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 |
|---|---|---|---|---|
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| Gideon Drucker | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Jackie Kleinman | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Jacob Turner We help athletes and entrepreneurs build and protect wealth. | Moment Private Wealth | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Jacqueline Cannella | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Jim White | Great Oak Wealth Management | Pottstown | CFP, EA, MBA | Percentage of assets, Hourly |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Jonathan Booze | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Jordan Haines | Drucker Wealth | Kuna | CFP | Percentage of assets |
| Joshua Loveall | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Justin Follmer | Coastal Wealth Advisors | Nashville | CFP | One-time planning fee |
| Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. | Arcadia Capital | Saline | CFP | Percentage of assets |
| Kayla Benjamin | KB Financial Advisors | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Kyle Packard | Packard Wealth Strategies | Alexandria | CFP, ChFC | Percentage of assets, Flat fee or retainer |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Lily Zhang | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ | Firm Foundation Family Wealth | Ft. Lauderdale | CFP | Percentage of assets |
| Mario Posteraro | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Lusins | Bootpack Wealth Management | Jackson | CFP, CFA | Percentage of assets |
| Matthew Miner | Miner Wealth Management, LLC | Raleigh | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Michael Macke | Wealth 73 | Jacksonville | CFP | Flat fee or retainer, Ongoing planning fee |
| Michele Gawthrop | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Michelle Gass | Paradigm Advisors, L.L.C. | Dallas | CFP, CPA, PFS, RLP | Percentage of assets, Hourly |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Nathan Dingler | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Nicole Peterkin | Peterkin Financial | Encinitas | CFP | Flat fee or retainer, Ongoing planning fee |
| Raymond Vo | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Robb Pryor Helping individuals and small business professionals convert high income to high net worth. | Priority Tax & Financial Planning | Amherst | CFP | Percentage of assets, Flat fee or retainer |
| Robert Gregov | Roche Financial Partners | Hopewell | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Russell Schultz | Schultz Financial Group, Inc. | Reno | CFP, BS, CPWA, MSPFP | Hourly, Fixed fees |
| Ryan Bouchard | Rising Tide Wealth Advisory Solutions, LLC | St. Louis | CFP, CFA, MBA | Percentage of assets, Hourly |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Ryan Lacey | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. | Northwestern Mutual Investment Services, LLC | Sioux Falls | CFP | Percentage of assets, Flat fee or retainer |
| Scott Rojas | ONE Advisory Partners | Overland Park | CFP | Ongoing planning fee, Percentage of assets |
| Shawn Brunner | Coastal Wealth Advisors | Johns Island | CFP | One-time planning fee |
| Shikha Mittra | RETIRE SMART Consulting, LLC | Princeton | AIF, CEPA, CFP, CMFC | Percentage of assets, Hourly |
| Stephen Reh | Invest With Steve | Raleigh | CFP, CFA | Percentage of assets |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Theresa Morrison | Beckett Collective, LLC | Tucson | CFP | Percentage of assets, Fixed fees |
| Thomas Lowish | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently | Gevers Wealth Management | Issaquah | CFA | Percentage of assets, One-time planning fee |
| Tyler Vasquez | Three Arch Wealth Management | Irvine | CFP | Percentage of assets |
| William Belko | Roble Belko & Company | Sewickley | CFP, CFA | Percentage of assets, Fixed fees |
| Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. | Hightower Wealth Advisors | St. Louis | CFP | Percentage of assets, One-time planning fee |
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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