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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

Fee-only advisors for ultra-high-net-worth households: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jonathan Grebosky Gibson Capital Wexford CFP, CFA Percentage of assets
Joseph Hendrickson PCM Encore Folsom CFP Percentage of assets, Fixed fees
Josh Womack Your personal wealth manager, advising on and managing both public and private investments. Womack Financial Dallas Not listed Percentage of assets
Joy Schlie Harvest Financial Advisors West Chester CFP Percentage of assets, Hourly
Justin Sanderson Sanderson Wealth Management Buffalo CFP Percentage of assets
Katelyn Mahon Peddock Capital Advisors Braintree CFP Percentage of assets, Hourly
Katherine Donaldson Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Kathleen Adams Second 50 Financial Manhattan Beach CFP Percentage of assets, Fixed fees
Kelley Schubert Corus Family Wealth Advisors Mckinney CFP Percentage of assets, Hourly
Kelsey Spresser Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Kevin McPeek Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Kevin Nelson Corus Family Wealth Advisors Mckinney CFP Percentage of assets, Hourly
Kristin Balon Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Kyle Boucher PCM Encore Colorado Springs CFP Percentage of assets, Fixed fees
Kyle Goupille Oldfield Wealth Partners Bangor CFP Percentage of assets, Fixed fees
Lance Jamerson Westshore Wealth Dallas CFP Percentage of assets, Hourly
Lauren Maclaren Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Lindsay Youngbauer Woodmont Investment Counsel Nashville CFP Percentage of assets
Lucile Steitz Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Maggie Fisher ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Marc Henn Harvest Financial Advisors Cincinnati CFP Percentage of assets, Hourly
Marc Roland Dean Roland Russell Family Wealth Management San Diego CFP, PFS Percentage of assets
Mark Hill DeDora Capital Napa CFP Percentage of assets, Hourly
Marshall Chambers Heritage Wealth Advisors Richmond CFP, CFA Percentage of assets, Fixed fees
Mary Allvine Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Matthew Michaels Fidelis Capital Tampa CFP Percentage of assets, Fixed fees
Matthew Simmons Peddock Capital Advisors Braintree CFP Percentage of assets, Hourly
Maureen Miller Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Michael Baker Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Michael Stanton Alpine Private Wealth Santa Rosa Beach CFP Percentage of assets
Monica Dwyer Harvest Financial Advisors West Chester CFP Percentage of assets, Hourly
Neil Unger AIRE Advisors Beverly Hills CFP Percentage of assets, Hourly
Nicholas Trotter Solidarity Wealth Lehi CFP Percentage of assets, Subscription
Nicole Hughes Woodmont Investment Counsel Nashville CFP Percentage of assets
Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. Ryse Capital Management Rochester Not listed Flat fee or retainer, Hourly
Paul Dedora DeDora Capital Napa CFP Percentage of assets, Hourly
Peter Franz Journey Wealth Cleveland CFP, CFA Percentage of assets, Fixed fees
Philip Kirshman Manchester Capital Management Montecito CFP, CFA Percentage of assets, Fixed fees
Phoebe Stefani Doyenne Wealth Advisors Chicago CFP Percentage of assets, Fixed fees
Rick Prime HFG Trust Kennewick CFP Percentage of assets, Hourly
Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. Daniel M Kavanaugh CPA Inc Pleasanton CPA Percentage of assets, Flat fee or retainer
Risley Sams RHS Financial San Francisco CFP Percentage of assets
Robert Pearson HFG Trust Kennewick CFP Percentage of assets, Hourly
Ross Cohn Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Ross Fedenia Atlatl Advisers Madison CFP Percentage of assets, Hourly
Ryan Brizendine Westshore Wealth Newport Beach CFP Percentage of assets, Hourly
Ryan McGuire Westshore Wealth Newport Beach CFP Percentage of assets, Hourly
Samuel Deane Financial advice for startup founders and tech employees with equity compensation. Rora Wealth Atlanta Not listed Flat fee or retainer, Percentage of assets
Sarah Simmer Heritage Wealth Advisors Richmond CFP Percentage of assets, Fixed fees
Sevasti Balafas GoalVest Advisory New York CFA 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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