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 |
|---|---|---|---|---|
| Jamie Clark | Ruby Pebble Financial Planning LLC | Seattle | CFP | Flat fee or retainer, Hourly |
| Jim Kilgore | Buckeye Wealth Partners, LLC | Dayton | CFP | Percentage of assets, Hourly |
| John Losen | Bespoke Financial Planning, LLC | Wayne | CFP | Ongoing planning fee |
| Jonathan Huss | Hussmen Financial, LLC | Midlothian | CFP | Ongoing planning fee, Hourly |
| Kerry Mayo | Capital Financial Advisors of New York, LLC | Clifton Park | CFP, MA, MBA | Percentage of assets, Hourly |
| Leyder Murillo | Wolfpack Wealth Management | Denver | AWMA, CFP, MBA, SE-AWMA | Flat fee or retainer, Hourly |
| Madison Sharick | Madi Manages Money LLC | Pittsburgh | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Marcus Holzberg | Holzberg Wealth Management | Corte Madera | CFP | Percentage of assets, Hourly |
| Mike Noce | Olsen Family Financial, LLC | Saint Petersburg | CFP, ChFC | Flat fee or retainer, Hourly |
| Nick Booth Advice-only planning for people nearing retirement and millennials balancing big life events with saving for the future. | Nine Inning Finance, LLC | North Bethesda | CDAA, CFP | Subscription, One-time planning fee |
| Phillip Durbin I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures. | Generational Wealth Development | Cameron | Not listed | Hourly, One-time planning fee |
| Scott Blaesing | Cascade Wealth Advisors, Inc. | Wenatchee | CFP, CPA | Ongoing planning fee |
| Skyler Denny | Legacy Financial Designs, LLC | The Woodlands | CFP | Percentage of assets, Fixed fees |
| Tricia Kollath | Inspired Financial Planners, LLC | Gulfport | CFP, CPA | Percentage of assets, Hourly |
| Walter Jessee | Impact Financial | Richmond | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Blake Jones | Pomegranate Financial LLC | Springville | CFP, EA | Ongoing planning fee, Percentage of assets |
| Chad Wiebe | Pathway Wealth Inc. | Winnipeg | CFP | Percentage of assets, One-time planning fee |
| Crystal Rau | Beyond Balanced Financial | Midland | CFP, MBA | Ongoing planning fee |
| David Barnett | Barnett Financial Planning | Riverside | CFP | Hourly, One-time planning fee |
| David Mayes | Three Bearings Fiduciary Advisors, Inc. | Hampton | CFP, CRPC, CRPS, EA | Percentage of assets, Hourly |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| Dennis O'Brien | Coastal Financial Advisors, Inc. | Philadelphia | BS, MS, RTRP | Flat fee or retainer, Hourly |
| Elaine Bedel | Bedel Financial Consulting, Inc. | Indianapolis | BA, CFP, MBA | Percentage of assets, Fixed fees |
| Emiramis Gjini | MyGen Planning | Chicago | CFP | Ongoing planning fee, One-time planning fee |
| James Hindes | Xena Financial Planning | Seattle | CFP, MBA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Katherine Edwards Personalized retirement income and tax-efficient planning for pre-retirees and retirees, plus families at every stage of life. | MainStreet Financial Planning | Raleigh | CFP | Subscription, One-time planning fee |
| Morgann Zimmer | Goodman Financial Corporation | Houston | CFP, CPA | Percentage of assets, Hourly |
| Paul Borges | Borges Financial | Brookfield | CFA, CFP, MS | Hourly, Flat fee or retainer |
| Robert Stromberg | Mountain River Financial, LLC | Jenkintown | CFP | Fixed fees |
| Ryan Graves | Bemiston Asset Management | Webster Groves | CFP, CFA | Percentage of assets, One-time planning fee |
| Sarah Anderson | The Foundry Financial Group, Inc. | Laconia | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Stacy Dervin | Tailored Financial Planning, LLC | Eugene | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Steven Chau | Know Your Worth Financial | Tempe | CFP | Ongoing planning fee, One-time planning fee |
| Tammy Goodman | Tammy Goodman Financial, LLC | Charlotte | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Uchechi Kalu | Greenlight Financial Planning | Los Angeles | CFP | Ongoing planning fee |
| Aashwin Sachdev | Luminous Money | Minneapolis | CFP | One-time planning fee, Hourly |
| Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. | Ad Astra Financial Planning | Santa Rosa | CFP | Flat fee or retainer, Subscription |
| Brent Perry | Piedmont Financial Advisors, LLC | Indianapolis | CFP | One-time planning fee |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Carl von dem Bussche | Financial Guidance Group, Inc. | Franklin | CFP | Percentage of assets, Hourly |
| Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early | WealthAdvisor365 | Fort Lauderdale | CFP | One-time planning fee, Subscription |
| Chris Fliesser | Fliesser Financial | Ottawa | PFA, P.Eng. | Flat fee or retainer, Hourly |
| Chris Kimmet Planning for physicians and other professionals, covering cash flow, tax-efficient investing, college savings and equity compensation. | Aptus Financial | Columbus | CFP | Subscription, One-time planning fee |
| Chris Maggio Project-based retirement planning with no asset minimum for people who want to stay in the driver's seat of their decisions. | Retirement Planning Partner LLC | Seattle | RICP | One-time planning fee |
| Christopher Williams Fixed-fee comprehensive financial plans for individuals and families from a solo planner with a CPA background. | Inceptive Financial | Atlanta | CPA | Subscription, One-time planning fee |
| Dan Pinheiro | South Coast Planning & Wealth Management LLC | Fall River | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. | Retirement Matters, Inc. | Barrington | CFP | Percentage of assets, One-time planning fee |
| Ian Bloom | Open World Financial Life Planning | Raleigh | CFP, RLP | Ongoing planning fee, Percentage of assets |
| Jeffrey Wolniewicz | Under Par Planning | Buffalo | CFP, ChFC, CLU, MBA | Ongoing planning fee, Percentage of assets |
| Katie Fischer | Market Street Wealth Management Advisors, LLC | Indianapolis | CFP | Percentage of assets |
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.