# Fee-only financial advisors: Founders (pre-exit)

> Founder and early-employee planning in the pre-exit window: QSBS eligibility, 83(b) strategy, secondary-market decisions, founders-equity concentration, estate tools (GRATs, QSBS stacking), and the cash-flow model before and after a liquidity event. Advisors in this specialty work with a small number of founder households at a time and understand the fiduciary, legal, and tax coordination involved.

The Wellspent public graph lists 1,440 fee-only financial advisors focused on founders (pre-exit) at 426 firms, most in Houston, Atlanta and Austin. 42% hold the CFP certification. Of the 1438 with fees on file, 95% charge percentage of assets.

Page: https://find.wellspent.co/specialties/founders-pre-exit/
1440 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Annette Di Bello](https://find.wellspent.co/advisors/annette-di-bello.md) | Di Bello Financial | Mission Viejo, California | CFP, CPA, PFS™ | Percentage of assets |
| [Evon Mendrin](https://find.wellspent.co/advisors/evon-mendrin.md) | Optometry Wealth Advisors LLC | Madera, California | Certified Student Loan Professional, CFP | Flat fee or retainer, Hourly |
| [Justin May](https://find.wellspent.co/advisors/justin-may.md) | Old Peak Finance | Chapel Hill, North Carolina | CFP, MBA | Flat fee or retainer, Percentage of assets |
| [Aaron Hatch](https://find.wellspent.co/advisors/aaron-hatch.md) | Woven Capital | Redding, California | CFP | Percentage of assets, One-time planning fee |
| [Adam Koos](https://find.wellspent.co/advisors/adam-koos.md) | Libertas Wealth Management Group Inc | Columbus, Ohio | CEPA, CFP, CMT | Percentage of assets, Flat fee or retainer |
| [Alan Rhode](https://find.wellspent.co/advisors/alan-rhode.md) | Modern Wealth | Blue Bell, Pennsylvania | CFP, RLP, CPWA | Percentage of assets |
| [Brian Sirota](https://find.wellspent.co/advisors/brian-sirota.md) | FirsTrust | Daytona Beach, Florida | CFP, ChFC, MBA, CFA, CIMA, JM, CLU, MTX | Percentage of assets |
| [Christopher Marrone](https://find.wellspent.co/advisors/christopher-marrone.md) | Marrone Wealth Management LLC | New York, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Christopher Stroup](https://find.wellspent.co/advisors/christopher-stroup.md) | Silicon Beach Financial | Santa Monica, California | CFP, MBA, EA | Percentage of assets, Ongoing planning fee |
| [Craig Toberman](https://find.wellspent.co/advisors/craig-toberman.md) | Toberman Becker Wealth, LLC | St. Louis, Missouri | CFA, CFP, CPA, MBA | Percentage of assets |
| [David Lafferty](https://find.wellspent.co/advisors/david-lafferty.md) | Wescott Financial Advisory Group LLC | Philadelphia, Pennsylvania | CFP, MBA, JD, CAP, ChFC, LLM | Percentage of assets |
| [David Lyon](https://find.wellspent.co/advisors/david-lyon.md) | Lyon Wealth Advisory | San Deigo, California | CFP, EA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| [Glen Monroe](https://find.wellspent.co/advisors/glen-monroe.md) | Monroe Wealth Management | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Heather Townsend](https://find.wellspent.co/advisors/heather-townsend.md) | Townsend Financial, LLC | Scottsdale, Arizona | CFP, CPA, BBA, RLP | Ongoing planning fee |
| [Helen Stephens](https://find.wellspent.co/advisors/helen-stephens.md) | Aspen Wealth Management | Fort Worth, Texas | CEPA, CFP, EA, ChSNC | Percentage of assets, Hourly, One-time planning fee |
| [Jake Northrup](https://find.wellspent.co/advisors/jake-northrup.md) | Experience Your Wealth, LLC | Providence, Rhode Island | Certified Student Loan Professional, CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| [Jared Paul](https://find.wellspent.co/advisors/jared-paul.md) | Capable Wealth | Albany, New York | CFP, CIMA | Percentage of assets, Hourly, Fixed fees |
| [Jason Branning](https://find.wellspent.co/advisors/jason-branning.md) | Branning Wealth Management | Jackson, Mississippi | CFP, RICP, ChFC, CDFA | Percentage of assets, One-time planning fee |
| [Jirayr Kembikian](https://find.wellspent.co/advisors/jirayr-kembikian.md) | Citrine Capital | San Francisco, California | CFP | Ongoing planning fee |
