W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Early-career professionals
Who they serve

Fee-only advisors for early-career professionals

Early-career professionals, in the first five to seven years of a high-earning career, have a short list of high-leverage decisions: debt structure, tax-advantaged savings, insurance, first real-estate decisions, and equity-comp choices. Small, one-time plans in this window can compound meaningfully.

By the numbers

The Wellspent public graph lists 729 fee-only financial advisors who work with early-career professionals at 438 firms, most in Houston, Minneapolis and Chicago. 53% hold the CFP certification. Of the 728 with fees on file, 78% charge percentage of assets.

Advisors listed
729
Firms
438
Cities
338
Hold the CFP
53%
  • Other credentials: CFA 9% · CPA 4% · EA 2%
  • How they charge (of 728 with fees on file): percentage of assets 78% · hourly 37% · fixed fees 29% · one-time planning fee 27%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with early-career professionals

Fee-only advisors who work with early-career professionals: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Anthony Syracuse Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s. Dynamic Financial Planning, LLC Scottsdale CFP One-time planning fee, Hourly
Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. Purpose Financial Planning Fayetteville CFP, CKA Flat fee or retainer, Percentage of assets
Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. F2 Wealth Cincinnati CFP Percentage of assets, Flat fee or retainer
Evon Mendrin We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management. Optometry Wealth Advisors LLC Madera Certified Student Loan Professional, CFP Flat fee or retainer, Hourly
Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee Valeo Financial Advisors Chicago CFP, CPA Flat fee or retainer, Percentage of assets
Justin May Tax-focused wealth management for executives & founders Old Peak Finance Chapel Hill CFP, MBA Flat fee or retainer, Percentage of assets
Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. Scaled Finance, LLC Bellevue CFP, MBA Hourly
Kevin Feig Rewrite Your Money Story. Build Real Wealth. Walk You To Wealth Dover CFP, CPA, PFS Subscription
Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees Skylark Wealth, LLC San Francisco CFP Percentage of assets, Flat fee or retainer
Alvin Carlos District Capital Management Washington CFP, CFA Flat fee or retainer, Ongoing planning fee
Amber FitzRysler Rising Financial Minneapolis BA, CFP, EA Ongoing planning fee, One-time planning fee
Amir Noor N Financial Plans Huntington CFP, CRPS, EA Hourly, Ongoing planning fee
Andrew Altfest Altfest Personal Wealth Management New York CFP, MBA Ongoing planning fee
Andrew Ish Prepared Financial Planning LLC Milwaukee CFP, CFA, CPA Percentage of assets, Ongoing planning fee
Austin Preece Preece Financial Planning Eau Claire CFP, EA Percentage of assets, Ongoing planning fee
Bill Jensen Acadia Financial Services LLC Burke CFP, EA Ongoing planning fee, Percentage of assets
Cary Cates Cates Financial Planning, LLC Denton CFP, EA, MBA Percentage of assets, Hourly
Chad Holmes Flat fee - fee only - fiduciary - Life Audit Creator Formula Wealth Fairhope CFP, CPA Flat fee or retainer, One-time planning fee
Charles Harper Harper Financial Planning LLC Columbia CFP, ChFC, RICP Percentage of assets, Flat fee or retainer
Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally WELLth Financial Planning Palm Beach Gardens CFP, CFA Flat fee or retainer
Christopher Kehoe R.W. Roge & Company, Inc. Bohemia CFA, MBA, AIF, CFP Percentage of assets, One-time planning fee
Christopher Marrone Marrone Wealth Management LLC New York CFP Ongoing planning fee, One-time planning fee
Courtney McKenna Altfest Personal Wealth Management New York CFP, CLU, CFA, CPA/PFS Ongoing planning fee
Ed Smith Valor Wealth Partners Washington CFP, MBA Percentage of assets, Flat fee or retainer
Garrett Dresen Harbor Horizon Financial Wilsonville CFP Percentage of assets, Flat fee or retainer
Helen Stephens Aspen Wealth Management Fort Worth CEPA, CFP, EA, ChSNC Percentage of assets, Hourly
Jennifer Swindler Money Illustrated Advisory Services Bluffdale AFC, CDFA, CFP Flat fee or retainer, Ongoing planning fee
Jim Pan Panorama Financial Planning Vancouver CFP, MFA-P Flat fee or retainer, Ongoing planning fee
John McGowan Mandala Financial Advisors Salida CFP, MBA Percentage of assets, Hourly
John O'Callaghan Impact Financial Life Planning LLC Baltimore CFP Flat fee or retainer, Ongoing planning fee
Jordan DeBoer Calibration Financial Milaca AWMA, CFP Flat fee or retainer, Ongoing planning fee
Kevin Rademacher Lifetime Financial Planners LLC San Antonio CFP, CRPC, MSFP Percentage of assets, Flat fee or retainer
Lance Elrod Next Step Financial Transitions Cypress CFP, CDFA Flat fee or retainer, Ongoing planning fee
Lauren Way Elwood & Goetz Wealth Advisory Group, LLC Atlanta CFP, CFA, PhD, CRC Percentage of assets
Lindsay Elwood Elwood & Goetz Wealth Advisory Group Athens CFP Percentage of assets
Liz Plot Primas Financial Planning Columbia CFP, ChFC, AFC, EA Ongoing planning fee, One-time planning fee
Mai Yang Heartworth Financial Saint Louis Park CFP One-time planning fee, Ongoing planning fee
Marcus Miller Mainstay Capital LLC Lakeland CFP Ongoing planning fee, Percentage of assets
Matt Sheers Sheer Empowerment Financial Plymouth CFP, CFA Flat fee or retainer, Ongoing planning fee
Patrick Yaghoobians Noor Financial Services Los Angeles CFP Flat fee or retainer, Ongoing planning fee
Rana Choubah Meridian Financial Advisors, LLC Holliston CFP, CRPC, CRPS, MPAS Percentage of assets, Ongoing planning fee
Ryan Johnson We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live. Hundred Financial Planning Grand Rapids CFP One-time planning fee, Percentage of assets
Shane Dennehy CayDen Wealth Management Broomfield BFA, CFP, ChFC Ongoing planning fee, Percentage of assets
Sweta Bhargav Adviso Wealth Princeton CEPA, CFA, CFP Flat fee or retainer, Hourly
Tim Melia Embolden Financial Planning LLC Seattle CFP, MBA Hourly
Tommy Lopez Coffeehouse Capital LLC | Financial Planning and Wealth Management Fresno CFP, CRPC Hourly, One-time planning fee
Zubin Kapur Valor Wealth Partners Washington CFP, MBA Percentage of assets, Flat fee or retainer
Al Faber DIWY Financial Planning Los Angeles CFP, ChFC, CLU, MBA Hourly, Flat fee or retainer
Alonso Rodriguez Segarra Advise Financial Boca Raton CFP Hourly, Ongoing planning fee
Andrea Vedder Iambic Financial Portland CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve early-career professionals