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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
Forbes Watson Legacy Wealth Management Ridgeland Not listed Percentage of assets
Frank Sterneck Sterneck Capital Management Park City Not listed Percentage of assets, Fixed fees
Garrett Van Nostrand Van Nostrand Wealth Management San Diego Not listed Flat fee or retainer
Grant Van Nostrand Van Nostrand Wealth Management Boise Not listed Flat fee or retainer
Griffin Leahy Can handle all of your financial needs from banking, investments, mortgages, to estate planning. Not listed Evanston Not listed Percentage of assets
Hubert Lenczowski Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Isa Hantzsch DF Direct London Not listed Percentage of assets
Jada Fouch Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Jadyn Kerns-Funk Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
James Bailey Perspective Wealth Partners Boise Not listed Percentage of assets
Jason Saxon Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Jeff McGovern We help busy parents and individual professionals plan for the future and enjoy the present moment. Haven Wealth Planning Kirkwood Not listed Percentage of assets, Flat fee or retainer
Jeffrey Sorensen Cornerstone Advisors Topeka Not listed Percentage of assets
Jessica Harrington WebsterRogers Financial Advisors Florence Not listed Percentage of assets, Hourly
John Cole LKL Advisors Atlanta Not listed Percentage of assets, Flat fee or retainer
John Fredette CMH Wealth Management Rye CFA Percentage of assets
John Obrien Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Jonathan Smith Smith Partners Wealth Management Greensboro Not listed Percentage of assets, Hourly
Jonathan Spangler Cambridge Advisors Omaha Not listed Percentage of assets, One-time planning fee
Jordan Ney Blue Water Wealth Denver Not listed Percentage of assets, Fixed fees
Joseph Jay Midwestern Financial Group Iowa City Not listed Percentage of assets, Hourly
Joshua Madden DF Direct London Not listed Percentage of assets
Justin Anderson Cambridge Advisors Omaha Not listed Percentage of assets, One-time planning fee
Kamaljit Somal DF Direct London Not listed Percentage of assets
Keith Schicker Zuckerman Investment Group Chicago CFA Percentage of assets
Kelly Ryan OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Kristen Rajotte Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Kristine Stawinski Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Mackey McNeill The Prosperity People Bellevue PFS Percentage of assets, Hourly
Maggie Hartness Legacy Wealth Management Ridgeland Not listed Percentage of assets
Mark Bucholtz Cornerstone Advisors Topeka Not listed Percentage of assets
Mark Hideriotis Financial Management Associates Windham Not listed Percentage of assets, Hourly
Martin Link Blue Water Wealth Seattle Not listed Percentage of assets, Fixed fees
Mathieu Cyr DF Direct London Not listed Percentage of assets
Matthew Edgar Edgar Investment Management Houston CFA Percentage of assets
Matthew Woodlief Private Wealth Management of NC Henderson Not listed Percentage of assets, Hourly
Merlin Arbor Blue Water Wealth Portland Not listed Percentage of assets, Fixed fees
Mindy Prow Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Nelson Moen Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Paige Moon Perspective Wealth Partners Boise Not listed Percentage of assets
Patricia Kavanagh Parr McKnight Wealth Management Group Minneapolis Not listed Percentage of assets, Fixed fees
Patrick Campbell Midwestern Financial Group Iowa City Not listed Percentage of assets, Hourly
Rachel Potters OLIO Financial Planning Blacksburg Not listed Ongoing planning fee
Rebekah Adams Perspective Wealth Partners Boise Not listed Percentage of assets
Reuben Woods DF Direct London Not listed Percentage of assets
Richard Kuchen Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
Robin Sterneck Sterneck Capital Management Kansas City Not listed Percentage of assets, Fixed fees
Shawn Walker Cornerstone Advisors Topeka Not listed Percentage of assets
Skyler Eubank Perspective Wealth Partners Boise Not listed Percentage of assets
Spencer Schneider Schneider Wealth Management Omaha Not listed Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve early-career professionals