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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
Matthew Larocca RDM Capital Red Bank CFP Percentage of assets
Matthew Powers A modern estate planning firm combining technology with expert attorney support Steward San Francisco Not listed Flat fee or retainer
Melanie Husk MEL Consulting Chicago Not listed Percentage of assets, Hourly
Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. Clarity Advisors Buffalo Not listed Percentage of assets, One-time planning fee
Michael Tyler Eagle Valley Wealth Management Vilonia CFA Flat fee or retainer, Ongoing planning fee
Nam Phan Phan Capital Management San Antonio Not listed Ongoing planning fee, Percentage of assets
Neil Dinndorf EnRich Financial Partners Madison CFP Percentage of assets, Ongoing planning fee
Nia Saville Gen Y Planning Austin CFP Percentage of assets
Nicholas Butler Butler Financial Services Westlake Village Not listed Flat fee or retainer, One-time planning fee
Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. Riehl, Dinar & Associates Stamford Not listed Percentage of assets
Omar Ezz Olive Tree Asset Management Northville CFP Percentage of assets, One-time planning fee
Peter Messina ABG Consultants Cottonwood Heights CFP Percentage of assets, Hourly
Peter Thoms Sierra Wealth Strategies Coronado CFA Percentage of assets, Hourly
Samantha Vicchiarelli Alexis Advisors Richmond ChFC Percentage of assets, Hourly
Sophia Daigle Gen Y Planning Austin CFP Percentage of assets
Spencer Tracy Principium Investments Boulder Not listed Percentage of assets
Steven Kibbel Kibbel Financial Planning Franklin CFP, ChFC Percentage of assets, Hourly
Steven Longa Emissary Wealth Hackensack Not listed Percentage of assets, Ongoing planning fee
Susan Wipperman Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Taylor Thompson Putting the clients goals and objectives first and foremost. Thompson Family Office Gilbert Not listed Percentage of assets, Subscription
Taylor Turner Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists. Taylor Turner Wealth Management LLC Richmond Not listed Percentage of assets, Flat fee or retainer
Tony Escobar Purpose-based financial planning for your business and personal needs. Exponent Group Morton Not listed One-time planning fee, Percentage of assets
Trent Tredinnick EnRich Financial Partners Madison CFP, ChFC Percentage of assets, Ongoing planning fee
Tyler Purcell We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love. Balance Wealth Columbus Not listed Percentage of assets, One-time planning fee
William Cardwell Aurora Financial Strategies Kokomo CFP Percentage of assets, Fixed fees
William Cox Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
William Gettings Aurora Financial Strategies Lafayette CFP, ChFC Percentage of assets, Fixed fees
William Walsh Emissary Wealth White Plain Not listed Percentage of assets, Ongoing planning fee
Alexander Rasmussen WebsterRogers Financial Advisors Florence CFA Percentage of assets, Hourly
Andrew Lee Linkside Financial Charlotte Not listed Percentage of assets
Andrew Pulsfort The Prosperity People Bellevue CFP Percentage of assets, Hourly
Anna Brewer Financial Avenues, LLC. Kearney Not listed Hourly, Fixed fees
Anne Claire Nornhold Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Barbara Villard Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Brendan Koors Athyra Financial Partners Cincinnati Not listed Percentage of assets, Ongoing planning fee
Brenton Bersin Linkside Financial Charlotte Not listed Percentage of assets
Brian Williams Northshire Consulting Southington Not listed Ongoing planning fee, Percentage of assets
Carson Strom WebsterRogers Financial Advisors Florence CFA Percentage of assets, Hourly
Clark Jeffries Jeffries Wealth Marietta Not listed Flat fee or retainer, Ongoing planning fee
Collin Day Farris Capital Management Carrollton Not listed Percentage of assets
Collin Toal RCS Financial Planning Annapolis Not listed Percentage of assets, Hourly
Cort Barrett White Aspen Capital Henderson Not listed Percentage of assets, Fixed fees
Daniel Berg B.E.S.T. Wealth Management St. Louis Not listed Percentage of assets, Flat fee or retainer
Daniel Howard Zuckerman Investment Group Chicago CFP Percentage of assets
David Klepeisz Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
Emily DeBlase Organic Wealth Columbus ChFC Ongoing planning fee, One-time planning fee
Frank Greene Private Wealth Partners Mill Valley CFA Percentage of assets, Hourly
Grant Ball Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Jake Mossing We provide unbiased annuity guidance with no fees, no obligations. Annuity Answers Toledo CFA Percentage of assets, One-time planning fee
Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. TrueClarity Wealth Wayne Not listed One-time planning fee, Subscription

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Specialties that serve early-career professionals