| [Joanne David](https://find.wellspent.co/advisors/joanne-david.md) | Keybase Financial Group | Edmonton, Alberta | CFP, FCSI | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Johnson Rhett](https://find.wellspent.co/advisors/johnson-rhett.md) | Branning Wealth Management, LLC | Jackson, Mississippi | CFP, ChFC | Percentage of assets, One-time planning fee |
| [Jonathan Wride](https://find.wellspent.co/advisors/jonathan-wride.md) | Crafted Finance, LLC | Seattle, Washington | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Kiersten Peshek](https://find.wellspent.co/advisors/kiersten-peshek.md) | Citrine Capital | Columbus, Georgia | CFP | Ongoing planning fee |
| [Lauren Way](https://find.wellspent.co/advisors/lauren-way.md) | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta, Georgia | CFP, CFA, PhD, CRC | Percentage of assets |
| [Lindsay Elwood](https://find.wellspent.co/advisors/lindsay-elwood.md) | Elwood & Goetz Wealth Advisory Group | Athens, Georgia | CFP | Percentage of assets |
| [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten.md) | 49th Parallel Wealth Management, LLC | Scottsdale, Arizona | CFP, CFA | Percentage of assets, Hourly, One-time planning fee |
| [Malissa Marshall](https://find.wellspent.co/advisors/malissa-marshall.md) | Soaring Wealth LLC | Bristol, Vermont | CFP, EA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Matthew Showley](https://find.wellspent.co/advisors/matthew-showley.md) | Creative Capital Management Investments LLC | San Diego, California | CFP, MBA, BFA, CeFT, CPA | Percentage of assets, Hourly |
| [Nate Willardson](https://find.wellspent.co/advisors/nate-willardson.md) | Currents Wealth Strategies | Chandler, Arizona | CFP | Percentage of assets, Flat fee or retainer |
| [Nick Foy](https://find.wellspent.co/advisors/nick-foy.md) | Greenway Wealth Advisors, LLC | Charlotte, North Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Peter Ankeny](https://find.wellspent.co/advisors/peter-ankeny.md) | Wolf Pine Capital | Portsmouth, New Hampshire | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Rebecca Jackson](https://find.wellspent.co/advisors/rebecca-jackson.md) | SeedSafe Financial | Austin, Texas | CFP, CPA, PFS, RLP | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Sheila McGinn](https://find.wellspent.co/advisors/sheila-mcginn.md) | Brightview Financial Solutions, LLC | Redwood City, California | CFP | Percentage of assets, Hourly |
| [Steven Stanganelli](https://find.wellspent.co/advisors/steven-stanganelli.md) | Clear View Wealth Advisors, LLC | Amesbury, Massachusetts | AEP, CFP, CRPC, MS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Sweta Bhargav](https://find.wellspent.co/advisors/sweta-bhargav.md) | Adviso Wealth | Princeton, New Jersey | CEPA, CFA, CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Will Revels](https://find.wellspent.co/advisors/will-revels.md) | PieCapital | Raleigh, North Carolina | CEPA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| [Aaron Milledge](https://find.wellspent.co/advisors/aaron-milledge.md) | Targeted Wealth Solutions | Colorado Springs, Colorado | CFP, MBA | Percentage of assets, Ongoing planning fee, Hourly, Flat fee or retainer |
| [Alex Crouch](https://find.wellspent.co/advisors/alex-crouch.md) | Tech Financial Planning | Spring Hill, Tennessee | CFP | Percentage of assets, Ongoing planning fee |
| [Dan Amiot](https://find.wellspent.co/advisors/dan-amiot.md) | Wrought Iron Financial, LLC | Canal Fulton, Ohio | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Matthias Giezendanner](https://find.wellspent.co/advisors/matthias-giezendanner.md) | San Francisco Wealth Planning LLC | Petaluma, California | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Ryan McClung](https://find.wellspent.co/advisors/ryan-mcclung.md) | Crossroads Wealth Planning | Lake Oswego, Oregon | CEPA, CFP, CPA | Hourly, One-time planning fee |
| [Sakis Salas](https://find.wellspent.co/advisors/sakis-salas.md) | Acropolis Investment Management, LLC | Chesterfield, Missouri | CFP, CPA, CRPC | Percentage of assets |
