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 |
|---|---|---|---|---|
| Tom Taylor | Chesapeake Financial Advisors | Towson | CPA/PFS | Percentage of assets, Hourly |
| Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. | CAPTRUST | Raleigh | CFA, CFP, CPA | Flat fee or retainer, Percentage of assets |
| Bridget Harkins | Wheels Up Wealth, Inc. | Benicia | CFP | One-time planning fee |
| Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. | Innovative Wealth Building | Fort Worth | CFP | Percentage of assets, Subscription |
| Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. | Ascend Investment Partners | Ogden | CFP | Percentage of assets, Hourly |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. | Not listed | Bentonville | CFP | Percentage of assets, Flat fee or retainer |
| Jamie Mutinsky | Emissary Wealth | Hackensack | CFP | Percentage of assets, Ongoing planning fee |
| Jeffrey Drayton | Jeffrey A. Drayton Financial Group, Inc. | Maple Grove | CDFA, CFP | Percentage of assets, Hourly |
| Jeremy Zuke Affordable financial advice for working professionals, whether they are leaving a high-fee planner or hiring one for the first time. | Abundo Wealth | New York | Not listed | Subscription |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Kelli Ellison | Panoramic Financial Planning | Carmel | CFP, EA, Master of Science Accounting, MBA | Percentage of assets, Fixed fees |
| Kenneth Butler | Butler Financial Services | Westlake Village | CFP | Flat fee or retainer, One-time planning fee |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| Lauren Williams Guiding your family’s wealth | ProsperPlan Wealth | Gold River | CFP | Percentage of assets, One-time planning fee |
| Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ | Firm Foundation Family Wealth | Ft. Lauderdale | CFP | Percentage of assets |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Furlong | Furlong Investment Solutions | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Michael Tracy | Principium Investments | Boulder | CFP | Percentage of assets |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Ross Cutler We aim to be readily available to clients at all times. | King Tide Advisors | Stuart | CFP | Hourly, One-time planning fee |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. | Northwestern Mutual Investment Services, LLC | Sioux Falls | CFP | Percentage of assets, Flat fee or retainer |
| Scott Swartz | AndersonLane Associates | Needham | CFP | Percentage of assets |
| Skee Orr | Kinetic Wealth | Knoxville | AIF, ATP, CFP | Percentage of assets, Hourly |
| Steve Zakelj | Flatirons Wealth Management | Boulder | CFP | Hourly |
| Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. | Gerber Kawasaki Wealth & Investment Management | Santa Monica | CFP | Percentage of assets, Hourly |
| Taylor Harwood | Crane Capital Management | Spring Park | CFP | Percentage of assets |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Vj Arjan | ConCap® | Mckinney | CFP, ChFC | Percentage of assets, One-time planning fee |
| Aiki Altmets | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Anita Bruinsma | Clarity Personal Finance | Toronto | CFA | Not listed |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Beth Watts | Financial Avenues, LLC. | Kansas City | CFP | Hourly, Fixed fees |
| Brad Tinnon | B.E.S.T. Wealth Management | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Brian Jones Systems-based financial planning for teachers, DIYers and FIRE enthusiasts, from a former high school science teacher and coach. | Your Everyday ROI | Howells | Not listed | Subscription, One-time planning fee |
| Bryan Zschiesche | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Christine Sakraida | White Aspen Capital | Henderson | CFP | Percentage of assets, Fixed fees |
| Colton Owen | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| David Peloquin | Main Street Advisors | Westminster | CFP | Percentage of assets, Hourly |
| DJ Jack Low-cost, conflict-free comprehensive planning from a planner who has led hundreds of pro bono financial coaching sessions. | Abundo Wealth | Las Vegas | Not listed | Subscription |
| Douglas Babcock | Professional Financial Management, Inc. | Bozeman | Not listed | Percentage of assets, Hourly |
| Hannah Santa Cruz | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Heath Hightower | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Jared Haubenstock | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Jill Tripp | Pathfinder Financial Planning | Missoula | CFP | Percentage of assets, Hourly |
| Justin Farris | Farris Capital Management | Carrollton | CFP | Percentage of assets |
| Kellie Gamino | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Kevin Nelson | Financial Synergies Wealth Advisors | Houston | 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.
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