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 |
|---|---|---|---|---|
| Alexi Gilmore-Manookian | Stash Wealth | Hawley | CFP | Percentage of assets, One-time planning fee |
| Amanda Blankenship | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Anthony Steffan | HS Wealth Partners | Nashville | CFP | Percentage of assets |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Brett Rufkahr | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Brian Yost | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Cassandra Golden | May Hill Capital | Stuttgart, Germany | CFP | Percentage of assets, Fixed fees |
| Cassandra McKnight | Stash Wealth | Norwalk | CFP | Percentage of assets, One-time planning fee |
| Christel Turkiewicz | ONE Advisory Partners | Overland Park | Not listed | Ongoing planning fee, Percentage of assets |
| Christopher Villaire | Villaire Financial | Grand Rapids | Not listed | Percentage of assets, Ongoing planning fee |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Cole Durkin | Insight Wealth Strategies | San Ramon | CFA | Percentage of assets, Hourly |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| David D'Alessandro | Axiom Private Wealth | Charlotte | CFP | Percentage of assets |
| David Massare | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| David Sheiman | The Ellerson Group | Annapolis | CFA | Percentage of assets, Hourly |
| David Tsow | Pandora Wealth | Las Vegas | Not listed | Percentage of assets |
| Derek Jones | Scratch Capital | Boise | CFA | Percentage of assets, Fixed fees |
| Derek Notman | Intrepid Wealth Partners | Melbourne Beach | CFP, ChFC | Percentage of assets |
| Earl Jordan Yaokasin | WealthArch Investment Services | Pasadena | CFA | Hourly |
| Elizabeth Scheiderer | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. | The World Changers | Miami | Not listed | Percentage of assets, Subscription |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Jacob Levy | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |
| Jared La Blue | DiversiFi Capital | Los Altos | Not listed | Ongoing planning fee, Percentage of assets |
| Jeff Rovnak | Signal Tree Financial Partners | Copley | CFP | Percentage of assets, Fixed fees |
| Jeffrey Fortner | Geometric Advisors | Seattle | CFA | Percentage of assets |
| Jeffrey Notaro | Notaro Wealth Advisory | Tokyo, Japan | Not listed | Percentage of assets |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| John Burnside | Burnside and Company | Oregon City | CFP | Flat fee or retainer |
| John Morrison | Geometric Advisors | Austin | CFA | Percentage of assets |
| Katherine Simmonds | Conquis Financial | Millbrae | CFP | Percentage of assets, Fixed fees |
| Kyle Hammerschmidt Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises | MOKAN Wealth Management | Overland Park | Not listed | Percentage of assets, One-time planning fee |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Mark Sifling | Simple Life Financial | El Cerrito | CFP | Percentage of assets, Hourly |
| Matthew Buehler | Erenda Capital Management | Glendale | Not listed | Percentage of assets |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Molly McCarthy | LD Lowe Wealth Advisory | Richardson | ChFC | Percentage of assets, Hourly |
| Natalia Ivanova | NewGen Wealth Creation | Rincon | Not listed | Percentage of assets |
| Nate Byers Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan. | Calculated Wealth | Madison | CPA | Percentage of assets, Hourly |
| Nicholas Cavanaugh | Roble Belko & Company | Sewickley | Not listed | 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 |
| Patrick McGough | Geometric Advisors | Arlington Heights | CFA | Percentage of assets |
| Paul Cordero | Attune Financial Planning | San Rafael | CFP | Percentage of assets, Ongoing planning fee |
| Pedro Gomez | Brickell Financial Group | Miami | CFP | Percentage of assets, Hourly |
| Peter Shenas | Ariston Services Group | San Diego | CFP | Percentage of assets |
| Peter Wolynski Helping people retire and save taxes. | Calculated Wealth | Madison | Not listed | Percentage of assets |
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.