| [Seth Shepherd](https://find.wellspent.co/advisors/seth-shepherd.md) | Pillar Wealth | Franklin, Indiana | CFP | Hourly, One-time planning fee, Subscription, Flat fee or retainer |
| [Stephan Shipe](https://find.wellspent.co/advisors/stephan-shipe.md) | Scholar Financial Advising | Winston-Salem, North Carolina | CFP, CFA, PhD | Flat fee or retainer |
| [T.J. van Gerven](https://find.wellspent.co/advisors/tj-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Theodore van Gerven](https://find.wellspent.co/advisors/theodore-van-gerven.md) | Memento Financial Planning | Boston, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Aaron Brickley](https://find.wellspent.co/advisors/aaron-brickley.md) | Brickley Wealth Management | San Mateo, California | CFP, CPWA | Percentage of assets |
| [Alex Perkins](https://find.wellspent.co/advisors/alex-perkins.md) | Perkins Wealth Advantage, LLC. | Fishers, Indiana | CFP | Percentage of assets, Fixed fees |
| [Bill Mulvahill](https://find.wellspent.co/advisors/bill-mulvahill.md) | Trailhead Planners | Edina, Minnesota | CFP, CPA | Percentage of assets, Hourly, Fixed fees |
| [Brian Canning](https://find.wellspent.co/advisors/brian-canning.md) | Brave New Wealth | Westlake Village, California | AIFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Chris Alman](https://find.wellspent.co/advisors/chris-alman.md) | Equip Financial Partners, LLC | Fairhope, Alabama | CFP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Clandine Schrock](https://find.wellspent.co/advisors/clandine-schrock.md) | Montis Financial | Waltham, Massachusetts | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [Dana Menard](https://find.wellspent.co/advisors/dana-menard.md) | Twin Cities Wealth Strategies, Inc. | Maple Grove, Minnesota | CFP, RLP | Flat fee or retainer, Percentage of assets |
| [David Gardner](https://find.wellspent.co/advisors/david-gardner.md) | Entree Wealth | Boulder, Colorado | CFP, EA, MS | Percentage of assets, Ongoing planning fee |
| [Edward Leach](https://find.wellspent.co/advisors/edward-leach.md) | Highland Financial Advisors, LLC | Wayne, New Jersey | CEPA, CFP, MBA | Percentage of assets |
| [Grant Bledsoe](https://find.wellspent.co/advisors/grant-bledsoe.md) | Three Oaks Wealth | Lake Oswego, Oregon | AIF, CEPA, CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Ian Wild](https://find.wellspent.co/advisors/ian-wild.md) | All-Pro Advisors LLC | Gibsonia, Pennsylvania | CFP | Percentage of assets |
| [Jim Crider](https://find.wellspent.co/advisors/jim-crider.md) | Intentional Living FP LLC | New Braunfels, Texas | CFP | Ongoing planning fee, Percentage of assets |
| [John Bovard](https://find.wellspent.co/advisors/john-bovard.md) | Incline Wealth Advisors | Cleves, Ohio | CFP | Percentage of assets, Fixed fees |
| [Kelly Pedersen](https://find.wellspent.co/advisors/kelly-pedersen.md) | Caissa Wealth Strategies | Minneapolis, Minnesota | CDFA, CFP | Percentage of assets, Fixed fees |
| [Kris Draper](https://find.wellspent.co/advisors/kris-draper.md) | Northern Lights Advisors Inc | Seattle, Washington | CFP | Percentage of assets, Ongoing planning fee |
| [Kyle Simmons](https://find.wellspent.co/advisors/kyle-simmons-8414.md) | J.E. Simmons & Co., P.C. | Dallas, Texas | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Lucas Wennersten](https://find.wellspent.co/advisors/lucas-wennersten-0180.md) | 49th Parallel Wealth Management | Vancouver, British Columbia | CFA, CFP (Canada), CFP (U.S.) | Percentage of assets, Hourly, One-time planning fee |
| [Martin Lundgren](https://find.wellspent.co/advisors/martin-lundgren.md) | Northern Lights Advisors Inc. | Seattle, Washington | CFA, CFP | Percentage of assets, Ongoing planning fee |
| [Melissa Estrada](https://find.wellspent.co/advisors/melissa-estrada.md) | Fidela Wealth | Calabasas, California | CFP, CIMA | Percentage of assets, Hourly, Fixed fees |
| [Michael Tarascio](https://find.wellspent.co/advisors/michael-tarascio.md) | Tarascio Financial Planning, LLC | Mesa, Arizona | CFP | Percentage of assets, Fixed fees |
| [Morgan Ranstrom](https://find.wellspent.co/advisors/morgan-ranstrom.md) | Trailhead Planners, LLC | Portland, Oregon | CEPA, CFA, CFP, RLP, CPA, MBT, MBA | Percentage of assets, Hourly, Fixed fees |
