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 |
|---|---|---|---|---|
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Michael Cornfeld | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Michael Czajka | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Michael Fredericks | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Michael Richter | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Michael Scheel | Profolio Investments | Union | Not listed | Percentage of assets, Ongoing planning fee |
| Michael Thomas | MG Financial | Braintree | Not listed | Percentage of assets, Hourly |
| Michael White | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Nathan Fullmer | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Nicole Vong | Pasadena Private Wealth | Pasadena | Not listed | Percentage of assets, Hourly |
| Parker Taylor | Paradigm Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Patrick Collins | Choate Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Paul Furcinito | Florek Financial | Duxbury | Not listed | Percentage of assets, Hourly |
| Richard Heidemann | Paragon Capital Management | Overland Park | CFA | Percentage of assets |
| Robert Mooney | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Robert Phelan | Concierge Financial Advisor | Parrish | CFA | Percentage of assets |
| Roy Fairman | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Ryan Bolanos | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Ryan Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Samantha Lavrich | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Komitor | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| Samuel Mullen | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Scott Koch | Monograph Wealth | Truckee | Not listed | Percentage of assets, Hourly |
| Scott Shlecter | Pasadena Private Wealth | Los Angeles | Not listed | Percentage of assets, Hourly |
| Scott Wilson | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Simon Reeves | Pasadena Private Wealth | Irvine | Not listed | Percentage of assets, Hourly |
| Spencer Aufenthie | Plan Group | Oklahoma City | Not listed | Percentage of assets, Fixed fees |
| Stacey Beverley | Compass Financial Group | Deerfield Beach | Not listed | Percentage of assets, Hourly |
| Steven Franke | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Palmer | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Steven Sansom | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Taylor Fucci | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Thad King | Cedarwood Wealth | Atlanta | Not listed | Percentage of assets |
| Thomas Craner | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| Timothy Ballard | Steel Grove | Memphis | Not listed | Percentage of assets, Fixed fees |
| Timothy McGukin | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Todd Potter | Greatdane Investment | Moline | Not listed | Percentage of assets, Hourly |
| Trevor Harris | Arkos | Houston | Not listed | Percentage of assets, Fixed fees |
| Trevor Schimschock | KilterHowling | Boulder | CFA | Percentage of assets |
| Tyler Decker | Steadmont Advisors | Birmingham | Not listed | Ongoing planning fee |
| Wayne Best | Tamalpais Asset Management | La Conner | Not listed | Percentage of assets |
| William Draper | Craner Capital | Bountiful | Not listed | Percentage of assets, Hourly |
| William Gardner | Arkos | Milton | Not listed | Percentage of assets, Fixed fees |
| William Martinet | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| William Petty | Estabrook Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| William Pittenger | Redbud Advisors | Austin | Not listed | Flat fee or retainer, Ongoing planning fee |
| William Stites | KilterHowling | Boulder | CFA | Percentage of assets |
| Alan Charach | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | 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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