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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
Ryan Richardson Weatherly Asset Management Del Mar CFP, ChFC Percentage of assets, Fixed fees
Ryan Waid Graves Light Lenhart Private Wealth Management Harrisonburg CFP Percentage of assets
Sam Evans Evans Wealth Management Duluth CFA Percentage of assets, Hourly
Sarah Williams Precedent Wealth Partners Houston Not listed Percentage of assets
Scott Dunlap Human Capital Wealth Management Fishers Not listed Percentage of assets, Ongoing planning fee
Sean Shannon Monograph Wealth Manhattan Beach CFP, CFA Percentage of assets, Hourly
Sean Sternbach Cloud Capital Management Seattle Not listed Percentage of assets
Sloane Bennett Precedent Wealth Partners Houston Not listed Percentage of assets
Sophia Berglund Peak Asset Management Louisville Not listed Percentage of assets
Stephen Santangelo Matriarch Wealth Management Miami CFA Percentage of assets, Hourly
Steven Aycock Austin Money Management Austin CFP Percentage of assets, Hourly
Stuart Strasner Defiant Capital Group Warrendale CFA Percentage of assets, Fixed fees
Tatum Duffie Precedent Wealth Partners Houston Not listed Percentage of assets
Taylor Welz DKM Wealth Management Stockton CFP, PFS Percentage of assets, Fixed fees
Terry Robinette Peak Asset Management Louisville Not listed Percentage of assets
Theodore Fischer Fischer Investment Strategies Westlake Village CFP Hourly, Flat fee or retainer
Thomas Mott Analog Capital Partners Houston Not listed Percentage of assets
Timothy Hartzell Sequent Asset Management Houston CFA Percentage of assets, Fixed fees
Todd Moerman Integrity Investment Advisors Fort Collins Not listed Percentage of assets
Travis Wurz Wurz Financial Services Holland Not listed Percentage of assets, Hourly
Troy Stovern TrueNorth Wealth & Impact Joplin CFP Percentage of assets, Hourly
Wanda Williams Precedent Wealth Partners Houston Not listed Percentage of assets
William Ambrogio Wellspring Family Office Cleveland CFP Percentage of assets, Fixed fees
William Shriver Gilpin Wealth Management Golden CFP, CFA Percentage of assets, Hourly
Zachary Welz DKM Wealth Management Stockton CFP Percentage of assets, Fixed fees
Aaron Wall Fidelis Capital Bethesda CFA Percentage of assets, Fixed fees
Adam Strahan BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Alexander Braun Financial Planning Navigators Maple Grove CFA Percentage of assets, Fixed fees
Andrew Boyd Gibraltar Capital Management Tulsa CFA Percentage of assets, Hourly
Andrew Shoemaker Hurley Capital New York CFP Percentage of assets, Fixed fees
Anthony Craun Sand Hill Global Advisors Palo Alto CFA Percentage of assets, Hourly
Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. Savvy New York Not listed Percentage of assets, One-time planning fee
Ashwini Patil GoalVest Advisory New York Not listed Percentage of assets, Hourly
Benjamin Wallace CM Wealth Beachwood CFA Percentage of assets, Hourly
Braden DeForge GoalVest Advisory New York Not listed Percentage of assets, Hourly
Brenda Vingiello Sand Hill Global Advisors Palo Alto CFA Percentage of assets, Hourly
Brett Rufkahr Alpine Private Wealth Saint Louis CFA Percentage of assets
Brian Dombkowski Sand Hill Global Advisors Palo Alto CFA Percentage of assets, Hourly
Brian Vogel Manchester Capital Management Manchester CFA Percentage of assets, Fixed fees
Brian Yost Alpine Private Wealth Saint Louis CFA Percentage of assets
Caleb Hopkins Navigate Wealth Management Birmingham CFP, CFA Percentage of assets
Caleb Huftalin Ridgeline Private Wealth Mesa CFP Ongoing planning fee
Calynn Mullins BentOak Capital Weatherford Not listed Percentage of assets, Hourly
Carol Wikle Mirador Capital Partners Pleasanton CFP Percentage of assets, Hourly
Cassandra Golden May Hill Capital Stuttgart, Germany CFP Percentage of assets, Fixed fees
Charles Goldblum Hurley Capital New York CFP, CFA Percentage of assets, Fixed fees
Charlise Whiteside Stonehaven Private Wealth Management Manchester By The Sea CFP Percentage of assets, Hourly
Christel Turkiewicz ONE Advisory Partners Overland Park Not listed Ongoing planning fee, Percentage of assets
Christian Voigtlander Gibraltar Capital Management Urbandale CFA Percentage of assets, Hourly
Christopher Gunster Fidelis Capital Greenwich CFA Percentage of assets, Fixed fees

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