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 |
|---|---|---|---|---|
| Robert Maher | Virgil Wealth Advisory | Cincinnati | CFA | Percentage of assets, One-time planning fee |
| Robert Pearson | HFG Trust | Kennewick | CFP | Percentage of assets, Hourly |
| Ryan Canfield Helping Millennials simplify their life so they can continue to experience life today, while also saving for the future. | Victus Wealth Management | Enola | Not listed | Percentage of assets, Flat fee or retainer |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
| Sarah Irving | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Sarah Yakel | Meridian Financial Partners | Warrenton | CFP | Percentage of assets, Hourly |
| Thomas Kopelman We help high net income/ high worth business owners manage their entire financial life. | AllStreet Wealth | Carmel | Not listed | Flat fee or retainer, One-time planning fee |
| Thomas Manetta I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them. | Manetta Wealth Management | San Ramon | Not listed | Percentage of assets |
| Trent Colledge | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| Tyler Hunt | Sunset Retire | Provo | CFP | Percentage of assets, Hourly |
| William Wang | HFG Trust | Kennewick | CFP | Percentage of assets, Hourly |
| 5T Wealth Management Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions. | 5T Wealth Management | Napa | CFA | Percentage of assets |
| Adrienne Fox | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Alistair Huong | AdventEdge Financial | Apison | ChFC | One-time planning fee, Ongoing planning fee |
| Amanda Ansell | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Amanda Hopkins Clouser | RCS Financial Planning | Annapolis | CFA | Percentage of assets, Hourly |
| Amy Fisher | WebsterRogers Financial Advisors | Florence | CFP | Percentage of assets, Hourly |
| Amy Moore | OLIO Financial Planning | Blacksburg | CFP | Ongoing planning fee |
| Andrew Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Andrew Miller | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Ann Herrero | DF Direct | London, United Kingdom | CFP | Percentage of assets |
| Anthony Parr | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Arv Vilutis | Financial Synergies Wealth Advisors | Houston | ChFC | Percentage of assets |
| Ashley Perlmutter | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Austin Drake | Sterneck Capital Management | Kansas City | CFP | Percentage of assets, Fixed fees |
| Bradley Sherman | Sherman Wealth | Gaithersburg | Not listed | Percentage of assets, Hourly |
| Brian Boswell | Newbridge Wealth Management | Malden | CFP | Percentage of assets, Hourly |
| Brian Brown | PlanVest | Blair | CFP | Percentage of assets, Hourly |
| Brian McKnight | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Brian Talbott | OLIO Financial Planning | Mclean | CFP | Ongoing planning fee |
| Brian Ward | W&S Management Services | Rochester | Not listed | Percentage of assets, Hourly |
| Cherish Sutull | Blue Water Wealth | Seattle | CFP, CFA | Percentage of assets, Fixed fees |
| Christopher Oberholzer | Infinity Wealth Counsel | Loveland | CFP | One-time planning fee, Percentage of assets |
| Christopher Staples | Wealth 360 | Buford | CFP | Percentage of assets, Hourly |
| Dallas Trahern | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Daniel DeSouza | Not listed | Honolulu | CFA | Percentage of assets |
| Derek Hughes | Hughes & Company | Marietta | CFP | Ongoing planning fee, One-time planning fee |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Donald Dority | Narrow Path Financial | Fort Collins | CFP, PFS | Percentage of assets |
| Emily Bushong | Kaizen Financial Advisors | Canyon Lake | CFP | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Emily Noyes | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
| Eric Showalter | Arbor Private Wealth | Ashburn | CFP | Percentage of assets, Fixed fees |
| Evan Darr | Precedent Wealth Partners | Houston | Not listed | Percentage of assets |
| Hannah Spillman | Perspective Wealth Partners | Boise | CFP | Percentage of assets |
| Heidi Arneson | Precedent Wealth Partners | Katy | Not listed | Percentage of assets |
| Ian Weinstein | Regimen Wealth | Atlanta | ChFC | Percentage of assets, Fixed fees |
| James Eppes | Eppes Wealth Management | Satellite Beach | CFP | One-time planning fee, Flat fee or retainer |
| Jennifer De Thomas | Birch Elliott Financial | Portland | CFP | One-time planning fee |
| Joe Enzler | Parr McKnight Wealth Management Group | Minneapolis | CFP | Percentage of assets, Fixed fees |
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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