton | Not listed | Ongoing planning fee |
| Tyler Batts | Riverbend Wealth Management | Myrtle Beach | Not listed | Percentage of assets |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Wendy Karkoska | TwinFocus | Boston | CFP | Percentage of assets, Hourly |
| William Bowen | Persium Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| William Cardwell | Aurora Financial Strategies | Kokomo | CFP | Percentage of assets, Fixed fees |
| William Cox | Cox Capital Management | Andover | Not listed | Flat fee or retainer, One-time planning fee |
| William Gettings | Aurora Financial Strategies | Lafayette | CFP, ChFC | Percentage of assets, Fixed fees |
| William Jobes | Live Oak Wealth Advisory Group | Houston | Not listed | Percentage of assets, Hourly |
| William Morrison | Inverlochy Capital | Bobcaygeon | CFA | Percentage of assets |
| William Morrison | Highland Investment Advisors | Ponte Vedra | Not listed | Percentage of assets, Fixed fees |
| William Reynolds | Fire Capital Management | San Francisco | CFA | Flat fee or retainer, Percentage of assets |
| William Snider | ONE Advisory Partners | Highlands Ranch | Not listed | Ongoing planning fee, Percentage of assets |
| Abigail Demirovic | Avion Wealth | The Woodlands | Not listed | Percentage of assets, Fixed fees |
| Adam Corrie | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Adam Cress | Capstone Capital | Henderson | 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.
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