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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
Brooks Rarden Gilpin Wealth Management Las Vegas CFA Percentage of assets, Hourly
Bruno Krenn Pacific Capital Corona Not listed Percentage of assets, Fixed fees
Caeden Goering Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Caleb Smoes LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Callie Jacoby Gryphon Financial Partners Toledo CFP Percentage of assets, Hourly
Carl Christensen Avion Wealth Columbus Not listed Percentage of assets, Fixed fees
Carlos Lowenberg Masterpiece Capital Austin ChFC Percentage of assets, Fixed fees
Catherine Richmond Ballast Lexington Not listed Percentage of assets, Hourly
Chace Cannon Cannon Capital Management Salt Lake City Not listed Percentage of assets
Chad Willardson Pacific Capital Corona Not listed Percentage of assets, Fixed fees
Christopher Huston Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Christopher Nibley Nibley Financial Heber Not listed Percentage of assets, Fixed fees
Christopher Oland Harmony Wealth Advisors Edgewater Not listed Percentage of assets, Fixed fees
Christopher Reyes Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Christopher Williamson Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Clarissa Candelario Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Clark Forward Forward Financial Houston Not listed Percentage of assets
Claudia Valladares 11 Financial Lufkin Not listed Percentage of assets, Hourly
Clifford Kolson Family Wealth Leadership Irvine Not listed Percentage of assets, Hourly
Clinton Simmons Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Cole Deardorff Lauer Wealth Management Valparaiso Not listed Percentage of assets, Hourly
Connor Mykleby Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Connor Wright Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Cort Barrett White Aspen Capital Henderson Not listed Percentage of assets, Fixed fees
Craig Rottman Financial Strategies Group Fargo Not listed Percentage of assets, Hourly
Dalin Jewett Tanara Wealth Management Lehi Not listed Percentage of assets, Hourly
Dalton McIlrath Fortress Wealth Planning Jacksonville Beach CFP Percentage of assets, Fixed fees
Dana Strickland Scholar Financial Advising Winston-Salem Not listed Flat fee or retainer
Daniel De Mille Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Daniel Vogelpohl Wealth Dimensions Group Cincinnati Not listed Percentage of assets, Hourly
Daniel Witherspoon LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Darin Robinson Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
David Doll Sequent Asset Management Houston Not listed Percentage of assets, Fixed fees
David Luedecke Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
David Peppard Baldwin Management West Conshohocken Not listed Percentage of assets
Dianne Hively Hivest Financial Tampa Not listed Percentage of assets, Hourly
Donald Hall Hall Capital Management Pasadena CFA Percentage of assets
Donald Harris Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Donald Heishman Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
Douglas Schmitz Financial Strategies Group Fargo Not listed Percentage of assets, Hourly
Drew Vesling Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Dustin Gordon Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Dustin Hunter SunRift Capital Partners Plainfield Not listed Percentage of assets, Hourly
Dustin Terry Clear Harbor Wealth Management Destin Not listed Percentage of assets, Hourly
Edward Kolanko Baynes Investment Counsel Mason Not listed Percentage of assets, Hourly
Elena Sargent Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Elizabeth Brady Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Eric Sorenson Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Eric Stats Brighton Wealth Management Cottonwood Heights CFA Percentage of assets, Hourly
Erik Bagley Kotys Wealth Professionals Folsom Not listed Percentage of assets, Hourly

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Related specialties

Clients this specialty often serves