W Wellspent Public advisor graph
Get matched
Wellspent public graph/Specialties/Founders (pre-exit)
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
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
Sevasti Balafas GoalVest Advisory New York CFA Percentage of assets, Hourly
Sharon Nassirzadeh AIRE Advisors Beverly Hills CFP Percentage of assets, Hourly
Stephen Nelson Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Stephen Peterson Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Stephen Reeves Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Tanner Merritt Keen Capital Jacksonville CFP Percentage of assets, Hourly
Thomas Gore Keen Capital Chapin CFP Percentage of assets, Hourly
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
Timothy Domino Sanderson Wealth Management Buffalo CFP Percentage of assets
Timothy Ziemba IRON Financial Northbrook CFP, CFA Percentage of assets, Performance-based fees
Tucker Weppner Sanderson Wealth Management Denver CFP Percentage of assets
Tyler Harris ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Tyler Stearns Castle Coast Wealth La Jolla CFP Percentage of assets, Hourly
William Litton Castle Coast Wealth Incline Village CFP Percentage of assets, Hourly
Zachary Whitchurch Solidarity Wealth Lehi CFP Percentage of assets, Subscription
Adrienne Fox Precedent Wealth Partners Houston Not listed Percentage of assets
Alexander Alba Regent Peak Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Alexander Lippitt Lakewood Financial Group Evanston CFA Percentage of assets
Allison Kramer Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Andrea Taylor Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Andrew Barnhardt HFM Investment Advisors Glassboro CFP Percentage of assets, Fixed fees
Andrew Branz Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees
Andrew Cattano Occidental Asset Management Burlingame Not listed Ongoing planning fee
Andrew Doepker Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Andrew Hicks Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Andrew Jones Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Andrew Siciliano Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Anna Vitale Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Anthony McEahern Gilpin Wealth Management Golden CFP Percentage of assets, Hourly
Anthony Parr Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Ashley Heatwole Graves Light Lenhart Private Wealth Management Harrisonburg CFP, CFA Percentage of assets
Aubrey Brown Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Blake Martin Cloud Capital Management Seattle Not listed Percentage of assets
Brad Williams WS Wealth Management Sandpoint PFS Percentage of assets, Hourly
Brandon Vanlandingham Perissos Private Wealth Management Bethany Not listed Percentage of assets
Brandon Williams FCA Calgary CFP Percentage of assets, Hourly
Brenton Armstrong Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Brian Buckley Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Brian McGivern Stonestreet Financial Stoughton Not listed Percentage of assets, Flat fee or retainer
Brian McKnight Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Brian Ward W&S Management Services Rochester Not listed Percentage of assets, Hourly
Brooke Kelly Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Bryan Llewellyn Llewellyn Financial Charlotte Not listed Ongoing planning fee, One-time planning fee
Bryan Vowels TrueNorth Wealth & Impact Joplin CFP, CFA Percentage of assets, Hourly
Cameron Dunaway Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Caroline McInerney HWM Wealth Atlanta CFP Percentage of assets, Fixed fees
Casey Kha FCA Houston CFP Percentage of assets, Hourly
Cassidy Steck Peak Asset Management Louisville Not listed Percentage of assets
Catherine Allen-Carlozo HFM Investment Advisors Glassboro CFP Percentage of assets, Fixed fees

Guides

Related specialties

Clients this specialty often serves