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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
Tara Newton Perspective Wealth Partners Boise Not listed Percentage of assets
Toney Falkner Private Wealth Management of NC Henderson Not listed Percentage of assets, Hourly
Travis Schaat Perspective Wealth Partners Boise Not listed Percentage of assets
Vincent Siewit Small Victories Wealth San Jose Not listed Flat fee or retainer, Ongoing planning fee
Wilfred Henderson Legacy Wealth Management Ridgeland Not listed Percentage of assets
William Dagley Private Wealth Partners Mill Valley Not listed Percentage of assets, Hourly
William Miles WebsterRogers Financial Advisors Columbia Not listed Percentage of assets, Hourly
Adam Mcmillian Financial planning is as important as investments. Cannon Wealth Management Winston-salem Not listed Percentage of assets, Flat fee or retainer
Alexander Strauss RDM Capital Red Bank Not listed Percentage of assets
Ben McCollum Pacific Point Wealth Management Carlsbad Not listed Percentage of assets
Brian Iles Aurora Financial Strategies Kokomo Not listed Percentage of assets, Fixed fees
Bruno Larocca RDM Capital Red Bank Not listed Percentage of assets
Bryan Bourgeois Kibbel Financial Planning Austin Not listed Percentage of assets, Hourly
Carl Rowits CWR Capital Management Lancaster Not listed Ongoing planning fee, One-time planning fee
Chad Gifford Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Christopher Lamb Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Christopher Torres Mayfield Advisors Palo Alto Not listed Percentage of assets, Hourly
David Mucciaro Genesis by Doxa Arlington Not listed Percentage of assets
Donna Chaney Chaney Financial Services Pasadena PFS One-time planning fee, Ongoing planning fee
Eric Bright Pennyfarthing Investment Management Belchertown CFA Percentage of assets, Hourly
Eric Johanson Scope Wealth Management Santa Monica CFA Percentage of assets, Hourly
Jackson Collins Aurora Financial Strategies Kokomo Not listed Percentage of assets, Fixed fees
James Curran Pacific Point Wealth Management Carlsbad Not listed Percentage of assets
Jared Hoffman Broadleaf Partners Hudson Not listed Percentage of assets
Jeffrey Johnson Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Joshua Taff New Perspectives Ridgeland CFA Percentage of assets, Hourly
Keith Olshove Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Kurt Schuler Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Matthew Albritton Valor Financial Planning Johnson City Not listed Percentage of assets, Hourly
Matthew Marchand Pacific Point Wealth Management Carlsbad Not listed Percentage of assets
Matthew Pederson MP3 Finance Cameron Park Not listed Hourly, Subscription
Michael Loveless ABG Consultants Cottonwood Heights Not listed Percentage of assets, Hourly
Nancy Anderson New Perspectives Ridgeland CFA Percentage of assets, Hourly
Pierce Roe Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Rishabh Goyal Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Ryan Forsythe Forsythe Wealth Management Crown Point Not listed Percentage of assets, Hourly
Ryan Gorski Pacific Point Wealth Management Carlsbad Not listed Percentage of assets
Ryan Knabusch Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Ryan Knebel ABG Consultants Collinsville Not listed Percentage of assets, Hourly
Scott Busch Aurora Financial Strategies Lafayette Not listed Percentage of assets, Fixed fees
Shane Fagan Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Shane Fernandez Abundance Pathways San Diego Not listed One-time planning fee, Ongoing planning fee
Tabitha Garreffa ABG Consultants Arlington Not listed Percentage of assets, Hourly
Tabitha Williams Reify Wealth Advisors Indianapolis Not listed Hourly, One-time planning fee
Thomas Smith ABG Consultants Westfield Not listed Percentage of assets, Hourly
William Hoover Broadleaf Partners Hudson Not listed Percentage of assets
William Shelmon Paycheck to Wealth Southfield Not listed Ongoing planning fee, One-time planning fee
Yu-Chi Peng-Lee Mayfield Advisors Palo Alto Not listed Percentage of assets, Hourly
Anjana Batra The Prosperity People Bellevue Not listed Percentage of assets, Hourly
Connor Graham Graham Wealth Management Panama City Beach Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve early-career professionals