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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
Steven Brandt Acorn Financial Services Alexandria Not listed Percentage of assets, Hourly
Steven Hutchison RiversEdge Advisors Wilmington Not listed Percentage of assets, Hourly
Stuart Herzog Beaird Harris Dallas Not listed Percentage of assets, Fixed fees
Taro Taguchi MZ Capital Washington Not listed Percentage of assets, Hourly
Terry Davis Gryphon Financial Partners Columbus CFP Percentage of assets, Hourly
Theresa Sommerdyke Three Seasons Wealth Draper Not listed Percentage of assets, Fixed fees
Thomas Bruce Tanglewood Total Wealth Management Houston Not listed Percentage of assets
Thomas Cefalu Downtown Wealth Studios New York Not listed Percentage of assets, Fixed fees
Thomas Fletcher GenSphere Private Wealth Gig Harbor CFA Percentage of assets, One-time planning fee
Thomas Regan Gryphon Financial Partners Cincinnati CFP Percentage of assets, Hourly
Tory Parke Three Seasons Wealth Salt Lake City Not listed Percentage of assets, Fixed fees
Trevor Martin Richard P. Slaughter Associates Austin Not listed Percentage of assets, Hourly
Trevor O'Connor Precision Wealth Strategies St. Louis Not listed Percentage of assets, Hourly
Triton Lee Cannon Capital Management Salt Lake City Not listed Percentage of assets
Wendell Hill Three Seasons Wealth Kaysville Not listed Percentage of assets, Fixed fees
William Blake PMG Family Office Plano Not listed Percentage of assets, Hourly
William Grant Diamond Client Group The Woodlands Not listed Percentage of assets, Hourly
William Hiatt Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
William Martin Steel Grove Memphis CFA Percentage of assets, Fixed fees
William Scorpio Diamond Client Group Fair Oaks Ranch Not listed Percentage of assets, Hourly
William Taylor Kirk Capital Advisors Vienna Not listed Percentage of assets, Hourly
William Velgersdyk Strong Tower Wealth Minneapolis Not listed Percentage of assets, Hourly
Yoo Chung Chang Upstart Wealth Management Chicago Not listed Percentage of assets, Ongoing planning fee
Aaron Izenstark IRON Financial Northbrook Not listed Percentage of assets, Performance-based fees
Adam Brown Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Adam Powell Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Alexander Puziol Manchester Capital Management Montecito Not listed Percentage of assets, Fixed fees
Alexandra Boyles Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Alfred Cheung Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Amanda Dixon Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Amir Monsefi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Amy White Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Andrew Lunt Scratch Capital Boise Not listed Percentage of assets, Fixed fees
Angelina Bulbotka Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Angelo D'Amato Goodenough Sanderson Wealth Management Buffalo Not listed Percentage of assets
Anthony Gargano Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Antoine Lena Twenty-Five Capital Partners Newport Beach Not listed Percentage of assets, Fixed fees
Balfoure Brenes AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Benjamin Hilyard Fidelis Capital Bethesda Not listed Percentage of assets, Fixed fees
Blake Anderson Pittenger & Anderson Lincoln Not listed Percentage of assets
Blake Chrisman Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Brandon Lew Kera Capital Los Angeles Not listed Percentage of assets, Hourly
Brandon Sullivan Spring Street Wealth New York Not listed Percentage of assets, Fixed fees
Brenda Lammers Altus Wealth Group Colorado Springs Not listed Percentage of assets, Fixed fees
Brendon Yi Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Bret Breibeck Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Brian Vogler Highview Capital Management Buffalo Grove CFA Percentage of assets
Caleb Kelso Paradiem Covington Not listed Percentage of assets, Hourly
Canyon Burton-Murphy Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets
Carl Bader Sanderson Wealth Management Buffalo Not listed Percentage of assets

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Related specialties

Clients this specialty often serves