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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
Steve Warta Roadmap Wealth Management Overland Park CFP, ChFC Percentage of assets, Hourly
William Bissett Portus Wealth Advisors Charlotte CFP Percentage of assets, Hourly
Agatha Johnson WillKate Wealth Management, LLC Aberdeen CFP, CPWA Percentage of assets, Fixed fees
Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early WealthAdvisor365 Fort Lauderdale CFP One-time planning fee, Subscription
Jenna VanLeeuwen Aligning Wealth Jersey City CEPA, CFP Percentage of assets, Hourly
Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] Zelos Capital Ltd. Calgary CFA, CFP, CA, CPA Not listed
Wade Calvert BZ Wealth Advisors, LLC Meridian CFP Percentage of assets, Fixed fees
Alexis Miranda Ducere Wealth Management Las Vegas CFP Percentage of assets
Alicia Duong Wealth Engineers Denver CFP Percentage of assets, Ongoing planning fee
Andrew Casey Precedent Wealth Partners Houston CFP Percentage of assets
Benjamin Dorsey Analog Capital Partners Frederick CFP, PFS Percentage of assets
Bethany Aylor Peak Asset Management Louisville CFP Percentage of assets
Brad Klontz Occidental Asset Management Lihue CFP Ongoing planning fee
Brent Yanagida Peak Asset Management Louisville CFP Percentage of assets
Brett Cicinelli Confluence Capital Advisors Woodland Hills CFP, CFA Percentage of assets
Bugra Bakan Occidental Asset Management Burlingame CFP Ongoing planning fee
Christi Powell Perissos Private Wealth Management Bethany CFP Percentage of assets
Cliff O'Conner C.W. O'Conner Wealth Advisors, Inc. Duluth ChFC, CIMA, CPWA Percentage of assets, Fixed fees
Daniel Allgaier Artstone Private Wealth Lehi CFP Percentage of assets, Ongoing planning fee
Darren Wurz Wurz Financial Services Cincinnati CFP Percentage of assets, Hourly
Edward Yoon MQ Private Wealth Torrance CFP Percentage of assets, Hourly
Erin Hadley Occidental Asset Management Burlingame CFP Ongoing planning fee
George Williams Precedent Wealth Partners Houston CFP Percentage of assets
Grant Bugner Peak Asset Management Louisville CFP Percentage of assets
Grant Williams Precedent Wealth Partners Houston CFP Percentage of assets
Jack Stemper Ducere Wealth Management Newport Beach CFP Percentage of assets
James Griffin Occidental Asset Management Burlingame CFP Ongoing planning fee
James Nash Clark Wealth Partners O'Fallon CFP, ChFC Percentage of assets, Fixed fees
Jeffrey Clark Redwood Money San Jose CFP Percentage of assets, Ongoing planning fee
Jonathan Duong Wealth Engineers Denver CFP, CFA Percentage of assets, Ongoing planning fee
Joseph Williams Precedent Wealth Partners Houston CFP, PFS Percentage of assets
Joshua St. Laurent Wealth In Yourself Zephyr Cove CFP Ongoing planning fee
Julie Kern Bridge Financial Strategies Scottsdale CFP Percentage of assets, Fixed fees
Kristin McKenna Darrow Wealth Management Needham CFP Percentage of assets
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Lori Chittenden Buckley Wealth Las Vegas CFP Percentage of assets, Hourly
Luisa Pamela Mendoza Ducere Wealth Management Las Vegas CFP Percentage of assets
Matthew McCreary Darrow Wealth Management Needham CFP Percentage of assets
Michael Clark Clark Wealth Partners O'Fallon CFP Percentage of assets, Fixed fees
Nathaniel Sarkar Redwood Money Sunnyvale CFP Percentage of assets, Ongoing planning fee
Nicholas Chiricosta Utopia Wealth Management Coconut Creek CFP Percentage of assets, Hourly
Nicholas Maratta Occidental Asset Management Winter Springs CFP Ongoing planning fee
Nicholas O'Kelly Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Robert Hamilton Integrity Investment Advisors Fort Collins CFP Percentage of assets
Salvatore Paternico W&S Management Services Rochester CFP, ChFC Percentage of assets, Hourly
Sean Williams Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Stacia Bearden Wurz Financial Services Holland CFP Percentage of assets, Hourly
Stephen Lupkas myFinancialPro Shelton CFP Percentage of assets, Hourly
Tammy Trenta Family Financial Manhattan Beach CFP Percentage of assets, Fixed fees

Guides

Related specialties

Clients this specialty often serves