Top advisors focused on entertainment industry 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 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 this, you might mismanage cash flow or miss tax strategies unique to your profession.
- Income timing insight. Look for advisors who plan around irregular paychecks and seasonal earnings, not just steady salaries.
- Royalty and residuals knowledge. Confirm they understand how to handle ongoing payments from past work, which affect taxes and budgeting.
- Contract negotiation support. Some advisors help evaluate financial terms in contracts to align with your long-term goals.
- Industry-specific tax planning. Ask how they address deductions and credits common in entertainment, like equipment or travel expenses.
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 financial advising for entertainment industry professionals, addressing unique challenges like irregular income and industry-specific tax planning. Based in New York and affiliated with Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million and focuses on retirement income, college savings, and estate planning, making him a versatile choice for mid-career and high-earning clients in the entertainment sector.
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 serving clients in the entertainment industry, offering expertise in managing irregular income and industry-specific financial challenges. Based in Hunt Valley, MD, he provides flat-fee and AUM-based services through Verdence Capital Advisors, which supports high-net-worth individuals with a blend of fundamental and technical investment analysis, distinguishing him with tailored family office and professional athlete advisory experience.
Experience: 1 year
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 financial challenges like irregular income and industry-specific tax planning. Based in Phoenix, AZ, she works with Edward Jones, a large firm managing over $1 trillion in assets, offering a comprehensive advisory program with fees up to 1.35% annually, which may appeal to clients seeking robust resources and multi-generational wealth transfer expertise.
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 a long-term, passive investment approach. Based in Los Angeles, she provides flexible fee options including negotiable flat fees and equity account fees, distinguishing her through extensive 26 years of experience and dual roles in financial advising and accounting, which supports comprehensive financial planning for entertainment professionals.
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 serving entertainment industry professionals, offering expertise in tax-loss harvesting and retirement plans tailored for business owners, which suits the irregular income patterns common in entertainment careers. Based in Tulsa, OK, he provides flat-fee financial planning and independent advice, focusing on high-net-worth clients with a long-term, evidence-based investment approach that differentiates him from advisors with more traditional fee structures or investment styles.
Experience: 19 years
Avg account: $4,373,839
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