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.
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 |
|---|---|---|---|---|
| Ann Davis | 626 Financial | Portage | Not listed | Percentage of assets |
| Anthony Spangenberg | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Boris Suvorov | Three Main Points | Los Gatos | Not listed | Percentage of assets, Hourly |
| Brant Shrimplin | 626 Financial | Portage | Not listed | Percentage of assets |
| Brian Tran | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Daniel Hennig | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Dantonio Fowler | Conceptum Strategies | San Antonio | Not listed | Percentage of assets, Hourly |
| Jamie Tebbe | Benchmark Investment Advisors | Frisco | Not listed | Percentage of assets |
| Jane Lowry | Motive Wealth Advisors | Birmingham | Not listed | Ongoing planning fee |
| Jonathan Caprilli | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Karen Morse | 626 Financial | Portage | Not listed | Percentage of assets |
| Kevin Boyd | KMB Wealth Management | Bloomington | Not listed | Percentage of assets |
| Luke Dance | Dance Investment Partners | St. George | Not listed | One-time planning fee |
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |
| Matthew Smith | South Carolina Wealth Management Group | Columbia | Not listed | Percentage of assets, Hourly |
| Merrill Dennis | Comprehensive Wealth Solutions | Boca Raton | Not listed | Percentage of assets, Hourly |
| Paul Feinstein | Audent Global Asset Management | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Rachel Wren | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Repp Lambert | Altura Wealth Advisors | Virginia Beach | Not listed | Percentage of assets, Fixed fees |
| Richard Nerad | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Howard | 626 Financial | Portage | Not listed | Percentage of assets |
| Stephen Philliber | WP Advisors | South San Francisco | Not listed | Percentage of assets |
| Steven Deppe | Nerad + Deppe Wealth Management | La Jolla | Not listed | Percentage of assets, Ongoing planning fee |
| Thomas Walshe | Benchmark Investment Advisors | Chicago | Not listed | Percentage of assets |
| Timothy Wilson | Wilson Advisors | Mechanicville | Not listed | Flat fee or retainer |
| Zachary Stuppy | Brave Boat Capital Advisors | Boston | 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.