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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
Jennifer Weber Weber Asset Management Lake Success CFP Percentage of assets
John Desimone Peddock Capital Advisors Braintree CFP Percentage of assets, Hourly
Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. Truvize Financial Planning El Paso Not listed Percentage of assets, Subscription
Josh Womack Your personal wealth manager, advising on and managing both public and private investments. Womack Financial Dallas Not listed Percentage of assets
Justin Mayo Sierra Wealth Strategies El Cajon CFP Percentage of assets, Hourly
Justin McCurdy Bridge Financial Planning Valapariso CFP Flat fee or retainer, Percentage of assets
Katelyn Mahon Peddock Capital Advisors Braintree CFP Percentage of assets, Hourly
Katie Macdonald MacDonald Wealth Management Mansfield CFP Percentage of assets, Hourly
Larry Sprung Bringing JOY to Your Money Journey™ Mitlin Financial, Inc Hauppauge CFP Percentage of assets, Flat fee or retainer
Louis Guajardo Moonshot Planning Montclair CFP Ongoing planning fee
Mark Farrelly Cairn Wealth Management Vancouver CFP, ChFC Percentage of assets, Hourly
Matthew Simmons Peddock Capital Advisors Braintree CFP Percentage of assets, Hourly
Michael Purtill Purtill Financial Cleveland Heights CFP Percentage of assets, Hourly
Michael Sabatino Sabadoodle Princeton CFP One-time planning fee, Flat fee or retainer
Michael Troxell Financial planning for folks with stock options and RSUs Modern Financial Planning Oakland CPA Hourly, Percentage of assets
Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. Ryse Capital Management Rochester Not listed Flat fee or retainer, Hourly
Patrick Mason Cairn Wealth Management Vancouver CFP Percentage of assets, Hourly
Phillip Durbin I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures. Generational Wealth Development Cameron Not listed Hourly, One-time planning fee
Rick Prime HFG Trust Kennewick CFP Percentage of assets, Hourly
Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. Daniel M Kavanaugh CPA Inc Pleasanton CPA Percentage of assets, Flat fee or retainer
Robert Maher Virgil Wealth Advisory Cincinnati CFA Percentage of assets, One-time planning fee
Robert Pearson HFG Trust Kennewick CFP Percentage of assets, Hourly
Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. Victus Wealth Management Enola Not listed Percentage of assets, Flat fee or retainer
Samuel Deane Financial advice for startup founders and tech employees with equity compensation. Rora Wealth Atlanta Not listed Flat fee or retainer, Percentage of assets
Sarah Irving Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Sarah Yakel Meridian Financial Partners Warrenton CFP Percentage of assets, Hourly
Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. AllStreet Wealth Carmel Not listed Flat fee or retainer, One-time planning fee
Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. Manetta Wealth Management San Ramon Not listed Percentage of assets
Trent Colledge Sunset Retire Provo CFP Percentage of assets, Hourly
Tyler Hunt Sunset Retire Provo CFP Percentage of assets, Hourly
William Wang HFG Trust Kennewick CFP Percentage of assets, Hourly
5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. 5T Wealth Management Napa CFA Percentage of assets
Adrienne Fox Precedent Wealth Partners Houston Not listed Percentage of assets
Alistair Huong AdventEdge Financial Apison ChFC One-time planning fee, Ongoing planning fee
Amanda Ansell OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Amanda Hopkins Clouser RCS Financial Planning Annapolis CFA Percentage of assets, Hourly
Amy Fisher WebsterRogers Financial Advisors Florence CFP Percentage of assets, Hourly
Amy Moore OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Andrew Hager Hager Investment Management Services New London Not listed Percentage of assets
Andrew Miller OLIO Financial Planning Mclean CFP Ongoing planning fee
Ann Herrero DF Direct London CFP Percentage of assets
Anthony Parr Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Arv Vilutis Financial Synergies Wealth Advisors Houston ChFC Percentage of assets
Ashley Perlmutter Sherman Wealth Gaithersburg Not listed Percentage of assets, Hourly
Austin Drake Sterneck Capital Management Kansas City CFP Percentage of assets, Fixed fees
Bradley Sherman Sherman Wealth Gaithersburg Not listed Percentage of assets, Hourly
Brian Boswell Newbridge Wealth Management Malden CFP Percentage of assets, Hourly
Brian Brown PlanVest Blair CFP Percentage of assets, Hourly
Brian McKnight Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Brian Talbott OLIO Financial Planning Mclean CFP Ongoing planning fee

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Specialties that serve early-career professionals