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 |
|---|---|---|---|---|
| John Copeland | Blue Jasper Capital | Clermont | Not listed | Percentage of assets, Hourly |
| John Hanson | Riverstone Advisors | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Mallozzi | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| John Swift | Benchmark Investment Advisors | Chicago | CFA | Percentage of assets |
| Jonathan Blau | Fusion Family Wealth | Woodbury | Not listed | Percentage of assets |
| Jonathan Pate | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Jonathan Tunney | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Jonathan Wiley | Wiley | Greenwich | Not listed | Percentage of assets |
| Jorge Gullon | Emergent Global Investments | Coral Gables | Not listed | Percentage of assets |
| Jose Linares Blasini | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Joseph Davies | Chapel Bridge Wealth Advisors | San Juan | CFA | Percentage of assets, Fixed fees |
| Joseph Gandolfo | Factory | Atlanta | CFA | Percentage of assets, Hourly |
| Joshalyn Baca | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Joshua Barnes | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Katherine McGee | Shepherd Street Advisors | Larkspur | Not listed | Percentage of assets, Fixed fees |
| Kelly Hansen | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Kenneth Frier | Atlas Capital Advisors | San Francisco | CFA | Percentage of assets, Performance-based fees |
| Kimberly Brown | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lawrence Miller | Family Fiduciary Services | Newton | Not listed | Percentage of assets |
| Leslie Lammers | Riverstone Advisors | New Braunfels | CFA | Percentage of assets, Fixed fees |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Luciano Betman | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Luke Tait | Golden Guidance | Overland Park | Not listed | Percentage of assets, Fixed fees |
| Marc Decuffa | Proxy Wealth | Chappaqua | Not listed | Percentage of assets, Hourly |
| Marc Maddox | TrueLine Wealth Group | Hattiesburg | Not listed | Percentage of assets, Hourly |
| Maria Colon | CAF Investments | Guaynabo | Not listed | Percentage of assets, Hourly |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Martin Wildy | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Marvin Riddle | Rev Capital | Marietta | Not listed | Percentage of assets |
| Matthew Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Matthew Goetzke | Walleye Partners | Madison | CFA | Percentage of assets |
| Matthew Hudgins | Mosaic Wealth Management | Atlanta | CFA | Percentage of assets, Fixed fees |
| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Matthew Slaton | Slaton Capital Advisors | Bartonville | Not listed | Percentage of assets, Fixed fees |
| Matthew Soucy | Family Fiduciary Services | Beverly | Not listed | Percentage of assets |
| Max O'Rourke | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Micah White | Spectra Investment Management | Stuart | Not listed | Percentage of assets, Hourly |
| Michael Cordano | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Michelle Rey Lutein | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Milan Pualic | Monterra Advisors | Orlando | CFA | Percentage of assets, Fixed fees |
| Monte Resnick | Resnick Wealth Alliance | Palm Beach Gardens | Not listed | Percentage of assets, Fixed fees |
| Nathan Rollins | Highmark | Brentwood | Not listed | Percentage of assets, Hourly |
| Nathan Travis | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Frattali | HS Wealth Partners | Encino | Not listed | Percentage of assets |
| Nicholas Heyer | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Noah Hannon | ABS Legacy Partners | Hickory | Not listed | Percentage of assets, Hourly |
| Nolan Karras | The Karras Company | Roy | Not listed | Percentage of assets, Hourly |
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.