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 |
|---|---|---|---|---|
| Micah Gibson | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Michael McCabe | Kera Capital | Bend | Not listed | Percentage of assets, Hourly |
| Michael Munson | MYeCFO | La Jolla | CFA | Percentage of assets, Hourly |
| Michelle Francis | Life Story Financial | Arvada | Not listed | Flat fee or retainer, Percentage of assets |
| Mitchell Towne | LeClair Wealth Partners | Dublin | Not listed | Percentage of assets, Flat fee or retainer |
| Nathan Tonsager | Monument Wealth Management | Alexandria | Not listed | Percentage of assets |
| Nicholas Joseph | Sentinel Wealth Management | Reston | Not listed | Percentage of assets, Fixed fees |
| Patrick Latta | ACT Advisors | Asheville | Not listed | Ongoing planning fee |
| Patrick Mauney | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Peter Gillis | Pallas Capital Advisors | Oak Bluffs | Not listed | Percentage of assets, Hourly |
| Praveena Naduthota | Pallas Capital Advisors | Westford | Not listed | Percentage of assets, Hourly |
| Preston Mayo | Insight Wealth Strategies | San Ramon | Not listed | Percentage of assets, Hourly |
| Randal Trinidad-Ambar | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Richard Mueller | Peak Investment Advisors | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Richard Mullen | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Robert Pitt | Mauney-Pitt Financial Management | Shelby | Not listed | Percentage of assets |
| Roger Chen | MYeCFO | New York | CFA | Percentage of assets, Hourly |
| Roman Skurdal | Ceva Advisors | Beavercreek | Not listed | Percentage of assets, Hourly |
| Ruchi Sengar | Better Financial Services | Federal Way | Not listed | Percentage of assets, Hourly |
| Ryan Mendoza | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Samuel Eilbaum | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Samuel Tidd | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Sara Craven | Sand Hill Global Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Sarah Behr | Simplify Financial Planning | San Francisco | Not listed | Flat fee or retainer, One-time planning fee |
| Saul Greene | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Scott Allison | Kera Capital | San Jose | Not listed | Percentage of assets, Hourly |
| Scott Bell | Gross Domestic Product | Playa Del Rey | Not listed | Percentage of assets, One-time planning fee |
| Scott Bennington | Heritage Oak Wealth Advisors | Rogers | Not listed | Percentage of assets |
| Sean Meunier | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Sean Planchard | Torrey Growth & Income Advisors | Del Mar | Not listed | Percentage of assets, Hourly |
| Seth Maier | Heritage Oak Wealth Advisors | Santa Rosa Beach | Not listed | Percentage of assets |
| Shaina Englund | Ceva Advisors | Woodinville | Not listed | Percentage of assets, Hourly |
| Shannon Castaneda | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Shaunak Tripathi | Gryphon Wealth | Jacksonville | Not listed | Percentage of assets |
| Shayne Cooper | Fiduciary Financial Group | Rohnert Park | Not listed | Percentage of assets, Fixed fees |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Spencer Kelly | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Stephen Heitzmann | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Stephen Kylander | Pallas Capital Advisors | Warren | Not listed | Percentage of assets, Hourly |
| Steve Maconi | Brandywine Oak Private Wealth | Kennett Square | Not listed | Percentage of assets |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Thomas Neja | Capital CS Group | Corona | Not listed | Percentage of assets, Hourly |
| Thomas Vogelheim | Fiduciary Financial Group | San Rafael | Not listed | Percentage of assets, Fixed fees |
| Todd Carbone | Capital CS Group | Irvine | Not listed | Percentage of assets, Hourly |
| Todd Vandam | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Tristan Smith | Bauer Heitzmann | Colorado Springs | Not listed | Percentage of assets |
| Tyler Kiepke | Holden Family Office | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Vincci Ma | Kera Capital | Daly City | Not listed | Percentage of assets, Hourly |
| Walter Thomas | GoalFusion Wealth Management | Austin | Not listed | Percentage of assets, Fixed fees |
| William Becker | DeDora Capital | Napa | Not listed | 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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