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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
Sandra Tackett Paradiem Covington Not listed Percentage of assets, Hourly
Sara Craven Sand Hill Global Advisors Palo Alto Not listed Percentage of assets, Hourly
Scott Allison Kera Capital San Jose Not listed Percentage of assets, Hourly
Sean Meunier Holden Family Office North Palm Beach Not listed Percentage of assets, Hourly
Sean Planchard Torrey Growth & Income Advisors Del Mar Not listed Percentage of assets, Hourly
Sean Toohey Alpine Private Wealth Omaha Not listed Percentage of assets
Shaobo Li Dominguez Wealth Management Solutions Williamsburg Not listed Percentage of assets, Hourly
Simone Liu AIRE Advisors Beverly Hills Not listed Percentage of assets, Hourly
Stephanie Holston Kilter Group Witchita Not listed Percentage of assets, Fixed fees
Stephen Griner Persium Group Atlanta CFA Percentage of assets, Fixed fees
Stephen Heitzmann Bauer Heitzmann Colorado Springs Not listed Percentage of assets
Steven Hillstead Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Susan Becker Nicollet Investment Management Minneapolis CFA Percentage of assets
Susan Sofronas Manchester Capital Management New York Not listed Percentage of assets, Fixed fees
Terence Gliha Journey Wealth Cleveland Not listed Percentage of assets, Fixed fees
Theodore Hellman Hofman Wealth Management Chesterfield Not listed Percentage of assets
Theodore Palfini Cavalot Capital Redding Not listed Percentage of assets, Hourly
Thomas Quealy Aureum Wealth Management North Palm Beach Not listed Percentage of assets, Hourly
Thomas Sullivent Gibraltar Capital Management Tulsa Not listed Percentage of assets, Hourly
Tricia Eliason Private Advisory Group Redmond Not listed Percentage of assets, Performance-based fees
Tristan Smith Bauer Heitzmann Colorado Springs Not listed Percentage of assets
Tyler Kiepke Holden Family Office North Palm Beach Not listed Percentage of assets, Hourly
Veronica Fox Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Vincci Ma Kera Capital Daly City Not listed Percentage of assets, Hourly
Wesley Jensen Private Advisory Group Lehi Not listed Percentage of assets, Performance-based fees
Westley Schubert Corus Family Wealth Advisors Mckinney Not listed Percentage of assets, Hourly
Will Holdren Xception Family Office Atlanta Not listed Percentage of assets, Fixed fees
William Coughlin Alpha Capital Family Office Greenwood Village Not listed Percentage of assets, Fixed fees
William Kirk Heritage Wealth Management San Diego Not listed Percentage of assets, Hourly
William Mortimer Solidarity Wealth Lehi Not listed Percentage of assets, Subscription
Zachary Sirota IRON Financial Cresskill Not listed Percentage of assets, Performance-based fees
Zaheer Poptani Asempa Wealth Advisors Baton Rouge Not listed Percentage of assets
Zealan Hoover Torrey Growth & Income Advisors Washington Not listed Percentage of assets, Hourly
Aaron Soderberg BirdRock Wealth Management Minneapolis Not listed Percentage of assets
Adam Minor RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Alexandra Ong Monograph Wealth Manhattan Beach Not listed Percentage of assets, Hourly
Alexia McCluskey Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Anthony Hunt Pasadena Private Wealth Pasadena Not listed Percentage of assets, Hourly
Asa Graves Graves Light Lenhart Private Wealth Management Harrisonburg Not listed Percentage of assets
Ashley Micciche True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Brett Herron HFM Investment Advisors Glassboro Not listed Percentage of assets, Fixed fees
Carl Bradley Wittenberg Investments Troy Not listed Percentage of assets, Hourly
Carlos Carriedo Samaniego Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Carmen Laster Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Caroline Caldwell Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Carolyn Taylor Weatherly Asset Management Del Mar Not listed Percentage of assets, Fixed fees
Charles Anderson Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Charles Coleman Pasadena Private Wealth Pasadena Not listed Percentage of assets, Hourly
Christian Becnel Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Christina Borger BirdRock Wealth Management Austin Not listed Percentage of assets

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