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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
Nathan Lowe JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Nathan McDuffee Oliver Wealth Management Towson CFP, ChFC Ongoing planning fee
Nicholas Bzovi Ducere Wealth Management Newport Beach CFA Percentage of assets
Nicholas Stecklein Telos Partners Lehi CFP Percentage of assets, Hourly
Noah Polk Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Paul Carroll Avion Wealth The Woodlands CFP Percentage of assets, Fixed fees
Peter Bobolia Destiny Capital Denver CFP, ChFC Percentage of assets, Flat fee or retainer
Peter Faust Tanglewood Total Wealth Management Houston CFP Percentage of assets
Peter Levine Velara Wealth Management New York CFP, ChFC Percentage of assets, Hourly
Peyton Klawinski Red Door Wealth Management Memphis CFP Percentage of assets, Fixed fees
Randall Francis Pacific Capital Corona CFP Percentage of assets, Fixed fees
Randolph Hardy Factor Wealth Management Chicago CFP, CFA Percentage of assets, Hourly
Rielle Sanidad Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Robert Feather Wealth Dimensions Group Cincinnati CFP, ChFC Percentage of assets, Hourly
Robert Mestjian Alliance Private Wealth North Reading CFP Percentage of assets, Hourly
Roger Lowe Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Russell Kroeger Upstart Wealth Management New York CFP Percentage of assets, Ongoing planning fee
Samuel Haager S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Sanjay Pawar Bluesphere Advisors East Norriton CFP, CFA Flat fee or retainer, Ongoing planning fee
Scott Sandee Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Shane Holcomb JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Spencer Funk Precision Wealth Strategies St. Louis CFP Percentage of assets, Hourly
Stephanie Harris S. Harris Financial Group San Antonio CFP Percentage of assets, Hourly
Steven Lugar Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Stone Churby Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Tai Chu Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Tammy Billadeau Vertex Planning Partners Downers Grove CFP Percentage of assets, Fixed fees
Tanner Banister Richard P. Slaughter Associates Austin CFP Percentage of assets, Hourly
Tara Hefty Peak Asset Management Louisville CFA Percentage of assets
Taylor Heininger Cloud Capital Management El Segundo CFA Percentage of assets
Taylor Kovar 11 Financial Lufkin CFP Percentage of assets, Hourly
Tedi Hughes Destiny Capital Lake Ozark CFP Percentage of assets, Flat fee or retainer
Tendai Charasika Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Thomas Bowman Investors Portfolio Services Puyallup CFP, CFA Percentage of assets, Hourly
Thomas Cooney Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Thomas Curti Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Thomas Schiller Wealth Dimensions Group Cincinnati CFP Percentage of assets, Hourly
Timothy Burt Peak Asset Management Louisville CFA Percentage of assets
Timothy Doyle Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Timothy Dutton Dutton Financial Planning Aledo CFP Percentage of assets, Fixed fees
Tina Yang Tanglewood Total Wealth Management Houston CFP Percentage of assets
Trent Lakes Ballast Lexington CFP Percentage of assets, Hourly
Trey Ellington Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Tyler Thompson Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Vincent Barrett Acorn Financial Services Bethesda CFP Percentage of assets, Hourly
Virginia Baker Beaird Harris Dallas CFP Percentage of assets, Fixed fees
Wesley Kotys Kotys Wealth Professionals Valparaiso CFP Percentage of assets, Hourly
William Allen Red Door Wealth Management Memphis CFP Percentage of assets, Fixed fees
Wing-Yin Kong Willow Grove Advisors Berkeley CFP Percentage of assets, Hourly
Youxi Liu Upstart Wealth Management East Haddam CFP, PFS Percentage of assets, Ongoing planning fee

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