Top advisors focused on consultant 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're a consultant navigating complex financial decisions, you need an advisor who understands the unique income patterns and tax implications of your work. Without this insight, you might miss opportunities to optimize your cash flow or retirement savings.
- Income variability management. Consultants often have fluctuating earnings; ask how the advisor plans for irregular income and tax payments.
- Expense deduction expertise. Confirm they know which business expenses you can deduct to reduce taxable income.
- Retirement plan options. Consultants have different retirement plan choices; see how the advisor evaluates plans suited to your consulting structure.
- Contract negotiation impact. Understand how they incorporate contract terms into your overall financial plan, including payment timing and benefits.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Wanqiu W
Series 66
Costa Mesa, CA
Citigroup Global Markets
Wanqiu Wu is equipped to assist consultants with financial planning, leveraging expertise in tax-loss harvesting and sustainable investing to address income variability and tax implications common in consulting. Based in Costa Mesa, CA, and affiliated with Citigroup Global Markets, Wanqiu serves high-net-worth clients through a large firm offering multi-asset strategies, with fees up to 2% annually, providing a comprehensive approach compared to smaller or boutique advisors.
Experience: 4 years
Avg account: $714,318
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Kenneth M
Series 63, Series 66
Cincinnati, OH
Empower Advisory Group
Kenneth Mason specializes in financial planning for consultants, addressing income variability and retirement income strategy, which are crucial for managing the unique financial challenges consultants face. Based in Cincinnati, OH, he offers flat-fee and monthly subscription pricing through a large firm, Empower Advisory Group, and brings 10 years of experience with a consultative approach that integrates workplace benefits into personalized wealth strategies.
Experience: 10 years
Avg account: $565,063
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Margaret H
Series 65
Cleveland, OH
Carnegie Investment Counsel
Margaret Halloran is well-equipped to assist consultants with their unique financial needs, offering expertise in retirement plans for business owners and sustainable investing, which can help manage income variability and tax implications. Her firm, Carnegie Investment Counsel, uses a blend of fundamental and ESG analysis and provides flexible fee structures including flat fees and hourly rates, distinguishing her from others by accommodating diverse client preferences and investment approaches.
Experience: 10 years
Avg account: $2,012,456
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Zack G
CFP®
Denver, CO
True Riches Financial Planning
Zack Gutches specializes in advising consultants, leveraging his CFP® certification and five years of experience to address unique financial challenges like income variability and tax planning. Based in Denver, he offers flat-fee and hourly project-based financial planning, serving both individual and non-high-net-worth clients with a Household CFO model that combines active and passive investment strategies, including tax-aware and socially responsible options.
Experience: 5 years
Avg account: $655,488
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John R
Series 63, Series 66
Orland Park, IL
Fidelity
John Reyes specializes in financial advising for consultants, focusing on retirement income strategy, income planning, and wealth management, which suits consultants' unique financial needs. Based in Orland Park, IL, he brings experience from a large firm, Fidelity, and a background in active portfolio management and options strategies, offering a comprehensive approach compared to advisors with narrower specialties or smaller firm affiliations.
Experience: 2 years
Avg account: $234,793
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