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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
Brian Ward W&S Management Services Rochester Not listed Percentage of assets, Hourly
Cherish Sutull Blue Water Wealth Seattle CFP, CFA Percentage of assets, Fixed fees
Christopher Oberholzer Infinity Wealth Counsel Loveland CFP One-time planning fee, Percentage of assets
Christopher Staples Wealth 360 Buford CFP Percentage of assets, Hourly
Dallas Trahern Precedent Wealth Partners Houston Not listed Percentage of assets
Daniel DeSouza Not listed Honolulu CFA Percentage of assets
Derek Hughes Hughes & Company Marietta CFP Ongoing planning fee, One-time planning fee
Dinghao Jiang Downtown Wealth Studios Wellesley CFA Percentage of assets, Fixed fees
Donald Dority Narrow Path Financial Fort Collins CFP, PFS Percentage of assets
Emily Bushong Kaizen Financial Advisors Canyon Lake CFP Percentage of assets, Hourly
Emily Maretsky Educated Financial Planning Astoria Not listed Ongoing planning fee, One-time planning fee
Emily Noyes Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Eric Showalter Arbor Private Wealth Ashburn CFP Percentage of assets, Fixed fees
Evan Darr Precedent Wealth Partners Houston Not listed Percentage of assets
Hannah Spillman Perspective Wealth Partners Boise CFP Percentage of assets
Heidi Arneson Precedent Wealth Partners Katy Not listed Percentage of assets
Ian Weinstein Regimen Wealth Atlanta ChFC Percentage of assets, Fixed fees
James Eppes Eppes Wealth Management Satellite Beach CFP One-time planning fee, Flat fee or retainer
Jennifer De Thomas Birch Elliott Financial Portland CFP One-time planning fee
Joe Enzler Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
John Lienert OLIO Financial Planning Mclean CFP Ongoing planning fee
John Rudi Parr McKnight Wealth Management Group Minneapolis CFP Percentage of assets, Fixed fees
Jonathan Crantz Precedent Wealth Partners Houston Not listed Percentage of assets
Justin Smith Smith Partners Wealth Management Greensboro CFP, CFA Percentage of assets, Hourly
Kameron Barzegar RJ Patterson Group San Diego Not listed Percentage of assets, Hourly
Kellen Thayer Advisor.com Charleston Not listed Flat fee or retainer, Percentage of assets
Kevin Apolinar Financial planner for Christians Behavior Shift Murrieta Not listed One-time planning fee, Subscription
Kristy Groth Precedent Wealth Partners Spring Not listed Percentage of assets
Kyle Smith Precedent Wealth Partners Houston Not listed Percentage of assets
Laurie Klein Kaizen Financial Advisors Kirkland CFP Percentage of assets, Hourly
Malek Hage Hassan RJ Patterson Group San Diego Not listed Percentage of assets, Hourly
Mary Van Nostrand Van Nostrand Wealth Management San Diego CFP Flat fee or retainer
Matt Morizio We help high capacity families align money with purpose so it fuels their mission.” Reconstructing Wealth Daniel Island Not listed Percentage of assets, Flat fee or retainer
Matthew Oberholzer Infinity Wealth Counsel Loveland CFP One-time planning fee, Percentage of assets
Michael Bechtold Hager Investment Management Services New London Not listed Percentage of assets
Michael Hughes OLIO Financial Planning Mclean CFP Ongoing planning fee
Michael Williamson Advisor.com Charleston Not listed Flat fee or retainer, Percentage of assets
Nancy Congdon Blue Water Wealth Portland CFP Percentage of assets, Fixed fees
Nathan Ward W&S Management Services Richmond Not listed Percentage of assets, Hourly
Neal Stephenson Precedent Wealth Partners Houston Not listed Percentage of assets
Pamela Hinton Precedent Wealth Partners Fredericksburg Not listed Percentage of assets
Paul Henley Farris Capital Management Carrollton CFA Percentage of assets
Peter Hager Hager Investment Management Services New London Not listed Percentage of assets
Peter Melsness Superior Financial Rochester CFP Percentage of assets, Hourly
Raman Ghei Tower View Wealth Management Shorewood CFA Percentage of assets, Hourly
Rebecca Lees OLIO Financial Planning Crozet CFP Ongoing planning fee
Reid Watson Legacy Wealth Management Ridgeland CFP Percentage of assets
Rhonda Grover Wealth 360 Buford CFP Percentage of assets, Hourly
Robin Lakey-White DF Direct London CFP Percentage of assets
Ryan Melnyk Manzanita Wealth Management West Sacramento Not listed Flat fee or retainer, Ongoing planning fee

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Specialties that serve early-career professionals