| [Morris MacLeod](https://find.wellspent.co/advisors/morris-macleod.md) | Strategos Group | Halifax, Nova Scotia | MBA | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Rob Schulz](https://find.wellspent.co/advisors/rob-schulz.md) | Schulz Wealth | Irving, Texas | CFP | Percentage of assets, Fixed fees |
| [Robert Riedl](https://find.wellspent.co/advisors/robert-riedl.md) | Endowment Wealth Management, Inc. | Chicago, Illinois | AWMA, BS, CFA, CFP, CPA, MBA | Percentage of assets |
| [Tara Unverzagt](https://find.wellspent.co/advisors/tara-unverzagt.md) | South Bay Financial Partners | Torrance, California | CFP, MBA | Hourly, One-time planning fee, Ongoing planning fee |
| [Zachary Ashburn](https://find.wellspent.co/advisors/zachary-ashburn.md) | Reach Strategic Wealth | Winston-Salem, North Carolina | CFP, EA, AFC | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski.md) | Arcadia Wealth Management | New York, New York | CFP | Percentage of assets, Hourly |
| [Brett Spencer](https://find.wellspent.co/advisors/brett-spencer.md) | Impact Financial LLC | Chicago, Illinois | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cameron Penney](https://find.wellspent.co/advisors/cameron-penney.md) | Penney Financial | Houston, Texas | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Christopher Hodges](https://find.wellspent.co/advisors/christopher-hodges.md) | Hodges Financial Group | Nashville, Tennessee | CFP, CPFA | Percentage of assets, Hourly, Fixed fees |
| [Dale Shafer Ii](https://find.wellspent.co/advisors/dale-shafer-ii.md) | Life Moves Wealth Management, LLC | Scotttsdale, Arizona | CFP, APMA, CDFA | Ongoing planning fee |
| [Dan Stous](https://find.wellspent.co/advisors/dan-stous.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Danny Clare](https://find.wellspent.co/advisors/danny-clare.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Stutzman](https://find.wellspent.co/advisors/eric-stutzman.md) | Selkirk Wealth Advisors | Spokane, Washington | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gerry Barrasso](https://find.wellspent.co/advisors/gerry-barrasso.md) | United Financial Planning Group | Hauppauge, New York | CFP, CPA, MBA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees |
| [Josh Escalante Troesh](https://find.wellspent.co/advisors/josh-escalante-troesh.md) | Purposeful Strategic Partners | Alta Loma, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Joshua Escalante Troesh](https://find.wellspent.co/advisors/joshua-escalante-troesh.md) | Purposeful Strategic Partners | Alta Loma, California | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Matt Reakus](https://find.wellspent.co/advisors/matt-reakus.md) | Sound Wealth LLC | Marlton, New Jersey | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Michael Johnson](https://find.wellspent.co/advisors/michael-johnson.md) | Flagstone Financial Management | Lincoln, Nebraska | CFP, JD, MBA | Percentage of assets, Hourly, Fixed fees |
| [Michael Zung](https://find.wellspent.co/advisors/michael-zung.md) | Java Wealth Planning | Lees Summit, Missouri | CFP | Flat fee or retainer |
| [Richard Feight](https://find.wellspent.co/advisors/richard-feight.md) | IAM Financial, LLC | East Lansing, Michigan | CFP, EA | Percentage of assets, Fixed fees |
| [Ryan Derousseau](https://find.wellspent.co/advisors/ryan-derousseau.md) | United Financial Planning Group | Hauppauge, New York | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Zach Thomas](https://find.wellspent.co/advisors/zach-thomas.md) | Growth Horizons Wealth Management | Georgetown, Texas | CFP | One-time planning fee |
| [Bridget Grimes](https://find.wellspent.co/advisors/bridget-grimes.md) | WealthChoice LLC | Coronado, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Walters](https://find.wellspent.co/advisors/eric-walters.md) | Summit Hill Wealth Management | Greenwood Village, Colorado | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Jamieson Hopp](https://find.wellspent.co/advisors/jamieson-hopp.md) | Millennial Wealth, LLC | Bellevue, Washington | CFP, BFA, CBDA, CEPA, CPWA, ECA | Percentage of assets, Hourly, Fixed fees |
