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 |
|---|---|---|---|---|
| Cameron Hamilton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Cynthia Mittlestaedt | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| Douglas Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Emily Hermeno | Prosperity Road | Santa Ana | CFP | Percentage of assets, Hourly |
| Eric Callahan | Thryve Wealth Management | Santa Barbara | CFP | Percentage of assets |
| Eric Loftus | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Erik Smith | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Frank Yozwiak | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Gregory Benner | Vertex Planning Partners | Downers Grove | CFP, ChFC | Percentage of assets, Fixed fees |
| Ivan Mendoza | Mendoza Private Wealth | North Miami | CFP, ChFC, CFA | Percentage of assets, Hourly |
| James Rice | Capital Asset Management | Columbus | CFP, ChFC | Percentage of assets |
| Jarrett Morris | RiversEdge Advisors | Wilmington | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Goering | Diamond Client Group | The Woodlands | CFP, ChFC | Percentage of assets, Hourly |
| Jeffrey Williams | Fairscale Capital | Nashua | CFP | Percentage of assets, Hourly |
| Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. | Rodriquez Wealth Management | Newport Beach | CFP | Percentage of assets |
| John Boardman | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Jonathan Salvato | Diamond Client Group | The Woodlands | CFP | Percentage of assets, Hourly |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Joshua Coniglio | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Joshua Prince | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Julie Hupp | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Kay Kidwell | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Kevin Kolson | Family Wealth Leadership | Irvine | CFP | Percentage of assets, Hourly |
| Krysta Kelly | D'Arcy Capital Management | San Diego | CFP | Percentage of assets, Hourly |
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Kyle Jones | Lindsey & Lindsey Wealth Management | Culver City | CFP | Percentage of assets, Hourly |
| Madalyn Dow | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Mark Eggleston | RiversEdge Advisors | Wilmington | CFP | Percentage of assets, Hourly |
| Matthew Berhow | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Matthew Dattilio | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Morgan Fippinger | Pacific Capital | Corona | CFP, CFA | Percentage of assets, Fixed fees |
| Randall Francis | Pacific Capital | Corona | CFP | Percentage of assets, Fixed fees |
| Robert Feather | Wealth Dimensions Group | Cincinnati | CFP, ChFC | Percentage of assets, Hourly |
| Robert Klefsaas | All Star Financial | Minneapolis | CFP | Percentage of assets, Hourly |
| Sanjay Pawar | Bluesphere Advisors | East Norriton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Scott Sandee | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Scott Udkler | Promus Advisors | Dallas | CFP | Percentage of assets, Hourly |
| Tammy Billadeau | Vertex Planning Partners | Downers Grove | CFP | Percentage of assets, Fixed fees |
| Thomas Cooney | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Curti | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Thomas Schiller | Wealth Dimensions Group | Cincinnati | CFP | Percentage of assets, Hourly |
| Trent Lakes | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Zakriah Gardezy | Wealthstone Private Wealth Management | Scottsdale | CFP | Percentage of assets, Fixed fees |
| Zuzana Brochu | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Adam Greene | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alan Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alexander Briggs | Oldfield Wealth Partners | Bangor | CFP | Percentage of assets, Fixed fees |
| Alison Pyott | Veris Wealth Partners | Portsmouth | CFP | 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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