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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
John Pak Otium Advisory Group El Segundo BA, CFP, EA, MST Flat fee or retainer, Hourly
Justin Horowitz Just Advising Raleigh CFP Flat fee or retainer, Ongoing planning fee
Kelly Klingaman Kelly Klingaman Financial Planning Austin CFP, RLP Ongoing planning fee, Flat fee or retainer
Kevin Burkle HCP Wealth Planning, LLC Jacksonville CFP Flat fee or retainer, One-time planning fee
Kevin Michels Medicus Wealth Planning, Inc. Draper CFP Percentage of assets, Hourly
Kimberly Wirtz John E. Sestina and Company Columbus CFP Percentage of assets, Ongoing planning fee
Lei Deng Efficient financial plans and investing for busy skilled trades professionals Core Planning, LLC Saint Louis CFP, CFA Percentage of assets, Flat fee or retainer
Lew Christman Christman Fiancial Advisors LLC Macungie CFP Percentage of assets, Ongoing planning fee
Logan Murray Pocket Project LLC Philadelphia CFP, EA, RICP Flat fee or retainer, Ongoing planning fee
Matthew Morris Multipath Wealth Management Columbia CFP, MSFP Ongoing planning fee
Matthew Smith Concert Financial Planning, LLC Houston CFA, CFP Flat fee or retainer, Ongoing planning fee
Megan Kiesel Livelihood LLC Philadelphia CFP Flat fee or retainer, Hourly
Nathaniel Baim Pursuit Planning and Investments, LLC Beaverton CFP, MBA Percentage of assets, Ongoing planning fee
Nicholas Hui VAVE Financial Planning Markham CFP, TEP, MBA, P.Eng Flat fee or retainer, One-time planning fee
Pijus Bulvinas Wealth and Plan Cypress CFP Ongoing planning fee, Percentage of assets
Ralph Ted White Arrivity Financial Planning Seattle CFP, CIMA, MBA Hourly, One-time planning fee
Rick Spillane Spillane Financial Planning, Inc. Lebanon CFP, CPA Hourly, Percentage of assets
Sarah Gerber Momentum Financial Planning LLC Longmont CFP, AFC Ongoing planning fee, One-time planning fee
Shane Mason Brooklyn FI Brooklyn CFP, CPA/PFS, CPWA, EA Percentage of assets, Ongoing planning fee
Shaun Melby Melby Wealth Management, LLC Nashville CFP Percentage of assets, Ongoing planning fee
Steven Clark Clark Financial Planning Services LLC Coconut Creek CFP, EA, RICP Flat fee or retainer, Ongoing planning fee
Steven Gilbert Gilbert Wealth Fort Wayne CFP, RICP, APMA Flat fee or retainer, Ongoing planning fee
Anna Knight Simplicity Financial mississauga CFP One-time planning fee, Ongoing planning fee
Bernard Kiely Kiely Capital Management, Inc. Morristown BA, CFP, CPA, MBA Percentage of assets, Hourly
Catherine Hawley Hawley Personal Finance Los Angeles CFP Hourly, Flat fee or retainer
Chandler Fugate-Laus Moneyfluent Columbus CFP Flat fee or retainer, One-time planning fee
Charles Edson Wealth Being Advisors Hermosa Beach CFP Percentage of assets, Ongoing planning fee
Daniel Kenny FI-nancial Planner LLC Hamilton CFP, CPA Ongoing planning fee, Percentage of assets
Drew Feutz Migration Wealth Management, LLC Avon CFP Ongoing planning fee
Eric Hollen Open Window Financial Solutions, Ltd. Reno CFP, MD Percentage of assets, Hourly
Eric Olsen Olsen Family Financial, LLC Oakton CFP, PhD Flat fee or retainer, Hourly
Galen Herbst de Cortina Buff Your Finances, LLC Newbury Park CFP, MBA One-time planning fee
Germaine Weldon Inspired Financial Planners, LLC Gulfport CFP, CPA/PFS, Certified Student Loan Professional, CPA Percentage of assets, Hourly
James Davis Partnership Financial LLC Columbus CFP Flat fee or retainer, Ongoing planning fee
Jamie Clark Ruby Pebble Financial Planning LLC Seattle CFP Flat fee or retainer, Hourly
Jim Kilgore Buckeye Wealth Partners, LLC Dayton CFP Percentage of assets, Hourly
John Losen Bespoke Financial Planning, LLC Wayne CFP Ongoing planning fee
Jonathan Huss Hussmen Financial, LLC Midlothian CFP Ongoing planning fee, Hourly
Kerry Mayo Capital Financial Advisors of New York, LLC Clifton Park CFP, MA, MBA Percentage of assets, Hourly
Leyder Murillo Wolfpack Wealth Management Denver AWMA, CFP, MBA, SE-AWMA Flat fee or retainer, Hourly
Madison Sharick Madi Manages Money LLC Pittsburgh CFP, CFA Flat fee or retainer, Ongoing planning fee
Marcus Holzberg Holzberg Wealth Management Corte Madera CFP Percentage of assets, Hourly
Mike Noce Olsen Family Financial, LLC Saint Petersburg CFP, ChFC Flat fee or retainer, Hourly
Scott Blaesing Cascade Wealth Advisors, Inc. Wenatchee CFP, CPA Ongoing planning fee
Skyler Denny Legacy Financial Designs, LLC The Woodlands CFP Percentage of assets, Fixed fees
Tricia Kollath Inspired Financial Planners, LLC Gulfport CFP, CPA Percentage of assets, Hourly
Walter Jessee Impact Financial Richmond CFP, CPA Percentage of assets, Ongoing planning fee
Blake Jones Pomegranate Financial LLC Springville CFP, EA Ongoing planning fee, Percentage of assets
Chad Wiebe Pathway Wealth Inc. Winnipeg CFP Percentage of assets, One-time planning fee
Crystal Rau Beyond Balanced Financial Midland CFP, MBA Ongoing planning fee

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Specialties that serve early-career professionals