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Specialty

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.

By the numbers

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.

Advisors listed
1,440
Firms
426
Cities
367
Hold the CFP
42%
  • Other credentials: CFA 11% · CPA 1% · EA 1%
  • How they charge (of 1438 with fees on file): percentage of assets 95% · fixed fees 58% · hourly 45% · ongoing planning fee 9%

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 founders (pre-exit)

Fee-only advisors focused on founders (pre-exit): advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Annette Di Bello Member Di Bello Financial Mission Viejo CFP, CPA, PFS™ Percentage of assets
Evon Mendrin We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management. Optometry Wealth Advisors LLC Madera Certified Student Loan Professional, CFP Flat fee or retainer, Hourly
Justin May Tax-focused wealth management for executives & founders Old Peak Finance Chapel Hill CFP, MBA Flat fee or retainer, Percentage of assets
Aaron Hatch Woven Capital Redding CFP Percentage of assets, One-time planning fee
Adam Koos Libertas Wealth Management Group Inc Columbus CEPA, CFP, CMT Percentage of assets, Flat fee or retainer
Alan Rhode Modern Wealth Blue Bell CFP, RLP, CPWA Percentage of assets
Brian Sirota FirsTrust Daytona Beach CFP, ChFC, MBA, CFA Percentage of assets
Christopher Marrone Marrone Wealth Management LLC New York CFP Ongoing planning fee, One-time planning fee
Christopher Stroup Silicon Beach Financial Santa Monica CFP, MBA, EA Percentage of assets, Ongoing planning fee
Craig Toberman Toberman Becker Wealth, LLC St. Louis CFA, CFP, CPA, MBA Percentage of assets
David Lafferty Wescott Financial Advisory Group LLC Philadelphia CFP, MBA, JD, CAP Percentage of assets
David Lyon Lyon Wealth Advisory San Deigo CFP, EA, CRPC Flat fee or retainer, Ongoing planning fee
Gabriel Kaplan Wealth Habits White Plains CFP, CPA, MBA Percentage of assets, Ongoing planning fee
Glen Monroe Monroe Wealth Management San Francisco CFP Percentage of assets, Ongoing planning fee
Heather Townsend Townsend Financial, LLC Scottsdale CFP, CPA, BBA, RLP Ongoing planning fee
Helen Stephens Aspen Wealth Management Fort Worth CEPA, CFP, EA, ChSNC Percentage of assets, Hourly
Jake Northrup Experience Your Wealth, LLC Providence Certified Student Loan Professional, CFA, CFP Flat fee or retainer, Ongoing planning fee
Jared Paul Capable Wealth Albany CFP, CIMA Percentage of assets, Hourly
Jason Branning Branning Wealth Management Jackson CFP, RICP, ChFC, CDFA Percentage of assets, One-time planning fee
Jirayr Kembikian Citrine Capital San Francisco CFP Ongoing planning fee
Joanne David Keybase Financial Group Edmonton CFP, FCSI Flat fee or retainer, Hourly
Johnson Rhett Branning Wealth Management, LLC Jackson CFP, ChFC Percentage of assets, One-time planning fee
Jonathan Wride Crafted Finance, LLC Seattle CFP Ongoing planning fee, Percentage of assets
Kiersten Peshek Citrine Capital Columbus CFP Ongoing planning fee
Lauren Way Elwood & Goetz Wealth Advisory Group, LLC Atlanta CFP, CFA, PhD, CRC Percentage of assets
Lindsay Elwood Elwood & Goetz Wealth Advisory Group Athens CFP Percentage of assets
Lucas Wennersten 49th Parallel Wealth Management, LLC Scottsdale CFP, CFA Percentage of assets, Hourly
Malissa Marshall Soaring Wealth LLC Bristol CFP, EA Percentage of assets, Ongoing planning fee
Matthew Showley Creative Capital Management Investments LLC San Diego CFP, MBA, BFA, CeFT Percentage of assets, Hourly
Nate Willardson Currents Wealth Strategies Chandler CFP Percentage of assets, Flat fee or retainer
Nick Foy Greenway Wealth Advisors, LLC Charlotte CFP Percentage of assets, Ongoing planning fee
Peter Ankeny Wolf Pine Capital Portsmouth CFP Percentage of assets, Flat fee or retainer
Rebecca Jackson SeedSafe Financial Austin CFP, CPA, PFS, RLP Percentage of assets, Ongoing planning fee
Sheila McGinn Brightview Financial Solutions, LLC Redwood City CFP Percentage of assets, Hourly
Steven Stanganelli Clear View Wealth Advisors, LLC Amesbury AEP, CFP, CRPC, MS Percentage of assets, Flat fee or retainer
Sweta Bhargav Adviso Wealth Princeton CEPA, CFA, CFP Flat fee or retainer, Hourly
Will Revels PieCapital Raleigh CEPA, CFA, CFP, MBA Percentage of assets, One-time planning fee
Aaron Milledge Targeted Wealth Solutions Colorado Springs CFP, MBA Percentage of assets, Ongoing planning fee
Alex Crouch Tech Financial Planning Spring Hill CFP Percentage of assets, Ongoing planning fee
Dan Amiot Wrought Iron Financial, LLC Canal Fulton CFP Percentage of assets, Ongoing planning fee
Joe Forish Fortrove Partners New York CFP, CFA Percentage of assets, Ongoing planning fee
Matthias Giezendanner San Francisco Wealth Planning LLC Petaluma CFP, EA Percentage of assets, Ongoing planning fee
Ryan McClung Crossroads Wealth Planning Lake Oswego CEPA, CFP, CPA Hourly, One-time planning fee
Sakis Salas Acropolis Investment Management, LLC Chesterfield CFP, CPA, CRPC 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
Stephan Shipe Flat-fee, team-reviewed planning for DIY investors and families with complex wealth, from equity compensation to business exits. Scholar Financial Advising Winston-Salem CFP, CFA, PhD Flat fee or retainer
T.J. van Gerven Memento Financial Planning Boston CFP Percentage of assets, Ongoing planning fee
Theodore van Gerven Memento Financial Planning Boston CFP Percentage of assets, Ongoing planning fee
Aaron Brickley Brickley Wealth Management San Mateo CFP, CPWA Percentage of assets
Alex Perkins Perkins Wealth Advantage, LLC. Fishers CFP Percentage of assets, Fixed fees

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