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 |
|---|---|---|---|---|
| Trystan Cleaver | Seek First | Campbell | Not listed | Percentage of assets, Fixed fees |
| Valerie Lemmon | Ridgewood Investments | Springfield | CFA | Percentage of assets, Hourly |
| Valerie Tucker | Summa Global Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Weston Bryan | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| William Herr | Trader Wealth Management | Barrington | CFP | Percentage of assets, Hourly |
| Yvonne Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Adam Bederov | Geometric Advisors | Oxnard | Not listed | Percentage of assets |
| Adam Oates | Peak Planning Group | Raleigh | Not listed | Percentage of assets, Hourly |
| Adam Waitkevich | Caveness Wealth Advisory | Worcester | Not listed | Percentage of assets, Hourly |
| Albert Brown | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Alexis Buchholz | BFG Wealth Management | Dallas | Not listed | Percentage of assets |
| Amanda Bassford | Hill Island Financial | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Andre Luiz Paiva | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Andrea Billquist | Briaud | College Station | CFP | Percentage of assets, Fixed fees |
| Andrew Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Andrew Mickley | Lakeside Planning | Macungie | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Straton | Westhollow Wealth Management | Milton | Not listed | Percentage of assets |
| Angelique Dumler | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Anthony Moeller | MN Wealth Advisors | Overland Park | Not listed | Percentage of assets, Hourly |
| Anthony Ortale | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Arthur Hall | StrategicGlobal | South Riding | Not listed | Percentage of assets, Hourly |
| Asaph Elan | Equilibrium Wealth | San Carlos | Not listed | Percentage of assets, Hourly |
| Ashley Gardiner | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Benjamin Esser | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Brandon Sullivan | Spring Street Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Bruce Beckett | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Chad Seegers | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Charlotte Bell | Trio Wealth Management® | Great Falls | Not listed | Percentage of assets, Fixed fees |
| Christopher Williams | Capital Fiduciary Advisors | Ashburn | Not listed | Percentage of assets, Hourly |
| Daniel Bloemers | Hill Island Financial | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Daniel Stuckey | Geometric Advisors | Merion Station | Not listed | Percentage of assets |
| Daniel Thornton | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| David Belding | Ascension Capital Advisors | Houston | Not listed | Percentage of assets, Fixed fees |
| David Hall | Peak Planning Group | Hilo | Not listed | Percentage of assets, Hourly |
| David Lowery | Lowery Thomas | Walnut Creek | Not listed | Percentage of assets |
| David Wrench | Peak Planning Group | Fishtail | Not listed | Percentage of assets, Hourly |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Deborah Liguori | Comprehensive Wealth Solutions | Boca Raton | CFP | Percentage of assets, Hourly |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
| Edward Zywien | Caveness Wealth Advisory | Abingdon | Not listed | Percentage of assets, Hourly |
| Elias Crist | Inlight Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Erik Cooper Low cost wealth management firm | Arcvest, LLC | Boston | Not listed | Percentage of assets |
| Gabriel Martin | Pelican Family Office | Covington | Not listed | Flat fee or retainer, Percentage of assets |
| Garrett Thompson | Sky Vision Wealth | Columbus | Not listed | Percentage of assets |
| Gary Aiken | Caveness Wealth Advisory | Rockville | Not listed | Percentage of assets, Hourly |
| Graham Irving | Desert Capital Advisors | Henderson | CFP | Percentage of assets |
| Gregory Bryson | Wealth Management Partners | Tucson | Not listed | Percentage of assets |
| Gregory Clifford | The Clifford Group | Wayland | Not listed | Percentage of assets |
| Gregory Forsythe | Forsythe Wealth Management | Crown Point | CFA | Percentage of assets, Hourly |
| Guillermo Monge | Wealth Management Partners | Tucson | 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.