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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
Christopher Snyder Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Christopher Stakley Steffes Financial Overland Park CFP Percentage of assets, Hourly
Claudina Campbell Willow Grove Advisors Berkeley CFP Percentage of assets, Hourly
Coleman Pollard Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Colin Higgins Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Connor Cox ProffittGoodson Private Wealth Knoxville CFP Percentage of assets, Hourly
Courtney Kenning Destiny Capital Golden CFP Percentage of assets, Flat fee or retainer
Curtis Burch Destiny Capital College Station CFP Percentage of assets, Flat fee or retainer
Cynthia Mittlestaedt Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Daniel King S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Daniel Phillips Michels Family Financial Fort Worth CFP Percentage of assets, Fixed fees
Darby Armont Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
David Chenet Presidio Capital Management San Diego CFP, CFA Percentage of assets, Hourly
David Hinshaw BMSS Wesson Wealth Solutions Huntsville CFP Percentage of assets, Hourly
David Hutchison Triad Investment Management Newport Beach CFA Percentage of assets
David Ritrovato Bluesphere Advisors East Norriton CFP Flat fee or retainer, Ongoing planning fee
Douglas Augenthaler Palumbo Wealth Management Great Neck CFP, CFA Percentage of assets, Fixed fees
Douglas Loftus Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Dudley Simms BMSS Wesson Wealth Solutions Birmingham CFP, CFA Percentage of assets, Hourly
Emily Hermeno Prosperity Road Santa Ana CFP Percentage of assets, Hourly
Eric Loftus Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Eric Saling Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Erik Smith Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Evan Lane The Financial Resource Center Carmel CFP Percentage of assets, Hourly
Felix Tankersley BMSS Wesson Wealth Solutions Birmingham CFP Percentage of assets, Hourly
Frank Gallo Investors Portfolio Services Puyallup CFP Percentage of assets, Hourly
Frank Yozwiak Ballast Lexington CFP Percentage of assets, Hourly
Gerald Vanderlugt JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Grant Steffes Steffes Financial Overland Park CFP Percentage of assets, Hourly
Gregory Benner Vertex Planning Partners Downers Grove CFP, ChFC Percentage of assets, Fixed fees
Gregory Farland Alliance Private Wealth Alton Bay CFP Percentage of assets, Hourly
Gregory Norris Apex Investment Group Georges Mills CFP Percentage of assets
Haley DeHaan JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Hope Dogbevia Keystone Financial Services Omaha CFP Percentage of assets, Fixed fees
Ivan Mendoza Mendoza Private Wealth North Miami CFP, ChFC, CFA Percentage of assets, Hourly
Jack Marino Lake Hills Wealth Management Longview CFP Percentage of assets, Hourly
Jacob King Beaird Harris Dallas CFP Percentage of assets, Fixed fees
James Belliston Tanara Wealth Management St. Augustine CFP Percentage of assets, Hourly
James Munchbach BayRock Financial Friendswood CFP, ChFC Percentage of assets, Hourly
James Sherrard Richard P. Slaughter Associates Austin CFP, CFA Percentage of assets, Hourly
James Sullivan Beaird Harris Dallas CFP, CFA Percentage of assets, Fixed fees
James Zimmerman Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Jameson Holehouse Destiny Capital Detroit Lakes CFP Percentage of assets, Flat fee or retainer
Jamison White Paller Financial Services Centennial CFP Percentage of assets, Hourly
Jana Hovey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jarrett Morris RiversEdge Advisors Wilmington CFP, ChFC Percentage of assets, Hourly
Jarrod Musick Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Jason Clevlen Lake Hills Wealth Management Austin CFP Percentage of assets, Hourly
Jeffrey Goering Diamond Client Group The Woodlands CFP, ChFC Percentage of assets, Hourly
Jeffrey Gough Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees

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