| [Jason Howell](https://find.wellspent.co/advisors/jason-howell.md) | Jason Howell Company | Vienna, Virginia | CFP, CPWA | Percentage of assets, Hourly, Fixed fees |
| [John Sanders](https://find.wellspent.co/advisors/john-sanders.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Joseph Curran](https://find.wellspent.co/advisors/joseph-curran.md) | Breachway Investments | West Hartford, Connecticut | CFP, CRPC | Percentage of assets, Ongoing planning fee, Hourly |
| [Rodney James](https://find.wellspent.co/advisors/rodney-james.md) | Vineyard Family Wealth, LLC | Houston, Texas | CFP | Percentage of assets, Fixed fees |
| [Scott Frank](https://find.wellspent.co/advisors/scott-frank.md) | Stone Steps Financial | Cardiff, California | CFP, CFA, RLP | Percentage of assets, Hourly, Fixed fees |
| [Steve Warta](https://find.wellspent.co/advisors/steve-warta.md) | Roadmap Wealth Management | Overland Park, Kansas | CFP, ChFC | Percentage of assets, Hourly |
| [William Bissett](https://find.wellspent.co/advisors/william-bissett.md) | Portus Wealth Advisors | Charlotte, North Carolina | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Agatha Johnson](https://find.wellspent.co/advisors/agatha-johnson.md) | WillKate Wealth Management, LLC | Aberdeen, South Dakota | CFP, CPWA | Percentage of assets, Fixed fees |
| [Cayden McLaughlin](https://find.wellspent.co/advisors/cayden-mclaughlin.md) | WealthAdvisor365 | Fort Lauderdale, Florida | CFP | One-time planning fee, Subscription, Flat fee or retainer, Percentage of assets |
| [Jenna VanLeeuwen](https://find.wellspent.co/advisors/jenna-vanleeuwen.md) | Aligning Wealth | Jersey City, New Jersey | CEPA, CFP | Percentage of assets, Hourly, Fixed fees |
| [Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]](https://find.wellspent.co/advisors/kareen-m-stangherlin-fee-based-on-aum-with-some-fee-for-service-options.md) | Zelos Capital Ltd. | Calgary, Alberta | CFA, CFP, CA, CPA, ICD.D |   |
| [Wade Calvert](https://find.wellspent.co/advisors/wade-calvert.md) | BZ Wealth Advisors, LLC | Meridian, Idaho | CFP | Percentage of assets, Fixed fees |
| [Alexis Miranda](https://find.wellspent.co/advisors/alexis-miranda.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Alicia Duong](https://find.wellspent.co/advisors/alicia-duong.md) | Wealth Engineers | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee |
| [Andrew Casey](https://find.wellspent.co/advisors/andrew-casey.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets |
| [Benjamin Dorsey](https://find.wellspent.co/advisors/benjamin-dorsey.md) | Analog Capital Partners | Frederick, Maryland | CFP, PFS | Percentage of assets |
| [Bethany Aylor](https://find.wellspent.co/advisors/bethany-aylor.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets |
| [Brad Klontz](https://find.wellspent.co/advisors/brad-klontz.md) | Occidental Asset Management | Lihue, Hawaii | CFP | Ongoing planning fee |
| [Brent Yanagida](https://find.wellspent.co/advisors/brent-yanagida.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets |
| [Brett Cicinelli](https://find.wellspent.co/advisors/brett-cicinelli.md) | Confluence Capital Advisors | Woodland Hills, California | CFP, CFA | Percentage of assets |
| [Bugra Bakan](https://find.wellspent.co/advisors/bugra-bakan.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [Christi Powell](https://find.wellspent.co/advisors/christi-powell.md) | Perissos Private Wealth Management | Bethany, Oklahoma | CFP | Percentage of assets |
| [Cliff O'Conner](https://find.wellspent.co/advisors/cliff-oconner.md) | C.W. O'Conner Wealth Advisors, Inc. | Duluth, Georgia | ChFC, CIMA, CPWA | Percentage of assets, Fixed fees |
| [Daniel Allgaier](https://find.wellspent.co/advisors/daniel-allgaier.md) | Artstone Private Wealth | Lehi, Utah | CFP | Percentage of assets, Ongoing planning fee |
| [Darren Wurz](https://find.wellspent.co/advisors/darren-wurz.md) | Wurz Financial Services | Cincinnati, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Edward Yoon](https://find.wellspent.co/advisors/edward-yoon.md) | MQ Private Wealth | Torrance, California | CFP | Percentage of assets, Hourly, Fixed fees |
