Top advisors focused on artists or creative in the US
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 cash flow and tax challenges that come with irregular earnings and project-based payments. Without this insight, you might miss opportunities to smooth income or manage expenses effectively.
- Income variability management. Look for advisors who plan for fluctuating earnings and help you budget through lean and busy periods.
- Tax deductions for creatives. Confirm they know which expenses qualify as deductions, like studio costs or supplies, to reduce your taxable income.
- Copyright and royalty planning. Ask how they handle income from intellectual property, ensuring you optimize tax treatment and cash flow.
- Retirement options for irregular income. Check if they recommend retirement plans suited to inconsistent earnings, not just standard 9-to-5 setups.
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 their unique financial needs such as managing irregular income and tax deductions related to creative work. With 18 years of experience and a Series 66 designation, she offers tailored investment and wealth management through LVW Advisors, LLC, focusing on high-net-worth clients with a mix of active and passive strategies, including alternative investments and real estate, differentiating her from advisors with more conventional approaches.
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 unique challenges like irregular income and tax strategies for small businesses. Operating through Indie Financial Planning, a woman-run, fee-only firm in Chicago, she offers flat-fee and hourly pricing with no investment minimums, focusing on holistic planning and education tailored to self-employed entrepreneurs and Gen X clients.
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 creatives, understanding the unique financial challenges of irregular income and project-based payments. Operating independently in Boulder, CO, he offers discretionary portfolio management with a focus on equity and ETF strategies, including ESG options, and employs a top-down approach grounded in Modern Portfolio Theory, which may appeal to mid-career professionals seeking tailored investment management with a 1.75% AUM fee.
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 serving artists and creatives, bringing 17 years of experience at Edward Jones, a large full-service wealth management firm with a broad network and diverse advisory programs. Her expertise extends to college savings, estate planning, and multi-generational wealth transfer, which complements her focus on creative professionals. Located in Parsons, KS, she offers a comprehensive approach with a fee structure up to 1.35% annually, distinguishing her from advisors with narrower specialties or smaller firm resources.
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 assist artists and creatives in the US with managing irregular income and tax complexities, drawing on her 23 years of experience and specialties in wealth management and retirement income strategy. Based in Newport Beach, CA, she operates within a large firm, Merrill, and offers a 1.10% AUM fee for managed strategies under $2 million, distinguishing her with a broad client focus including entertainment industry professionals and a commitment to values-based investing.
Experience: 23 years
Avg account: $860,085
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