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 |
|---|---|---|---|---|
| Hazel Secco | Align Financial Solutions | Hoboken | CDFA, CFP | Ongoing planning fee |
| Hui-chin Chen | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Jake Northrup | Experience Your Wealth, LLC | Providence | Certified Student Loan Professional, CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Jennifer Swindler | Money Illustrated Advisory Services | Bluffdale | AFC, CDFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Jim Pan | Panorama Financial Planning | Vancouver | CFP, MFA-P | Flat fee or retainer, Ongoing planning fee |
| Jirayr Kembikian | Citrine Capital | San Francisco | CFP | Ongoing planning fee |
| Joe Ward | Refined Wealth | Houston | CFP, RICP, TPCP | Percentage of assets, One-time planning fee |
| John Boyd | MDRN Wealth | Venice | CFP | Percentage of assets |
| Jonathan Wride | Crafted Finance, LLC | Seattle | CFP | Ongoing planning fee, Percentage of assets |
| Jordan Banning | Crafted Financial Planning | Glendale | CFP | Percentage of assets, Ongoing planning fee |
| Jordan DeBoer | Calibration Financial | Milaca | AWMA, CFP | Flat fee or retainer, Ongoing planning fee |
| Jordan Vlastuin Vlastuin | Make the Memory Financial Planning LLC | Clemmons | CFP | Flat fee or retainer, Ongoing planning fee |
| Kevin Rademacher | Lifetime Financial Planners LLC | San Antonio | CFP, CRPC, MSFP | Percentage of assets, Flat fee or retainer |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Linda Rogers | Planning Within Reach | Virginia Beach | CFP, EA, MSBA | Percentage of assets, One-time planning fee |
| Lindsey Young | Quiet Wealth LLC | Baltimore | CFP, MBA, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management, LLC | Scottsdale | CFP, CFA | Percentage of assets, Hourly |
| Malissa Marshall | Soaring Wealth LLC | Bristol | CFP, EA | Percentage of assets, Ongoing planning fee |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| MaryAnne Gucciardi | Wealthmind Financial Planning LLC | Cambridge | CFP, RICP, BA, MBA | Percentage of assets, Ongoing planning fee |
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Hale | Make the Memory Financial Planning | Johnson City | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Pogirski | Unburdened Financial Planning | Wasilla | AAMS, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Matthew Showley | Creative Capital Management Investments LLC | San Diego | CFP, MBA, BFA, CeFT | Percentage of assets, Hourly |
| Mike Morton | Morton Financial Advice | Harvard | CFP, ChFC, RLP | Flat fee or retainer, Hourly |
| Mitchell Anderson | EFinancial Alliance | Franklin | CFP, MBA | One-time planning fee, Percentage of assets |
| Nate Willardson | Currents Wealth Strategies | Chandler | CFP | Percentage of assets, Flat fee or retainer |
| Nick Foy | Greenway Wealth Advisors, LLC | Charlotte | CFP | Percentage of assets, Ongoing planning fee |
| Patrick Dinan | Impact Fiduciary | Pasadena | CFP, Chartered SRI Counselor | Percentage of assets, Fixed fees |
| Peter Ankeny | Wolf Pine Capital | Portsmouth | CFP | Percentage of assets, Flat fee or retainer |
| Phil Orwig | Fair Asset Management, LLC | Dallas | CFP, CPWA, ChFC, RICP | Flat fee or retainer, Ongoing planning fee |
| Praveen Krishnamurthy Advice-only planning for tech professionals on equity compensation, taxes and diversification, from a former Google engineering leader. | Empower Financial | Fremont | CFP | One-time planning fee, Hourly |
| Rachael Levine | Peltoma Capital Partners | Austin | CFP | Flat fee or retainer, Percentage of assets |
| Rana Choubah | Meridian Financial Advisors, LLC | Holliston | CFP, CRPC, CRPS, MPAS | Percentage of assets, Ongoing planning fee |
| Rebecca Jackson | SeedSafe Financial | Austin | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee |
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Ryan Greiser | Opulus, LLC | Doylestown | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Johnson We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live. | Hundred Financial Planning | Grand Rapids | CFP | One-time planning fee, Percentage of assets |
| Ryan Miyamoto | Derive Wealth | Pasadena | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Sean Lovison | Purpose Built Financial Services, LLC | Moorestown | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Sefa Mawuli | Jade & Cowry | Arlington | CFP | Flat fee or retainer, Ongoing planning fee |
| Shane Dennehy | CayDen Wealth Management | Broomfield | BFA, CFP, ChFC | Ongoing planning fee, Percentage of assets |
| Sheila McGinn | Brightview Financial Solutions, LLC | Redwood City | CFP | Percentage of assets, Hourly |
| Steven Stanganelli | Clear View Wealth Advisors, LLC | Amesbury | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer |
| Stu Sneen | TwoTen Planning PLLC | Austin | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Sweta Bhargav | Adviso Wealth | Princeton | CEPA, CFA, CFP | Flat fee or retainer, Hourly |
| Tommy Lopez | Coffeehouse Capital LLC | Financial Planning and Wealth Management | Fresno | CFP, CRPC | Hourly, One-time planning fee |
| Travis Tracy | Fortitude Financial Planning, LLC | Raleigh | CFP, EA, JD | Flat fee or retainer, Ongoing planning fee |
| Will Revels | PieCapital | Raleigh | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Adam Cornwell | North Ridge Wealth Advisors | Beaverton | CFA, 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.
More in the methodology.