Top advisors focused on sales professional 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 commissions or bonuses tied to sales, your income can fluctuate significantly year to year. Without careful planning, you might mismanage cash flow or tax payments during high-earning periods, leading to unexpected bills or missed opportunities.
- Income variability planning. Look for advisors who model your fluctuating earnings to help smooth spending and tax obligations.
- Tax withholding strategies. Confirm how they adjust estimated tax payments to avoid penalties during peak sales seasons.
- Bonus and commission timing. Ask how they incorporate the timing of your sales payouts into your overall financial plan.
- Retirement contributions. Ensure they consider how variable income affects your ability to maximize retirement account contributions each year.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Shaun K
Series 66
Aiea, HI
Edward Jones
Shaun Kiriu specializes in serving sales professionals, offering tailored retirement income strategies and college savings plans, which are crucial for managing fluctuating earnings and planning for future expenses. Operating within Edward Jones, a large firm with a broad national network, he provides access to diverse investment solutions and charges up to a 1.35% annual program fee, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 2 years
Avg account: $246,728
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Matthew K
Series 66
Pittsford, NY
Merrill
Matthew Kilmer specializes in financial planning for sales professionals, addressing income variability and tax strategies crucial for managing fluctuating commissions and bonuses. With 27 years of experience at Merrill, a large firm, he offers expertise in wealth management, retirement income strategy, and active portfolio management, supported by multiple professional designations and a strong community presence in Pittsford, NY, distinguishing him from other advisors.
Experience: 27 years
Avg account: $860,085
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Marcus W
CFP®
Scottsdale, AZ
Ascension Advisors
Marcus Waddell specializes in financial planning for sales professionals, addressing income variability and tax strategies crucial for managing fluctuating commissions and bonuses. Based in Scottsdale, AZ, he offers flat-fee planning and is CFP®-certified, focusing on high-net-worth Gen X clients. His approach emphasizes personalized, values-aligned investment strategies and deep client relationships, distinguishing him from advisors with more generic or volume-driven practices.
Experience: 9 years
Avg account: $1,042,632
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Erik G
CFP®
Lexington, KY
Geiser Wealth Planning, LLC
Erik Geiser is equipped to assist sales professionals in managing fluctuating incomes with his 29 years of financial experience and a focus on general retirement planning. Operating from Lexington, KY, he leads Geiser Wealth Planning, LLC, which specializes in serving sales professionals in healthcare-related fields, offering a personalized approach with a CFP® certification and an asset-based fee structure ranging from 0.70% to 1.00%, differentiating him through his industry-specific expertise and seasoned independent practice.
Experience: 29 years
Avg account: $498,481
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Jeffrey S
CFP®, Series 63
Wilmette, IL
North Shore Investment Consulting LLC
Jeffrey Smith specializes in advising sales professionals, leveraging his 21 years of experience and CFP® certification to address income variability and retirement income strategies. Operating independently through North Shore Investment Consulting LLC, he offers fee-only investment management with a 0.95% AUM fee, focusing on Modern Portfolio Theory and diversified, client-consented portfolio management, which may appeal to high-net-worth clients seeking a seasoned advisor with a quantitative approach.
Experience: 21 years
Avg account: $1,652,344
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