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 |
|---|---|---|---|---|
| Lawrence Blau | LL Financial Services | Ossining | CFP | Percentage of assets, Hourly |
| Melody Laser | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Michael Booker | Financial Synergies Wealth Advisors | Houston | CFP, ChFC | Percentage of assets |
| Michael Minter | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Nathan Snow | Accruent Wealth Advisors | Winston-Salem | CFP | Percentage of assets, Hourly |
| Rachel Buckhoff | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Set Carpintero | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Skyler Fleming Approachable planning for people who want to use their money as a tool to reach their goals and live their values. | Abundo Wealth | Salt Lake City | Not listed | Fixed fees |
| Sophia Zundel | Tower View Wealth Management | Shorewood | CFP | Percentage of assets, Hourly |
| Thaddeus Toal | RCS Financial Planning | Annapolis | CFP | Percentage of assets, Hourly |
| Tracy Kasing | Regimen Wealth | Atlanta | CFP | Percentage of assets, Fixed fees |
| Tyrone Ross The right now adviser for the next-gen investor. | 401 Financial | San Diego | CFP | Hourly, Subscription |
| William Goodson | Financial Synergies Wealth Advisors | Houston | CFP | Percentage of assets |
| Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. | VDB Wealth | Savannah | CFA | Percentage of assets, Flat fee or retainer |
| Brendan Crews Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances. | Daviman Financial | Fishers | CFP | Percentage of assets, Flat fee or retainer |
| Brian Pope | Pope Wealth Management | Lakewood Ranch | CFP | Percentage of assets |
| Brian Rudd Advice-only fiduciary planning for early- and mid-career professionals and DIY investors who want clear, unbiased guidance. | Kickstart Financial Planning LLC | Parker | Not listed | One-time planning fee, Hourly |
| Charles Angle | Rssic | San Francisco | CFP | Percentage of assets, Hourly |
| Chaz Fahrner | Sierra Wealth Strategies | San Diego | CFP | Percentage of assets, Hourly |
| Cody Beaumont | HFG Trust | Gilroy | CFP | Percentage of assets, Hourly |
| Conner Young Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others. | Baskets Capital | Austin | Not listed | Percentage of assets |
| Cory Smith Financial life planning for business owners and the childfree community. | Discretionary Inc. | Reno | Not listed | Percentage of assets, Flat fee or retainer |
| Daniel Fortunato | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| David Rabinowitz | Equilibrium Wealth | Jerusalem, Israel | CFP | Percentage of assets, Hourly |
| Genevieve George | Pelican Financial Planning & Wealth | Jupiter | CFP | Percentage of assets, Fixed fees |
| Gloria Garcia Cisneros Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives | LourdMurray | Los Angeles | CFP | Percentage of assets, Flat fee or retainer |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| James Copper | Skinner Copper & Ehmen | Monroe | CFP | Percentage of assets, Fixed fees |
| Jefferson Rotherham | Sierra Wealth Strategies | Coronado | CFP | Percentage of assets, Hourly |
| Jennifer Harper | Bridge Financial Planning | Cruz Quebrada - Dafundo, Portugal | CFP | Flat fee or retainer, Percentage of assets |
| Jennifer Weber | Weber Asset Management | Lake Success | CFP | Percentage of assets |
| John Desimone | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Jonathan Lopez Experienced entrepreneurs helping business owners pay less in taxes and build wealth. | Truvize Financial Planning | El Paso | Not listed | Percentage of assets, Subscription |
| Josh Womack Your personal wealth manager, advising on and managing both public and private investments. | Womack Financial | Dallas | Not listed | Percentage of assets |
| Justin Mayo | Sierra Wealth Strategies | El Cajon | CFP | Percentage of assets, Hourly |
| Justin McCurdy | Bridge Financial Planning | Valapariso | CFP | Flat fee or retainer, Percentage of assets |
| Katelyn Mahon | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Katie Macdonald | MacDonald Wealth Management | Mansfield | CFP | Percentage of assets, Hourly |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Louis Guajardo | Moonshot Planning | Montclair | CFP | Ongoing planning fee |
| Mark Farrelly | Cairn Wealth Management | Vancouver | CFP, ChFC | Percentage of assets, Hourly |
| Matthew Simmons | Peddock Capital Advisors | Braintree | CFP | Percentage of assets, Hourly |
| Michael Purtill | Purtill Financial | Cleveland Heights | CFP | Percentage of assets, Hourly |
| Michael Sabatino | Sabadoodle | Princeton | CFP | One-time planning fee, Flat fee or retainer |
| Michael Troxell Financial planning for folks with stock options and RSUs | Modern Financial Planning | Oakland | CPA | Hourly, Percentage of assets |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Patrick Mason | Cairn Wealth Management | Vancouver | CFP | Percentage of assets, Hourly |
| Rick Prime | HFG Trust | Kennewick | CFP | Percentage of assets, Hourly |
| Riley Adams We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals. | Daniel M Kavanaugh CPA Inc | Pleasanton | CPA | Percentage of assets, Flat fee or retainer |
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.