| [Erin Hadley](https://find.wellspent.co/advisors/erin-hadley.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [George Williams](https://find.wellspent.co/advisors/george-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets |
| [Grant Bugner](https://find.wellspent.co/advisors/grant-bugner.md) | Peak Asset Management | Louisville, Colorado | CFP | Percentage of assets |
| [Grant Williams](https://find.wellspent.co/advisors/grant-williams.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets |
| [Jack Stemper](https://find.wellspent.co/advisors/jack-stemper.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [James Griffin](https://find.wellspent.co/advisors/james-griffin.md) | Occidental Asset Management | Burlingame, California | CFP | Ongoing planning fee |
| [James Nash](https://find.wellspent.co/advisors/james-nash.md) | Clark Wealth Partners | O'Fallon, Illinois | CFP, ChFC | Percentage of assets, Fixed fees |
| [Jeffrey Clark](https://find.wellspent.co/advisors/jeffrey-clark-6778401.md) | Redwood Money | San Jose, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jonathan Duong](https://find.wellspent.co/advisors/jonathan-duong.md) | Wealth Engineers | Denver, Colorado | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Joseph Williams](https://find.wellspent.co/advisors/joseph-williams-860333.md) | Precedent Wealth Partners | Houston, Texas | CFP, PFS | Percentage of assets |
| [Joshua St. Laurent](https://find.wellspent.co/advisors/joshua-st-laurent.md) | Wealth In Yourself | Zephyr Cove, Nevada | CFP | Ongoing planning fee |
| [Julie Kern](https://find.wellspent.co/advisors/julie-kern.md) | Bridge Financial Strategies | Scottsdale, Arizona | CFP | Percentage of assets, Fixed fees |
| [Kristin McKenna](https://find.wellspent.co/advisors/kristin-mckenna.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets |
| [Kyle Kuyat](https://find.wellspent.co/advisors/kyle-kuyat.md) | Defining Wealth | Franklin, Tennessee | CFP | Flat fee or retainer, One-time planning fee, Percentage of assets, Hourly, Subscription |
| [Lantz Bowman](https://find.wellspent.co/advisors/lantz-bowman.md) | Precedent Wealth Partners | Houston, Texas | CFP | Percentage of assets |
| [Lori Chittenden](https://find.wellspent.co/advisors/lori-chittenden.md) | Buckley Wealth | Las Vegas, Nevada | CFP | Percentage of assets, Hourly, Fixed fees |
| [Luisa Pamela Mendoza](https://find.wellspent.co/advisors/luisa-pamela-mendoza.md) | Ducere Wealth Management | Las Vegas, Nevada | CFP | Percentage of assets |
| [Matthew McCreary](https://find.wellspent.co/advisors/matthew-mccreary.md) | Darrow Wealth Management | Needham, Massachusetts | CFP | Percentage of assets |
| [Michael Clark](https://find.wellspent.co/advisors/michael-clark.md) | Clark Wealth Partners | O'Fallon, Illinois | CFP | Percentage of assets, Fixed fees |
| [Nathaniel Sarkar](https://find.wellspent.co/advisors/nathaniel-sarkar.md) | Redwood Money | Sunnyvale, California | CFP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Nicholas Chiricosta](https://find.wellspent.co/advisors/nicholas-chiricosta.md) | Utopia Wealth Management | Coconut Creek, Florida | CFP | Percentage of assets, Hourly |
| [Nicholas Maratta](https://find.wellspent.co/advisors/nicholas-maratta.md) | Occidental Asset Management | Winter Springs, Florida | CFP | Ongoing planning fee |
| [Nicholas O'Kelly](https://find.wellspent.co/advisors/nicholas-o-kelly.md) | Cadence Wealth Partners | Concord, North Carolina | CFP | Flat fee or retainer, Percentage of assets |
| [Robert Hamilton](https://find.wellspent.co/advisors/robert-hamilton-6331348.md) | Integrity Investment Advisors | Fort Collins, Colorado | CFP | Percentage of assets |
| [Salvatore Paternico](https://find.wellspent.co/advisors/salvatore-paternico.md) | W&S Management Services | Rochester, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Sean Williams](https://find.wellspent.co/advisors/sean-williams.md) | Cadence Wealth Partners | Concord, North Carolina | CFP | Flat fee or retainer, Percentage of assets |
