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.
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 |
|---|---|---|---|---|
| Marcus Terdik | Piedmont Private Wealth | Raleigh | Not listed | Percentage of assets |
| Meredith DeLaune | New Perspectives | Asheville | Not listed | Percentage of assets, Hourly |
| Michael Vodicka | Vodicka Group | Highland Park | Not listed | Percentage of assets |
| Paula Gunter | Aria Wealth Partners | Charlottesville | Not listed | Percentage of assets |
| Rodney Hass | RF&L Wealth Management | Acton | Not listed | Percentage of assets, Hourly |
| Tiffany NgChiuHingNing | Horse Cove Partners | Atlanta | Not listed | Percentage of assets, Fixed fees |
| Timothy Meyer | Meyer Capital Management | Cincinnati | Not listed | Percentage of assets |
| Vivian Tu | Ask Dolly | Miami Beach | Not listed | Subscription |
| Yahia Albaghdadi | Heritage Financial | Gainesville | 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.
More in the methodology.