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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
Jessica Pratt WyoU Financial Strategies Casper Not listed Percentage of assets, Hourly
John Nunan The Prosperity People Bellevue Not listed Percentage of assets, Hourly
Kristen Hanley CMH Wealth Management Portsmouth Not listed Percentage of assets
Lisa Hodges Shift to impact Durham Not listed Hourly, Fixed fees
Rodney McKinnis MACC IV Group Chandler Not listed Percentage of assets, Fixed fees
William Enoch Zuckerman Investment Group Chicago Not listed Percentage of assets
Andrew Downey Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Andrew Hass RF&L Wealth Management Acton Not listed Percentage of assets, Hourly
Anthony Fimognari Parisi Capital Stirling Not listed Percentage of assets
Blake Parisi Parisi Capital Stirling Not listed Percentage of assets
Caitlin Borland Aria Wealth Partners Charlottesville Not listed Percentage of assets
Christian Wray Hazelwood Investment Advisors Chicago Not listed Percentage of assets, Fixed fees
David Morton Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Edward Cwalina Horse Cove Partners Center Valley Not listed Percentage of assets, Fixed fees
Elizabeth Clark Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Eric Thomas Heritage Financial Gainesville Not listed Percentage of assets, Hourly
Gregory Brennan Horse Cove Partners Atlanta Not listed Percentage of assets, Fixed fees
James Brady Scope Wealth Management Denver Not listed Percentage of assets, Hourly
James Gerhart New Perspectives Ridgeland Not listed Percentage of assets, Hourly
James Smith SignalUp Wealth Management Fayetteville Not listed Percentage of assets, Hourly
Marcus Terdik Piedmont Private Wealth Raleigh Not listed Percentage of assets
Meredith DeLaune New Perspectives Asheville Not listed Percentage of assets, Hourly
Michael Vodicka Vodicka Group Highland Park Not listed Percentage of assets
Paula Gunter Aria Wealth Partners Charlottesville Not listed Percentage of assets
Rodney Hass RF&L Wealth Management Acton Not listed Percentage of assets, Hourly
Tiffany NgChiuHingNing Horse Cove Partners Atlanta Not listed Percentage of assets, Fixed fees
Timothy Meyer Meyer Capital Management Cincinnati Not listed Percentage of assets
Vivian Tu Ask Dolly Miami Beach Not listed Subscription
Yahia Albaghdadi Heritage Financial Gainesville Not listed Percentage of assets, Hourly

Guides

Related lists

Specialties that serve early-career professionals