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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
Michele Gawthrop ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Nathan Dingler DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Nathaniel Harness BentOak Capital Houston CFP Percentage of assets, Hourly
Peter O'Keefe O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Raymond Vo DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Ross Cutler We aim to be readily available to clients at all times. King Tide Advisors Stuart CFP Hourly, One-time planning fee
Ryan Casey Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
Ryan Lacey Roble Belko & Company Sewickley CFP Percentage of assets, Fixed fees
Scott Rojas ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Stefan Liiste Lions Gate Sovereign Capital White Bear Lake CFP Percentage of assets, Fixed fees
Tanner Castle BentOak Capital Weatherford CFP Percentage of assets, Hourly
Taylor Harwood Crane Capital Management Spring Park CFP Percentage of assets
Thomas Lowish DiversiFi Capital Los Altos CFP Ongoing planning fee, Percentage of assets
Tyler Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Walker Abney Tilia Fiduciary Partners Wilmington CFP Percentage of assets, Flat fee or retainer
William Belko Roble Belko & Company Sewickley CFP, CFA Percentage of assets, Fixed fees
Aaron Pierce TrueVine Family Wealth Naples CFP Percentage of assets, Hourly
Abigail Gunderson Tanglewood Total Wealth Management Houston CFP Percentage of assets
Abigail Waddell BMSS Wesson Wealth Solutions California CFP Percentage of assets, Hourly
Adam Dawson Capstone Capital Henderson CFP Percentage of assets, Fixed fees
Adam Lawrence Tanglewood Total Wealth Management Houston CFP Percentage of assets
Adam Suwyn JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Alex Graham Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Alison Yoder Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Amy Stuber Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Andrew Drennan D'Arcy Capital Management San Diego CFP Percentage of assets, Hourly
Andrew McDowell LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Andrew Reynolds Ballast Lexington CFP Percentage of assets, Hourly
Arpy Raval Shah Wealth Advisors Chino Hills CFP Percentage of assets, Fixed fees
Ashley Stewart Avion Wealth The Woodlands CFP Percentage of assets, Fixed fees
Bert Bennett West Fork Wealth Management Chapel Hill CFP Percentage of assets
Billy Desai Analog Capital Partners Houston CFA Percentage of assets
Brandon Cabaniss Telos Partners Greenville CFP Percentage of assets, Hourly
Brian Burton Ballast Lexington CFP Percentage of assets, Hourly
Brian Carney RiversEdge Advisors Wilmington CFP, ChFC Percentage of assets, Hourly
Brian Merrill Tanglewood Total Wealth Management Houston CFP Percentage of assets
Brock Alvord Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Brooks Slaughter Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Calvin Lo Keystone Global Partners Monrovia CFP, CFA Percentage of assets
Cameron Hamilton Ballast Lexington CFP Percentage of assets, Hourly
Carol Lane The Financial Resource Center Carmel CFP Percentage of assets, Hourly
Catherine Atwood Founders Grove Wealth Partners Richmond CFP Percentage of assets, Fixed fees
Celeste Pryor Red Door Wealth Management Memphis CFP Percentage of assets, Fixed fees
Chad Soukup JVL Wealth Strategies Wyoming CFP, CFA Percentage of assets, Hourly
Charles Lawson Heritage Financial Network Concord CFP Percentage of assets, Hourly
Chase Perry Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Christian Doyle Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Christine Sakraida White Aspen Capital Henderson CFP Percentage of assets, Fixed fees
Christopher Battreall Precision Wealth Strategies St. Louis CFP Percentage of assets, Hourly
Christopher McBee Avion Wealth The Woodlands CFP Percentage of assets, Fixed fees

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