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 |
|---|---|---|---|---|
| Eric Johanson | Scope Wealth Management | Santa Monica | CFA | Percentage of assets, Hourly |
| Jackson Collins | Aurora Financial Strategies | Kokomo | Not listed | Percentage of assets, Fixed fees |
| James Curran | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Jared Hoffman | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| Jeffrey Johnson | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Joshua Taff | New Perspectives | Ridgeland | CFA | Percentage of assets, Hourly |
| Keith Olshove | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Kurt Schuler | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Matthew Albritton | Valor Financial Planning | Johnson City | Not listed | Percentage of assets, Hourly |
| Matthew Marchand | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Matthew Pederson | MP3 Finance | Cameron Park | Not listed | Hourly, Subscription |
| Michael Loveless | ABG Consultants | Cottonwood Heights | Not listed | Percentage of assets, Hourly |
| Nancy Anderson | New Perspectives | Ridgeland | CFA | Percentage of assets, Hourly |
| Pierce Roe | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Rishabh Goyal | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Ryan Forsythe | Forsythe Wealth Management | Crown Point | Not listed | Percentage of assets, Hourly |
| Ryan Gorski | Pacific Point Wealth Management | Carlsbad | Not listed | Percentage of assets |
| Ryan Knabusch | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Ryan Knebel | ABG Consultants | Collinsville | Not listed | Percentage of assets, Hourly |
| Scott Busch | Aurora Financial Strategies | Lafayette | Not listed | Percentage of assets, Fixed fees |
| Shane Fagan | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Shane Fernandez | Abundance Pathways | San Diego | Not listed | One-time planning fee, Ongoing planning fee |
| Tabitha Garreffa | ABG Consultants | Arlington | Not listed | Percentage of assets, Hourly |
| Tabitha Williams | Reify Wealth Advisors | Indianapolis | Not listed | Hourly, One-time planning fee |
| Thomas Smith | ABG Consultants | Westfield | Not listed | Percentage of assets, Hourly |
| William Hoover | Broadleaf Partners | Hudson | Not listed | Percentage of assets |
| William Shelmon | Paycheck to Wealth | Southfield | Not listed | Ongoing planning fee, One-time planning fee |
| Yu-Chi Peng-Lee | Mayfield Advisors | Palo Alto | Not listed | Percentage of assets, Hourly |
| Anjana Batra | The Prosperity People | Bellevue | Not listed | Percentage of assets, Hourly |
| Connor Graham | Graham Wealth Management | Panama City Beach | Not listed | Percentage of assets, Hourly |
| Jessica Pratt | WyoU Financial Strategies | Casper | Not listed | Percentage of assets, Hourly |
| John Nunan | The Prosperity People | Bellevue | Not listed | Percentage of assets, Hourly |
| Kristen Hanley | CMH Wealth Management | Portsmouth | Not listed | Percentage of assets |
| Lisa Hodges | Shift to impact | Durham | Not listed | Hourly, Fixed fees |
| Rodney McKinnis | MACC IV Group | Chandler | Not listed | Percentage of assets, Fixed fees |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| Andrew Downey | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Andrew Hass | RF&L Wealth Management | Acton | Not listed | Percentage of assets, Hourly |
| Anthony Fimognari | Parisi Capital | Stirling | Not listed | Percentage of assets |
| Blake Parisi | Parisi Capital | Stirling | Not listed | Percentage of assets |
| Caitlin Borland | Aria Wealth Partners | Charlottesville | Not listed | Percentage of assets |
| Christian Wray | Hazelwood Investment Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| David Morton | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Edward Cwalina | Horse Cove Partners | Center Valley | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Clark | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Eric Thomas | Heritage Financial | Gainesville | Not listed | Percentage of assets, Hourly |
| Gregory Brennan | Horse Cove Partners | Atlanta | Not listed | Percentage of assets, Fixed fees |
| James Brady | Scope Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| James Gerhart | New Perspectives | Ridgeland | Not listed | Percentage of assets, Hourly |
| James Smith | SignalUp Wealth Management | Fayetteville | Not listed | 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.
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