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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
Sarah Nix Keller Wealth Advisors Victoria Not listed Percentage of assets
Sarah Racek OLIO Financial Planning Blacksburg CFP Ongoing planning fee
Sarah Williams Precedent Wealth Partners Houston Not listed Percentage of assets
Sloane Bennett Precedent Wealth Partners Houston Not listed Percentage of assets
Spencer Werres OLIO Financial Planning Mclean CFP Ongoing planning fee
Stephen Troutman Troutman Wealth Management Malvern CFP Percentage of assets
Tatum Duffie Precedent Wealth Partners Houston Not listed Percentage of assets
Thomas Figgatt Portolan Financial Durham CFP Percentage of assets, Ongoing planning fee
Trigg Williamson Advisor.com Charlotte Not listed Flat fee or retainer, Percentage of assets
Vanessa Alanis Black Dog Wealth Manassas CFP, ChFC Ongoing planning fee, Hourly
Victoria Ward Financial Lifestyle Management Greenville CFP Hourly, Flat fee or retainer
Vincent Barbera Newbridge Wealth Management Bryn Mawr CFP Percentage of assets, Hourly
Wanda Williams Precedent Wealth Partners Houston Not listed Percentage of assets
William Hardaway WebsterRogers Financial Advisors Florence CFP, PFS Percentage of assets, Hourly
Abigail Kovach Kovach Financial Planning, LLC. Lafayette CFP Ongoing planning fee, One-time planning fee
Adam Vaal Vaal Financial Indianapolis ChFC Percentage of assets, Ongoing planning fee
Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. Savvy New York Not listed Percentage of assets, One-time planning fee
Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. Buena Vista Financial Planning LLC Decatur Not listed Percentage of assets, Flat fee or retainer
Carey Tafelsky Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Carlie Campuzano Millennial Wealth Management Broomfield Not listed Percentage of assets, Ongoing planning fee
Carly Purtill Purtill Financial Willoughby PFS Percentage of assets, Hourly
Charles Johnson Differential Planning Silverdale CFA Hourly
Christina Light Emissary Wealth Hackensack Not listed Percentage of assets, Ongoing planning fee
Christopher Cacchiola Emissary Wealth Hackensack Not listed Percentage of assets, Ongoing planning fee
Christopher Rich EnRich Financial Partners Madison CFP Percentage of assets, Ongoing planning fee
Christopher Villaire Villaire Financial Grand Rapids Not listed Percentage of assets, Ongoing planning fee
Clayton Gardner Award-winning modern wealth management firm for high earning professionals. Titan New York Not listed Percentage of assets, Subscription
Connor Oak Crane Capital Management Spring Park Not listed Percentage of assets
Dane May DePaolo & May Strategic Wealth is a modern, boutique financial advisory firm helping high earners and high net-worth individuals grow and protect their wealth through personalized investment strategies and forward-thinking planning. D&M Strategic Wealth Irvine Not listed Percentage of assets
Elaine Rich EnRich Financial Partners Madison CFP Percentage of assets, Ongoing planning fee
Ethan Brown Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
Fradel Barber The World Changers empowers individuals and businesses with financial education, tools, and strategies to build wealth and secure their future. The World Changers Miami Not listed Percentage of assets, Subscription
Grayson Hofferber Millennial Wealth Management Broomfield Not listed Percentage of assets, Ongoing planning fee
Gregory Hart Haddon Wealth Management Haddonfield CFP Percentage of assets, Flat fee or retainer
Harrison Oakes Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
Holger Berndt Rssic San Francisco CFA Percentage of assets, Hourly
Ian Browning Peddock Capital Advisors Braintree CFA Percentage of assets, Hourly
James Gorzynski We increase your company value by 72% to prepare for a sale Certified Exit Planners Charlotte Not listed One-time planning fee, Flat fee or retainer
James Macdonald Aurora Financial Strategies Lafayette CFP Percentage of assets, Fixed fees
Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. Artistic Wealth Red Bank Not listed Percentage of assets, Flat fee or retainer
Jillian Brooks Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
John Lacey Pacific Point Wealth Management Carlsbad CFP Percentage of assets
Julianne Erhart-Graves Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Kyle McCune Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Lamberto Torres Mayfield Advisors Palo Alto CFP Percentage of assets, Hourly
Lindsay Fitzpatrick Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Lori Slaughter Millennial Wealth Management Amarillo Not listed Percentage of assets, Ongoing planning fee
Margaret Gooley Reify Wealth Advisors Indianapolis CFP Hourly, One-time planning fee
Mark Recker Recker Financial Bay City Not listed Percentage of assets, Hourly
Mark Torres Mayfield Advisors Palo Alto CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve early-career professionals