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 |
|---|---|---|---|---|
| Amir Monsefi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Amy White | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Andreas Migliaccio | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Andrew Krout | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Andrew Lam | Strategent Financial | Harrisonburg | CFP, CFA | Percentage of assets, Hourly |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Anita Bustos | OAC Capital Advisors | Cumming | Not listed | Percentage of assets, Hourly |
| Ann Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| Anthony Caputo | Pallas Capital Advisors | Park Ridge | Not listed | Percentage of assets, Hourly |
| Anthony Gargano | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Balfoure Brenes | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Benjamin Hunter | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Brian Sigler | Westshore Wealth | Newport Beach | Not listed | Percentage of assets, Hourly |
| Bruce Mason | Harvest Financial Advisors | Cincinnati | Not listed | Percentage of assets, Hourly |
| Camden Newton | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Candice Genrich | BREAKTHRU Family | Muskego | Not listed | Percentage of assets, Hourly |
| Carl Bader | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Charles Evangelakos | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Charles Hruby | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Charles Williams | Partners Capital | Franklin | CFP | Percentage of assets, Hourly |
| Charles Womack | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Chase Guerrette | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Chloe Silva | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Christopher Davis | Burns Matteson Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Christopher Harrington | Waterfront | Advisors | Overland Park | CFA | Percentage of assets, Hourly |
| Christopher Packard | Womack Wealth and Business Management | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Cole McClellan | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Cory Lyon | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Cynthia Rozelle | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Dale Lam | Strategent Financial | Harrisonburg | CFP, PFS | Percentage of assets, Hourly |
| Dale Phillips | Fortitude Family Office | Scottsdale | CFA | Percentage of assets, Hourly |
| Daniel Clark | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Daniel Ebert | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Daniel Haut | Osborne Partners | San Francisco | CFP, CFA | Percentage of assets, Performance-based fees |
| Daniel Mauser | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Daniel Rowe | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Daniel Zibinskas | Harbor Advisory | Portsmouth | CFA | Percentage of assets, Hourly |
| Danijel Romic | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Daric Olson | PCM Encore | Denver | Not listed | Percentage of assets, Fixed fees |
| David Brandt | Harris Wealth Management | Twin Falls | Not listed | Percentage of assets, Hourly |
| David Gray | Parisi Gray Wealth Management | Mendham | CFP | Percentage of assets |
| David Swift | Second 50 Financial | Manhattan Beach | Not listed | Percentage of assets, Fixed fees |
| David Wulfert | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Deborah Good | Clare Market Investments | Dallas | CFP | Percentage of assets, Hourly |
| Donald McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Douglas Rothermich | Fidelis Capital | Saint Charles | Not listed | Percentage of assets, Fixed fees |
| Eduardo Ciuffo | Ariston Services Group | San Diego | CFA | Percentage of assets |
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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