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.
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 |
|---|---|---|---|---|
| Leanne Sindell | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Lei Zhang | Palm Springs Advisory | Beijing, China | Not listed | Percentage of assets, Hourly |
| Lin-Chun Liu | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Linnea Akesson | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Manuel Parra | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |
| Mark Eisenhut | Harmony Asset Management | Cave Creek | Not listed | Percentage of assets, Hourly |
| Matthew Williams | Riverstone Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Mauricio Sanchez | Portafolio Capital Management | San Antonio | Not listed | Percentage of assets |
| Michael Aloian | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Michael Davis | Cottage Street Advisors | Marion | Not listed | Percentage of assets, Hourly |
| Michael Rhinehart | Tenacity Private Wealth | Powell | Not listed | Percentage of assets, Hourly |
| Michael Tison | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Nathan Burns | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| Ofer Ben-Menahem | L&S Advisors | Irvine | Not listed | Percentage of assets, Hourly |
| Patrick Sheldon | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Paul Resnick | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Priya Intwala | Clare Market Investments | Dallas | Not listed | Percentage of assets, Hourly |
| Ralph Scott | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Ruth Langworthy | Punch & Associates | Edina | Not listed | Percentage of assets, Fixed fees |
| Ryan Brouillette | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Sean Jabbar | Partners Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Seema Rajoura | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Sonia Von Berg | Osborne Partners | San Francisco | Not listed | Percentage of assets, Performance-based fees |
| Stephen Haberstroh | CastleKeep Investment Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Stuart Henley | Harmony Asset Management | Scottsdale | Not listed | Percentage of assets, Hourly |
| Sy Lippman | L&S Advisors | Los Angeles | Not listed | Percentage of assets, Hourly |
| Tracy Nixon | Tekmen Wells Investments | New York | Not listed | Percentage of assets, Hourly |
| William Hall | Conservest Capital Advisors | Wynnewood | Not listed | Percentage of assets |
| William Johnson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| William Redder | Burns Matteson Capital Management | Corning | Not listed | Percentage of assets, Hourly |
| William Woodson | Cynosure Portfolio Advisors | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Zenia Delgado | Galliott Capital Advisors | Beverly Hills | 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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