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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
Thomas Kluttz Analog Capital Partners Houston CFP, ChFC Percentage of assets
Thomas Little Yeti Wealth Management Group Highlands Ranch CFP Percentage of assets, One-time planning fee
Thomas Van Spankeren RISE Investments Chicago CFP, CFA Percentage of assets
Ulrich Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Vincent DeCrow RISE Investments Chicago CFP Percentage of assets
Zane Keller Ducere Wealth Management Newport Beach CFP Percentage of assets
Alan Bunn BentOak Capital Lubbock CFP Percentage of assets, Hourly
Alexandra Forest 44 North Capital Palm Beach Gardens CFP Percentage of assets
Alexis Delia Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Alfred Au DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Anthony Carrino Roble Belko & Company Newtown CFP, ChFC Percentage of assets, Fixed fees
Becky Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Billygram Simonet Simonet Financial Group Kyle CFP Ongoing planning fee, One-time planning fee
Brandon Garrett BentOak Capital Weatherford CFP Percentage of assets, Hourly
Brandon Kurz DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Christopher Browning BentOak Capital Weatherford CFP Percentage of assets, Hourly
Daniel Johnson Riverbend Wealth Management Myrtle Beach CFP Percentage of assets
Daniel Miller ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
David Garrett BentOak Capital Weatherford CFP Percentage of assets, Hourly
David Hobbs Hobbs Wealth Management Zionsville CFP Percentage of assets, One-time planning fee
Derek Munchow Augustus Wealth Long Beach CFP, ChFC Hourly, Ongoing planning fee
Gilbert Bong, CIM Zelos Capital Calgary CIM Not listed
Grace Stolberg O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives Liberty One Wealth Advisors Philadelphia CFP Percentage of assets, Flat fee or retainer
Hayden Hill BentOak Capital Weatherford CFP Percentage of assets, Hourly
Ismael Garcia Garcia Financial Planning Meridian CFP Percentage of assets, Ongoing planning fee
Jackie Kleinman KB Financial Advisors San Francisco CFP Percentage of assets, Ongoing planning fee
Jacob Turner We help athletes and entrepreneurs build and protect wealth. Moment Private Wealth St. Louis CFP Percentage of assets, Flat fee or retainer
Jacqueline Cannella Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
James Sargent BentOak Capital Weatherford CFP Percentage of assets, Hourly
Jason McGarraugh BentOak Capital Katy CFP Percentage of assets, Hourly
Jeremy Bohne Paceline Wealth Management Medfield CFP Percentage of assets, Ongoing planning fee
Jeremy Finger Riverbend Wealth Management Myrtle Beach CFP Percentage of assets
Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events Thayer Partners, LLC Wyndmoor CFP Percentage of assets
Jonathan Booze ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Jonathan Landry 44 North Capital Burlington CFP Percentage of assets
Joshua Loveall KB Financial Advisors San Francisco CFP Percentage of assets, Ongoing planning fee
Justin Stevens O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Kathleen Liiste Lions Gate Sovereign Capital White Bear Lake CFP Percentage of assets, Fixed fees
Kayla Benjamin KB Financial Advisors Denver CFP Percentage of assets, Ongoing planning fee
Keith Trent BentOak Capital Lubbock CFP, ChFC Percentage of assets, Hourly
Laura Werner BentOak Capital Weatherford CFP Percentage of assets, Hourly
Lily Zhang DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ Firm Foundation Family Wealth Ft. Lauderdale CFP Percentage of assets
Madison Wallace BentOak Capital Weatherford CFP Percentage of assets, Hourly
Maria Erickson Freedom Financial & Business Planning Saint Petersburg CFP Hourly, Flat fee or retainer
Mario Posteraro Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
Marley Wood BentOak Capital Weatherford CFP Percentage of assets, Hourly
Matthew Lusins Bootpack Wealth Management Jackson CFP, CFA Percentage of assets
Michael Cochran BentOak Capital Weatherford CFP Percentage of assets, Hourly

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Related specialties

Clients this specialty often serves