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 |
|---|---|---|---|---|
| Brandon Kurz | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Christian Moon | Snake River Investment Counsel | Idaho Falls | CFP, CFA | Percentage of assets |
| Daniel Seder | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| David Foret | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Deborah VanDam | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Derek Munchow | Augustus Wealth | Long Beach | CFP, ChFC | Hourly, Ongoing planning fee |
| Dru Burns | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Eric Feldman | Financial Futures | Wall Township | CFP | Percentage of assets, Hourly |
| Eric Gabor | Eagle Grove Advisors | Westfield | CFP | Percentage of assets, Ongoing planning fee |
| Eric Vallee | Novel Financial | Toronto | CPA, CA, QAFP | Not listed |
| Ethan Kok | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Frank Garcia | Frankly Finances | Winter Park | CFP, CFA | Hourly, Flat fee or retainer |
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| Gideon Drucker | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Hannah Steendam | Ellevest | Lakewood | CFP | Percentage of assets, Flat fee or retainer |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Jackie Kleinman | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Jamie Mutinsky | Emissary Wealth | Hackensack | CFP | Percentage of assets, Ongoing planning fee |
| Jeremy Bohne | Paceline Wealth Management | Medfield | CFP | Percentage of assets, Ongoing planning fee |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| John Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Jonathan Johnson | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Jordan Haines | Drucker Wealth | Kuna | CFP | Percentage of assets |
| Jorie Johnson | Financial Futures | Brielle | CFP | Percentage of assets, Hourly |
| Joshua Loveall | KB Financial Advisors | San Francisco | CFP | Percentage of assets, Ongoing planning fee |
| Kaitlin Horsch | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Kayla Benjamin | KB Financial Advisors | Denver | CFP | Percentage of assets, Ongoing planning fee |
| Kelly Brown | Brown PCFO | Bellingham | CFP | Percentage of assets, Hourly |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Lily Zhang | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ | Firm Foundation Family Wealth | Ft. Lauderdale | CFP | Percentage of assets |
| Mallory Davis | MA Private Wealth | San Carlos | CFP | Percentage of assets, Fixed fees |
| Mark Boujikian | Keymark Financial | Rolling Hills Estates | CFP | Percentage of assets, Ongoing planning fee |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Mark Meredith | Meredith Wealth Planning | Maryville | CFP | Flat fee or retainer, Ongoing planning fee |
| Matthew Lewis | TechView Wealth Advisors | San Francisco | CFP, CFA | Percentage of assets |
| Matthew Mondoux | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| Melanie Brophy | Next Play Financial Solutions | Ashburn | CFP | Hourly, Flat fee or retainer |
| Michael Hunter | Clearpath Legacy Planning | Arvada | CFP | Percentage of assets |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Naoko McKelvey | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Nathan Dingler | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Paige Millikin | Sage Wealth Planning | Georgetown | CFP | Percentage of assets, One-time planning fee |
| Patricia Konetzny | The Practical Planner | Groton | CFP | Ongoing planning fee |
| Raymond Vo | DiversiFi Capital | Los Altos | CFP | Ongoing planning fee, Percentage of assets |
| Richard Taborda | LBT Wealth Management | Iselin | CFP | Percentage of assets, Ongoing planning fee |
| Richard Wimmer | Meredith Wealth Planning | Maryville | CFP, CFA | Flat fee or retainer, 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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