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 |
|---|---|---|---|---|
| Iftikhar Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| James Diacon | Council Oak Wealth Advisors | Tulsa | CFP, ChFC | Percentage of assets, Hourly |
| James Joseph | Sentinel Wealth Management | Reston | CFP, ChFC, PFS | Percentage of assets, Fixed fees |
| Jamie Upson | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Janet Hoffmann | Sand Hill Global Advisors | San Francisco | CFP, CFA | Percentage of assets, Hourly |
| Jared McBride | GoalFusion Wealth Management | Austin | CFP | Percentage of assets, Fixed fees |
| Jason Hyrne | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Jeffrey Abadie | Sand Hill Global Advisors | San Francisco | CFP | Percentage of assets, Hourly |
| Jeffrey Thompson | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| Jessica Gibbs | Monument Wealth Management | Arlington | CFP | Percentage of assets |
| John McCormick | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Joseph Clark | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Joseph Gauvin | Stonehearth Capital Management | Danvers | CFP | Percentage of assets, Hourly |
| Joseph Kirby | Gryphon Wealth | Jacksonville | CFP | Percentage of assets |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Julia Zakarias | GenFi Family and Fiduciary Services | Chicago | CFP | Percentage of assets, Hourly |
| Justin Neuwirt | Neu Wealth Group | New Albany | CFP | Percentage of assets, Hourly |
| Kenneth Cala | Lowery Thomas | Alameda | CFP | Percentage of assets |
| Kimberleigh Williams | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Kristen Goodman | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Kristopher Barney | 30/40 Wealth | Cornelius | CFA | Percentage of assets |
| Lauren Matthiessen | LeClair Wealth Partners | Dublin | CFP | Percentage of assets, Flat fee or retainer |
| Lindsey Meredith | Heritage Wealth Advisors | Cincinnati | CFP | Percentage of assets, Fixed fees |
| Lisa Quadrini | Brandywine Oak Private Wealth | Kiawah Island | CFP | Percentage of assets |
| Manan Patel | Ample Wealth Partners | Saint Cloud | CFP | Percentage of assets, Fixed fees |
| Marc Wehmeyer | Praetorian Guard Wealth Management | Arlington | CFP | Percentage of assets |
| Mark Chemtob | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Mark Hill | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Mark Jackson | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Matthew Goff | The Goff Financial Group | Houston | Not listed | One-time planning fee |
| Mawuena Takyi | Asempa Wealth Advisors | Baton Rouge | CFP | Percentage of assets |
| Michael Henley | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Miriam Santiago | Sand Hill Global Advisors | Palo Alto | CFP | Percentage of assets, Hourly |
| Nicholas Ozer | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Nina Spezzaferro | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Paul Dedora | DeDora Capital | Napa | CFP | Percentage of assets, Hourly |
| Pierre-Emmanuel Jouve | InsuraWealth | Tampa | CFP | Percentage of assets, Ongoing planning fee |
| Richard Davey | Fiduciary Financial Group | San Rafael | CFP | Percentage of assets, Fixed fees |
| Richard Hewitt | Praetorian Guard Wealth Management | Carmel | CFP | Percentage of assets |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
| Risley Sams | RHS Financial | San Francisco | CFP | Percentage of assets |
| Robert Agorastos | Insight Wealth Strategies | San Ramon | CFP | Percentage of assets, Hourly |
| Roger Johnson | ACT Advisors | Asheville | CFP | Ongoing planning fee |
| Russell Mohberg | Regatta Capital Group | El Segundo | CFP | Percentage of assets, Hourly |
| Saadia Ahmed | Kaizen Financial Strategies | Pleasanton | CFP | Percentage of assets, Hourly |
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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