| [Stacia Bearden](https://find.wellspent.co/advisors/stacia-bearden.md) | Wurz Financial Services | Holland, Ohio | CFP | Percentage of assets, Hourly, Subscription, Fixed fees |
| [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas.md) | myFinancialPro | Shelton, Connecticut | CFP | Percentage of assets, Hourly |
| [Tammy Trenta](https://find.wellspent.co/advisors/tammy-trenta.md) | Family Financial | Manhattan Beach, California | CFP | Percentage of assets, Fixed fees |
| [Thomas Kluttz](https://find.wellspent.co/advisors/thomas-kluttz.md) | Analog Capital Partners | Houston, Texas | CFP, ChFC | Percentage of assets |
| [Thomas Little](https://find.wellspent.co/advisors/thomas-little.md) | Yeti Wealth Management Group | Highlands Ranch, Colorado | CFP | Percentage of assets, One-time planning fee |
| [Thomas Van Spankeren](https://find.wellspent.co/advisors/thomas-van-spankeren.md) | RISE Investments | Chicago, Illinois | CFP, CFA | Percentage of assets |
| [Ulrich Keller](https://find.wellspent.co/advisors/ulrich-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Vincent DeCrow](https://find.wellspent.co/advisors/vincent-decrow.md) | RISE Investments | Chicago, Illinois | CFP | Percentage of assets |
| [Zane Keller](https://find.wellspent.co/advisors/zane-keller.md) | Ducere Wealth Management | Newport Beach, California | CFP | Percentage of assets |
| [Alan Bunn](https://find.wellspent.co/advisors/alan-bunn.md) | BentOak Capital | Lubbock, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alexandra Forest](https://find.wellspent.co/advisors/alexandra-forest.md) | 44 North Capital | Palm Beach Gardens, Florida | CFP | Percentage of assets |
| [Alexis Delia](https://find.wellspent.co/advisors/alexis-delia.md) | Tilia Fiduciary Partners | Wilmington, North Carolina | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Alfred Au](https://find.wellspent.co/advisors/alfred-au.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets |
| [Anthony Carrino](https://find.wellspent.co/advisors/anthony-carrino.md) | Roble Belko & Company | Newtown, Pennsylvania | CFP, ChFC | Percentage of assets, Fixed fees |
| [Becky Vasquez](https://find.wellspent.co/advisors/becky-vasquez.md) | Three Arch Wealth Management | Irvine, California | CFP | Percentage of assets |
| [Billygram Simonet](https://find.wellspent.co/advisors/billygram-simonet.md) | Simonet Financial Group | Kyle, Texas | CFP | Ongoing planning fee, One-time planning fee |
| [Brandon Garrett](https://find.wellspent.co/advisors/brandon-garrett.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brandon Kurz](https://find.wellspent.co/advisors/brandon-kurz.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets |
| [Christopher Browning](https://find.wellspent.co/advisors/christopher-browning.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-2206195.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | CFP | Percentage of assets |
| [Daniel Miller](https://find.wellspent.co/advisors/daniel-miller.md) | ONE Advisory Partners | Overland Park, Kansas | CFP | Ongoing planning fee, Percentage of assets |
| [David Garrett](https://find.wellspent.co/advisors/david-garrett.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Hobbs](https://find.wellspent.co/advisors/david-hobbs.md) | Hobbs Wealth Management | Zionsville, Indiana | CFP | Percentage of assets, One-time planning fee, Hourly |
| [Derek Munchow](https://find.wellspent.co/advisors/derek-munchow.md) | Augustus Wealth | Long Beach, California | CFP, ChFC | Hourly, Ongoing planning fee, One-time planning fee |
| [Gilbert Bong, CIM](https://find.wellspent.co/advisors/gilbert-bong-cim.md) | Zelos Capital | Calgary, Alberta | CIM |   |
| [Grace Stolberg](https://find.wellspent.co/advisors/grace-stolberg.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee |
| [Guilian DiLeonardo](https://find.wellspent.co/advisors/guilian-dileonardo.md) | Liberty One Wealth Advisors | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer |
| [Hayden Hill](https://find.wellspent.co/advisors/hayden-hill.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ismael Garcia](https://find.wellspent.co/advisors/ismael-garcia.md) | Garcia Financial Planning | Meridian, Idaho | CFP | Percentage of assets, Ongoing planning fee |
