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 |
|---|---|---|---|---|
| Gary Whitehurst | Brighter Investing | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Gavin Gamboa | Fiduciary Financial Group | Boise | Not listed | Percentage of assets, Fixed fees |
| George Chang | Pillar Point Wealth Management | San Francisco | Not listed | Percentage of assets, Ongoing planning fee |
| George Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Giosefin Tonej | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Grant Garretson | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Grant Nabell | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Gregory Boyle | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Gregory Luke | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Helena Sandoval | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Henry Hien Phan | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Jackson Roberts | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jackson Wilson | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Jacqueline Rowe | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Jadon Dailey | Kera Capital | Mesa | Not listed | Percentage of assets, Hourly |
| James Gore | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Spagnola | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Jeffrey Wyatt | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Jennifer Ramaswamy | Sonoma Mountain Financial | Petaluma | Not listed | Flat fee or retainer, Ongoing planning fee |
| Jerome Ledzinski, II | Praetorian Guard Wealth Management | Carmel | Not listed | Percentage of assets |
| Jerry McDonnell | Keen Capital | Westminster | Not listed | Percentage of assets, Fixed fees |
| Jessica Frigon | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jessica McConnell | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Joel Braswell | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| John Burrows | Council Oak Wealth Advisors | Tulsa | Not listed | Percentage of assets, Hourly |
| John Stachnick | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Jonathan Lederer | Mission Creek Capital Partners | San Francisco | CFA | Percentage of assets, Hourly |
| Joshua Krafchick | 369 Financial | Jacksonville | Not listed | One-time planning fee |
| Joshua Miller | Regatta Capital Group | Studio City | Not listed | Percentage of assets, Hourly |
| Joyce Walker | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Justin Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Karly Bokosky | Sachi Financial Planning | Newport Beach | Not listed | Percentage of assets, Ongoing planning fee |
| Kaya Ladejobi | Earn Into Wealth | Atlanta | Not listed | Ongoing planning fee |
| Keegan Sullivan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Kian Hoover | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Kimberly Pham | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Kristin Sun | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Lee Clay | Regatta Capital Group | New Vernon | Not listed | Percentage of assets, Hourly |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lucas Hodge | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Mark Kleespies | THOR Wealth Management | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Mark Strahs | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Mark Vicencio | Lowery Thomas | Pebble Beach | Not listed | Percentage of assets |
| Martha Hays | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Martin Curiel | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Matthew Komer | Kera Capital | Mokena | Not listed | Percentage of assets, Hourly |
| Megan Breslin | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Meghan Daters | Sand Hill Global Advisors | San Francisco | Not listed | Percentage of assets, Hourly |
| Melissa Storch | Gryphon Wealth | Jacksonville | Not listed | 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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