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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
Bill Mulvahill Trailhead Planners Edina CFP, CPA Percentage of assets, Hourly
Brian Canning Brave New Wealth Westlake Village AIFA, CFP Percentage of assets, Hourly
Chris Alman Equip Financial Partners, LLC Fairhope CFP Ongoing planning fee, Percentage of assets
Clandine Schrock Montis Financial Waltham CFP, CPWA Percentage of assets, Hourly
Dana Menard Twin Cities Wealth Strategies, Inc. Maple Grove CFP, RLP Flat fee or retainer, Percentage of assets
David Gardner Entree Wealth Boulder CFP, EA, MS Percentage of assets, Ongoing planning fee
Edward Leach Highland Financial Advisors, LLC Wayne CEPA, CFP, MBA Percentage of assets
Grant Bledsoe Three Oaks Wealth Lake Oswego AIF, CEPA, CFA, CFP Percentage of assets, Hourly
Ian Wild All-Pro Advisors LLC Gibsonia CFP Percentage of assets
Jim Crider Intentional Living FP LLC New Braunfels CFP Ongoing planning fee, Percentage of assets
John Bovard Incline Wealth Advisors Cleves CFP Percentage of assets, Fixed fees
Kelly Pedersen Caissa Wealth Strategies Minneapolis CDFA, CFP Percentage of assets, Fixed fees
Kris Draper Northern Lights Advisors Inc Seattle CFP Percentage of assets, Ongoing planning fee
Kyle Simmons J.E. Simmons & Co., P.C. Dallas CFP Percentage of assets, Ongoing planning fee
Lucas Wennersten 49th Parallel Wealth Management Vancouver CFA, CFP (Canada), CFP (U.S.) Percentage of assets, Hourly
Martin Lundgren Northern Lights Advisors Inc. Seattle CFA, CFP Percentage of assets, Ongoing planning fee
Melissa Estrada Fidela Wealth Calabasas CFP, CIMA Percentage of assets, Hourly
Michael Tarascio Tarascio Financial Planning, LLC Mesa CFP Percentage of assets, Fixed fees
Morgan Ranstrom Trailhead Planners, LLC Portland CEPA, CFA, CFP, RLP Percentage of assets, Hourly
Morris MacLeod Strategos Group Halifax MBA Flat fee or retainer, Ongoing planning fee
Rob Schulz Schulz Wealth Irving CFP Percentage of assets, Fixed fees
Robert Riedl Endowment Wealth Management, Inc. Chicago AWMA, BS, CFA, CFP Percentage of assets
Tara Unverzagt South Bay Financial Partners Torrance CFP, MBA Hourly, One-time planning fee
Zachary Ashburn Reach Strategic Wealth Winston-Salem CFP, EA, AFC Percentage of assets, One-time planning fee
Allison Vanaski Arcadia Wealth Management New York CFP Percentage of assets, Hourly
Brett Spencer Impact Financial LLC Chicago CFP Percentage of assets, Hourly
Cameron Penney Penney Financial Houston CFP Percentage of assets, Flat fee or retainer
Christopher Hodges Hodges Financial Group Nashville CFP, CPFA Percentage of assets, Hourly
Dale Shafer Ii Life Moves Wealth Management, LLC Scotttsdale CFP, APMA, CDFA Ongoing planning fee
Dan Stous Flagstone Financial Management Lincoln CFP, MBA Percentage of assets, Hourly
Danny Clare Flagstone Financial Management Lincoln CFP Percentage of assets, Hourly
Eric Stutzman Selkirk Wealth Advisors Spokane CFP Percentage of assets, Hourly
Gerry Barrasso United Financial Planning Group Hauppauge CFP, CPA, MBA, PFS Percentage of assets, Hourly
Jose Vivero United Financial Planning Group, LLC New York CFP, ChFC, CLU, RICP Percentage of assets, Hourly
Josh Escalante Troesh Purposeful Strategic Partners Alta Loma CFP, MBA Percentage of assets, Ongoing planning fee
Joshua Escalante Troesh Purposeful Strategic Partners Alta Loma CFP, MBA Percentage of assets, Ongoing planning fee
Matt Reakus Sound Wealth LLC Marlton CFP, EA Percentage of assets, Hourly
Michael Johnson Flagstone Financial Management Lincoln CFP, JD, MBA Percentage of assets, Hourly
Michael Zung Java Wealth Planning Lees Summit CFP Flat fee or retainer
Richard Feight IAM Financial, LLC East Lansing CFP, EA Percentage of assets, Fixed fees
Ryan Derousseau United Financial Planning Group Hauppauge CFP, EA Percentage of assets, Hourly
Zach Thomas Growth Horizons Wealth Management Georgetown CFP One-time planning fee
Bridget Grimes WealthChoice LLC Coronado CFP Percentage of assets, Hourly
Eric Walters Summit Hill Wealth Management Greenwood Village CFA, CFP Percentage of assets, Hourly
Jamieson Hopp Millennial Wealth, LLC Bellevue CFP, BFA, CBDA, CEPA Percentage of assets, Hourly
Jason Howell Jason Howell Company Vienna CFP, CPWA Percentage of assets, Hourly
John Sanders Portus Wealth Advisors Charlotte CFP, MBA Percentage of assets, Hourly
Joseph Curran Breachway Investments West Hartford CFP, CRPC Percentage of assets, Ongoing planning fee
Rodney James Vineyard Family Wealth, LLC Houston CFP Percentage of assets, Fixed fees
Scott Frank Stone Steps Financial Cardiff CFP, CFA, RLP Percentage of assets, Hourly

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