Top financial advisors working with entertainment industry professionals
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 work in the entertainment industry, your income can be unpredictable and often comes in bursts tied to projects or contracts. Without an advisor who understands these unique cash flow patterns, you might mismanage budgeting or tax planning, leading to avoidable financial stress.
- Income timing insight. Look for advisors who plan around irregular paychecks and seasonal earnings, not just steady salaries.
- Contract and royalty expertise. Confirm they understand how to handle income from contracts, royalties, and residuals, which can affect tax and cash flow differently.
- Industry-specific tax strategies. Ask how they navigate deductions and credits unique to entertainment professionals.
- Career transition planning. Entertainment careers can shift quickly; check how they prepare you for income changes or new opportunities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andrew B
Series 66
New York, NY
Merrill
Andrew Byren specializes in serving entertainment industry professionals, addressing their unique financial needs such as irregular income and career transitions. Based in New York with Merrill, a large firm, he offers a comprehensive approach including retirement income strategy and college savings, charging a 1.10% AUM fee for managed strategies under $2 million, which may suit mid-career high earners seeking tailored wealth management.
Experience: 6 years
Avg account: $860,085
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Peter M
CFA®, Series 63
Hunt Valley, MD
Verdence Capital Advisors, LLC
Peter Mcgratty specializes in financial advising for entertainment industry professionals, understanding the unique cash flow patterns and contract complexities typical in this field. Based in Hunt Valley, MD, he offers flat-fee and asset-based pricing, serving high-net-worth clients with expertise in private investments and family business, supported by a decade of industry experience and a CFA® designation, distinguishing him from peers with a broader investment approach.
Experience: 2 years
Avg account: $2,413,425
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Tracy M
CFP®, Series 66
Phoenix, AZ
Edward Jones
Tracy Milanese specializes in serving clients in the entertainment industry, bringing 11 years of experience and CFP® certification to address unique income patterns and tax considerations common in this field. Based in Phoenix with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive approach including retirement planning and estate guidance, with an annual program fee up to 1.35%, distinguishing her through both expertise and firm resources.
Experience: 11 years
Avg account: $246,728
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Debra B
Series 65
Los Angeles, CA
BMB Advisers LLC
Debra Bonseigneur specializes in serving high-net-worth clients in the entertainment industry, offering expertise in wealth management and real estate investing with 26 years of experience. Based in Los Angeles, she provides flexible fee options including negotiable flat fees and AUM-based fees, and employs a long-term investment approach focused on passive equity exposure, distinguishing her from advisors with different investment styles or fee structures.
Experience: 26 years
Avg account: $20,355,586
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Marquay B
Series 66
Tulsa, OK
Integra Private Wealth Management, LLC
Marquay Baul specializes in financial advising for entertainment industry professionals, understanding the unique income patterns and tax considerations of this field. With 19 years of experience and a Series 66 designation, he offers flat-fee financial planning and investment management through Integra Private Wealth Management, which serves high-net-worth clients using a long-term, evidence-based approach with diversified passive funds.
Experience: 20 years
Avg account: $4,373,839
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