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 |
|---|---|---|---|---|
| John Darby | Inlight Wealth | Atlanta | CFA | Percentage of assets, Fixed fees |
| John Swift | Benchmark Investment Advisors | Chicago | CFA | Percentage of assets |
| Jonathan Yarger | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Joshalyn Baca | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Maria Shanley | The Planners | Fort Collins | Not listed | Flat fee or retainer, Ongoing planning fee |
| Mark Diehl | True North Wealth Management | Palmer | Not listed | Ongoing planning fee |
| Michael Marchetti | Lakeview Financial Planning | Shirley | Not listed | Percentage of assets, Hourly |
| Michel Bethea | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Naomi Roberts | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Nicholas Frattali | HS Wealth Partners | Encino | Not listed | Percentage of assets |
| Pete Henderson | HS Wealth Partners | Albuquerque | Not listed | Percentage of assets |
| Priya Malani | Stash Wealth | New York | Not listed | Percentage of assets, One-time planning fee |
| Ricardo Donalexis | Insight Family Financial | Sarasota | Not listed | One-time planning fee, Ongoing planning fee |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| Seema Jain | Axiom Paragon Services | Tampa | Not listed | Not listed |
| Thomas Leidner | QP Wealth Management | Haven | Not listed | Percentage of assets, Hourly |
| Timothy Scholten | Yarger Wealth Strategies | Westerville | Not listed | Percentage of assets, Fixed fees |
| Tony Gordon | Covato Capital Management | Naples | Not listed | Percentage of assets, Hourly |
| Yuliana Mendez | MYeCFO | La Jolla | Not listed | Percentage of assets, Hourly |
| Abigail Kotarski | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Annelise Sutherland | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Brian Lahr | One Life Financial Group | White Bear Lake | Not listed | Percentage of assets, Hourly |
| Bruce Carlson | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Bryan Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Caleb Hilliker | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Daniel Gutierrez | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| David Martell | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Douglas Davey | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Franklin Strobeck | One Life Financial Group | White Bear Lake | Not listed | Percentage of assets, Hourly |
| Heidi Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| John Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| John Strauss | Strauss Financial Group | Hoover | Not listed | Percentage of assets, Hourly |
| Justin Moyer | KWM Financial | Porstmouth | Not listed | Percentage of assets, Hourly |
| Justin Waisner | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Kelly Roemers | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Krista Ketelsen | NavPoint Financial | Prior Lake | Not listed | Percentage of assets, Flat fee or retainer |
| Kristin Ramsay | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Lindsay Birchfield | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Mayra Meza | Sierra Ocean | Ripon | Not listed | Percentage of assets, Fixed fees |
| Michael Roberts | Statherós Financial Solutions | San Jose | Not listed | Percentage of assets |
| Nathan Schorsch | Head to Toe | Hillsboro | Not listed | Percentage of assets, Hourly |
| Noah Eshenaur | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Terrence Burke | Trader Wealth Management | Barrington | Not listed | Percentage of assets, Hourly |
| Timothy Jones | BCR Wealth Strategies | Vestavia | Not listed | Percentage of assets |
| Trevor Parsons | Statherós Financial Solutions | El Dorado Hills | Not listed | Percentage of assets |
| Tyler Page | Jackson Wealth | Franklin | Not listed | Percentage of assets, Hourly |
| William Wadsworth | North Woods Wealth Management | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Andrew Dennis | Comprehensive Wealth Solutions | Boca Raton | 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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