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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
Michael Klaiber Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Kuehn Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Nix Verity Investment Partners Beaufort CFA Percentage of assets, Fixed fees
Michael Novak Wellspring Family Office Cleveland PFS Percentage of assets, Fixed fees
Michael Schwartz MZ Capital Washington Not listed Percentage of assets, Hourly
Michael Seelman ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
Michael Sitzman Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
Michael Solik Gryphon Financial Partners Columbus CFP Percentage of assets, Hourly
Michael Thayer Private Asset Management Kirkland Not listed Percentage of assets, Hourly
Michael Wakeham Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Nathan Cameron Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Nathan Rydalch Cooper Norman Wealth Idaho Falls Not listed Percentage of assets
Neil Rose Regency Capital Management Bainbridge Island CFA Percentage of assets
Nevin Kaul Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
Nicholas Blankl Consilium Wealth Advisory West Linn CFA Percentage of assets, Fixed fees
Nicholas Carman Clear Harbor Wealth Management Destin Not listed Percentage of assets, Hourly
Nicholas Michel Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly
Nicholas Michels Michels Family Financial Fort Worth Not listed Percentage of assets, Fixed fees
Nicolas Drury Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Nihar Shah Shah Wealth Advisors Chino Hills Not listed Percentage of assets, Fixed fees
Noah Fenz Investors Portfolio Services Puyallup Not listed Percentage of assets, Hourly
Noah Lewis Scholar Financial Advising Winston-Salem Not listed Flat fee or retainer
Panos Grivakis Lakewood Financial Group Newport Beach Not listed Percentage of assets
Paul Broomell Vantus Wealth Lancaster Not listed Percentage of assets, Hourly
Paul Brown Clearstone Wealth Management Murfreesboro Not listed Percentage of assets, Hourly
Paula Allgood Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Pedro Silva Apex Investment Group Hudson Not listed Percentage of assets
Perrin Jones BMSS Wesson Wealth Solutions Birmingham Not listed Percentage of assets, Hourly
Peter Dizdar Palumbo Wealth Management Great Neck Not listed Percentage of assets, Fixed fees
Richard Turgeon Wellspring Family Office Cleveland CFA Percentage of assets, Fixed fees
Robert Swansboro Gryphon Financial Partners Toledo CFP Percentage of assets, Hourly
Robyn Cohen Presidio Capital Management San Diego Not listed Percentage of assets, Hourly
Rodrigo Nevado Amoretti Capital Management San Francisco Not listed Percentage of assets, Hourly
Ronald Leavitt Capstone Capital Henderson Not listed Percentage of assets, Fixed fees
Ronald Skalberg Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Ronald Whitley Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Ryan Bellis Vertex Planning Partners Downers Grove Not listed Percentage of assets, Fixed fees
Ryan Kotys Kotys Wealth Professionals Valparaiso Not listed Percentage of assets, Hourly
Ryan Redmond Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Ryan Robertson Factor Wealth Management Chicago Not listed Percentage of assets, Hourly
Samuel Baynes Baynes Investment Counsel Fort Worth Not listed Percentage of assets, Hourly
Sarah Contino CAM Investor Solutions Austin Not listed Percentage of assets, Hourly
Sarah McIvor Avion Wealth The Woodlands Not listed Percentage of assets, Fixed fees
Sarah Smith Willow Grove Advisors Berkeley Not listed Percentage of assets, Hourly
Sean Paddock Wealth Dimensions Group Cincinnati Not listed Percentage of assets, Hourly
Sean Tyll Acorn Financial Services Reston Not listed Percentage of assets, Hourly
Shannon Schulz S. Harris Financial Group San Antonio Not listed Percentage of assets, Hourly
Shannon Ware Acorn Financial Services Harrisonburg Not listed Percentage of assets, Hourly
Stephen Engel Palumbo Wealth Management Great Neck Not listed Percentage of assets, Fixed fees
Stephen Islander Presidio Capital Management San Diego Not listed Percentage of assets, Hourly

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Related specialties

Clients this specialty often serves