W Wellspent Public advisor graph
Get matched
Wellspent public graph/Specialties/Founders (pre-exit)
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
Zakriah Gardezy Wealthstone Private Wealth Management Scottsdale CFP Percentage of assets, Fixed fees
Aileen Bost CM Wealth Beachwood CFP Percentage of assets, Hourly
Ajoke Esomo Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Alexander Briggs Oldfield Wealth Partners Bangor CFP Percentage of assets, Fixed fees
Amy Alpert Gray Private Wealth Canton CFP Percentage of assets, Hourly
Amy Lorius CM Wealth Beachwood CFP Percentage of assets, Hourly
Anders Natter Pittenger & Anderson Lincoln CFP Percentage of assets
Andrew Gardener Tanglewood Legacy Advisors Houston CFP Percentage of assets, Hourly
Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. VDB Wealth Savannah CFA Percentage of assets, Flat fee or retainer
Audrey Mines Pittenger & Anderson Lincoln CFP Percentage of assets
Austin Russell Gray Private Wealth Canton CFP Percentage of assets, Hourly
Barry Taylor Sand Hill Global Advisors San Francisco CFP Percentage of assets, Hourly
Bartholomew Earley Manchester Capital Management Manchester CFP, CFA Percentage of assets, Fixed fees
Brian Cunningham Gibraltar Capital Management Tulsa CFP Percentage of assets, Hourly
Bryan Buchert Kera Capital Sacramento CFP Percentage of assets, Hourly
Bryan Costin Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Caleb Jennings Sanderson Wealth Management Buffalo CFP Percentage of assets
Caroline Curts Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Chen Li GoalVest Advisory New York CFA Percentage of assets, Hourly
Christina White Kilter Group Columbia CFP Percentage of assets, Fixed fees
Christopher Inman Inman Jager Wealth Management Hattiesburg CFP Percentage of assets, Hourly
Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. Baskets Capital Austin Not listed Percentage of assets
Cort Haber Xception Family Office Atlanta CFP Percentage of assets, Fixed fees
Damian Palfini Cavalot Capital Incline Village CFP Percentage of assets, Hourly
Daniel Anderson Pittenger & Anderson Lincoln CFP Percentage of assets
Daniel Frost Pittenger & Anderson Lincoln CFP, CFA Percentage of assets
David Andrews Heritage Wealth Management San Diego CFP Percentage of assets, Hourly
David Childs Spartan Planning Greensboro CFP Percentage of assets, Fixed fees
Diane Klein Pittenger & Anderson Lincoln CFP Percentage of assets
Douglas Ambrose Journey Wealth Cleveland CFP Percentage of assets, Fixed fees
Douglas Bean Private Advisory Group Lehi CFP Percentage of assets, Performance-based fees
Dyer McCabe Kilter Group Rhinebeck CFP, ChFC Percentage of assets, Fixed fees
Edwin Janeczek Altus Wealth Group Colorado Springs CFP Percentage of assets, Fixed fees
Elizabeth Cody Sand Hill Global Advisors Palo Alto CFP Percentage of assets, Hourly
Elizabeth Lohmeier Fidelis Capital Dallas CFP, CFA Percentage of assets, Fixed fees
Emily Lopez Mills Wealth Advisors Southlake CFP Percentage of assets, Hourly
Erandathi Shaw Tanglewood Legacy Advisors Houston CFP Percentage of assets, Hourly
Eric Dunavant Paradiem Covington CFP Percentage of assets, Hourly
Eric Nelson Independence Wealth Voorhees CFP Percentage of assets, Fixed fees
Evan Kraft Sanderson Wealth Management Buffalo CFP Percentage of assets
Evan Schmidt Schmidt Financial Management Kirkland CFP Percentage of assets
Gene Gurley Gibraltar Capital Management Irving CFP Percentage of assets, Hourly
Griffin Sivret Manchester Capital Management Manchester CFP Percentage of assets, Fixed fees
Haley Schwartz ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Harrison McQuaig Rothschild Capital Partners Washington CFP Percentage of assets, Hourly
James Beenders Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
James Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
James Pittenger Pittenger & Anderson Lincoln CFP Percentage of assets
James Warner Sanderson Wealth Management Buffalo CFP Percentage of assets
Janet Hoffmann Sand Hill Global Advisors San Francisco CFP, CFA Percentage of assets, Hourly

Guides

Related specialties

Clients this specialty often serves