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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
Leonard Rodman Rothschild Capital Partners Potomac Not listed Percentage of assets, Hourly
Lily Mossayi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Luz Curiel Kilter Group Rhinebeck Not listed Percentage of assets, Fixed fees
Maria Bolanos Wong Manchester Capital Management Charlottesville Not listed Percentage of assets, Fixed fees
Mark Frugoni FOCUS Wealth Advisors Houston Not listed Percentage of assets
Mark Sansoterra Highview Capital Management Buffalo Grove CFA Percentage of assets
Mark Strahs Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Maryam Khoshreza AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Mason Rike Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Matthew Burnham Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Matthew Ellis Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Matthew Komer Kera Capital Mokena Not listed Percentage of assets, Hourly
Matthew Sullivan Paradiem Covington Not listed Percentage of assets, Hourly
McKenna Rice Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Megan Breslin Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Meghan Daters Sand Hill Global Advisors San Francisco Not listed Percentage of assets, Hourly
Micah Wakefield TrueHaven Capital Franklin Not listed Percentage of assets, Hourly
Michael Cropper Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Michael Dieschbourg Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
Michael McCabe Kera Capital Bend Not listed Percentage of assets, Hourly
Michael Sellers Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Michelle Hams Heritage Wealth Management San Diego Not listed Percentage of assets, Hourly
Milton Brown Paradiem Covington Not listed Percentage of assets, Hourly
Mitchell Bloom Bloom Financial Westminster Not listed Percentage of assets
Mitchell Knotek Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Morgan Roberts Manchester Capital Management Manchester Not listed Percentage of assets, Fixed fees
Nathan Freeman Oldfield Wealth Partners Bangor Not listed Percentage of assets, Fixed fees
Nathan Mescobi AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Ngoc Thuy Vy Nguyen Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Nicholas Evans CM Wealth Beachwood Not listed Percentage of assets, Hourly
Nicholas Paterniti Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Nikolas Madonis ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Parker Anderson Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Partick Quealy Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Patrick Keane Nevis Equity Advisors Dobbs Ferry Not listed Percentage of assets
Paul Ayotte Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Paula Bindert Prairie View Wealth Partners Sioux Falls PFS Percentage of assets
Peter Kunze Guardant Wealth Advisors New York Not listed Percentage of assets
Philip Fessler AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Phillip Nelson Persium Group Atlanta CFA Percentage of assets, Fixed fees
Richard Dexter Spartan Planning Greensboro Not listed Percentage of assets, Fixed fees
Richard Lakin IRON Financial Northbrook Not listed Percentage of assets, Performance-based fees
Richard Simonetti Fidelis Capital Tampa Not listed Percentage of assets, Fixed fees
Robert Featherstone Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Robert McKay Nautical Star Financial Fort Mitchell Not listed Percentage of assets, Hourly
Robert Patrick Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Robert Willis Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Robin Austin Mills Wealth Advisors Southlake Not listed Percentage of assets, Hourly
S Bean Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Samuel Tidd Scratch Capital Boise Not listed Percentage of assets, Fixed fees

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Related specialties

Clients this specialty often serves