All firms
Fee-only registered investment advisory firms currently in the Wellspent graph. Firm records link to their advisor rosters and the specialties they practice.
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Bridgestone Planning
Montana-based fee-only RIA focused on founders, equity-compensation planning, and cross-border families. Flat-fee engagements, virtual-first.
Founded 2018Fee-only -
Foundry Flat Fee
Seattle flat-fee firm focused on tech-industry equity compensation and first-IPO planning. Virtual-serve across US.
Founded 2020Fee-only -
Harbor Divorce Planning
Denver-based divorce-financial-planning practice. CDFA-credentialed, coordinates directly with family-law counsel.
Founded 2017Fee-only -
Highline Capital Advisors
Bay Area fee-only RIA serving founders, executives, and concentrated-position households.
Founded 2009Fee-only -
Meridian Physician Advisors
Physician-only fee-only practice serving residents through attending practice-owners. Retainer pricing, student-loan expertise.
Founded 2014Fee-only -
Northlake Wealth
Toronto-based fee-only firm with a dedicated cross-border practice for Canadians working or retiring in the US.
Founded 2011Fee-only -
Northstar Heritage
Multi-generational fee-only firm focused on estate and legacy planning for established households.
Founded 2005Fee-only