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 |
|---|---|---|---|---|
| Patrick Bourbon Objective, holistic planning for U.S. residents and cross-border families navigating tax and regulatory rules in more than one country. | Bourbon Financial Management | Chicago | CFA, CFP, MSEE, MSFS | Subscription |
| Rafael Melendez | Next Gen Financial Planning | San Diego | CFP | Percentage of assets, Hourly |
| Renee Collins | Retire Ready Inc. | Olympia Fields | CFP, CPA, AFC | One-time planning fee, Ongoing planning fee |
| Robert Stoll | Financial Design Studio, Inc. | Deer Park | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Robert Tull | Tull Financial Group, Inc. | Chesapeake | CFP, MBA | Percentage of assets, Hourly |
| Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. | Montebello Avenue | Phoenix | CFP | Flat fee or retainer, Percentage of assets |
| Ryan McClung | Crossroads Wealth Planning | Lake Oswego | CEPA, CFP, CPA | Hourly, One-time planning fee |
| Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. | Pillar Wealth | Franklin | CFP | Hourly, One-time planning fee |
| Shar-Né Warren | Financial Excavation | Plano | CFP, CRPC | Flat fee or retainer, Hourly |
| Spenser Liszt | Motif Planning | Dallas | CFP | Flat fee or retainer, Ongoing planning fee |
| Stephan Shipe Flat-fee, team-reviewed planning for DIY investors and families with complex wealth, from equity compensation to business exits. | Scholar Financial Advising | Winston-Salem | CFP, CFA, PhD | Flat fee or retainer |
| Steve Engle | Asbury Capital | Glen Mills | CFP | Percentage of assets, Flat fee or retainer |
| T.J. van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Theodore van Gerven | Memento Financial Planning | Boston | CFP | Percentage of assets, Ongoing planning fee |
| Thomas Knowlton | Luminvest Wealth Management LLC | Scottsdale | CFP, CTFA, MBA | Percentage of assets |
| Thomas Mclean | Altruist Wealth Management | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Tim Witham | Balanced Life Planning LLC | Villa Hills | CFP | Percentage of assets, Ongoing planning fee |
| Tina Mistry | Portfolio Advisors, Inc | Fresno | CFP | Percentage of assets |
| Travis Allen Fiduciary Financial Planning & Investment Management. | Custom Wealth Planners | Ankeny | CFA, CFP, RICP | Percentage of assets, One-time planning fee |
| Trent White | Luminvest Wealth Management LLC | Scottsdale | CFP, JD | Percentage of assets |
| Alissa Maizes | Amplify My Wealth | Boca Raton | CFP, JD | Ongoing planning fee, One-time planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Anandi Krishnamurthy | AKrish Financial Advisory | Cupertino | CFP | Hourly, One-time planning fee |
| Andrew Katz-Moses | Katz-Moses Financial, LLC | Washington | CFP, M.Ed. | Ongoing planning fee, Percentage of assets |
| Andrew Mastro | Wrought Financial Planning | Haddonfield | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| Betsy Hutchins | Forward Financial Planning | Germantown | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Brett Polzin | Eight Peaks Wealth Management | Parker | CFP, EA | Percentage of assets, Flat fee or retainer |
| Brittany Brinckerhoff | Hilltop Wealth Advisors, LLC | Chapel Hill | CFP, CSLP | Percentage of assets |
| Caleb Pepperday | Advanced Practice Planning, LLC | Missoula | CFP, ChFC | Ongoing planning fee |
| Caroline Nalbantoglu | CNal Financial Planning Inc. | Montreal | C.Adm.F.P., CFP, RFP | Not listed |
| Cecil Staton | Arch Financial Planning, LLC | Athens | CFP | Percentage of assets |
| Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Chris Arnold | Refresh Wealth | University City | CFP | Percentage of assets, Ongoing planning fee |
| Chris Ferris | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Chris Hostetler | Hilltop Wealth Advisors | Chapel Hill | CDAA, CFP, CRPS, Certified Student Loan Professional | Percentage of assets |
| Chris Ryan | Ryan Lamontagne Inc. | Ottawa | CFP, CFA | One-time planning fee, Percentage of assets |
| Chris Ward | EntryPoint Wealth Management | Cincinnati | CFP | Percentage of assets, Hourly |
| Christopher Annello | SAGEbroadview Wealth Management, LLC | Farmington | CFP | Ongoing planning fee |
| David Blain | BlueSky Wealth Advisors, LLC | Acworth | CFA, CDFA, CFP, EA | Ongoing planning fee |
| David Marotta | Marotta Wealth Management, Inc. | Charlottesville | AAMS, AIF, CFP, APMA | Percentage of assets, Hourly |
| Donovan Brooks | Prospurpose Wealth | Saint Joseph | CFP | Ongoing planning fee |
| Heather Haas | Imperium Wealth Management, LLC | San Antonio | CFP | Percentage of assets, Ongoing planning fee |
| Helen Ngo | Capital Benchmark Partners, LLC | Atlanta | CFP | Percentage of assets, Hourly |
| J. David Principe | SAGEbroadview Wealth Management, LLC | Farmington | CFP, Certified Student Loan Professional, CPA/PFS, RLP | Ongoing planning fee |
| Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees | Spark Wealth Advisors | Jacksonville | CFP | Percentage of assets, Flat fee or retainer |
| Jared Hoole | Lakeside Financial Planning, LLC | Windham | CFP, MST | Percentage of assets, Ongoing planning fee |
| Jason Hoffman | LGBTQ Wealth Planning LLC | Austin | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Josh Radman | Presidio Advisors LLC | Boulder | CFP, MBA, EA | Flat fee or retainer |
| Julia Lilly Advice-only planning for families and individuals seeking unbiased guidance on investments, taxes, equity compensation, education savings and retirement. | Ryerson Financial | Houston | CFP, MBA | One-time planning fee, Hourly |
| Justin Belkin | Financial Boss | Plainview | CFP, EA, MBA | Flat fee or retainer, 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.