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 |
|---|---|---|---|---|
| Jeffrey McDermott | Create Wealth Financial Planning, LLC | Jacksonville | Certified Student Loan Professional, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jennipher Lommen | Wildflower Financial LLC | Santa Cruz | BA, CFP, EA | Ongoing planning fee |
| John Kvale | J.K. Financial, Inc. | Dallas | CFA, CFP | Percentage of assets, Hourly |
| John W. Bowen | Bowen Financial Services, LLC | Midlothian | CFP, EA, CPA | Percentage of assets, Hourly |
| Josh Clifford | Quoinage Capital LLC | Austin | CFP, CFA, CPA, MPA | Ongoing planning fee |
| Josh Radman | Presidio Advisors LLC | Boulder | CFP, MBA, EA | Flat fee or retainer |
| Kate Wilusz | Fiat Lux Financial Planning | San Francisco | CFP, CRPC | Ongoing planning fee, One-time planning fee |
| Kelly Klingaman | Kelly Klingaman Financial Planning | Austin | CFP, RLP | Ongoing planning fee, Flat fee or retainer |
| Kelly Pedersen | Caissa Wealth Strategies | Minneapolis | CDFA, CFP | Percentage of assets, Fixed fees |
| Kris Draper | Northern Lights Advisors Inc | Seattle | CFP | Percentage of assets, Ongoing planning fee |
| Leighann Miko | Equalis Financial | Los Angeles | CFP, MST, RLP, BA | Percentage of assets, Ongoing planning fee |
| Lucas Wennersten | 49th Parallel Wealth Management | Vancouver | CFA, CFP (Canada), CFP (U.S.) | Percentage of assets, Hourly |
| Martin Lundgren | Northern Lights Advisors Inc. | Seattle | CFA, CFP | Percentage of assets, Ongoing planning fee |
| Massi De Santis | Desmo Wealth Advisors, LLC | Lakeway | CFP | Percentage of assets, Ongoing planning fee |
| Matt Garasic | Unrivaled Wealth Management | Salem | CFP | Percentage of assets |
| Matthew McCoy | Southbound Wealth LLC | Rock Hill | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Garber | Michael Garber Financial Planning | Cupertino | CFP, CRTP, MSEE | Flat fee or retainer, Ongoing planning fee |
| Michael Izbotsky | From Planning to Living LLC | Reseda | CFP | Percentage of assets, Ongoing planning fee |
| Michael Tarascio | Tarascio Financial Planning, LLC | Mesa | CFP | Percentage of assets, Fixed fees |
| Mike Henzes | Open Wealth Network | Pottstown | CFP, EA, MBA | Flat fee or retainer |
| Mira Ma | Marim Wealth Planning, LLC | San Mateo | CFP, CTEC, EA, RFC | Percentage of assets, Ongoing planning fee |
| Nannette Belt | Inspiration Financial Planning LLC | Carlsbad | CFP, RICP, MBA | Ongoing planning fee, Percentage of assets |
| Nathaniel Baim | Pursuit Planning and Investments, LLC | Beaverton | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Neil Portus | Olivehurst Advisors LLC | Roseville | CFP, CFA, MBA, TPCP | Percentage of assets, Hourly |
| Nicholas Faulkner | Testament Wealth Management | Cary | CFP | Percentage of assets, Flat fee or retainer |
| Nicola Cyr | Five8 Financial LLC | Rogers | CFP, EA | Percentage of assets |
| Paul Saad | Collabria Capital, Inc | San Ramon | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Pijus Bulvinas | Wealth and Plan | Cypress | CFP | Ongoing planning fee, Percentage of assets |
| Ralph Ted White | Arrivity Financial Planning | Seattle | CFP, CIMA, MBA | Hourly, One-time planning fee |
| Riley Hale | Riley | American Fork | CFP | Percentage of assets |
| Robert Eifert | Cahaba Wealth Management, Inc. | Birmingham | CFP | Percentage of assets, Fixed fees |
| Sam Wagner | WealthGuides LLC | Indianapolis | CFP | Percentage of assets, Hourly |
| Scott Wellens | Fortress Planning Group | Pewaukee | CFP | Percentage of assets |
| Sean Gerlin | Envision Financial Services & Asset Management | Maitland | CFP, ChFC, CPWA, CLU | Percentage of assets, Fixed fees |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Shannon Pope | SFMG Wealth Advisors | Plano | CFP | Percentage of assets |
| Shaun Melby | Melby Wealth Management, LLC | Nashville | CFP | Percentage of assets, Ongoing planning fee |
| Shirley Stacy Sanchez | Pioneer Wealth Management Group | Austin | CFP, MS, AAMS, CRPS | Flat fee or retainer, Hourly |
| Todd Moritz | White Turf Financial | St Paul | BBA, CFP, CPA/PFS, CPA | Percentage of assets, Ongoing planning fee |
| Trevor Ausen | Authentic Life Financial Planning | Minneapolis | CFP, RICP | One-time planning fee, Ongoing planning fee |
| Zachary Ashburn | Reach Strategic Wealth | Winston-Salem | CFP, EA, AFC | Percentage of assets, One-time planning fee |
| Zack Gutches | True Riches Financial Planning | Denver | CFP, CPA | Flat fee or retainer |
| Andy Baxley | Two Trails Financial Planning | Oak Park | CFP, MSFP | Ongoing planning fee, One-time planning fee |
| Ann Shubert | Equila Financial, LLC | Albuquerque | CFP, MBA | Flat fee or retainer, One-time planning fee |
| Autumn Lax | 360 Wealth Creation | Austin | CFP | Percentage of assets, Flat fee or retainer |
| Benjamin Yeung | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Brandy Branstetter | Beyond Wealth | Overland Park | CFP | Percentage of assets, Hourly |
| Brett Spencer | Impact Financial LLC | Chicago | CFP | Percentage of assets, Hourly |
| Britton Gregory | Seaborn Financial, LLC | Austin | CFP | Flat fee or retainer, Ongoing planning fee |
| Carla Adams | Ametrine Wealth | Lake Orion | CFP, MBA | Percentage of assets, Ongoing planning fee |
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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