List
Fee-only advisors who actually understand crypto
Crypto is listed on a lot of advisor websites. It is a real specialty in very few practices. This list is limited to advisors whose record demonstrates working depth in digital-asset planning.
Fee-only onlyCrypto & digital assets
By the numbers
The Wellspent public graph lists 77 fee-only financial advisors focused on crypto & digital assets at 55 firms, most in Walnut Creek, Holladay and Middleton. 43% hold the CFP certification. Of the 77 with fees on file, 75% charge percentage of assets.
- Advisors listed
- 77
- Firms
- 55
- Cities
- 58
- Hold the CFP
- 43%
- Other credentials: CFA 5% · CPA 5% · EA 4%
- How they charge (of 77 with fees on file): percentage of assets 75% · hourly 31% · one-time planning fee 26% · flat fee or retainer 22%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
77 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| Mitchell Moore | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Natalia Ivanova | NewGen Wealth Creation | Rincon | Not listed | Percentage of assets |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. | Northwestern Mutual Investment Services, LLC | ATLANTA | Not listed | Percentage of assets |
| Ryan Sullivan | Off the Beaten Path Financial | Wilsall | Not listed | Percentage of assets, One-time planning fee |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Bryan Courchesne | DAiM | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Hilton Kelly | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Andrew White | Latham Financial | Ivyland | Not listed | Percentage of assets |
| Corey Thacker | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Malcolm Walton | Gannett Wealth Advisors | Frisco | Not listed | Percentage of assets, Fixed fees |
| Nick Krautscheid | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Christopher Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| Joseph Cacia | Collar Capital Management | Santa Clarita | Not listed | Percentage of assets, Fixed fees |
| Matthew Smith | Collar Capital Management | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Patrick Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| Alex Shigeta | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |
| Brent Pearson | Keychain Asset Management | Oregon City | Not listed | Percentage of assets, Hourly |
| Christian Miller | Fealty | Niagara Falls | Not listed | Percentage of assets, Hourly |
| Haylie Lahtinen | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |
| Jonathan Lupo | Fealty | Niagara Falls | Not listed | Percentage of assets, Hourly |
| Nezamkhon Khodjaev | Keystone Bitcoin | Pittsburgh | Not listed | Percentage of assets |
| Robert Shattuck | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |
| Zachary Schelin | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |
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.