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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
Jason Jager Inman Jager Wealth Management Hattiesburg CFP Percentage of assets, Hourly
Jeffrey Abadie Sand Hill Global Advisors San Francisco CFP Percentage of assets, Hourly
Jeffrey Broadhurst Broadhurst Financial Advisors Austin CFP, CFA Percentage of assets, Hourly
John Gullo Sanderson Wealth Management Buffalo CFP Percentage of assets
Johnathan Krueger Krueger Asset Management Rogers CFA Percentage of assets
Jon Sevenker Pittenger & Anderson Lincoln CFP Percentage of assets
Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. Truvize Financial Planning El Paso Not listed Percentage of assets, Subscription
Jonathan Wielenga Gibraltar Capital Management Tulsa CFP Percentage of assets, Hourly
Jordan Gibbs Heritage Wealth Management San Diego CFP Percentage of assets, Hourly
Joshua Glenn Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Julie Hetland Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Justin Clark Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Justin Neuwirt Neu Wealth Group New Albany CFP Percentage of assets, Hourly
Justin Sanderson Sanderson Wealth Management Buffalo CFP Percentage of assets
Katherine Hollenbeck Keen Capital Chapin CFP, CFA Percentage of assets, Hourly
Keith Wander Roble Belko & Company Sewickley CFA Percentage of assets, Fixed fees
Kelley Schubert Corus Family Wealth Advisors Mckinney CFP Percentage of assets, Hourly
Kelsey Ardies Gibraltar Capital Management Edmond CFP Percentage of assets, Hourly
Kevin McPeek Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Kevin Nelson Corus Family Wealth Advisors Mckinney CFP Percentage of assets, Hourly
Kevin Roth Tanglewood Legacy Advisors Houston CFP Percentage of assets, Hourly
Kimberleigh Williams Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Kristopher Barney 30/40 Wealth Cornelius CFA Percentage of assets
Kyle Goupille Oldfield Wealth Partners Bangor CFP Percentage of assets, Fixed fees
Lauren Maclaren Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Linda Yeager Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Maggie Fisher ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Marguerite Cook Rothschild Capital Partners Hollywood CFP Percentage of assets, Hourly
Matthew Brown Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Matthew Chambers Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Matthew Michaels Fidelis Capital Tampa CFP Percentage of assets, Fixed fees
Matthew Short Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Mawuena Takyi Asempa Wealth Advisors Baton Rouge CFP Percentage of assets
McKenna Sheldon Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Meghan Bohlke Financial Planning Navigators Maple Grove CFP Percentage of assets, Fixed fees
Michael Baker Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Michael Mills Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Michael Stanton Alpine Private Wealth Santa Rosa Beach CFP Percentage of assets
Miriam Santiago Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Molly LaFleche Financial Planning Navigators Maple Grove CFP, ChFC Percentage of assets, Fixed fees
Neil Unger AIRE Advisors Beverly Hills CFP Percentage of assets, Hourly
Nicholas Trotter Solidarity Wealth Lehi CFP Percentage of assets, Subscription
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
Peter Egolf Kilter Group Rhinebeck CFP Percentage of assets, Fixed fees
Peter Franz Journey Wealth Cleveland CFP, CFA Percentage of assets, Fixed fees
Phil Telpner We end post-divorce financial anxiety. Breakout Private Wealth Glenview Not listed Percentage of assets, One-time planning fee
Philip Kirshman Manchester Capital Management Montecito CFP, CFA Percentage of assets, Fixed fees
Robert Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. Victus Wealth Management Enola Not listed Percentage of assets, Flat fee or retainer
Ryan Gibbs Heritage Wealth Management San Diego CFP Percentage of assets, Hourly

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Related specialties

Clients this specialty often serves