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 |
|---|---|---|---|---|
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Michael Soroudi | DAiM | Palm Beach Gardens | CFA | Percentage of assets, Hourly |
| Mitchell Moore | Strong Wealth | Colorado Springs | Not listed | Percentage of assets, One-time planning fee |
| Natalia Ivanova | NewGen Wealth Creation | Rincon | Not listed | Percentage of assets |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
| Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. | Balance Wealth | Columbus | Not listed | Percentage of assets, One-time planning fee |
| Rush Imhotep Financial Planning practice servicing founders and investment professionals located in Atlanta GA. | Northwestern Mutual Investment Services, LLC | ATLANTA | Not listed | Percentage of assets |
| Ryan Sullivan | Off the Beaten Path Financial | Wilsall | Not listed | Percentage of assets, One-time planning fee |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Bryan Courchesne | DAiM | Palm Beach Gardens | Not listed | Percentage of assets, Hourly |
| Hilton Kelly | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Andrew White | Latham Financial | Ivyland | Not listed | Percentage of assets |
| Corey Thacker | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Malcolm Walton | Gannett Wealth Advisors | Frisco | Not listed | Percentage of assets, Fixed fees |
| Nick Krautscheid | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Christopher Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| Joseph Cacia | Collar Capital Management | Santa Clarita | Not listed | Percentage of assets, Fixed fees |
| Matthew Smith | Collar Capital Management | Santa Barbara | Not listed | Percentage of assets, Fixed fees |
| Patrick Collar | Collar Capital Management | Appleton | Not listed | Percentage of assets, Fixed fees |
| Alex Shigeta | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |
| Brent Pearson | Keychain Asset Management | Oregon City | Not listed | Percentage of assets, Hourly |
| Christian Miller | Fealty | Niagara Falls | Not listed | Percentage of assets, Hourly |
| Haylie Lahtinen | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |
| Jonathan Lupo | Fealty | Niagara Falls | Not listed | Percentage of assets, Hourly |
| Nezamkhon Khodjaev | Keystone Bitcoin | Pittsburgh | Not listed | Percentage of assets |
| Robert Shattuck | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |
| Zachary Schelin | ĀTHŌS Private Wealth | Holladay | Not listed | Percentage of assets, Performance-based fees |