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 |
|---|---|---|---|---|
| Bonnie Chadwick | Paratus Financial | Dallas | Not listed | Hourly, Fixed fees |
| Brendon Johnson | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brenton Bersin | Linkside Financial | Charlotte | Not listed | Percentage of assets |
| Brett Grossman | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Brian Beckman | Hermosa Wealth Management | Torrance | Not listed | Percentage of assets, Hourly |
| Brian Heath | Conviction Wealth Management | Austin | Not listed | One-time planning fee, Ongoing planning fee |
| Brian Vandenbrink | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Bryan Linn | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Carson Strom | WebsterRogers Financial Advisors | Florence | CFA | Percentage of assets, Hourly |
| Charles Davis | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Charles Gibbons | KFA Private Wealth Group | Tyson | Not listed | Percentage of assets, Hourly |
| Christina Simmonds | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Christopher Fry | Capital Asset Management | Columbus | Not listed | Percentage of assets |
| Christopher Huston | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Christopher Langlois | Integritas Wealth Strategies | Charleston | Not listed | Percentage of assets, Hourly |
| Clarissa Candelario | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Clark Forward | Forward Financial | Houston | Not listed | Percentage of assets |
| Clark Jeffries | Jeffries Wealth | Marietta | Not listed | Flat fee or retainer, Ongoing planning fee |
| Clayton Earle | Elevate Wealth Group | San Francisco | Not listed | Percentage of assets, Fixed fees |
| Connor Ridgeway | Leeward Financial Partners | Bellevue | CFA | Percentage of assets, Hourly |
| Cort Barrett | White Aspen Capital | Henderson | Not listed | Percentage of assets, Fixed fees |
| Dalin Jewett | Tanara Wealth Management | Lehi | Not listed | Percentage of assets, Hourly |
| Dana Strickland | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Daniel Vogelpohl | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Dante Sienko | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| David Klepeisz | Accruent Wealth Advisors | Winston-Salem | Not listed | Percentage of assets, Hourly |
| Denisse Arebalo | Pacific Canyon Investments | Lemon Grove | Not listed | Percentage of assets, Hourly |
| Donald Harris | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Donald Heishman | Acorn Financial Services | Harrisonburg | Not listed | Percentage of assets, Hourly |
| Elena Sargent | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Eric Forsythe | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Evan Mills | Scholar Financial Advising | Winston-Salem | Not listed | Flat fee or retainer |
| Gabriel Newhof | JVL Wealth Strategies | Wyoming | Not listed | Percentage of assets, Hourly |
| Gary Dorfman | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| Goran Ognjenovic | Independent Investment Advisors | Hillsboro | Not listed | Percentage of assets, Hourly |
| Guillermo Amoretty | Amoretti Capital Management | San Francisco | Not listed | Percentage of assets, Hourly |
| Holly Cloutier | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Igor Yukhvidin | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| James Behr | Stillwater Private Wealth | Mt. Pleasant | Not listed | Percentage of assets, Flat fee or retainer |
| James Simmons | Beaird Harris | Dallas | Not listed | Percentage of assets, Fixed fees |
| Jane Johnson | Alliance Private Wealth | North Reading | Not listed | Percentage of assets, Hourly |
| Jason Bruxvoort | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jason Kooyer | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Conway | Conway Partners | Incline Village | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Petersen | Willow Grove Advisors | Berkeley | Not listed | Percentage of assets, Hourly |
| Jeremy Bardin | Elevate Capital | San Francisco | CFA | Percentage of assets, Performance-based fees |
| John Bell | Thryve Wealth Management | Santa Barbara | Not listed | Percentage of assets |
| John Imbusch | BMSS Wesson Wealth Solutions | Birmingham | Not listed | Percentage of assets, Hourly |
| Jonas Rees | CapTrust Wealth Advisors | Holland | 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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