List
Fee-only advisors for high-earning households
High-earning households generate enough income to build wealth quickly and enough tax exposure to lose a meaningful share of it without coordinated planning. These advisors orient their practices around that asymmetry.
Fee-only onlyAudience: High earners
By the numbers
The Wellspent public graph lists 1,176 fee-only financial advisors working with high earners at 599 firms, most in Austin, Houston and Dallas. 52% hold the CFP certification. Of the 1171 with fees on file, 86% charge percentage of assets.
- Advisors listed
- 1,176
- Firms
- 599
- Cities
- 454
- Hold the CFP
- 52%
- Other credentials: CFA 11% · CPA 3% · EA 2%
- How they charge (of 1171 with fees on file): percentage of assets 86% · fixed fees 42% · hourly 39% · ongoing planning fee 19%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
1176 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kyle Rash | Champion Financial Planning | Anacortes | ChFC | Hourly, Flat fee or retainer |
| Lee Generous | Generous Wealth Management | Marshfield | CFP, ChFC | Percentage of assets, Hourly |
| Li-Wei Chang | 7Summit Advisors | Los Angeles | CFP | Percentage of assets |
| Lisa Isaacson | Canyon Creek Investment Advisors | Montrose | CFP, PFS | Percentage of assets, Hourly |
| Logan Richard | Denver Private Wealth Management | Denver | CFP | Percentage of assets, Hourly |
| Lyndsey Monahan | Precision Wealth Strategies | Frisco | ChFC | Percentage of assets, Hourly |
| Mark Tracy | KM Capital Management | Austin | CFP | Percentage of assets, Fixed fees |
| Mary Boland | Brass Capital | Leesburg | CFP | Percentage of assets, Fixed fees |
| Matt Morizio We help high capacity families align money with purpose so it fuels their mission.” | Reconstructing Wealth | Daniel Island | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Brunelle | Buckley Wealth | Las Vegas | Not listed | Percentage of assets, Hourly |
| Matthew Liebman | Amplius Wealth | Blue Bell | CFA | Percentage of assets, Hourly |
| Matthew Newman | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Michael Dixon | Your Planning Partner | Palm Beach Gardens | PFS | Percentage of assets, Hourly |
| Michael George | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| Montaser Takrouri | Azzad Asset Management | Chicago | Not listed | Percentage of assets |
| Nathan Fulks | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Noel Villajuan | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Patrick Beaird | Beaird Harris | Dallas | PFS | Percentage of assets, Fixed fees |
| Peter Hughes | Telos Partners | Cottonwood Heights | CFA | Percentage of assets, Hourly |
| Peter Melsness | Superior Financial | Rochester | CFP | Percentage of assets, Hourly |
| Rebecca Wagner | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Richard Siegel | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Robert Dye | Family Wealth Partners | Matthews | CFP | Percentage of assets, Hourly |
| Robert Pick | RightWise Wealth | Las Vegas | Not listed | Percentage of assets, Ongoing planning fee |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Ryan Conner | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Scott Beasley | Liberty Atlantic Advisors | Valencia, Spain | CFP, ChFC | Percentage of assets, Hourly |
| Scott Dunlap | Human Capital Wealth Management | Fishers | Not listed | Percentage of assets, Ongoing planning fee |
| Scott Evans | Liberty Atlantic Advisors | Princeton | CFP, CFA | Percentage of assets, Hourly |
| Scott Voigt | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Stephanie Bunn | Capstone Global Advisors | Wedowee | CFP | Percentage of assets, Hourly |
| Stephen Crifasi | Westover Capital Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Stuart Strasner | Defiant Capital Group | Warrendale | CFA | Percentage of assets, Fixed fees |
| Tameem Qasem | Azzad Asset Management | Falls Church | Not listed | Percentage of assets |
| Taylor Bell | Aequitas Financial | Santa Ana | Not listed | Percentage of assets, Ongoing planning fee |
| Taylor Stanfill | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Thaddeus Gilliam | Verisail Partners | Chamblee | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Post | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Todd Moerman | Integrity Investment Advisors | Fort Collins | Not listed | Percentage of assets |
| Tom Chun | Honu Wealth | Sunnyvale | CFP | Flat fee or retainer, Ongoing planning fee |
| Tracie Handberg | Verisail Partners | Chamblee | CFP | Percentage of assets, Ongoing planning fee |
| Trent Hinton | Canopy Wealth Management | Middleton | Not listed | Percentage of assets |
| Tristen Sheffler | ARQ Wealth Advisors | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Troy Stovern | TrueNorth Wealth & Impact | Joplin | CFP | Percentage of assets, Hourly |
| Virajith Wijeweera | FPL Capital Management | Metairie | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Lee | ARQ Wealth Advisors | Scottsdale | CFP, CFA | Percentage of assets, Fixed fees |
| Zachary Cole | Arrowstone Wealth | Malaga | CFP | Percentage of assets |
| Zachary Potter | ARQ Wealth Advisors | Scottsdale | 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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