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 |
|---|---|---|---|---|
| Lisa Donnelley | Harris Wealth Management | Twin Falls | PFS | Percentage of assets, Hourly |
| Louis Fancher | 46 Peaks Investment Advisory Group | Newtown | CFP, ChFC | Ongoing planning fee |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Marisa Heiden | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Mark Perrault | Intergy Private Wealth | Colorado Springs | CFP | Percentage of assets, Hourly |
| Martin Miller | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Melanie Pelayo | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Michael Vazza | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Mitchell Kahl | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Natalia Ivanova | NewGen Wealth Creation | Rincon | Not listed | Percentage of assets |
| Nathan Lovelle | Council Oak Wealth Advisors | Tulsa | CFA | Percentage of assets, Hourly |
| Nihal Muzumdar | Rubric Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Norman Alvis | Altus Wealth Group | Colorado Springs | CFA | Percentage of assets, Fixed fees |
| Nyle Bayer | Up Capital Management | Bulverde | Not listed | Percentage of assets, Hourly |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | Percentage of assets |
| Robert Dockendorff | May Hill Capital | Cohasset | CFP | Percentage of assets, Fixed fees |
| Robert Shappee | Harris Wealth Management | Meridian | PFS | Percentage of assets, Hourly |
| Ryan Cooper | Verticus Advisors | Sandy | PFS | Percentage of assets, Hourly |
| Sara Faurer | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Scott North | Clearpath Legacy Planning | Denver | Not listed | Percentage of assets |
| Seth Corkin | May Hill Capital | Brookline | CFP, ChFC | Percentage of assets, Fixed fees |
| Shana Ballard | Mission Creek Capital Partners | San Francisco | CFP | Percentage of assets, Hourly |
| Srdjan Nastasic | Augustus Wealth | Long Beach | Not listed | Hourly, Ongoing planning fee |
| Stephen Trojan | Flatiron Wealth Advisors | Henrico | Not listed | Percentage of assets, Ongoing planning fee |
| Steven Longa | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Stoyan Panayotov | Babylon Wealth Management | Walnut Creek | CFA | Percentage of assets, Hourly |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Todd Gambit | Gambit Asset Management | Northbrook | CFP | Percentage of assets |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| 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 |
| Vijay Patel | MA Private Wealth | San Carlos | Not listed | Percentage of assets, Fixed fees |
| Vincent Parrack | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| William Hammond | TechView Wealth Advisors | St. Petersburg | Not listed | Percentage of assets |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Alessandro D'Agaro | D'Agaro Financial Advisory | Alexandria | CFA | Percentage of assets, Hourly |
| Alex D'Attilio | Acorn Financial Services | Reston | Not listed | Percentage of assets, Hourly |
| Alexander Rasmussen | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Alexander Wasiunec | Mendel Money Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Alyson Shaw | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Anat Yoder | Yoder Wealth Management | Walnut Creek | CFP | Percentage of assets, Hourly |
| Andrew Gilbert | LoneTree Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Andrew Lee | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Ann Nowell | Richard P. Slaughter Associates | Austin | Not listed | Percentage of assets, Hourly |
| Arijeet Singh | Willow Grove Advisors | Brier | Not listed | Percentage of assets, Hourly |
| Arnold Van Den Berg | Century Management Financial Advisors | Austin | Not listed | Percentage of assets, Fixed fees |
| Ashley Ketchum | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Aureliana Lopes Monteiro | Strategic Wealth Capital | San Francisco | Not listed | Percentage of assets, Fixed 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.
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