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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Todd Micciche | True North Retirement Advisors | Clackamas | Not listed | Percentage of assets, Fixed fees |
| Tyler Reedman | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Vicki Aycock | Austin Money Management | Austin | Not listed | Percentage of assets, Hourly |
| Vickie Chrisman | Lees Monsour Group | Shreveport | Not listed | Percentage of assets, Hourly |
| Victor Gitau | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Vincent Pastorino | Buttonwood Financial Group | Kansas City | Not listed | Percentage of assets, Hourly |
| Wesley Yuhnke | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Levay | FCA | Houston | Not listed | Percentage of assets, Hourly |
| William Martinet | Monograph Wealth | Manhattan Beach | Not listed | Percentage of assets, Hourly |
| William Thacker | Balentine Wealth Advisors | Atlanta | Not listed | Percentage of assets, Fixed fees |
| William Urquhart | Castle Island Wealth | Boynton Beach | Not listed | Percentage of assets, Hourly |
| William Verity | Verity Investment Partners | Beaufort | Not listed | Percentage of assets, Fixed fees |
| Alexei Lutsayev | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Alison Gould | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Anna Hubert | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Anthony Rossi | Integrated Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Asha Culhane-Husain | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Austin Collins | Integrated Wealth Advisors | Bellevue | Not listed | Percentage of assets, Hourly |
| Brandon Catrett | Ridgeline Private Wealth | Ponte Vedra | Not listed | Ongoing planning fee |
| Brandon Sisk | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Christopher Connolly | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Constantinos Athanailos | Hurley Capital | New York | Not listed | Percentage of assets, Fixed fees |
| Daniel Hall | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Daniel Murray | Mirador Capital Partners | Larkspur | Not listed | Percentage of assets, Hourly |
| David Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Enoch Morris | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Francine Payne | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Jackson Vickers | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Joel Rabanal | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| John Vrablic | T.I.P.S. 4 Reps | Avon | Not listed | Percentage of assets, Hourly |
| Jonathan Morgan | Taelos Financial Partners | Apex | Not listed | Percentage of assets, Hourly |
| Joseph Garcia | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Kimberly Brown | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Luciano Betman | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Mark Swoboda | Mirador Capital Partners | Pleasanton | Not listed | Percentage of assets, Hourly |
| Matthew Eltringham | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Nathan Travis | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nicholas Heyer | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
| Nolan Karras | The Karras Company | Roy | Not listed | Percentage of assets, Hourly |
| Patrick Ungashick | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Raymond Prophater | Persium Group | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Reuben Stewart | Navigate Wealth Management | Birmingham | Not listed | Percentage of assets |
| Richard Bond | Highbrook Capital Partners | Atlanta | Not listed | Percentage of assets, Hourly |
| Robert Mascia | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Ryan Hoskins | Benchmark Wealth | Cincinnati | Not listed | Percentage of assets, Fixed fees |
| Sean Cole | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Timothy Fahey | Nicollet Investment Management | Minneapolis | Not listed | Percentage of assets |
Guides
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Financial advisor for selling a business
The right advisor starts years before the sale: deal structure and tax, gifts to family while values are low, and a plan for the money after. On $5 million of proceeds, 1% is $50,000 a year; a one-time plan has a median of $2,000.
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Selling a business in Canada: the lifetime capital gains exemption
In 2026 the lifetime capital gains exemption shelters up to C$1,275,000 of gain on qualifying small business shares, but only if the company passes tests that run for two years before the sale. A one-time plan from a Canadian fee-only planner costs a median C$1,900.
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Family office vs wealth manager: what's the difference?
A single family office works for one family and is exempt from SEC adviser registration; the ones in UBS's 2025 survey managed an average of $1.1 billion. A multi-family office is a registered wealth manager with more household services. Fee-only wealth managers charge a median 1% of assets.