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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

Fee-only advisors for founders: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Julie Kern Bridge Financial Strategies Scottsdale CFP Percentage of assets, Fixed fees
Kathleen Daunt New School of Finance Toronto Not listed Flat fee or retainer, One-time planning fee
Kent Hickey Ubequity Wealth Management, LLC Round Rock CFP, CPWA, MBA Percentage of assets, Hourly
Kimberly Nickel Illumination Wealth Management La Grange CFP Flat fee or retainer, Ongoing planning fee
Kristin McKenna Darrow Wealth Management Needham CFP Percentage of assets
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Lazetta Braxton The Real Wealth Coterie New Haven CFP Ongoing planning fee, Percentage of assets
Lindy Venustus Create, LLC Bloomington CFP Ongoing planning fee
Luisa Pamela Mendoza Ducere Wealth Management Las Vegas CFP Percentage of assets
Mark Buchanan Canopy Wealth Management Middleton CFP Percentage of assets
Matthew McCreary Darrow Wealth Management Needham CFP Percentage of assets
Mitchell Thompson MJT & Associates Financial Advisory Group Montevideo CFP One-time planning fee
Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives Generations Financial Management Heath CFP Percentage of assets, One-time planning fee
Nicholas Chiricosta Utopia Wealth Management Coconut Creek CFP Percentage of assets, Hourly
Nicholas Maratta Occidental Asset Management Winter Springs CFP Ongoing planning fee
Nicholas O'Kelly Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Nicole Sullivan Prism Planning Partners Libertyville CFP One-time planning fee
Norman Mangina Illumination Wealth Management Palm Springs CFP Flat fee or retainer, Ongoing planning fee
Preston Cherry Concurrent Wealth Management Houston CFP Flat fee or retainer, Ongoing planning fee
Robert Hamilton Integrity Investment Advisors Fort Collins CFP Percentage of assets
Robert Schultz Rollins Financial Advisors, LLC Atlanta CFP, ChFC Percentage of assets
Ronald Bernstein Prism Planning Partners Rancho Mirage CFP, PFS One-time planning fee
Salvatore Paternico W&S Management Services Rochester CFP, ChFC Percentage of assets, Hourly
Sara Gawick Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Sean Kelleher Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Sean Williams Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Stacia Bearden Wurz Financial Services Holland CFP Percentage of assets, Hourly
Stephen Lupkas myFinancialPro Shelton CFP Percentage of assets, Hourly
Stephen Poplaski Washington Trust Wealth Management Westerly CFP, CPA, PhD Percentage of assets, Fixed fees
Tammy Trenta Family Financial Manhattan Beach CFP Percentage of assets, Fixed fees
Thomas Kluttz Analog Capital Partners Houston CFP, ChFC Percentage of assets
Thomas Little Yeti Wealth Management Group Highlands Ranch CFP Percentage of assets, One-time planning fee
Thomas Van Spankeren RISE Investments Chicago CFP, CFA Percentage of assets
Tristan Jacobi Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Ulrich Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Victor Gersten Cross Border Wealth Advisors San Diego CFP Percentage of assets, Ongoing planning fee
Vincent DeCrow RISE Investments Chicago CFP Percentage of assets
Zachary Benton Illumination Wealth Management San Diego CFP Flat fee or retainer, Ongoing planning fee
Zane Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Abby Bennett Verum Partners Charlotte CExP, CFP Percentage of assets, Fixed fees
Adam Stoeckler Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. CAPTRUST Raleigh CFA, CFP, CPA Flat fee or retainer, Percentage of assets
Alan Bunn BentOak Capital Lubbock CFP Percentage of assets, Hourly
Alexandra Forest 44 North Capital Palm Beach Gardens CFP Percentage of assets
Alexis Delia Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Alfred Au DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Anthony Carrino Roble Belko & Company Newtown CFP, ChFC Percentage of assets, Fixed fees
Becky Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Beverly Whitman Highland Investment Advisors Ponte Vedra CFP 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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