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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
John Harrington Ducere Wealth Management Newport Beach Not listed Percentage of assets
John Levangie Darrow Wealth Management Needham Not listed Percentage of assets
John Maddison Balentine Wealth Advisors Raleigh CFP, CFA Percentage of assets, Fixed fees
John Rudi Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
John Wilbourne Occidental Asset Management Bellevue Not listed Ongoing planning fee
Jonathan Crantz Precedent Wealth Partners Houston Not listed Percentage of assets
Jonathan White Analog Capital Partners Houston Not listed Percentage of assets
Jonathan Zeschin Essential Investment Partners Englewood CFP Percentage of assets
Joshua Jenkins Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Juwon Hill Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Kathryn Madzsar Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
Kelli Burger Weatherly Asset Management Del Mar CFP Percentage of assets, Fixed fees
Kevin Manning Regent Peak Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Kory Lackey Cloud Capital Management Seattle Not listed Percentage of assets
Kristy Groth Precedent Wealth Partners Spring Not listed Percentage of assets
Kyle Smith Precedent Wealth Partners Houston Not listed Percentage of assets
Lauren Mance RiversEdge Advisors Wilmington CFA Percentage of assets, Hourly
Li-Wei Chang 7Summit Advisors Los Angeles CFP Percentage of assets
Lisa Isaacson Canyon Creek Investment Advisors Montrose CFP, PFS Percentage of assets, Hourly
Lyndsey Monahan Precision Wealth Strategies Frisco ChFC Percentage of assets, Hourly
Manuel Ortiz Aquino Occidental Asset Management Burlingame Not listed Ongoing planning fee
Margaret Quinn Paradigm Wealth Management Chicago CFP Percentage of assets, Hourly
Marisol Andreoni Utopia Wealth Management Coconut Creek Not listed Percentage of assets, Hourly
Mark Nortman Capitol Family Office Beaverton Not listed Percentage of assets
Marnie Randel Paradigm Wealth Management Westlake CFP Percentage of assets, Hourly
Marshall Brannock Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Matthew Brunelle Buckley Wealth Las Vegas Not listed Percentage of assets, Hourly
Matthew Dellovo BFA Wealth Management Delray Beach Not listed Percentage of assets, Flat fee or retainer
Matthew Haefner Monograph Wealth Manhattan Beach CFP Percentage of assets, Hourly
Melissa Phillippi Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Michael Cermak ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Michael Hymes Beatrice Advisors New York CFP Percentage of assets, Fixed fees
Miguel Irazabal Monograph Wealth Manhattan Beach CFP Percentage of assets, Hourly
Mitchell Gasbarro Buttonwood Financial Group Kansas City CFP Percentage of assets, Hourly
Nathan Hoyt Regent Peak Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Nathan Walsh Occidental Asset Management Burlingame Not listed Ongoing planning fee
Nathan Ward W&S Management Services Richmond Not listed Percentage of assets, Hourly
Neal Stephenson Precedent Wealth Partners Houston Not listed Percentage of assets
Neil Goodson ProffittGoodson Private Wealth Knoxville CFA Percentage of assets, Hourly
Nicholas Perrine Graves Light Lenhart Private Wealth Management Harrisonburg CFP Percentage of assets
Noel Bennett Peak Asset Management Louisville Not listed Percentage of assets
Oleg Litvinenko Meeting House Capital Concord CFA Percentage of assets
Pamela Hinton Precedent Wealth Partners Fredericksburg Not listed Percentage of assets
Patrick Beaird Beaird Harris Dallas PFS Percentage of assets, Fixed fees
Patrick Fletcher GenSphere Private Wealth Gig Harbor CFP Percentage of assets, One-time planning fee
Peter Hedberg Peak Asset Management Louisville Not listed Percentage of assets
Peter Hughes Telos Partners Cottonwood Heights CFA Percentage of assets, Hourly
Rachael Graf Buttonwood Financial Group Kansas City CFP Percentage of assets, Hourly
Rebecca Stone Balentine Wealth Advisors Atlanta CFP Percentage of assets, Fixed fees
Robert Allan Welon Montgomery CFP, CFA Percentage of assets, Hourly

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Clients this specialty often serves