List
Fee-only advisors for ultra-high-net-worth households
UHNW is less about income and more about the shape of the balance sheet: concentrated operating stakes, alternatives, family-office workflows, and tax exposure that benefits from coordinated counsel across estate, business, and investment teams.
Fee-only onlyAudience: Ultra high net worth
By the numbers
The Wellspent public graph lists 1,133 fee-only financial advisors working with ultra high net worth at 330 firms, most in New York, Boston and Overland Park. 32% hold the CFP certification. Of the 1133 with fees on file, 96% charge percentage of assets.
- Advisors listed
- 1,133
- Firms
- 330
- Cities
- 285
- Hold the CFP
- 32%
- Other credentials: CFA 14% · CPA 1% · EA 0%
- How they charge (of 1133 with fees on file): percentage of assets 96% · fixed fees 59% · hourly 44% · performance-based fees 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
1133 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Makenna Flagg | Makenna & Company | Darien | CFP | Percentage of assets, Fixed fees |
| Marisa Facciolo | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Matthew Little | Mascoma Wealth Management | Burlington | Not listed | Percentage of assets |
| Matthew Sassani | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Matthew Vance | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Melinda Kibler | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Mervin Burton | Beatrice Advisors | New York | CFA | Percentage of assets, Fixed fees |
| Michael Hemingway | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Michael Sitzman | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| Michael Thayer | Private Asset Management | Kirkland | Not listed | Percentage of assets, Hourly |
| Neil Rose | Regency Capital Management | Bainbridge Island | CFA | Percentage of assets |
| Nevin Kaul | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| Nicholas Deery | Promus Advisors | Dallas | Not listed | Percentage of assets, Hourly |
| Nicholas Michel | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Nimish Patel | MCAP Investment Management | Johns Creek | CFP | Percentage of assets |
| Paul Jacobs | Palisades Hudson Financial Group | Atlanta | CFP | Percentage of assets, Fixed fees |
| Peter Sowden | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Regan Flaherty | ProAthlete Wealth Management | Boca Raton | CFP | Percentage of assets |
| Robert Miller, Jr | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Ryan Bellis | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Ryan Gelrod | Fairman Financial | Chesterbrook | CFA | Percentage of assets, Hourly |
| Samuelson Drumond | Drumond Wealth Management | Katy | CFP | Percentage of assets, Hourly |
| Scott Theodorson | VergePointe | Lake Oswego | CFP | Percentage of assets, Hourly |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Sean Paddock | Wealth Dimensions Group | Cincinnati | Not listed | Percentage of assets, Hourly |
| Spencer Jones | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Steven Hutchison | RiversEdge Advisors | Wilmington | Not listed | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Tanis Kelly | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Theresa Sommerdyke | Three Seasons Wealth | Draper | Not listed | Percentage of assets, Fixed fees |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Thomas Walsh | Palisades Hudson Financial Group | Fort Lauderdale | CFP | Percentage of assets, Fixed fees |
| Tory Parke | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Tyler Trahan | Lindsey & Lindsey Wealth Management | Irvine | Not listed | Percentage of assets, Hourly |
| Wendell Hill | Three Seasons Wealth | Kaysville | Not listed | Percentage of assets, Fixed fees |
| William Grant | Diamond Client Group | The Woodlands | Not listed | Percentage of assets, Hourly |
| William Hudson | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| William Martin | Steel Grove | Memphis | CFA | Percentage of assets, Fixed fees |
| William Scorpio | Diamond Client Group | Fair Oaks Ranch | Not listed | Percentage of assets, Hourly |
| William Taylor | Kirk Capital Advisors | Vienna | Not listed | Percentage of assets, Hourly |
| William Velgersdyk | Strong Tower Wealth | Minneapolis | Not listed | Percentage of assets, Hourly |
| Aaron Izenstark | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Aaron Szager | Osborne Partners | Menlo Park | CFP | Percentage of assets, Performance-based fees |
| Aaron Zitalone | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Abigail Chao | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Abram Shearer | Strategent Financial | Harrisonburg | CFP | Percentage of assets, Hourly |
| Alexander Puziol | Manchester Capital Management | Montecito | Not listed | Percentage of assets, Fixed fees |
| Alexandra Sandberg | Osborne Partners | San Francisco | CFP, ChFC | Percentage of assets, Performance-based fees |
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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