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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
Erin Eliason RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Evan Mills Scholar Financial Advising Winston-Salem Not listed Flat fee or retainer
Gabriel Newhof JVL Wealth Strategies Wyoming Not listed Percentage of assets, Hourly
Gabriel Sedora Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Gary Harris S. Harris Financial Group San Antonio Not listed Percentage of assets, Hourly
Gene Hamstra Lauer Wealth Management Valparaiso Not listed Percentage of assets, Hourly
George Boudreau Oliver Wealth Management Towson Not listed Ongoing planning fee
Gerald Skalsky Clear Harbor Wealth Management Destin Not listed Percentage of assets, Hourly
Gracelyn Snider S. Harris Financial Group San Antonio Not listed Percentage of assets, Hourly
Grant Hamstra Lauer Wealth Management Valparaiso Not listed Percentage of assets, Hourly
Grayson Garvin Arrow Alliance Franklin CFP Percentage of assets, Fixed fees
Guillermo Amoretty Amoretti Capital Management San Francisco Not listed Percentage of assets, Hourly
Holly Cloutier Alliance Private Wealth North Reading Not listed Percentage of assets, Hourly
Ian Hundley Gryphon Financial Partners Columbus CFP Percentage of assets, Hourly
Ian McGinnis Dental Wealth Partners Jackson Not listed Percentage of assets, Hourly
Igor Yukhvidin Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Jaime Cutter RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
James Bertram Baynes Investment Counsel Franklin Not listed Percentage of assets, Hourly
James Carr Keystone Global Partners Denver Not listed Percentage of assets
James Lawson Heritage Financial Network Concord Not listed Percentage of assets, Hourly
James Proffitt ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
James Simmons Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Jane Johnson Alliance Private Wealth North Reading Not listed Percentage of assets, Hourly
Jared Quereau Baldwin Management West Conshohocken Not listed Percentage of assets
Jaycee Carroll Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Jeffrey Conway Conway Partners Incline Village Not listed Percentage of assets, Fixed fees
Jeffrey Emrich Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Jeffrey Lagusch Gryphon Financial Partners Columbus CFP Percentage of assets, Hourly
Jeffrey Lehmann Ballast Lexington Not listed Percentage of assets, Hourly
Jeffrey Martin RPO Wealth Partners Charlotte Not listed Fixed fees
Jeffrey Petersen Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Jennifer McElderry Paller Financial Services Centennial Not listed Percentage of assets, Hourly
Jennifer Poirier Gryphon Financial Partners Toledo CFP Percentage of assets, Hourly
Jeremy Shevlin Toro West Capital Advisors Louisville CFP Percentage of assets, Fixed fees
Jiaxuan Zhuang MZ Capital Bethesda Not listed Percentage of assets, Hourly
John Giovannetti Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
John Hollie Avion Wealth Shenandoah Not listed Percentage of assets, Fixed fees
John Imbusch BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
John Lauer Lauer Wealth Management Valparaiso Not listed Percentage of assets, Hourly
John Malone Apex Investment Group Dedham Not listed Percentage of assets
John Merrill Tanglewood Total Wealth Management Houston Not listed Percentage of assets
John Steiner Welon Montgomery CFA Percentage of assets, Hourly
John Vanderburgh LifeWise Wealth Advisors Champaign Not listed Flat fee or retainer
Jonathan Cox Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Jonathan Kline Lakewood Financial Group Tafton Not listed Percentage of assets
Jonathan Nagy Alpine Road Financial Bend Not listed Percentage of assets, Flat fee or retainer
Jonathan Stambaugh Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Joseph Bakaysa Apex Investment Group Hudson Not listed Percentage of assets
Joseph Ceasar 11 Financial Lufkin Not listed Percentage of assets, Hourly
Joseph Cefalu Downtown Wealth Studios Miami Not listed Percentage of assets, Fixed fees

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Clients this specialty often serves