| [Jackie Kleinman](https://find.wellspent.co/advisors/jackie-kleinman.md) | KB Financial Advisors | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Jacob Turner](https://find.wellspent.co/advisors/jacob-turner.md) | Moment Private Wealth | St. Louis, Missouri | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Jacqueline Cannella](https://find.wellspent.co/advisors/jacqueline-cannella.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [James Sargent](https://find.wellspent.co/advisors/james-sargent.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jason McGarraugh](https://find.wellspent.co/advisors/jason-mcgarraugh.md) | BentOak Capital | Katy, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jeremy Bohne](https://find.wellspent.co/advisors/jeremy-bohne.md) | Paceline Wealth Management | Medfield, Massachusetts | CFP | Percentage of assets, Ongoing planning fee |
| [Jeremy Finger](https://find.wellspent.co/advisors/jeremy-finger.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | CFP | Percentage of assets |
| [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets |
| [Jonathan Booze](https://find.wellspent.co/advisors/jonathan-booze.md) | ONE Advisory Partners | Overland Park, Kansas | CFP | Ongoing planning fee, Percentage of assets |
| [Jonathan Landry](https://find.wellspent.co/advisors/jonathan-landry.md) | 44 North Capital | Burlington, Vermont | CFP | Percentage of assets |
| [Joshua Loveall](https://find.wellspent.co/advisors/joshua-loveall.md) | KB Financial Advisors | San Francisco, California | CFP | Percentage of assets, Ongoing planning fee |
| [Justin Stevens](https://find.wellspent.co/advisors/justin-stevens.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee |
| [Kathleen Liiste](https://find.wellspent.co/advisors/kathleen-liiste.md) | Lions Gate Sovereign Capital | White Bear Lake, Minnesota | CFP | Percentage of assets, Fixed fees |
| [Kayla Benjamin](https://find.wellspent.co/advisors/kayla-benjamin.md) | KB Financial Advisors | Denver, Colorado | CFP | Percentage of assets, Ongoing planning fee |
| [Keith Trent](https://find.wellspent.co/advisors/keith-trent.md) | BentOak Capital | Lubbock, Texas | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Laura Werner](https://find.wellspent.co/advisors/laura-werner.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Lily Zhang](https://find.wellspent.co/advisors/lily-zhang.md) | DiversiFi Capital | Los Altos, California | CFP | Ongoing planning fee, Percentage of assets |
| [Luke Melms](https://find.wellspent.co/advisors/luke-melms.md) | Firm Foundation Family Wealth | Ft. Lauderdale, Florida | CFP | Percentage of assets |
| [Madison Wallace](https://find.wellspent.co/advisors/madison-wallace.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Maria Erickson](https://find.wellspent.co/advisors/maria-erickson.md) | Freedom Financial & Business Planning | Saint Petersburg, Florida | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Mario Posteraro](https://find.wellspent.co/advisors/mario-posteraro.md) | Roble Belko & Company | Sewickley, Pennsylvania | CFP | Percentage of assets, Fixed fees |
| [Marley Wood](https://find.wellspent.co/advisors/marley-wood.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Lusins](https://find.wellspent.co/advisors/matthew-lusins.md) | Bootpack Wealth Management | Jackson, Wyoming | CFP, CFA | Percentage of assets |
| [Michael Cochran](https://find.wellspent.co/advisors/michael-cochran.md) | BentOak Capital | Weatherford, Texas | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 200 of 1440. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/?page=2

## Related

- [Equity compensation](https://find.wellspent.co/specialties/equity-compensation.md)
- [Crypto & digital assets](https://find.wellspent.co/specialties/crypto.md)
- [Tax planning](https://find.wellspent.co/specialties/tax-planning.md)
- [Estate & legacy planning](https://find.wellspent.co/specialties/estate-planning.md)

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).