W Wellspent Public advisor graph
Get matched
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
Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. Fiduciary Financial Advisors Grand Rapids CFP Percentage of assets, Subscription
Betsy Ratashak-Vogel R&V Personal Finance Decorah CFP Percentage of assets, Ongoing planning fee
Brian Seymour Guiding First-Generation Wealth Builders Prosperitage Wealth Mcdonough CFP, ChFC, RICP Percentage of assets, Flat fee or retainer
Bryan Minogue Kardinal Financial Madison CFA, CFP Flat fee or retainer, Ongoing planning fee
Clint Gossage CMG Financial Consulting, LLC Scottsdale CFA, CFP, CPA Ongoing planning fee
Cole Williams Vessel Financial Planning Plano BFA, CFP, CIMA Percentage of assets, Ongoing planning fee
Elise Huston JNBA Financial Advisors Minneapolis CFP Percentage of assets
Eric Jochimsen JBY Financial Planning Sun Prairie CFP Percentage of assets, Ongoing planning fee
Evan Luongo NoDa Wealth Management Charlotte CFP One-time planning fee, Percentage of assets
Jackson Xu X AND Y ADVISORS, INC. El Segundo CFP, CFA Ongoing planning fee
Jeff Burke 7th Street Financial Chaska CFP Ongoing planning fee, Hourly
Joel Chouinard SharpEdge Financial LLC Southlake CFP, ChFC Flat fee or retainer, One-time planning fee
Joel Cundick I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve. Savant Wealth Management Phoenix AIF, CFP, CPA/PFS, CFA Percentage of assets, Flat fee or retainer
Jonathan Pixley Realm Financial Planning, LLC Tulsa CFP One-time planning fee, Ongoing planning fee
Josue Luque De Julio Next Gen Financial Planning San Diego CFP Percentage of assets, Hourly
Kaysi Gordon Kaysi Gordon Financial Planning Valley Stream CFP, CPA, MBA Percentage of assets, One-time planning fee
Leah Coleman Orchard Financial Group Austin CFP, AAMS Percentage of assets, One-time planning fee
Nate Nieri Modern Money Management San Diego CFP, MSBA, MBA Percentage of assets, Ongoing planning fee
Patti Hughes Lake Life Wealth Advisory Group LLC Chicago CFP, CPA Ongoing planning fee
Paul Carriere Carriere Financial Planning Colorado Springs CFP Percentage of assets, Flat fee or retainer
Rafael Melendez Next Gen Financial Planning San Diego CFP Percentage of assets, Hourly
Robert Tull Tull Financial Group, Inc. Chesapeake CFP, MBA Percentage of assets, Hourly
Robinson Crawford Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®. Montebello Avenue Phoenix CFP Flat fee or retainer, Percentage of assets
Said Israilov Israilov Financial San Francisco CFP Percentage of assets, One-time planning fee
Seth Shepherd "Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance. Pillar Wealth Franklin CFP Hourly, One-time planning fee
Sridhar Krishnan Encover Personal Finance LLC Fremont BS, CFP, MBA Flat fee or retainer, Ongoing planning fee
Steve Engle Asbury Capital Glen Mills CFP Percentage of assets, Flat fee or retainer
Tim Carpenter Rhodo Wealth Management Geneva CFP One-time planning fee, Percentage of assets
Timothy Kirch Nashville Financial Planning Franklin CFP One-time planning fee, Ongoing planning fee
Trevor Gunter Four Pines Financial LLC Atlanta CFP Percentage of assets, Ongoing planning fee
Valerie Rivera FirstGen Wealth Chicago CFP Flat fee or retainer, Ongoing planning fee
Zach Reyes Circadia Financial Planning Westlake CFP Percentage of assets, Ongoing planning fee
Zachary Zwillinger ZZ Planning LLC New York CFP, JD Flat fee or retainer, Ongoing planning fee
Ally Jane Ayers Brooklyn FI, LLC Brooklyn CFP, EA Percentage of assets, Ongoing planning fee
Ben Smith Cove Financial Planning, LLC Milwaukee CFP, Chartered SRI Counselor Percentage of assets, Ongoing planning fee
Benjamin Geiger Simplified Planning Johnston CFP Ongoing planning fee, Percentage of assets
Blair Garner Garner Financial Management Franklin CFA, CFP, MS Percentage of assets
Brent Hoskins Focal Point Financial Group Prairie Village CFP, RICP, CKA Ongoing planning fee, One-time planning fee
Carey Morgan Livelihood LLC Philadelphia CFP, ChFC Flat fee or retainer, Hourly
Christopher Annello SAGEbroadview Wealth Management, LLC Farmington CFP Ongoing planning fee
Crystal Kelly Amani Financial Inc. Edmonton CFP Flat fee or retainer, Ongoing planning fee
Cynthia Jabr Brand New Day Wealth Planning Los Angeles CFP Flat fee or retainer, Hourly
Dan Wood Zimmerman Wealth Management, LLC Evanston CFA, CFP Percentage of assets, Fixed fees
J. David Principe SAGEbroadview Wealth Management, LLC Farmington CFP, Certified Student Loan Professional, CPA/PFS, RLP Ongoing planning fee
Jacob Stalder Navigate Financial Planning LLC Cedar Falls CFP Flat fee or retainer, One-time planning fee
Jake Skelhorn Tax-smart financial advice for high-earners and pre-retirees Spark Wealth Advisors Jacksonville CFP Percentage of assets, Flat fee or retainer
Jeffrey McDermott Create Wealth Financial Planning, LLC Jacksonville Certified Student Loan Professional, CFP, MBA Percentage of assets, Ongoing planning fee
Jenn Steliga Find Your FI Omaha CFP Flat fee or retainer, Ongoing planning fee
John Bovard Incline Wealth Advisors Cleves CFP Percentage of assets, Fixed fees
John Kvale J.K. Financial, Inc. Dallas CFA, CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve early-career professionals