Specialty
Crypto & digital assets
Crypto and digital-asset planning is a specialty, not a checkbox. It spans cost-basis tracking across wallets and exchanges, tax-loss harvesting with digital assets, DeFi and staking income, crypto-backed lending, NFTs as property, inheritance and custody, and the regulatory overhang that changes year to year. Advisors listed under this specialty demonstrate working fluency, not a token reference in a marketing bio.
By the numbers
The Wellspent public graph lists 77 fee-only financial advisors focused on crypto & digital assets at 55 firms, most in Walnut Creek, Holladay and Middleton. 43% hold the CFP certification. Of the 77 with fees on file, 75% charge percentage of assets.
- Advisors listed
- 77
- Firms
- 55
- Cities
- 58
- Hold the CFP
- 43%
- Other credentials: CFA 5% · CPA 5% · EA 4%
- How they charge (of 77 with fees on file): percentage of assets 75% · hourly 31% · one-time planning fee 26% · flat fee or retainer 22%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors with depth in crypto & digital assets
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Al Faber Collaborative, do-it-with-you hourly or flat-fee planning for people who want to stay in control, with no product sales or ongoing fees. | DIWY Financial Planning | Los Angeles | CFP, ChFC, CLU, MBA | One-time planning fee, Hourly |
| Emily Nilsson Hourly, project or ongoing planning that centers the person, helping clients build a healthier, more personal relationship with money. | Brava Financial, LLC | San Diego | CDFA, CFP, JD | One-time planning fee, Hourly |
| Igor Aronov Flat-fee and hourly planning that helps professionals, business owners and families sort through overlapping decisions during busy career and family years. | FAR Financial | Brooklyn | CFP | One-time planning fee, Hourly |
| Jorge Soriano Financial and tax planning for young families and professionals focused on early retirement, with no age or asset minimums. | Financial Optimist LLC | Saint Petersburg | CFP, EA | Subscription, One-time planning fee |
| Kevin Feig Rewrite Your Money Story. Build Real Wealth. | Walk You To Wealth | Dover | CFP, CPA, PFS | Subscription |
| Michael Halper Flat-fee fiduciary planning for individuals and families, covering retirement, taxes, investments, stock options and digital assets. | Strateon Intelligent Wealth | Simi Valley | CFP | Subscription, One-time planning fee |
| Jirayr Kembikian | Citrine Capital | San Francisco | CFP | Ongoing planning fee |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Mark Stancato | VIP Wealth Advisors | Decatur | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Robert Persichitte | Delagify Financial | Arvada | CFP, CPA, PFS | Flat fee or retainer, Ongoing planning fee |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. | Water Street Wealth Management | Tampa | CFP | Percentage of assets |
| Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. | Montebello Avenue | Phoenix | CFP | Flat fee or retainer, Percentage of assets |
| Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. | Pillar Wealth | Franklin | CFP | Hourly, One-time planning fee |
| Tyler Smith | BBK Wealth Management | Fishers | CFP, M.Ed. | Percentage of assets, Hourly |
| Dana Menard | Twin Cities Wealth Strategies, Inc. | Maple Grove | CFP, RLP | Flat fee or retainer, Percentage of assets |
| Nick Booth Advice-only planning for people nearing retirement and millennials balancing big life events with saving for the future. | Nine Inning Finance, LLC | North Bethesda | CDAA, CFP | Subscription, One-time planning fee |
| Jamieson Hopp | Millennial Wealth, LLC | Bellevue | CFP, BFA, CBDA, CEPA | Percentage of assets, Hourly |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Vrishin Subramaniam Helping immigrants align their money and their life | CapitalWe | Arlington | CFP | Flat fee or retainer, Hourly |
| Ginger Ames | Whisper Financial LLC | Cobb | CFP, EA | Percentage of assets, Hourly |
| Jon Henderson | Echo45 Advisors | Walnut Creek | CFP | Percentage of assets |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Brian Rellihan | Wise Wealth Partners | Phoenix | CFP | Percentage of assets |
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Christl | Wise Wealth Partners | Folsom | CFP | Percentage of assets |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Tyrone Ross The right now adviser for the next-gen investor. | 401 Financial | San Diego | CFP | Hourly, Subscription |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| 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 |
| 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 |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Alexander Kochanasz | Gannett Wealth Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Anton Kulikov | AK Investing | Las Vegas | CFP | Percentage of assets, Hourly |
| Cole Matsuura | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Daniel DeSouza | Not listed | Honolulu | CFA | Percentage of assets |
| Genecar Vivo | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| James Sutton | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Jason Qiu | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Kirti Bhanushali | Dversify | Georgetown | Not listed | Ongoing planning fee |
| Sean O'Brien | Echo45 Advisors | Walnut Creek | Not listed | Percentage of assets |
| Thomas Anzivino | Longitude Financial Planning | Manor | Not listed | Percentage of assets, Ongoing planning fee |
| Vaughn Kellerman | Gannett Wealth Advisors | Cleve | CFP | Percentage of assets, Fixed fees |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. | D&M Strategic Wealth | Irvine | Not listed | Percentage of assets |
| Jacob Phelps | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| James Gorzynski We increase your company value by 72% to prepare for a sale | Certified Exit Planners | Charlotte | Not listed | One-time planning fee, Flat fee or retainer |