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 |
|---|---|---|---|---|
| William March | Spring City Partners | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Zaheer Poptani | Asempa Wealth Advisors | Baton Rouge | Not listed | Percentage of assets |
| Zaineb Sohail | Kaizen Financial Strategies | Pleasanton | Not listed | Percentage of assets, Hourly |
| Zealan Hoover | Torrey Growth & Income Advisors | Washington | Not listed | Percentage of assets, Hourly |
| Adarsh Shyamsundar | Polaris Capital Management | El Dorado Hills | Not listed | Percentage of assets, Ongoing planning fee |
| Amy Showalter | Arbor Private Wealth | Ashburn | Not listed | Percentage of assets, Fixed fees |
| Andrew Waymire | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Beth Carrington | Perceptive Edge | Wayzata | Not listed | Percentage of assets, Hourly |
| Brandon Cruz | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Brian Carrington | Perceptive Edge | Wayzata | Not listed | Percentage of assets, Hourly |
| Brian Carter | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| Carlos Carriedo Samaniego | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| Corbin Hixson | Alpha Squared Capital | Scottsdale | Not listed | Percentage of assets, Hourly |
| Craig Steinbrink | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| David Benning | Logan Park Wealth Management | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| David Freisner | Konza Global Wealth Group | Overland Park | Not listed | Percentage of assets, Fixed fees |
| David Hall | Stride Financial Planning | Madera | Not listed | Flat fee or retainer, Ongoing planning fee |
| David Miller | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| David Sommer | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Dean Julian | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Dipit Gupta | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Drake Wright | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Elchanan Abramowitz | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Elena Hawk | Hawk Advisory | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Fionn Allen | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Fred Botek | St. Clair Advisors | Mayfield Heights | Not listed | Percentage of assets, Hourly |
| Gene Rice | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Gil Berman | Gil Berman Financial Adviser | Boulder | Not listed | Hourly |
| Griffin Leahy Can handle all of your financial needs from banking, investments, mortgages, to estate planning. | Not listed | Evanston | Not listed | Percentage of assets |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| James Ridgeway | Leeward Financial Partners | Bellevue | Not listed | Percentage of assets, Hourly |
| James Sexton | Phillip James Financial | Plymouth | Not listed | Percentage of assets |
| Jessica Ash | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Jessica Harrington | WebsterRogers Financial Advisors | Florence | Not listed | Percentage of assets, Hourly |
| Jon McGraw | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| Kaden Ludlow | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| Karo Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Katherine Kochounian | Elevate Capital | Fishers | Not listed | Percentage of assets, Performance-based fees |
| Lettie Sihota | Capstone RIA | Sumas | Not listed | Percentage of assets |
| Lisa Spradling | Fischer Investment Strategies | Westlake Village | Not listed | Hourly, Flat fee or retainer |
| Mallen Bruggeman | Auctus Advisors | Charlotte | Not listed | Percentage of assets, Fixed fees |
| Matthew Ravenscroft | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Maximillian Morgan | Lookahead Wealth | West Linn | Not listed | Percentage of assets |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Myles Brady | Hegdahl Investment Management | Fairbanks | Not listed | Percentage of assets, Fixed fees |
| Nina Strozak | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Paige Moon | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Patrick Peters | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Rebekah Adams | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Remington Conte | Adaptive Wealth Engineering | Las Vegas | 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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