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 |
|---|---|---|---|---|
| Robert McDonald | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Sara Hutman | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Seth Hodes | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Shabrish Menon | Finomenon | Kirkland | Not listed | Percentage of assets, Hourly |
| Shaun Mutch | Fairway Capital Advisors | Newport Beach | Not listed | Percentage of assets, Fixed fees |
| Simcha Goldberg | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Skyler Eubank | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Tara Newton | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Timothy Bock | Adaptive Wealth Engineering | Las Vegas | Not listed | Percentage of assets, Hourly |
| Travis Schaat | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Tyler Ryan | Capstone RIA | Bellingham | Not listed | Percentage of assets |
| Vincent Pastorino | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| William Ginsburg | Pierson Wealth Management | Atlanta | Not listed | Percentage of assets |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Cole Anderson | Intergy Private Wealth | Colorado Springs | Not listed | Percentage of assets, Hourly |
| Danny Colburn | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Edward Daniels | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| George Pierce | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Jack McRoskey | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| James Lloyd | QP Wealth Management | Boca Raton | Not listed | Percentage of assets, Hourly |
| James Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| Jamie Edwards | MYeCFO | Edgewood | Not listed | Percentage of assets, Hourly |
| Jeremy Ellisor | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| John Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| Joseph Marshall | Coastal Capital Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lisa Heerwagen | QP Wealth Management | Summerland Key | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Matthew Erickson | Convergent Financial Group | Mount Pleasant | Not listed | Percentage of assets |
| Max O'Rourke | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Michael Cordano | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Paul Chapman | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Robert Gabel | Colburn Wealth Management, LLC. | Grove City | Not listed | Percentage of assets, Hourly |
| Thomas Leidner | QP Wealth Management | Haven | Not listed | Percentage of assets, Hourly |
| Yuliana Mendez | MYeCFO | La Jolla | Not listed | Percentage of assets, Hourly |
| Alison Cornwell | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Christopher Combs | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Cynthia Combs | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Deana Moncayo | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Elizabeth Dye | LoneTree Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Faraz Sattar | Accretive Wealth Management | San Ramon | Not listed | Percentage of assets |
| James Beard | LoneTree Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Julianne Jeffrey | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Kian Nobari | Integrous | San Rafael | Not listed | Percentage of assets, Hourly |
| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |
| Tejpartab Anand | Accretive Wealth Management | San Ramon | Not listed | Percentage of assets |
| Troy Larson | ClearPath Capital Partners | Keller | 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.
More in the methodology.