List
Fee-only advisors specializing in equity compensation
Equity compensation is a specialty, not a line item. These are the advisors whose practices center on the tax, exercise, and concentration problems that come with equity-heavy pay.
Fee-only onlyEquity compensation
By the numbers
The Wellspent public graph lists 1,349 fee-only financial advisors focused on equity compensation at 643 firms, most in San Francisco, Austin and New York. 53% hold the CFP certification. Of the 1348 with fees on file, 85% charge percentage of assets.
- Advisors listed
- 1,349
- Firms
- 643
- Cities
- 420
- Hold the CFP
- 53%
- Other credentials: CFA 12% · CPA 3% · EA 3%
- How they charge (of 1348 with fees on file): percentage of assets 85% · hourly 39% · fixed fees 37% · ongoing planning fee 24%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
1349 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Virginia Baker | Beaird Harris | Dallas | CFP | Percentage of assets, Fixed fees |
| Wing-Yin Kong | Willow Grove Advisors | Berkeley | CFP | Percentage of assets, Hourly |
| Youxi Liu | Upstart Wealth Management | East Haddam | CFP, PFS | Percentage of assets, Ongoing planning fee |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Aaron Karas | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Adam Smetzer | Sky Vision Wealth | Columbus | CFP | Percentage of assets |
| Alek Wyatt | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Alexander Boeri | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Alicia Klein | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Alondra Garcia | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Andrew Nelson | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Ankur Patel | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Anthony Weaver | THOR Wealth Management | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Barry Taylor | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Benjamin Sampson | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Bianca San | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| Brandon Hodgeson | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Brian Proses | Rational Investment Management | Mill Valley | CFP | Percentage of assets |
| Brian Stormont | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Brittany Kalsky | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Bryan Buchert | Kera Capital | Sacramento | CFP | Percentage of assets, Hourly |
| Caroline Curts | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Cary Laudadio | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Cassidy Murphy | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Chloe Barnett | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Connor Knox | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Daniel Beutel | Council Oak Wealth Advisors | Tulsa | CFP | Percentage of assets, Hourly |
| Daniel Cossette | Cambridge Financial Group | Tucson | CFP | Percentage of assets, Fixed fees |
| Daniel Dusina | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Danny Yu | Hillcrest Wealth Advisors | Holmdel | CFP | Percentage of assets, Hourly |
| David Holwadel | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| David Jacoby | Remote Financial Planner | Palm Beach Gardens | CFP, CFA | Ongoing planning fee |
| Dean Catino | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| Dionna Poluch | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Don Hilario | Hilpan Moxie Wealth Management | Irvine | CFP | Percentage of assets, Flat fee or retainer |
| Douglas English | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Edward Anderson | Twin Arbor Wealth Management | Saint Paul | CFP | Ongoing planning fee |
| Edwin Janeczek | Altus Wealth Group | Colorado Springs | CFP | Percentage of assets, Fixed fees |
| Elizabeth Cody | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Emily Harper | Monument Wealth Management | Alexandria | CFP | Percentage of assets |
| Eric Horne | Arc Element Wealth Design | Papillion | CFP | Percentage of assets, Hourly |
| Eric Strong | Miller Avenue Advisors | Mill Valley | CFP | Percentage of assets, Fixed fees |
| Erin Goss | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Evan Davies | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Evan Schmidt | Schmidt Financial Management | Kirkland | CFP | Percentage of assets |
| Gregory Fowler | Integrated Capital Planning | Bend | CFP | Percentage of assets, Hourly |
| Gregory Rice | Enduring Wealth Management | Meridian | CFP | 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.
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