List
Fee-only advisors for early-career professionals
Early career is when the planning lever is longest and the household is most overwhelmed by it. These advisors take on early-career clients deliberately, not as a stepping stone.
Fee-only onlyAudience: Early-career professionals
By the numbers
The Wellspent public graph lists 759 fee-only financial advisors working with early-career professionals at 461 firms, most in Houston, Chicago and Minneapolis. 54% hold the CFP certification. Of the 758 with fees on file, 75% charge percentage of assets.
- Advisors listed
- 759
- Firms
- 461
- Cities
- 350
- Hold the CFP
- 54%
- Other credentials: CFA 9% · CPA 4% · EA 3%
- How they charge (of 758 with fees on file): percentage of assets 75% · hourly 38% · fixed fees 28% · one-time planning fee 28%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
759 matching advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Matthew Larocca | RDM Capital | Red Bank | CFP | Percentage of assets |
| Matthew Powers A modern estate planning firm combining technology with expert attorney support | Steward | San Francisco | Not listed | Flat fee or retainer |
| Melanie Husk | MEL Consulting | Chicago | Not listed | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Michael Tyler | Eagle Valley Wealth Management | Vilonia | CFA | Flat fee or retainer, Ongoing planning fee |
| Nam Phan | Phan Capital Management | San Antonio | Not listed | Ongoing planning fee, Percentage of assets |
| Neil Dinndorf | EnRich Financial Partners | Madison | CFP | Percentage of assets, Ongoing planning fee |
| Nia Saville | Gen Y Planning | Austin | CFP | Percentage of assets |
| Nicholas Butler | Butler Financial Services | Westlake Village | Not listed | Flat fee or retainer, One-time planning fee |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Omar Ezz | Olive Tree Asset Management | Northville | CFP | Percentage of assets, One-time planning fee |
| Peter Messina | ABG Consultants | Cottonwood Heights | CFP | Percentage of assets, Hourly |
| Peter Thoms | Sierra Wealth Strategies | Coronado | CFA | Percentage of assets, Hourly |
| Samantha Vicchiarelli | Alexis Advisors | Richmond | ChFC | Percentage of assets, Hourly |
| Sophia Daigle | Gen Y Planning | Austin | CFP | Percentage of assets |
| Spencer Tracy | Principium Investments | Boulder | Not listed | Percentage of assets |
| Steven Kibbel | Kibbel Financial Planning | Franklin | CFP, ChFC | Percentage of assets, Hourly |
| Steven Longa | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Susan Wipperman | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| Taylor Thompson Putting the clients goals and objectives first and foremost. | Thompson Family Office | Gilbert | Not listed | Percentage of assets, Subscription |
About this list
Any fee-only advisor whose profile matches this list's filters appears here automatically, and the list updates as profiles change. Nobody pays to be included or to rank higher.
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