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Who they serve

Fee-only advisors for pre-retirees

Pre-retirees, typically five to ten years from exit, are running the last big wave of planning: Roth conversion window, late-career savings catchup, pre-Medicare healthcare bridging, concentrated-position unwinds, and the first long-term drawdown model.

By the numbers

The Wellspent public graph lists 2,926 fee-only financial advisors who work with pre-retirees at 1,343 firms, most in Houston, San Diego and Charlotte. 52% hold the CFP certification. Of the 2916 with fees on file, 87% charge percentage of assets.

Advisors listed
2,926
Firms
1,343
Cities
846
Hold the CFP
52%
  • Other credentials: CFA 8% · CPA 2% · EA 2%
  • How they charge (of 2916 with fees on file): percentage of assets 87% · fixed fees 41% · hourly 38% · ongoing planning fee 17%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with pre-retirees

Fee-only advisors who work with pre-retirees: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matthew Knoll The Planning Center Chicago CFP, MBA, CAP Percentage of assets, Hourly
Matthew Seppanen Newpark Wealth Management Park City CFP Percentage of assets, Fixed fees
Michael Gross Rising Tides Financial, LLC Needham CFP, CPA, MST Fixed fees
Michael Martinez Live, Learn, Grow Wealth Management Diamond Bar CFP, CRPC Fixed fees
Neal Hansen Net Worth Advisory Group, LLC Sandy CFP, BS, MBA Percentage of assets, One-time planning fee
Niamh Douglas Financial Symmetry, Inc. Raleigh CFP, BS, CEPA, BBA Percentage of assets, Hourly
Nick Fazio Chattahoochee Wealth Cumming CFP, CPA, CFA Percentage of assets, Fixed fees
Paul Borges Borges Financial Brookfield CFA, CFP, MS Hourly, Flat fee or retainer
Paul Pfeiffer NorthPoint Financial Planning LLC Maineville CFP, MBA Percentage of assets, Hourly
Paul Staib Staib Financial Planning, LLC Parker CFP, MBA, RICP Flat fee or retainer, Ongoing planning fee
R Brian Werner Winthrop Partners Doylestown CFA, CFP Percentage of assets
Randy Wall Penn Cove Financial, LLC Oak Harbor CFP, MBA Hourly, Ongoing planning fee
Ronald Strobel Retire Sensibly LLC Meridian CFP, RICP Percentage of assets, Fixed fees
Ryan Bayonnet Hyland Wealth Management Green CFP, MSFP Percentage of assets, Hourly
Ryan Kelly Aries Financial Navigators Lititz AIF, CFP, CRPC, EA Percentage of assets, Hourly
Ryan Shannon R.M. Shannon Wealth Management, LLC Saint Paul CFP Percentage of assets, Hourly
Sage Vincent PortSalus Wealth Management Metuchen CFP, CFS, CIMA, CMT Percentage of assets, Fixed fees
Sarah Anderson The Foundry Financial Group, Inc. Laconia CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Stacey Hyde Envision Financial Planning, LLC Memphis CFA, CFP, CPA Percentage of assets, Hourly
Todd Calamita Calamita Wealth Management Charlotte CDFA, CFP Percentage of assets, Fixed fees
Trent DeBruin MD Wealth Management Chelsea CFA, CFP, MBA Ongoing planning fee
Uchechi Kalu Greenlight Financial Planning Los Angeles CFP Ongoing planning fee
Zach Palmer Ark Royal Wealth Management, LLC Charlotte CFP Percentage of assets, Hourly
Zack Swad Swad Wealth Management, LLC Santa Rosa CFP, AAMS, RLP Percentage of assets, Hourly
Andrew Kerns Accountable Financial Planning LLC Westerville CFP Flat fee or retainer, Ongoing planning fee
Andrew Sloan Bluegrass Financial Planning, LLC Louisville AIF, CFP, EA, MBA Hourly
Andy Moran Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets. Ad Astra Financial Planning Santa Rosa CFP Flat fee or retainer, Subscription
Asta Sanders Empowered Retirement, Inc. Roseland CFP, CPWA, EA Percentage of assets, Hourly
Benjamin Hooper Comal Wealth Management New Braunfels CFP, ChFC, CIMA, CLU Percentage of assets, Fixed fees
Brent Perry Piedmont Financial Advisors, LLC Indianapolis CFP One-time planning fee
Caden Buckley Beacon Financial Planning, Inc. Hyannis CFP Percentage of assets, Fixed fees
Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD Focused Founders Wealth Planning MOUNT JOY CFP Percentage of assets, Flat fee or retainer
Cayden McLaughlin Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early WealthAdvisor365 Fort Lauderdale CFP One-time planning fee, Subscription
Dan Pinheiro South Coast Planning & Wealth Management LLC Fall River CAIA, CFA, CFP, CPWA Percentage of assets, Fixed fees
Daniel Andersen Parkshore Wealth Management Granite Bay CFP, CTEC Percentage of assets, Hourly
Dave Grant You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams. Retirement Matters, Inc. Barrington CFP Percentage of assets, One-time planning fee
David Barson Barson Financial Planning San Mateo CFP, MBA Percentage of assets, One-time planning fee
David Carlson Sound Investment Management, LLC Newport Beach CFP, ChFC, CKA, MBA Percentage of assets
David Hunter Horizons Wealth Management, Inc Greenville CFP One-time planning fee
David Wiedmeyer KLD Wealth Management Lebanon CFP Hourly
Doug Dahmer Retirement Navigator Burlington MBA, CFP, TEP Not listed
Elise Murphy Level Financial Advisors Glendora CFP, MSFP Percentage of assets, Hourly
Erik Kroll Hilltop Financial Advisors Wauwatosa CFP Percentage of assets, Hourly
Gary Pia Mission Street Wealth Planning South Pasadena CFP Percentage of assets, Fixed fees
Gautham Jain Jain Wealthonomics Marana CFP, MBA Flat fee or retainer
Gregory Curry Pillar Financial Advisors, LLC Louisville CFA, CPA/PFS Percentage of assets, Fixed fees
Gregory Dobson Retirement Navigator Etobicoke CMA, CPA, CFP, EPC Not listed
Hayley Haslett Lake Road Advisors Vancouver CFP, MS, MBA Percentage of assets
Inna Rivilis Sunflower Financial Planning, LLC Windham CFP, MSFP One-time planning fee, Ongoing planning fee
Jack O'Donnell JRO Wealth Management San Diego CFP, EA Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees