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 Kittey | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Dylan Jones | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Ella Anderson | Family Wealth Partners | Matthews | Not listed | Percentage of assets, Hourly |
| Emily Johns | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Erik Schei | Gates Pass Advisors | Los Altos | CFA | Percentage of assets, Fixed fees |
| Fionn Allen | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Frederick van Wyk | FCA | Calgary | Not listed | Percentage of assets, Hourly |
| George Greer | Sheeley & Partners Wealth Management | Providence | Not listed | Percentage of assets |
| Gregory Peterson | Statherós Financial Solutions | Hailey | PFS | Percentage of assets |
| Griffin Leahy Can handle all of your financial needs from banking, investments, mortgages, to estate planning. | Not listed | Evanston | Not listed | Percentage of assets |
| Harold Classick | Denver Private Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Harold Sawyer, Jr. | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Heather Dean | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Henry Rutherford | Liberty Atlantic Advisors | Florence, Italy | Not listed | Percentage of assets, Hourly |
| Hubert Lenczowski | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jack McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Jake Cooper | High Probability Advisors | Albany | Not listed | Percentage of assets |
| Jake Crosby | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| James Robinson | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jason Saxon | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Jerad Rosburg | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Jeremy Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Jill Wood | FreeWood Private Wealth Management | Powell | Not listed | Percentage of assets, Hourly |
| Joel Yaeger | Compound | Waunakee | Not listed | Percentage of assets, Fixed fees |
| John Cole | LKL Advisors | Atlanta | Not listed | Percentage of assets, Flat fee or retainer |
| John Mann | High Probability Advisors | Fort Meyers | Not listed | Percentage of assets |
| John Sardoni | Generous Wealth Management | Marshfield | Not listed | Percentage of assets, Hourly |
| Joseph Feste | KM Capital Management | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Joseph Feste | KM Capital Management | Austin | Not listed | Percentage of assets, Fixed fees |
| Joseph Gilligan | ARQ Wealth Advisors | Scottsdale | Not listed | Percentage of assets, Fixed fees |
| Joseph Jay | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Kaushal Majmudar | Ridgewood Investments | Springfield | Not listed | Percentage of assets, Hourly |
| Kevin McCluskey | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Kymberly Watson | Fruth Investment Management | Houston | Not listed | Percentage of assets, Fixed fees |
| Lauren Bellomo | Castle Island Wealth | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Marmar Binley | KM Capital Management | Roanoke | Not listed | Percentage of assets, Fixed fees |
| Matthew Beardwood | Westover Capital Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Matthew Ravenscroft | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Mia Vazquez | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Michael Handy | Handy & Company Financial Advisors | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Mitchell Herr | Custos Family Office | Austin | Not listed | Percentage of assets, Hourly |
| Nikki Hamblin | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Paige Moon | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Patrick Campbell | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Perry Jeffries | Diamond Equity Advisors | Columbus | Not listed | Ongoing planning fee |
| Rebekah Adams | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Remington Conte | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Ricardo Jesus | Liberty Atlantic Advisors | Conceição, Portugal | 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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