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 |
|---|---|---|---|---|
| Scott Logan | HoganTaylor Wealth | Oklahoma City | CFP | Percentage of assets, Hourly |
| Seun Adeyemi | SA Capital Advisors Inc. | Whitby | CKA, CFP | Flat fee or retainer, Hourly |
| Zach Thomas | Growth Horizons Wealth Management | Georgetown | CFP | One-time planning fee |
| Ben Gajardo | Gajardo Wealth Management | American Fork | CFP | Percentage of assets, Hourly |
| Brian Thompson | Brian Thompson Financial LLC | Chicago | CFP, JD | Ongoing planning fee, One-time planning fee |
| David Rosenthal | Wealth Management Solutions | Scottsdale | CFP, MBA | Percentage of assets, Hourly |
| David Zaegel | CWOs for Hire | Town & Country | CFP, CPA | Percentage of assets, Hourly |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| Elaine Bedel | Bedel Financial Consulting, Inc. | Indianapolis | BA, CFP, MBA | Percentage of assets, Fixed fees |
| Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow. | Beyond Your Hammock LLC | Boston | CFP | Subscription, Flat fee or retainer |
| Eric Schlosser | Kisher Capital, LLC | Malta | CFP | Percentage of assets, Hourly |
| Franklin Gay | Tobias Financial Advisors | Plantation | CFP, EA, MBA, CFA | Percentage of assets, Hourly |
| Jason Howell | Jason Howell Company | Vienna | CFP, CPWA | Percentage of assets, Hourly |
| Joe Barbieri | Joe the Investor | Toronto | CFA, BCom, BASc (Civil Eng) | Flat fee or retainer, Ongoing planning fee |
| Joe Vecchio | Shore Financial Planning, LLC | Monmouth Beach | CFP, CPA, MBA, PFS | Flat fee or retainer |
| John Sanders | Portus Wealth Advisors | Charlotte | CFP, MBA | Percentage of assets, Hourly |
| Kelly Van Wyhe | Bright Road Wealth Management, LLC | Tacoma | CFP, CFA, BA | Percentage of assets, Hourly |
| Paul Pfeiffer | NorthPoint Financial Planning LLC | Maineville | CFP, MBA | Percentage of assets, Hourly |
| Reggie Fairchild | Flip Flops and Pearls, LLC | Mount Pleasant | CFP, MBA | Percentage of assets, Hourly |
| Rodney James | Vineyard Family Wealth, LLC | Houston | CFP | Percentage of assets, Fixed fees |
| Ron Graham | Ron Graham and Associates Ltd. | Edmonton | CA, RFP, CFP | Hourly |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| William Bissett | Portus Wealth Advisors | Charlotte | CFP | Percentage of assets, Hourly |
| Zak Lutz | LifeGuide Financial Advisors | Mechanicsburg | CFP, CKA, RLP | Percentage of assets, Ongoing planning fee |
| Agatha Johnson | WillKate Wealth Management, LLC | Aberdeen | CFP, CPWA | Percentage of assets, Fixed fees |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Chuck Rose | Granite Rose Wealth Alliance LLC | Fairfield | CFP | One-time planning fee |
| David Carlson | Sound Investment Management, LLC | Newport Beach | CFP, ChFC, CKA, MBA | Percentage of assets |
| Edward Fulbright | Fulbright Financial Consulting, PA | Durham | CPA/PFS | Ongoing planning fee |
| Eric Toya | Navigoe, LLC | Redondo Beach | CFP, EA | Ongoing planning fee |
| Erik Kroll | Hilltop Financial Advisors | Wauwatosa | CFP | Percentage of assets, Hourly |
| James Holtzman | Legend Financial Advisors, Inc. | Pittsburgh | CFP, CPA | Percentage of assets |
| Jeff Weeks | ATX Portfolio Advisors® | Austin | CFP | Percentage of assets, Ongoing planning fee |
| Jenna VanLeeuwen | Aligning Wealth | Jersey City | CEPA, CFP | Percentage of assets, Hourly |
| Jiayi Xu | Global Wealth Harbor, LLC. | Danville | CFP, MBA | Percentage of assets, One-time planning fee |
| Joshua Davis | Davis Private Wealth, LLC | Royal Palm Beach | CFP, MBA | Percentage of assets, Hourly |
| Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] | Zelos Capital Ltd. | Calgary | CFA, CFP, CA, CPA | Not listed |
| Kimberly Helm | Quantum Financial Advisors, LLC | Pasadena | CFP, CDFA, CFA, MBA | Percentage of assets, Hourly |
| Mark Astrinos | Libra Wealth LLC | Los Gatos | CFP, CPA/PFS, RLP | Flat fee or retainer, Hourly |
| Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. | Etzler Financial Advisors, LLC | Red Bluff | CFP | Hourly, Subscription |
| Max Novak Flat-fee. Fiduciary. Life-centered planning. | Novak Financial Partners | Carterville | CFP | Flat fee or retainer, Subscription |
| Michael Garry | Yardley Wealth Management, LLC | Yardley | AIF, CFP, JD, MBA | Percentage of assets, Fixed fees |
| Mike Metzger | Lifepoint Financial Design | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Randall Avery | Deasil Wealth Management, LLC | Decatur | CFP, CFA | Percentage of assets |
| Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. | Bull Oak | Rancho Santa Fe | CFP | Flat fee or retainer, Percentage of assets |
| Scott Plaskett | IRONSHIELD Financial Planning | Toronto | CFP | Not listed |
| Stephen Hassell | Hassell Wealth Management | Metairie | CFP | Percentage of assets, Ongoing planning fee |
| Steven Balch Helping you organize your financial life so you can focus on what truly matters | Not listed | Ramsey | CFP | Percentage of assets, One-time planning fee |
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.