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 |
|---|---|---|---|---|
| Edward Cronin | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Eric Dieckhoff | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Evan McMordie | Golden Spread Wealth | Canadian | Not listed | Percentage of assets, Hourly |
| Frederick Hinkley | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Garrett Walsh | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Garrett Williams | Corus Family Wealth Advisors | Mckinney | Not listed | Percentage of assets, Hourly |
| Garrick Russell | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Gary Mitchell | Sage Financial Group | Baltimore | Not listed | Percentage of assets, Fixed fees |
| Geoffrey Tran | Fortitude Family Office | Scottsdale | PFS | Percentage of assets, Hourly |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Gregory Boyle | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Hampton Clark | Highbrook Capital Partners | Atlanta | CFA | Percentage of assets, Hourly |
| Harry Armon | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Hunter Klus Wedel | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Jackson Roberts | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Jacob Beck | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| James Boon | Jupiter Wealth Management | Glendale | Not listed | Percentage of assets, Fixed fees |
| James Ek | PCM Encore | Woburn | Not listed | Percentage of assets, Fixed fees |
| James Keene | McLaughlin Asset Management | Lafayette | Not listed | Percentage of assets, Fixed fees |
| James Letson | Letson Investment Management | Atlanta | PFS | Percentage of assets |
| James Myers | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| James Naify | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Jason Born | Stirling Bridge Wealth Partners | Mcclure | CFA | Percentage of assets |
| Jasper Vaccaro | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Jeffrey Heisler | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Jeffrey Jordan | Processus Wealth & Capital Management | Franklin | CFP | Percentage of assets |
| Jeffrey Karpel | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Kopp | Cardea Capital Advisors | Jacksonville | Not listed | Percentage of assets, Fixed fees |
| Jeffrey McClean | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| Jeremy Keating | Cosmos Wealth | La Jolla | Not listed | Percentage of assets, Hourly |
| Jesse Radoslovich | Mountain Wealth Management | Bozeman | Not listed | Percentage of assets, Hourly |
| Jessica Frigon | Pallas Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| John Gavin III | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| John Pantekidis | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| John Rosswog | Solidarity Wealth | Lehi | Not listed | Percentage of assets, Subscription |
| John Sanderson | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| John Zaro | Bourgeon Capital Management | Darien | CFA | Percentage of assets, Fixed fees |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Johnny Jones | Atlatl Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Jonathan Berry | TrueHaven Capital | Richardson | Not listed | Percentage of assets, Hourly |
| Jonathan Garlow | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Joshua Kazlauskas | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Juliana Guerra | Dean Roland Russell Family Wealth Management | San Diego | Not listed | Percentage of assets |
| Julie Jason | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Justin Jones | Fidelis Capital | Dallas | Not listed | Percentage of assets, Fixed fees |
| Kaitlyn Kocuba | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Kate Brunori | PCM Encore | Tampa | Not listed | Percentage of assets, Fixed fees |
| Kathryn Atkins | Corus Family Wealth Advisors | Mckinney | 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.
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