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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
Beth Koonce Keller Wealth Advisors Victoria CFP Percentage of assets
Christopher Laughhunn Keller Wealth Advisors Victoria CFP Percentage of assets
Cynthia Menker Contour Financial Orland Park CFP, CPA, MBA Percentage of assets
David Faskas Keller Wealth Advisors Victoria CFP, CFA Percentage of assets
George Williams Precedent Wealth Partners Houston CFP Percentage of assets
Grant Williams Precedent Wealth Partners Houston CFP Percentage of assets
Hannah Gohmert Keller Wealth Advisors Victoria CFP Percentage of assets
Jim Stanhouse Stanhouse Financial Planning & Mgt. Duluth MBA Percentage of assets, Ongoing planning fee
John Kochevar Kochevar Financial Planning, LLC Grafton CFP Ongoing planning fee
Jonathan Horst The Horst Group Denver CFP Percentage of assets, Ongoing planning fee
Joseph Brady Rock Financial Planning Arvada CFP Ongoing planning fee, Percentage of assets
Joseph Williams Precedent Wealth Partners Houston CFP, PFS Percentage of assets
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Kyle Noack Keller Wealth Advisors Victoria CFP Percentage of assets
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Lazetta Braxton The Real Wealth Coterie New Haven CFP Ongoing planning fee, Percentage of assets
Lindy Venustus Create, LLC Bloomington CFP Ongoing planning fee
Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives Generations Financial Management Heath CFP Percentage of assets, One-time planning fee
Rachel Sloan Sloan Advisory Group, Inc. Glens Falls CFP, CRPC Percentage of assets, Hourly
Robert Maloney Squam Lakes Financial Advisors, LLC Holderness AEP, MSFS Ongoing planning fee, Hourly
Robin Brigham Hager Investment Management Services New London CFP Percentage of assets
Salvatore Paternico W&S Management Services Rochester CFP, ChFC Percentage of assets, Hourly
Thomas Keller Keller Wealth Advisors Victoria CFP, PFS Percentage of assets
Tom Taylor Chesapeake Financial Advisors Towson CPA/PFS Percentage of assets, Hourly
Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. CAPTRUST Raleigh CFA, CFP, CPA Flat fee or retainer, Percentage of assets
Bridget Harkins Wheels Up Wealth, Inc. Benicia CFP One-time planning fee
Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. Innovative Wealth Building Fort Worth CFP Percentage of assets, Subscription
Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ascend Investment Partners Ogden CFP Percentage of assets, Hourly
Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives Liberty One Wealth Advisors Philadelphia CFP Percentage of assets, Flat fee or retainer
Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. Not listed Bentonville CFP Percentage of assets, Flat fee or retainer
Jamie Mutinsky Emissary Wealth Hackensack CFP Percentage of assets, Ongoing planning fee
Jeffrey Drayton Jeffrey A. Drayton Financial Group, Inc. Maple Grove CDFA, CFP Percentage of assets, Hourly
Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events Thayer Partners, LLC Wyndmoor CFP Percentage of assets
Kelli Ellison Panoramic Financial Planning Carmel CFP, EA, Master of Science Accounting, MBA Percentage of assets, Fixed fees
Kenneth Butler Butler Financial Services Westlake Village CFP Flat fee or retainer, One-time planning fee
Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. Civic Financial Boston CFA, CFP Percentage of assets, One-time planning fee
Lauren Williams Guiding your family’s wealth ProsperPlan Wealth Gold River CFP Percentage of assets, One-time planning fee
Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ Firm Foundation Family Wealth Ft. Lauderdale CFP Percentage of assets
Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. Quadrant Capital Center Valley CFP Percentage of assets, Flat fee or retainer
Matthew Furlong Furlong Investment Solutions Chicago CFP, CFA Percentage of assets, Hourly
Michael Tracy Principium Investments Boulder CFP Percentage of assets
Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. Intersecting Wealth Northbrook CFP Flat fee or retainer, One-time planning fee
Ross Cutler We aim to be readily available to clients at all times. King Tide Advisors Stuart CFP Hourly, One-time planning fee
Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. Parkwoods Wealth Partners St Louis CFP Percentage of assets
Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. Northwestern Mutual Investment Services, LLC Sioux Falls CFP Percentage of assets, Flat fee or retainer
Scott Swartz AndersonLane Associates Needham CFP Percentage of assets
Skee Orr Kinetic Wealth Knoxville AIF, ATP, CFP Percentage of assets, Hourly
Steve Zakelj Flatirons Wealth Management Boulder CFP Hourly
Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. Gerber Kawasaki Wealth & Investment Management Santa Monica CFP Percentage of assets, Hourly
Taylor Harwood Crane Capital Management Spring Park CFP Percentage of assets

Guides

Related lists

Specialties that serve early-career professionals