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 |
|---|---|---|---|---|
| Kathy Postoak | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Kendall Borchardt | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Khalil Harris | Punch & Associates | Edina | CFP | Percentage of assets, Fixed fees |
| Kristina Downing | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Krzysztof Garlewicz | ProsperiFi | Des Plaines | CFP | Percentage of assets, Hourly |
| Kyle Cipperley | Prairie View Wealth Partners | Sioux Falls | CFA | Percentage of assets |
| Kyle Wilson | Sozo Private Wealth | Not listed | CFP | Percentage of assets |
| Laurence Grosbaum | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Leah Beattie | Veris Wealth Partners | Portsmouth | Not listed | Percentage of assets, Hourly |
| Leo Rose | Xception Family Office | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Lily Mossayi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Logan Stelzner | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Maria Bolanos Wong | Manchester Capital Management | Charlottesville | Not listed | Percentage of assets, Fixed fees |
| Mario Veneroso | Veneroso Wealth Management | Woodbury | Not listed | Percentage of assets, Hourly |
| Mark Fedenia | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Mary Patch | Atlatl Advisers | Madison | Not listed | Percentage of assets, Hourly |
| Maryam Khoshreza | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Matthew Burnham | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Matthew Savoti | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Matthew Welsh | Godshalk Welsh Capital Management | Radnor | CFP | Percentage of assets, Hourly |
| Meagan Roberts | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Micah Wakefield | TrueHaven Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Michael Paulus | PCM Encore | Aspen | Not listed | Percentage of assets, Fixed fees |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Michael Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Mikai Thomas | Heritage Wealth Advisors | Richmond | Not listed | Percentage of assets, Fixed fees |
| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Mitchell Knotek | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Morgan Roberts | Manchester Capital Management | Manchester | Not listed | Percentage of assets, Fixed fees |
| Nathan Freeman | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Nathan Mescobi | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Nicholas Paterniti | Journey Wealth | Cleveland | Not listed | Percentage of assets, Fixed fees |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Osman Arain | Evansbrook Capital Management | Bolingbrook | CFA | Percentage of assets |
| Paola Bernal Cuevas | Global Kandor | Miami | CFA | Percentage of assets, Fixed fees |
| Partick Quealy | Aureum Wealth Management | North Palm Beach | Not listed | Percentage of assets, Hourly |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Paul Burgdorf | Harvest Financial Advisors | West Chester | Not listed | Percentage of assets, Hourly |
| Paul Karger | TwinFocus | Boston | CFA | Percentage of assets, Hourly |
| Paula Bindert | Prairie View Wealth Partners | Sioux Falls | PFS | Percentage of assets |
| Peter Gillis | Pallas Capital Advisors | Oak Bluffs | Not listed | Percentage of assets, Hourly |
| Peter Simmons | Peddock Capital Advisors | Braintree | Not listed | Percentage of assets, Hourly |
| Philip Fessler | AIRE Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Praveena Naduthota | Pallas Capital Advisors | Westford | Not listed | Percentage of assets, Hourly |
| Preston Eder | HFG Trust | Kennewick | Not listed | Percentage of assets, Hourly |
| Ralph Cetrulo | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Ramprasad Satagopan | Everest Private Wealth | Cupertino | Not listed | Percentage of assets |
| Ranga Srinivasan | Everest Private Wealth | Cupertino | Not listed | 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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