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 |
|---|---|---|---|---|
| Carl Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Cory Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Craig Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Daniel Green | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| David Raphael | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Davide Accomazzo | Thalassa Capital | Thousand Oaks | Not listed | Percentage of assets |
| Dawneen Oehlerich | KilterHowling | Whitefish | Not listed | Percentage of assets |
| Donald Jesberg | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Eugene Pal | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Evan Coppola | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Evan Finkel | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Guy Benstead | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Henry Urban | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Jacob Halberstam | Equinum | Lakewood | Not listed | Percentage of assets |
| Jacob Potter | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| James Fields | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Rochon | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Jeremy Hudson | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| John Lundin | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Pogue | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| John Sullivan | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Kenneth Pollinger | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Lane Valimont | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Laura McAree | Heritage Investors Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Lucas Drumond | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Mark Wierichs | Denali Wealth Management | Mequon | Not listed | Percentage of assets |
| Matthew Stevens | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Menachem Lerman | Equinum | Ft. Lauderdale | Not listed | Percentage of assets |
| Michael Saenz | Drumond Wealth Management | Katy | Not listed | Percentage of assets, Hourly |
| Michelle Durgy | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Nicole Phelan | Concierge Financial Advisor | Parrish | Not listed | Percentage of assets |
| Nily Levy | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Raymond Randolph | KCM Investment Advisors | Greenbrae | Not listed | Percentage of assets |
| Sarah Mizell | Cove Wealth Management | Houston | Not listed | Percentage of assets, Hourly |
| Scott Roberts | VergePointe | Lake Oswego | Not listed | Percentage of assets, Hourly |
| Shannon Yarbrough | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Sharon Stanton | SFC Financial | St. Louis | Not listed | Percentage of assets, Hourly |
| Sheldon Steuer | Equinum | New York | Not listed | Percentage of assets |
| Stephen Varlotta | ProAthlete Wealth Management | Boca Raton | Not listed | Percentage of assets |
| Thomas Roth | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Timothy Whitmoyer | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Tyler Novorr | Paragon Capital Management | Overland Park | Not listed | Percentage of assets |
| Walter Klein | SFC Financial | Sunset Hills | Not listed | Percentage of assets, Hourly |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Youri Bujko | Thalassa Capital | Bend | Not listed | Percentage of assets |
| Zacharia Waxler | Equinum | Brooklyn | Not listed | Percentage of assets |
| Zachary Lountzis | Lountzis Asset Management | Wyomissing | Not listed | Percentage of assets |
| Ahsoo Ahn | Galliott Capital Advisors | Beverly Hills | Not listed | Percentage of assets, Hourly |
| Alan Haworth | Clare Market Investments | Dallas | 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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