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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
Christina Doherty FCA Houston Not listed Percentage of assets, Hourly
Christopher Lai Ascent Wealth Partners New Hartford CFA Percentage of assets
Cindy Yac FCA Houston Not listed Percentage of assets, Hourly
Clayton Williams Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Cliff Demarest Consilium Wealth Advisory Frisco Not listed Percentage of assets, Fixed fees
Clifton Dortch Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Connor Williamson TrueNorth Wealth & Impact Joplin Not listed Percentage of assets, Hourly
Craig Sneed Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Danielle Bailey Balentine Wealth Advisors Raleigh Not listed Percentage of assets, Fixed fees
David Miller Auctus Advisors Charlotte Not listed Percentage of assets, Fixed fees
David Poole Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
David Wilson True North Retirement Advisors Clackamas Not listed Percentage of assets, Fixed fees
Dean Julian Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Douglas Kuhlman Paradigm Wealth Management Westlake Not listed Percentage of assets, Hourly
Eduardo Gandara Consilium Wealth Advisory Frisco Not listed Percentage of assets, Fixed fees
Edward Taylor Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Elizabeth Meeks Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Emily Dolan Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Emily Raymond Regent Peak Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Frederick van Wyk FCA Calgary Not listed Percentage of assets, Hourly
Geert Criel Pasadena Private Wealth Los Angeles Not listed Percentage of assets, Hourly
George Kaluhiokalani Pasadena Private Wealth Pasadena Not listed Percentage of assets, Hourly
Gregory Desroches Beatrice Advisors New York Not listed Percentage of assets, Fixed fees
Gregory Johnson Paradigm Wealth Management Westlake Not listed Percentage of assets, Hourly
Ian Starkel Starkel Wealth Advisors Sarasota Not listed Percentage of assets
Jack McCluskey Castle Island Wealth Palm Beach Gardens Not listed Percentage of assets, Hourly
Jack Tamez BirdRock Wealth Management Austin Not listed Percentage of assets
Jaclyn Campis Tomoro Colts Neck CFA Percentage of assets, Hourly
James Demarest Consilium Wealth Advisory Frisco Not listed Percentage of assets, Fixed fees
Jason Fink Graves Light Lenhart Private Wealth Management Harrisonburg Not listed Percentage of assets
Jeffrey Monsour Lees Monsour Group Shreveport Not listed Percentage of assets, Hourly
Jennifer Kirby Talisman Wealth Advisors Mountainside Not listed Ongoing planning fee
Jenny Elstein Talisman Wealth Advisors Mountainside Not listed Ongoing planning fee
Jessica Ash Fischer Investment Strategies Westlake Village Not listed Hourly, Flat fee or retainer
Ji Mi Kim Pasadena Private Wealth Honolulu Not listed Percentage of assets, Hourly
Joel Yaeger Compound Waunakee Not listed Percentage of assets, Fixed fees
John Haubert Zeches Wealth Management Tucson Not listed Percentage of assets, Hourly
John Obrien Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Jon McGraw Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Jonathan Martin Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Jonathan Verity Verity Investment Partners Beaufort Not listed Percentage of assets, Fixed fees
Joseph Gaspari HFM Investment Advisors Glassboro Not listed Percentage of assets, Fixed fees
Joseph Summa Ascent Wealth Partners New Hartford CFA Percentage of assets
Justin Scotto Tomoro Colts Neck ChFC Percentage of assets, Hourly
Kaden Ludlow Buttonwood Financial Group Kansas City Not listed Percentage of assets, Hourly
Kate Chilson MG Financial Braintree Not listed Percentage of assets, Hourly
Katherine Battey Balentine Wealth Advisors Atlanta Not listed Percentage of assets, Fixed fees
Kawika Shoji Regency Capital Management Honolulu Not listed Percentage of assets
Keith Bosco Verity Investment Partners Bluffton Not listed Percentage of assets, Fixed fees
Kenneth Wittenberg Wittenberg Investments Troy Not listed Percentage of assets, Hourly

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