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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
Carl Drury Paradiem Covington Not listed Percentage of assets, Hourly
Carl Grahs Navigate Wealth Management Birmingham CFA Percentage of assets
Carson Rich Paradiem Covington Not listed Percentage of assets, Hourly
Carson Simpson C.S. Wealth Carey Not listed Flat fee or retainer, One-time planning fee
Cary Allison Kera Capital San Jose Not listed Percentage of assets, Hourly
Cassidy Fisher Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Charles Gehring Mission Creek Capital Partners San Francisco CFA Percentage of assets, Hourly
Charles Gillespie Castle Coast Wealth La Jolla Not listed Percentage of assets, Hourly
Charles Hruby Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Chase Guerrette Oldfield Wealth Partners Bangor Not listed Percentage of assets, Fixed fees
Chloe Silva Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Chris Franz Bauer Heitzmann Colorado Springs Not listed Percentage of assets
Christopher Baxter Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Christopher Champion Holden Family Office Dallas Not listed Percentage of assets, Hourly
Christopher Conmy Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Christopher Tate Fidelis Capital Bethesda Not listed Percentage of assets, Fixed fees
Christopher Williams Capital Fiduciary Advisors Ashburn Not listed Percentage of assets, Hourly
Clayton Finck Pittenger & Anderson Lincoln Not listed Percentage of assets
Cole McClellan Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Cory Lyon Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Cynthia Rozelle Manchester Capital Management Manchester Not listed Percentage of assets, Fixed fees
Cyrus Eslami Eslami & Co. Wealth Management Glen Ridge Not listed Percentage of assets, Ongoing planning fee
Daniel Bauer Bauer Heitzmann Colorado Springs Not listed Percentage of assets
Daniel Clark Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Daniel Ebert AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Daniel Johnson Windfall Advisors Santa Monica Not listed Percentage of assets, Hourly
Daniel Shainberg Heritage Wealth Management San Diego Not listed Percentage of assets, Hourly
Danielle Wauchope Paradiem Covington Not listed Percentage of assets, Hourly
Danijel Romic Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Darren Graff Guardant Wealth Advisors Southampton Not listed Percentage of assets
David Stuyck Tanglewood Legacy Advisors Houston Not listed Percentage of assets, Hourly
David Wulfert Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Davis Bean Private Advisory Group Draper Not listed Percentage of assets, Performance-based fees
Derek Campbell Twenty-Five Capital Partners Newport Beach Not listed Percentage of assets, Fixed fees
Dominic Hubert Schmidt Financial Management Kirkland Not listed Percentage of assets
Donald Campbell Twenty-Five Capital Partners Newport Beach Not listed Percentage of assets, Fixed fees
Douglas Rothermich Fidelis Capital Saint Charles Not listed Percentage of assets, Fixed fees
Drew Kunde Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Eden Morimoto Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Edward Cronin Manchester Capital Management Manchester Not listed Percentage of assets, Fixed fees
Elizabeth Sydzyik Pittenger & Anderson Lincoln Not listed Percentage of assets
Eric Dieckhoff ARCAP Partners Plainview Not listed Percentage of assets, Fixed fees
Eric Penz Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Francisco Salaverry Tanglewood Legacy Advisors Houston Not listed Percentage of assets, Hourly
Frederick Hinkley Manchester Capital Management New York Not listed Percentage of assets, Fixed fees
G-Woon Choe Kera Capital San Jose Not listed Percentage of assets, Hourly
Gabriel Martin Pelican Family Office Covington Not listed Flat fee or retainer, Percentage of assets
Garrett Williams Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
George Hoover Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Griffin Eberly Mills Wealth Advisors Southlake Not listed Percentage of assets, Hourly

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Clients this specialty often serves