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 |
|---|---|---|---|---|
| Matthew Dunn | ARQ Wealth Advisors | Hudson | CFA | Percentage of assets, Fixed fees |
| Matthew Dupree | Denver Private Wealth Management | Denver | CFA | Percentage of assets, Hourly |
| Matthew Heard | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Michael Ellis | Steelhead Wealth Management | Naples | Not listed | Percentage of assets, Fixed fees |
| Michael Jones | High Probability Advisors | Pittsford | CFA | Percentage of assets |
| Michael Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Michael Simcock | Liberty Atlantic Advisors | Florence, Italy | CFA | Percentage of assets, Hourly |
| Michael Stevenson | Keystone Financial Services | Loveland | Not listed | Percentage of assets, Fixed fees |
| Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project | The Financial Rules Consulting | SAN ANTONIO | Not listed | Flat fee or retainer, Hourly |
| Michael Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Michael Yongue | Private Wealth Partners | Mill Valley | CFA | Percentage of assets, Hourly |
| Michelle Czarnecki | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Monica Lanzilotta | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Nathan Cameron | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Nathan Reagan | Handy & Company Financial Advisors | Lake Oswego | PFS | Percentage of assets, Hourly |
| Nicolas Drury | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Noah Fenz | Investors Portfolio Services | Puyallup | Not listed | Percentage of assets, Hourly |
| Noah York | York Wealth Management | West Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| Panos Grivakis | Lakewood Financial Group | Newport Beach | Not listed | Percentage of assets |
| Paula Allgood | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Perrin Jones | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Robert Johnson | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Robert Pascarella | Peerless Wealth | Spring | Not listed | Percentage of assets, Hourly |
| Ronald Leavitt | Capstone Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Ronald Skalberg | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Ronald Yolles | Diversified Portfolios | Bloomfield Hills | CFA | Percentage of assets |
| Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. | Northwestern Mutual Investment Services, LLC | ATLANTA | Not listed | Percentage of assets |
| Ryan Kolstad | AP Investment Management | Mountain View | Not listed | Percentage of assets, Flat fee or retainer |
| Ryan Kotys | Kotys Wealth Professionals | Valparaiso | Not listed | Percentage of assets, Hourly |
| Ryan Robertson | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Ryan Sullivan | Off the Beaten Path Financial | Wilsall | Not listed | Percentage of assets, One-time planning fee |
| Samuel Baynes | Baynes Investment Counsel | Fort Worth | Not listed | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sandra Cleveland | BCR Wealth Strategies | Vestavia | CFP | Percentage of assets |
| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Seth Bittner | Stillwater Private Wealth | Allentown | Not listed | Percentage of assets, Flat fee or retainer |
| Spencer Lawson | BCR Wealth Strategies | Vestavia | CFP | Percentage of assets |
| Stelianos Elenis | High Pass Asset Management | Denver | CFA | Percentage of assets, Hourly |
| Stephen Jimenez | Peerless Wealth | Columbus | Not listed | Percentage of assets, Hourly |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stuart Herzog | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Theron Weimer | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Trent Dysert | James Investment | Xenia | CFA | Percentage of assets, Hourly |
| Trevor Martin | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Trevor O'Connor | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Trey Ortman | Ortman Finances | Canistota | Not listed | Ongoing planning fee, Percentage of assets |
| Tricia Lepofsky | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
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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