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 |
|---|---|---|---|---|
| Drew Vesling | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Dustin Hunter | SunRift Capital Partners | Plainfield | Not listed | Percentage of assets, Hourly |
| Edward Kolanko | Baynes Investment Counsel | Mason | Not listed | Percentage of assets, Hourly |
| Elena Sargent | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Emilie Andres | Statherós Financial Solutions | El Dorado Hills | CFP | Percentage of assets |
| Eric Sorenson | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Erik Bagley | Kotys Wealth Professionals | Folsom | Not listed | Percentage of assets, Hourly |
| Erik Thompson | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Ethan Braid | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Frank Greene | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| Harold Sawyer | Westover Capital Advisors | Wilmington | CFA | Percentage of assets, Hourly |
| Ian McGinnis | Dental Wealth Partners | Jackson | Not listed | Percentage of assets, Hourly |
| Jacob Drum | Strauss Financial Group | Hoover | CFP, PFS | Percentage of assets, Hourly |
| Jacob Parsons | Statherós Financial Solutions | El Dorado Hills | CFP, ChFC | Percentage of assets |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| James Bertram | Baynes Investment Counsel | Franklin | Not listed | Percentage of assets, Hourly |
| James Curran | JPC Wealth Management | Petaluma | Not listed | Ongoing planning fee |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| Jason Blumstein | Julius Wealth Advisors | Englewood Cliffs | CFA | Percentage of assets, Fixed fees |
| Jeffrey Burrow | Sierra Ocean | Ripon | CFP | Percentage of assets, Fixed fees |
| Jeffrey Kaczmarczyk | TriState Wealth Advisors | Newark | CFA | Percentage of assets, Ongoing planning fee |
| Jeffrey Lehmann | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Jeffrey Shiffra | ARQ Wealth Advisors | Scottsdale | CFA | Percentage of assets, Fixed fees |
| Jennifer Walenter | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| John Imbusch | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Jonathan Kline | Lakewood Financial Group | Tafton | Not listed | Percentage of assets |
| Joseph Cefalu | Downtown Wealth Studios | Miami | Not listed | Percentage of assets, Fixed fees |
| Joshua Jenson | One Life Financial Group | White Bear Lake | CFP | Percentage of assets, Hourly |
| Kanaka Szabo-Cummings | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Kathleen Cefalu | Downtown Wealth Studios | Ipswich | Not listed | Percentage of assets, Fixed fees |
| Kaylan Adams | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Kelly Snider | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kenneth Gillespie | Hermosa Wealth Management | Hermosa Beach | Not listed | Percentage of assets, Hourly |
| Kevin Blocker | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Kevin Deans | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Kevin Lindley | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kraishylea Agboaye | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Laura Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Lauren Desmarteaux | Preserve Private Wealth | Port St. Lucie | Not listed | Percentage of assets, Fixed fees |
| Lisa Clements | Clear Springs Wealth | Bucyrus | Not listed | One-time planning fee, Ongoing planning fee |
| Lisa Schaefer | KFA Private Wealth Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Louise Alexander | Gates Pass Advisors | Los Altos | CFP | Percentage of assets, Fixed fees |
| Marcel Quiroga | TQM Wealth Partners | Marblehead | Not listed | Percentage of assets, Hourly |
| Marshall Rathmell | BCR Wealth Strategies | Vestavia | CFP, PFS | 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.
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