Top financial advisors working with artists and creatives
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you earn income from your art or creative work, you need an advisor who understands the unique ups and downs of irregular earnings and project-based payments. Without this insight, it's easy to mismanage cash flow or miss tax deductions specific to your creative profession.
- Income variability management. Look for advisors who plan for fluctuating income streams and help smooth your budget across busy and slow periods.
- Creative expense knowledge. Confirm they recognize deductible costs like supplies, studio rent, and marketing, which can significantly affect your tax situation.
- Copyright and royalty planning. Ask how they handle income from intellectual property rights, ensuring you optimize long-term earnings.
- Project-based budgeting. Ensure they help you allocate funds per project, balancing current needs with future investments in your creative career.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jacklyn R
Series 66
Pittsford, NY
LVW Advisors, LLC
Jacklyn Raymonda specializes in serving artists and creatives, understanding the complexities of irregular income and project-based budgeting. With 18 years of experience and a Series 66 designation, she offers tailored wealth management through LVW Advisors, which employs a mix of active and passive strategies including alternative investments. Her flat-fee, independent approach and focus on high-net-worth clients differentiate her from others by providing customized, sophisticated portfolio management in Pittsford, NY.
Experience: 18 years
Avg account: $3,269,613
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Leslie R
CFP®
Chicago, IL
Indie Financial Planning
Leslie Ransom specializes in financial planning for artists and creatives, leveraging her 11 years of experience and background in the independent music industry to address income variability and project-based budgeting. Operating through Indie Financial Planning, a woman-run, fee-only firm with no investment minimums, she offers flat-fee and hourly pricing, focusing on holistic planning and education, which distinguishes her from other advisors in Chicago and beyond.
Experience: 11 years
Avg account: $330,365
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Adam B
Series 65
Boulder, CO
Barnai Asset Management
Adam Barnai specializes in advising artists and creative professionals, understanding the challenges of irregular income and project-based budgeting. Located in Boulder, CO, he offers independent portfolio management with a focus on equity and ETF strategies, including ESG options, and charges a 1.75% AUM fee, differentiating him through his hands-on experience as a business owner and a decade of industry expertise.
Experience: 11 years
Avg account: $695,483
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Jill T
Series 63, Series 65
Parsons, KS
Edward Jones
Jill Thomas specializes in advising artists and creatives, bringing 17 years of experience at Edward Jones, a large full-service wealth management firm. She offers expertise in college savings, estate planning, and multi-generational wealth transfer, with a fee structure up to 1.35% annually. Her background in farming and ranching adds a unique perspective compared to other advisors focused solely on creative professions.
Experience: 17 years
Avg account: $246,728
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Pamela C
Series 63, Series 65
Newport Beach, CA
Merrill
Pamela Carter is well-equipped to support artists and creatives with her extensive 23 years of experience and specialization in entertainment industry clients, including artists. She operates within Merrill, a large firm, offering a 1.10% AUM fee for managed strategies under $2 million, and brings additional expertise in tax-loss harvesting and retirement income strategy, which can help manage the financial complexities of irregular creative incomes.
Experience: 23 years
Avg account: $860,085
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