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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
Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. Farther White Plains CFP Percentage of assets, Flat fee or retainer
Vj Arjan ConCap® Mckinney CFP, ChFC Percentage of assets, One-time planning fee
Aiki Altmets Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Anita Bruinsma Clarity Personal Finance Toronto CFA Not listed
Anthony Ogorek Ogorek Wealth Management Williamsville CFP Percentage of assets, Fixed fees
Beth Watts Financial Avenues, LLC. Kansas City CFP Hourly, Fixed fees
Brad Tinnon B.E.S.T. Wealth Management St. Louis CFP Percentage of assets, Flat fee or retainer
Bryan Zschiesche Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Christine Sakraida White Aspen Capital Henderson CFP Percentage of assets, Fixed fees
Colton Owen Financial Synergies Wealth Advisors Houston CFP Percentage of assets
David Peloquin Main Street Advisors Westminster CFP Percentage of assets, Hourly
Douglas Babcock Professional Financial Management, Inc. Bozeman Not listed Percentage of assets, Hourly
Hannah Santa Cruz Pathfinder Financial Planning Missoula CFP Percentage of assets, Hourly
Heath Hightower Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Jared Haubenstock Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Jeffrey Viksjo Ogorek Wealth Management Williamsville CFP, CFA Percentage of assets, Fixed fees
Jill Tripp Pathfinder Financial Planning Missoula CFP Percentage of assets, Hourly
Justin Farris Farris Capital Management Carrollton CFP Percentage of assets
Kellie Gamino Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Kevin Nelson Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Lawrence Blau LL Financial Services Ossining CFP Percentage of assets, Hourly
Melody Laser Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Michael Booker Financial Synergies Wealth Advisors Houston CFP, ChFC Percentage of assets
Michael Minter Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Michael Rodriguez Equanimity Wealth Glendale Not listed Flat fee or retainer, Ongoing planning fee
Nathan Snow Accruent Wealth Advisors Winston-Salem CFP Percentage of assets, Hourly
Rachel Buckhoff Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Set Carpintero Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Sophia Zundel Tower View Wealth Management Shorewood CFP Percentage of assets, Hourly
Thaddeus Toal RCS Financial Planning Annapolis CFP Percentage of assets, Hourly
Tracy Kasing Regimen Wealth Atlanta CFP Percentage of assets, Fixed fees
Tyrone Ross The right now adviser for the next-gen investor. 401 Financial San Diego CFP Hourly, Subscription
William Goodson Financial Synergies Wealth Advisors Houston CFP Percentage of assets
Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. VDB Wealth Savannah CFA Percentage of assets, Flat fee or retainer
Brendan Crews Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances. Daviman Financial Fishers CFP Percentage of assets, Flat fee or retainer
Brian Pope Pope Wealth Management Lakewood Ranch CFP Percentage of assets
Charles Angle Rssic San Francisco CFP Percentage of assets, Hourly
Chaz Fahrner Sierra Wealth Strategies San Diego CFP Percentage of assets, Hourly
Cody Beaumont HFG Trust Gilroy CFP Percentage of assets, Hourly
Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. Baskets Capital Austin Not listed Percentage of assets
Cory Smith Financial life planning for business owners and the childfree community. Discretionary Inc. Reno Not listed Percentage of assets, Flat fee or retainer
Daniel Fortunato Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
David Rabinowitz Equilibrium Wealth Jerusalem CFP Percentage of assets, Hourly
Genevieve George Pelican Financial Planning & Wealth Jupiter CFP Percentage of assets, Fixed fees
Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives LourdMurray Los Angeles CFP Percentage of assets, Flat fee or retainer
ignition tax ignition tax ignition tax new york CPA Flat fee or retainer
J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. Financial Planning Hawaii Honolulu Not listed One-time planning fee, Percentage of assets
James Copper Skinner Copper & Ehmen Monroe CFP Percentage of assets, Fixed fees
Jefferson Rotherham Sierra Wealth Strategies Coronado CFP Percentage of assets, Hourly
Jennifer Harper Bridge Financial Planning Cruz Quebrada - Dafundo CFP Flat fee or retainer, Percentage of assets

Guides

Related lists

Specialties that serve early-career professionals