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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
Garrick Russell HFG Trust Kennewick Not listed Percentage of assets, Hourly
Gregory Forsythe Forsythe Wealth Management Crown Point CFA Percentage of assets, Hourly
Jacqueline Rogers Elevated Wealth Bentonville CFP One-time planning fee
Joel Stilwell Rssic San Francisco Not listed Percentage of assets, Hourly
John Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
John Meyer Meyer Capital Management Cincinnati CFP Percentage of assets
Joseph McElwee Legacy Wealth Planning Group Tampa CFP Percentage of assets, Hourly
Joshua Mclain Sunset Retire Las Vegas Not listed Percentage of assets, Hourly
Kira Topeka Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Lawrence Davsko Skinner Copper & Ehmen Springfield Not listed Percentage of assets, Fixed fees
Mark Herskovitz Equilibrium Wealth Jerusalem Not listed Percentage of assets, Hourly
Mark Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
Matthew Ahrens MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Michael Alexenko Royal Asset Managers St. Charles CFA Percentage of assets, Flat fee or retainer
Michael Wroblewski Financial Advisor for You Washington CFP Hourly, Fixed fees
Nathaniel Gilbert Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Nicholas King Targeted Financial Planning East Stroudsburg Not listed Percentage of assets, Flat fee or retainer
Noah Skinner Skinner Copper & Ehmen Springfield Not listed Percentage of assets, Fixed fees
Peter Simmons Peddock Capital Advisors Braintree Not listed Percentage of assets, Hourly
Preston Eder HFG Trust Kennewick Not listed Percentage of assets, Hourly
Reed Hubbert Aurora Financial Strategies Kokomo ChFC Percentage of assets, Fixed fees
Reilly Skorupski Meridian Financial Partners Warrenton Not listed Percentage of assets, Hourly
Robert Lee Genesis by Doxa Arlington CFA Percentage of assets
Robert Nelson Sunset Retire Provo Not listed Percentage of assets, Hourly
Roberta Keller Alexis Advisors Richmond Not listed Percentage of assets, Hourly
Ryan Hass RF&L Wealth Management Acton CFP Percentage of assets, Hourly
Scott Schaeffer MN Wealth Advisors Overland Park Not listed Percentage of assets, Hourly
Sherry Karlsson Rssic San Francisco Not listed Percentage of assets, Hourly
Thomas Bustamante Bustamante Financial Planning Santa Fe CFP Hourly
Thomas Geraci Purtill Financial Fort Myers Beach Not listed Percentage of assets, Hourly
Timothy Mosier Cairn Wealth Management Vancouver Not listed Percentage of assets, Hourly
Troy Harmon Due West Wealth Advisors Marietta CFA Percentage of assets, Hourly
Amy Showalter Arbor Private Wealth Ashburn Not listed Percentage of assets, Fixed fees
Andrew McDirmid Lodestone Wealth Management Spokane Not listed Percentage of assets, Fixed fees
Andrew Picchietti Midwestern Financial Group Iowa City Not listed Percentage of assets, Hourly
Andrew Waymire Perspective Wealth Partners Boise Not listed Percentage of assets
Andrew White Latham Financial Ivyland Not listed Percentage of assets
Brae Beggs OLIO Financial Planning Mclean Not listed Ongoing planning fee
Brandie Giffin Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Brian Carolan CMH Wealth Management Portsmouth CFA Percentage of assets
Brian Dunhill DF Direct London Not listed Percentage of assets
Bryce Chandler Bentwood Investment Advisory San Antonio Not listed Percentage of assets, Hourly
Cedric Bernier DF Direct Biarritz Not listed Percentage of assets
Daniel Zuckerman Zuckerman Investment Group Chicago CFA Percentage of assets
David Oldenkamp DF Direct London Not listed Percentage of assets
David Ream Blue Water Wealth Seattle Not listed Percentage of assets, Fixed fees
Drake Wright WebsterRogers Financial Advisors Florence Not listed Percentage of assets, Hourly
Dylan St. Cyr DF Direct Biarritz Not listed Percentage of assets
Emily Dolan Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Eric Frison DF Direct Biarritz Not listed Percentage of assets

Guides

Related lists

Specialties that serve early-career professionals