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
Connor Oak Crane Capital Management Spring Park Not listed Percentage of assets
David Olson Journey Wealth Cleveland ChFC Percentage of assets, Fixed fees
Derek Jones Scratch Capital Boise CFA Percentage of assets, Fixed fees
Don Garman Mirador Capital Partners Pleasanton CFP Percentage of assets, Hourly
Douglas Smorag CM Wealth Beachwood PFS Percentage of assets, Hourly
Edi Alvarez Aikapa Wealth Planning & Management Corte Madera CFP Flat fee or retainer
Gregory Vogel O'Keefe Stevens Advisory Rochester Not listed Percentage of assets, One-time planning fee
Harish Prabandham Rubric Advisors San Francisco Not listed Percentage of assets, Hourly
Harry Martin GoalVest Advisory New York Not listed Percentage of assets, Hourly
Henri Moudi Mission Creek Capital Partners San Francisco CFP, CFA Percentage of assets, Hourly
James Burnett Navigate Wealth Management Birmingham CFP Percentage of assets
James Gorzynski We increase your company value by 72% to prepare for a sale Certified Exit Planners Charlotte Not listed One-time planning fee, Flat fee or retainer
James Redman Gibraltar Capital Management Tulsa CFA Percentage of assets, Hourly
James Richter Monotelo Wealth Partners Elgin CFP Ongoing planning fee
Jared La Blue DiversiFi Capital Los Altos Not listed Ongoing planning fee, Percentage of assets
Jeffrey Barnett Fintegrity Tenafly Not listed Ongoing planning fee, One-time planning fee
John Robertson Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
Jonathan Fargason Navigate Wealth Management Birmingham CFP Percentage of assets
Jonathan Solo Live Oak Wealth Advisory Group Houston Not listed Percentage of assets, Hourly
Jordan Kaufman Green Ridge Wealth Planning Montville CFP, CFA Percentage of assets, Fixed fees
Jordan Salim Corus Family Wealth Advisors Mckinney ChFC Percentage of assets, Hourly
Justin Klunder Gray Private Wealth Canton CFA Percentage of assets, Hourly
Kellan Peer O'Keefe Stevens Advisory Rochester Not listed Percentage of assets, One-time planning fee
Kimberly Cushman BentOak Capital Katy Not listed Percentage of assets, Hourly
Luke Johnson Boreal Advisors New Brighton CFP Percentage of assets, Fixed fees
Marc Hadley Nicollet Investment Management Minneapolis CFP Percentage of assets
Marisa Heiden Mission Creek Capital Partners San Francisco CFP Percentage of assets, Hourly
Mark Miller Gibraltar Capital Management Irving PFS, CFA Percentage of assets, Hourly
Mary Livingston Navigate Wealth Management Birmingham CFP, CFA Percentage of assets
Matthew Buehler Erenda Capital Management Glendale Not listed Percentage of assets
Matthew Slaney FinArc Investments Norwood CFA Percentage of assets
Max Diefenthaler Simonet Financial Group Kyle Not listed Ongoing planning fee, One-time planning fee
McCrary Lowe Gibraltar Capital Management Tulsa CFA Percentage of assets, Hourly
Melanie Pelayo Mission Creek Capital Partners San Francisco CFP Percentage of assets, Hourly
Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. Clarity Advisors Buffalo Not listed Percentage of assets, One-time planning fee
Michael McNitt Highview Capital Management Buffalo Grove CFP Percentage of assets
Michael Murray Persium Group Atlanta CFP Percentage of assets, Fixed fees
Michael Rollauer Highbrook Capital Partners Atlanta CFP Percentage of assets, Hourly
Naveen Sharma Nicollet Investment Management Minneapolis CFP Percentage of assets
Neale Ellis Fidelis Capital Dallas CFA Percentage of assets, Fixed fees
Nicholas Cavanaugh Roble Belko & Company Sewickley Not listed Percentage of assets, Fixed fees
Nicklaus Streit Highview Capital Management Buffalo Grove CFP Percentage of assets
Nihal Muzumdar Rubric Advisors San Francisco Not listed Percentage of assets, Hourly
Norman Alvis Altus Wealth Group Colorado Springs CFA Percentage of assets, Fixed fees
Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. Riehl, Dinar & Associates Stamford Not listed Percentage of assets
Paul Saunders Riverbend Wealth Management Myrtle Beach Not listed Percentage of assets
Phillip Frattali Sanderson Wealth Management Buffalo CFA Percentage of assets
Robert Dockendorff May Hill Capital Cohasset CFP Percentage of assets, Fixed fees
Roger Roble Roble Belko & Company Sewickley Not listed Percentage of assets, Fixed fees
Ronald Sanders ONE Advisory Partners Overland Park Not listed Ongoing planning fee, Percentage of assets

Guides

Related specialties

Clients this specialty often serves