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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
David Barnett Barnett Financial Planning Riverside CFP Hourly, One-time planning fee
David Mayes Three Bearings Fiduciary Advisors, Inc. Hampton CFP, CRPC, CRPS, EA Percentage of assets, Hourly
David Rosenstrock Wharton Wealth Planning New York CFP, MBA Percentage of assets, Hourly
Dennis O'Brien Coastal Financial Advisors, Inc. Philadelphia BS, MS, RTRP Flat fee or retainer, Hourly
Elaine Bedel Bedel Financial Consulting, Inc. Indianapolis BA, CFP, MBA Percentage of assets, Fixed fees
Emiramis Gjini MyGen Planning Chicago CFP Ongoing planning fee, One-time planning fee
James Hindes Xena Financial Planning Seattle CFP, MBA, RICP, MSFP Percentage of assets, Ongoing planning fee
Morgann Zimmer Goodman Financial Corporation Houston CFP, CPA Percentage of assets, Hourly
Paul Borges Borges Financial Brookfield CFA, CFP, MS Hourly, Flat fee or retainer
Robert Stromberg Mountain River Financial, LLC Jenkintown CFP Fixed fees
Ryan Graves Bemiston Asset Management Webster Groves CFP, CFA Percentage of assets, One-time planning fee
Sarah Anderson The Foundry Financial Group, Inc. Laconia CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Stacy Dervin Tailored Financial Planning, LLC Eugene CFP, CFA Percentage of assets, Flat fee or retainer
Steven Chau Know Your Worth Financial Tempe CFP Ongoing planning fee, One-time planning fee
Tammy Goodman Tammy Goodman Financial, LLC Charlotte CFP, MBA Flat fee or retainer, Ongoing planning fee
Uchechi Kalu Greenlight Financial Planning Los Angeles CFP Ongoing planning fee
Aashwin Sachdev Luminous Money Minneapolis CFP One-time planning fee, Hourly
Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. Ad Astra Financial Planning Santa Rosa CFP Flat fee or retainer, Subscription
Brent Perry Piedmont Financial Advisors, LLC Indianapolis CFP One-time planning fee
Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD Focused Founders Wealth Planning MOUNT JOY CFP Percentage of assets, Flat fee or retainer
Carl von dem Bussche Financial Guidance Group, Inc. Franklin CFP Percentage of assets, Hourly
Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early WealthAdvisor365 Fort Lauderdale CFP One-time planning fee, Subscription
Chris Fliesser Fliesser Financial Ottawa PFA, P.Eng. Flat fee or retainer, Hourly
Dan Pinheiro South Coast Planning & Wealth Management LLC Fall River CAIA, CFA, CFP, CPWA Percentage of assets, Fixed fees
Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. Retirement Matters, Inc. Barrington CFP Percentage of assets, One-time planning fee
Ian Bloom Open World Financial Life Planning Raleigh CFP, RLP Ongoing planning fee, Percentage of assets
Jeffrey Wolniewicz Under Par Planning Buffalo CFP, ChFC, CLU, MBA Ongoing planning fee, Percentage of assets
Katie Fischer Market Street Wealth Management Advisors, LLC Indianapolis CFP Percentage of assets
Kelly Luethje Willow Planning Group Holderness CFP, MBA Ongoing planning fee, One-time planning fee
Kyle Hill Hill-Top Financial Planning, LLC Kansas City CFP Percentage of assets, Ongoing planning fee
Lamar Watson Dream Financial Planning LLC Reston CFP Ongoing planning fee, One-time planning fee
Marcus Waddell Ascension Advisors Scottsdale CFP Percentage of assets, Fixed fees
Mark Astrinos Libra Wealth LLC Los Gatos CFP, CPA/PFS, RLP Flat fee or retainer, Hourly
Mark Atherton Apella Wealth Berwyn CFP, JD, MBA, EA One-time planning fee
Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. Etzler Financial Advisors, LLC Red Bluff CFP Hourly, Subscription
Matthew Hawk Cambridge Capital Management, LLC O Fallon CFP Percentage of assets, Hourly
Max Novak Flat-fee. Fiduciary. Life-centered planning. Novak Financial Partners Carterville CFP Flat fee or retainer, Subscription
Michael Dayoub Alpha Financial Management, Inc. Savannah CFP, MBA Percentage of assets, Hourly
Mindy Crary Creative Money LLC Seattle CFP Flat fee or retainer, One-time planning fee
Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. Bull Oak Rancho Santa Fe CFP Flat fee or retainer, Percentage of assets
Sarah Paulson Valkyrie Finance, LLC Appleton CFP Ongoing planning fee, Percentage of assets
Shehara Wooten Your Story Financial, LLC Phoenix CFP One-time planning fee
Steve Nading Outbound Financial, Inc. Boulder CFP, CPA Ongoing planning fee, Percentage of assets
Stuart Coats Coats Financial Planning, Inc. Louisville BBA, CFP, MBA Ongoing planning fee
Susan Pack Pomeroy Financial Planning, LLC Cincinnati CFP, CKA, CPA/PFS, CPA Hourly, Fixed fees
Tyler Day Foresight Financial Planning Alma CFP, CSLP Flat fee or retainer, Ongoing planning fee
Vrishin Subramaniam Helping immigrants align their money and their life CapitalWe Arlington CFP Flat fee or retainer, Hourly
Andrew Casey Precedent Wealth Partners Houston CFP Percentage of assets
Andy Hammond Hammond Financial Ajax CPA, CA Hourly, One-time planning fee
Bennett Stein Stein Financial LLC Miramar Beach CFP, CPA Percentage of assets

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Specialties that serve early-career professionals