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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
Joseph Charles Apex Investment Group Hudson Not listed Percentage of assets
Joseph Chrisman Monograph Wealth Manhattan Beach CFA Percentage of assets, Hourly
Joseph Plume Oliver Wealth Management Towson Not listed Ongoing planning fee
Joshua Ali Fortress Wealth Planning Jacksonville Beach CFP, CFA Percentage of assets, Fixed fees
Justin Smallwood The Financial Resource Center Covington Not listed Percentage of assets, Hourly
Justin Souder Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Justin Vargas Cannon Capital Management Salt Lake City Not listed Percentage of assets
Kaitlin Jordan Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Karla Saez Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Katherine Davis RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Kathleen Cefalu Downtown Wealth Studios Ipswich Not listed Percentage of assets, Fixed fees
Kaylan Adams BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Keley Petersen Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Kelly Snider Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kenneth Gillespie Hermosa Wealth Management Hermosa Beach Not listed Percentage of assets, Hourly
Kenneth Perine Meritage Wealth Advisory Santa Rosa CFP Percentage of assets, Fixed fees
Kerry Pennington The Financial Resource Center Carmel Not listed Percentage of assets, Hourly
Kevin Lindley Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kevin Londergan BayRock Financial Friendswood Not listed Percentage of assets, Hourly
Khristopher Torres RiversEdge Advisors San Antonio Not listed Percentage of assets, Hourly
Kilburn Sherman Maclendon Wealth Management Jensen Beach PFS Percentage of assets, Hourly
Kody Williams Saling Wealth Advisors Louisville Not listed Percentage of assets, Fixed fees
Kraishylea Agboaye Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Kurt Gunter Lake Hills Wealth Management Austin Not listed Percentage of assets, Hourly
Kyle Abrahamovich Poulos Advisors South Burlington Not listed Percentage of assets, Hourly
Laura Kohler Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Laura Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Lauren Desmarteaux Preserve Private Wealth Port St. Lucie Not listed Percentage of assets, Fixed fees
Lauren Fine Beatrice Advisors Cleveland CFA Percentage of assets, Fixed fees
Lelamarie Kelly Life UnLocked Partners Venice Not listed Percentage of assets
Lily Evans Evans Wealth Management Duluth Not listed Percentage of assets, Hourly
Lucas Cheatham Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Malique Micenheimer WIN Private Wealth Elk Grove Not listed Percentage of assets, Flat fee or retainer
Marcel Quiroga TQM Wealth Partners Marblehead Not listed Percentage of assets, Hourly
Maria Ojeda Partida Shah Wealth Advisors Chino Hills Not listed Percentage of assets, Fixed fees
Marisa Facciolo RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Mark Herman Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Mark Tennenbaum Life UnLocked Partners Venice Not listed Percentage of assets
Martin Rascon Weatherly Asset Management Del Mar CFA Percentage of assets, Fixed fees
Matthew Heard BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Matthew Santarsiero Tomoro Colts Neck CFP Percentage of assets, Hourly
Matthew Vallebo Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Matthew Williamson 11 Financial Lufkin Not listed Percentage of assets, Hourly
Megan Beaufays Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Megan Dant Saling Wealth Advisors Louisville Not listed Percentage of assets, Fixed fees
Mervin Burton Beatrice Advisors New York CFA Percentage of assets, Fixed fees
Michael Cox Seaside Wealth Advisors Mechanicsburg Not listed Percentage of assets, Hourly
Michael Crew Flax Pond Capital Merion Station Not listed Percentage of assets, Hourly
Michael Ellis Steelhead Wealth Management Naples Not listed Percentage of assets, Fixed fees
Michael Kasianko Presidio Capital Management San Diego Not listed Percentage of assets, Hourly

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