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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
Chase Hayhurst Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Chengkuo Chen Redwood Money San Jose Not listed Percentage of assets, Ongoing planning fee
Christopher D'Arcy D'Arcy Capital Management San Diego CFA Percentage of assets, Hourly
Christopher Stevenson Telos Partners Avon CFA Percentage of assets, Hourly
Christopher Zafiriou Flax Pond Capital Merion Station CFA Percentage of assets, Hourly
Clinton Cannon Cannon Capital Management Salt Lake City CFA Percentage of assets
Coco Lorenzo Monograph Wealth Manhattan Beach CFP Percentage of assets, Hourly
Cody Columna Ducere Wealth Management Newport Beach Not listed Percentage of assets
Dale Terwedo TFS Advisors Edmonds CFP, ChFC Percentage of assets, Hourly
Dallas Trahern Precedent Wealth Partners Houston Not listed Percentage of assets
Daniel Adams Analog Capital Partners Houston Not listed Percentage of assets
Daniel Carroll Alliance Private Wealth Bee Cave CFA Percentage of assets, Hourly
Daniel DeSouza Not listed Honolulu CFA Percentage of assets
Daniel Miladinovich DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Danielle Brown Buttonwood Financial Group Kansas City CFP Percentage of assets, Hourly
David Goodson ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Diego Luna Y Parra Diaz Berlin Wealth Group Advisors Tomball Not listed Flat fee or retainer, Hourly
Dinghao Jiang Downtown Wealth Studios Wellesley CFA Percentage of assets, Fixed fees
Dustin Irish Irish Capital Olathe Not listed Percentage of assets
Edmond Griffin Apex Investment Group Hudson CFA Percentage of assets
Emily Noyes Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Eric Hanna Wellspring Family Office Fairview Park CFP Percentage of assets, Fixed fees
Eric Story Cooper Norman Wealth Idaho Falls PFS Percentage of assets
Erica Nortman Capitol Family Office Beaverton Not listed Percentage of assets
Erin Menking FCA Fort Worth CFP Percentage of assets, Hourly
Evan Darr Precedent Wealth Partners Houston Not listed Percentage of assets
Federico Londono Castillo Occidental Asset Management Altamonte Springs Not listed Ongoing planning fee
Gary Hess Baldwin Management West Conshohocken CFA Percentage of assets
George Townsend Consilium Wealth Advisory Frisco CFP Percentage of assets, Fixed fees
Geovanni James Occidental Asset Management Burlingame Not listed Ongoing planning fee
Gregory Meyer New Wave Financial Services Hermosa Beach CFP Percentage of assets, Hourly
Griffin Kalepp Compound Black Earth CFP Percentage of assets, Fixed fees
Hart Williams Cloud Capital Management Seattle Not listed Percentage of assets
Heidi Arneson Precedent Wealth Partners Katy Not listed Percentage of assets
Hollyn Sekiguchi Pasadena Private Wealth Pasadena CFP Percentage of assets, Hourly
Jacob McKinney Clark Wealth Partners O'Fallon Not listed Percentage of assets, Fixed fees
James Harrington Bluesphere Advisors East Norriton CFA Flat fee or retainer, Ongoing planning fee
Jason Foster Peak Asset Management Louisville Not listed Percentage of assets
Jason Gabrieli HFM Investment Advisors Glassboro CFP Percentage of assets, Fixed fees
Jason Marsh Cognition Financial Dublin Not listed Percentage of assets, Ongoing planning fee
Jason Stuber Saling Wealth Advisors Louisville CFA Percentage of assets, Fixed fees
Jeff Pomerantz Analog Capital Partners Houston Not listed Percentage of assets
Jeffrey Lenhart Graves Light Lenhart Private Wealth Management Harrisonburg CFP Percentage of assets
Jennifer Pcholinsky Balentine Wealth Advisors Raleigh CFP Percentage of assets, Fixed fees
Jennifer Staton Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Jessica Rusnock Verity Investment Partners Beaufort CFP Percentage of assets, Fixed fees
Jeyamariappan Ganapathy Samatva Wealth Management Clarksburg CFA Percentage of assets, Hourly
Joe Enzler Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
John Buckley Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
John Glasman Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly

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