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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
Hampton Clark Highbrook Capital Partners Atlanta CFA Percentage of assets, Hourly
Harry Armon ARCAP Partners Plainview Not listed Percentage of assets, Fixed fees
Harshvardhan Ved Guardant Wealth Advisors Southampton Not listed Percentage of assets
Helena Sandoval Kera Capital San Jose Not listed Percentage of assets, Hourly
Henry Hien Phan Kera Capital San Jose Not listed Percentage of assets, Hourly
Henry McCall Inman Jager Wealth Management Hattiesburg Not listed Percentage of assets, Hourly
Ira Ross Spartan Planning Greensboro Not listed Percentage of assets, Fixed fees
Jack Branch Pelican Family Office Covington Not listed Flat fee or retainer, Percentage of assets
Jacob Guinn Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Jadon Dailey Kera Capital Mesa Not listed Percentage of assets, Hourly
James Dean Guardant Wealth Advisors Palmetto Bay Not listed Percentage of assets
James Myers Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
James Naify AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Jamie Cox Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Jasmine Miller Kilter Group Peoria Not listed Percentage of assets, Fixed fees
Jason Hetland Financial Planning Navigators Maple Grove Not listed Percentage of assets, Fixed fees
Jason Wood Rothschild Capital Partners New York Not listed Percentage of assets, Hourly
Jaxson Simmerman Pittenger & Anderson Lincoln Not listed Percentage of assets
Jeffrey McClean Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Jeffrey Spagnola Kera Capital San Jose Not listed Percentage of assets, Hourly
Jennifer Ziesk Kilter Group Rhinebeck Not listed Percentage of assets, Fixed fees
Jeremiah Barwick Keen Capital Chapin Not listed Percentage of assets, Hourly
Joel Braswell Holden Family Office North Palm Beach Not listed Percentage of assets, Hourly
John Choe FinArc Investments Norwood Not listed Percentage of assets
John Dame Rothschild Capital Partners Washington Dc Not listed Percentage of assets, Hourly
John Hofman Hofman Wealth Management Chesterfield Not listed Percentage of assets
John Rosswog Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
John Sanderson Sanderson Wealth Management Buffalo Not listed Percentage of assets
John Youngs Tiller Private Wealth Orlando Not listed Percentage of assets, Fixed fees
Johnathan Butler Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Jonathan Berry TrueHaven Capital Richardson Not listed Percentage of assets, Hourly
Jonathan Lederer Mission Creek Capital Partners San Francisco CFA Percentage of assets, Hourly
Jordan King Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Joseph Hoffman Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Joshua Guevin ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Julie Sellers Pittenger & Anderson Lincoln Not listed Percentage of assets
Justin Jones Fidelis Capital Dallas Not listed Percentage of assets, Fixed fees
Justin Lunt Scratch Capital Boise Not listed Percentage of assets, Fixed fees
Katherine Ludeman Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Kathryn Atkins Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Kaylee Johnson Kilter Group Webster Not listed Percentage of assets, Fixed fees
Kian Hoover Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Kimberly Pham Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Kristin Kliewer Pittenger & Anderson Lincoln Not listed Percentage of assets
Kristin Sun Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Kristina Downing AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Kyle Cipperley Prairie View Wealth Partners Sioux Falls CFA Percentage of assets
Lance Peters Nautical Star Financial Las Colinas Not listed Percentage of assets, Hourly
Leo Rose Xception Family Office Atlanta Not listed Percentage of assets, Fixed fees
Leonard Brecken Brecken Capital Advisors Weddington Not listed Percentage of assets, Hourly

Guides

Related specialties

Clients this specialty often serves