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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
Jeremiah Winters Founders Grove Wealth Partners Richmond CFP Percentage of assets, Fixed fees
Jeremy Mocek Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Jerry King The Financial Resource Center Carmel CFP Percentage of assets, Hourly
John Boardman Ballast Lexington CFP Percentage of assets, Hourly
John Burns Factor Wealth Management Chicago CFP Percentage of assets, Hourly
John Foley LifeWise Wealth Advisors Champaign CFP, ChFC Flat fee or retainer
John Heldman Triad Investment Management Laguna Niguel CFA Percentage of assets
John Jones Precision Wealth Strategies Georgetown CFP Percentage of assets, Hourly
John Kennedy LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
John Lauer Lauer Wealth Management Valparaiso CFP Percentage of assets, Hourly
John McCorvie Peak Asset Management Louisville CFA Percentage of assets
John Phillips Red Door Wealth Management Memphis CFP, CFA Percentage of assets, Fixed fees
John Russell Peak Asset Management Needham CFA Percentage of assets
Jonathan Brooks BMSS Wesson Wealth Solutions Birmingham CFP, ChFC Percentage of assets, Hourly
Jonathan Dane Defiant Capital Group Warrendale CFP, CFA Percentage of assets, Fixed fees
Jonathan Salvato Diamond Client Group The Woodlands CFP Percentage of assets, Hourly
Jonathon Jordan Stone Pillars Wealth Management Franklin CFP Percentage of assets, Hourly
Jordi Bakovic-Quiroga TQM Wealth Partners St. Augustine CFP Percentage of assets, Hourly
Joseph Dunn Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Joseph Maddux Cooper Norman Wealth Idaho Falls CFP Percentage of assets
Joseph Rodriguez Matriarch Wealth Management New York CFP Percentage of assets, Hourly
Joshua Coniglio Pacific Capital Corona CFP Percentage of assets, Fixed fees
Joshua Gideon Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Joshua Nuss LifeWise Wealth Advisors Champaign CFP Flat fee or retainer
Juan David Ramon Soto Alliance Private Wealth North Reading CFP Percentage of assets, Hourly
Julie Hupp Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Julie Pribble Peak Asset Management Louisville CFA Percentage of assets
Justin Watson Beaird Harris Dallas CFP, PFS Percentage of assets, Fixed fees
Kay Kidwell RiversEdge Advisors Wilmington CFP Percentage of assets, Hourly
Keith Fenstad Tanglewood Total Wealth Management Houston CFP Percentage of assets
Kevin Kolson Family Wealth Leadership Irvine CFP Percentage of assets, Hourly
Krysta Kelly D'Arcy Capital Management San Diego CFP Percentage of assets, Hourly
Kyle Glover Three Seasons Wealth Salt Lake City CFP Percentage of assets, Fixed fees
Lafe Blobaum Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Liam Toohey Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Lisa Bowers RPO Wealth Partners Charlotte CFP Fixed fees
Marc Jimenez CAM Investor Solutions Austin CFP, CFA Percentage of assets, Hourly
Mario Zumbo Preserve Private Wealth Bethesda CFP Percentage of assets, Fixed fees
Mark Eggleston RiversEdge Advisors Wilmington CFP Percentage of assets, Hourly
Mark Paller Paller Financial Services Centennial CFP Percentage of assets, Hourly
Mark Schiller WS Wealth Management Fargo CFP Percentage of assets, Hourly
Mark Wesson BMSS Wesson Wealth Solutions Birmingham CFP Percentage of assets, Hourly
Matthew Kunnen JVL Wealth Strategies Wyoming CFP, CFA Percentage of assets, Hourly
Michael Powsner Upstart Wealth Management New York CFP, PFS Percentage of assets, Ongoing planning fee
Michael Pumphrey Tanglewood Total Wealth Management Houston CFP Percentage of assets
Michelle Brow Full Bloom Financial Northville ChFC Flat fee or retainer, Ongoing planning fee
Michelle Wells Darrow Wealth Management Needham CFA Percentage of assets
Miguel Rios Amurrio TQM Wealth Partners Marblehead CFP Percentage of assets, Hourly
Mitchell Byrum S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Morgan Fippinger Pacific Capital Corona CFP, CFA Percentage of assets, Fixed fees

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