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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
Jason Abruzere Weyhill Investment Counsel Bethlehem Not listed Hourly, One-time planning fee
Jeffrey Venables Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Jonathan Moore Financial Avenues, LLC. Nixa Not listed Hourly, Fixed fees
Jonathan Nagy Alpine Road Financial Bend Not listed Percentage of assets, Flat fee or retainer
Joseph Cefalu Downtown Wealth Studios Miami Not listed Percentage of assets, Fixed fees
Joseph Schmitt Incline Financial Planning Mars Not listed Percentage of assets, Ongoing planning fee
Justin Garritt Garritt Financial Solutions Baltimore Not listed Percentage of assets, Ongoing planning fee
Karen McCloskey CMH Wealth Management Portsmouth CFP Percentage of assets
Kathleen Cefalu Downtown Wealth Studios Ipswich Not listed Percentage of assets, Fixed fees
Kevin Blocker Linkside Financial Charlotte Not listed Percentage of assets
Lindsay La Fleur LL Financial Services Ossining Not listed Percentage of assets, Hourly
Lindsey Johns Zuckerman Investment Group Chicago CFP Percentage of assets
Lori Liffring Cambridge Advisors Omaha CFA Percentage of assets, One-time planning fee
Mariah Magana Mayorga Tower View Wealth Management Oshkosh Not listed Percentage of assets, Hourly
Megan Cline Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Michael Bridgman Cambridge Advisors Omaha ChFC Percentage of assets, One-time planning fee
Michael Leclerc CMH Wealth Management Portsmouth CFP Percentage of assets
Michael Taylor Independent Fee-only financial coaching and solutions, by the hour or by the project The Financial Rules Consulting SAN ANTONIO Not listed Flat fee or retainer, Hourly
Michael Yongue Private Wealth Partners Mill Valley CFA Percentage of assets, Hourly
R. Christopher Wiegand Newbridge Wealth Management Bryn Mawr CFA Percentage of assets, Hourly
Richard Speers Private Wealth Management of NC Henderson ChFC Percentage of assets, Hourly
Robert Johnson Linkside Financial Charlotte Not listed Percentage of assets
Robine Van Doorn Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Steven Nassoura CMH Wealth Management Portsmouth CFP Percentage of assets
Taylor Moody Regimen Wealth Atlanta Not listed Percentage of assets, Fixed fees
Thomas Cefalu Downtown Wealth Studios New York Not listed Percentage of assets, Fixed fees
Timothy Garcia-Prats Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Tracy St. John Financial Avenues, LLC. Kansas City Not listed Hourly, Fixed fees
Trey Ortman Ortman Finances Canistota Not listed Ongoing planning fee, Percentage of assets
Tyler Weerden Layered Financial Arlington Not listed Flat fee or retainer, One-time planning fee
Weston Bryan Accruent Wealth Advisors Winston-Salem Not listed Percentage of assets, Hourly
William Larson William B. Larson, CPA Dallas Not listed Hourly
Zachary Robinson Financial Synergies Wealth Advisors Houston Not listed Percentage of assets
Aaron Clarke Heritage Financial Gainesville CFP Percentage of assets, Hourly
Abel Reyes Rimac Capital Bayonne Not listed Percentage of assets, Hourly
Alexander MacKnight Rimac Capital Bayonne Not listed Percentage of assets, Hourly
Andrew Mickley Lakeside Planning Macungie Not listed Percentage of assets, Ongoing planning fee
Anthony Moeller MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Asaph Elan Equilibrium Wealth San Carlos Not listed Percentage of assets, Hourly
Austin Crites Aurora Financial Strategies Indianapolis CFA Percentage of assets, Fixed fees
Brent Hudson Fluid Financial Planning Columbus Not listed Percentage of assets, Flat fee or retainer
Cilimberg James Foresight Financial Advising Vestavia ChFC Flat fee or retainer, Ongoing planning fee
Conner Cloyd Cloyd Capital Louisville Not listed Percentage of assets
Corissa Landphair Landphair Wealth Management Winnetka CFP Percentage of assets
Daniel Smith FreeMind Financial Advisory Shirley Not listed Percentage of assets
David Gorham Liftoff Financial Planning Pocatello Not listed Percentage of assets, Flat fee or retainer
David Johanson Scope Wealth Management Denver CFP Percentage of assets, Hourly
David O'Neill Heritage Financial Gainesville CFP Percentage of assets, Hourly
Douglas Mackay Broadleaf Partners Peninsula CFA Percentage of assets
Erik Cooper Low cost wealth management firm Arcvest, LLC Boston Not listed Percentage of assets

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Specialties that serve early-career professionals