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 |
|---|---|---|---|---|
| Joseph Jay | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Joshua Madden | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Justin Anderson | Cambridge Advisors | Omaha | Not listed | Percentage of assets, One-time planning fee |
| Kamaljit Somal | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Keith Schicker | Zuckerman Investment Group | Chicago | CFA | Percentage of assets |
| Kelly Ryan | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| Kristen Rajotte | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Kristine Stawinski | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Mackey McNeill | The Prosperity People | Bellevue | PFS | Percentage of assets, Hourly |
| Maggie Hartness | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| Mark Bucholtz | Cornerstone Advisors | Topeka | Not listed | Percentage of assets |
| Mark Hideriotis | Financial Management Associates | Windham | Not listed | Percentage of assets, Hourly |
| Martin Link | Blue Water Wealth | Seattle | Not listed | Percentage of assets, Fixed fees |
| Mathieu Cyr | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Matthew Edgar | Edgar Investment Management | Houston | CFA | Percentage of assets |
| Matthew Woodlief | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Merlin Arbor | Blue Water Wealth | Portland | Not listed | Percentage of assets, Fixed fees |
| Mindy Prow | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Nelson Moen | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Paige Moon | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Patricia Kavanagh | Parr McKnight Wealth Management Group | Minneapolis | Not listed | Percentage of assets, Fixed fees |
| Patrick Campbell | Midwestern Financial Group | Iowa City | Not listed | Percentage of assets, Hourly |
| Rachel Potters | OLIO Financial Planning | Blacksburg | Not listed | Ongoing planning fee |
| Rebekah Adams | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Reuben Woods | DF Direct | London, United Kingdom | Not listed | Percentage of assets |
| Richard Kuchen | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| Robin Sterneck | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Shawn Walker | Cornerstone Advisors | Topeka | Not listed | Percentage of assets |
| Skyler Eubank | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Spencer Schneider | Schneider Wealth Management | Omaha | Not listed | Percentage of assets, Fixed fees |
| Tara Newton | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Toney Falkner | Private Wealth Management of NC | Henderson | Not listed | Percentage of assets, Hourly |
| Travis Schaat | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Vincent Siewit | Small Victories Wealth | San Jose | Not listed | Flat fee or retainer, Ongoing planning fee |
| Wilfred Henderson | Legacy Wealth Management | Ridgeland | Not listed | Percentage of assets |
| William Dagley | Private Wealth Partners | Mill Valley | Not listed | Percentage of assets, Hourly |
| William Miles | WebsterRogers Financial Advisors | Columbia | Not listed | Percentage of assets, Hourly |
| Adam Mcmillian Financial planning is as important as investments. | Cannon Wealth Management | Winston-salem | Not listed | Percentage of assets, Flat fee or retainer |
| Alexander Strauss | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Ben McCollum | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Brian Iles | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| Bruno Larocca | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Bryan Bourgeois | Kibbel Financial Planning | Austin | Not listed | Percentage of assets, Hourly |
| Carl Rowits | CWR Capital Management | Lancaster | Not listed | Ongoing planning fee, One-time planning fee |
| Chad Gifford | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Christopher Lamb | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Christopher Torres | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| David Mucciaro | Genesis by Doxa | Arlington | Not listed | Percentage of assets |
| Donna Chaney | Chaney Financial Services | Pasadena | PFS | One-time planning fee, Ongoing planning fee |
| Eric Bright | Pennyfarthing Investment Management | Belchertown | CFA | Percentage of assets, Hourly |
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.
More in the methodology.