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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
Jacob Sadler Curio Wealth, LLC Annapolis CFP, JD, CPA, CPA/PFS Ongoing planning fee
James Holtzman Legend Financial Advisors, Inc. Pittsburgh CFP, CPA Percentage of assets
Jared Wilcox Rodgers & Associates Lancaster CFP, MBA, RICP, ChFC Percentage of assets
Jason Flynn ABZ Financial Planning Whitehorse CFP Not listed
Jenna VanLeeuwen Aligning Wealth Jersey City CEPA, CFP Percentage of assets, Hourly
Jennifer Macedo Front Street Financial Lahaina CFP Percentage of assets, Fixed fees
Jonathan Thomas JQL Wealth, LLC Pittsford CFP, CCFC Percentage of assets, Ongoing planning fee
Joseph Fowler 402 Financial Lincoln CFP Percentage of assets, Hourly
Justin Waller Waller Financial Coaching Folsom CEPA, CFP Flat fee or retainer
Kimberly Bridges Bright Women Financial Buckeye Not listed Percentage of assets, One-time planning fee
Lamar Watson Dream Financial Planning LLC Reston CFP Ongoing planning fee, One-time planning fee
Logan Collie Collie Financial Planning, Inc. Black Mountain CFP Percentage of assets, Hourly
Malcolm Ethridge We offer financial planning and investment management services to senior managers and executives in tech. Capital Area Planning Group Washington CFP Subscription, Flat fee or retainer
Marcus Waddell Ascension Advisors Scottsdale CFP Percentage of assets, Fixed fees
Mathew Hall Exponent Investment Management Ottawa CFP, CFA Not listed
Matthew Etzler Etzler Financial Advisors is a fee-only fiduciary firm providing comprehensive, conflict-free financial planning on a time-based model, helping clients make informed decisions and achieve peace of mind without sales or asset-based fees. Etzler Financial Advisors, LLC Red Bluff CFP Hourly, Subscription
Matthew Hawk Cambridge Capital Management, LLC O Fallon CFP Percentage of assets, Hourly
Max Novak Flat-fee. Fiduciary. Life-centered planning. Novak Financial Partners Carterville CFP Flat fee or retainer, Subscription
Michelle Crumm Present Value, LLC DBA Belle Eve Financial, LLC Dexter CFP, CPA, MBA Ongoing planning fee
Mindy Crary Creative Money LLC Seattle CFP Flat fee or retainer, One-time planning fee
Nate Tomkiewicz Tomkiewicz Wealth Management, LLC Wynantskill CFP Percentage of assets
Nicholas Pihl Pihl Financial Planning Milwaukie CFA, CFP Percentage of assets, Fixed fees
Owen Winkelmolen PlanEasy Inc. London QAFP One-time planning fee, Ongoing planning fee
Paul Sydlansky Lake Road Advisors Corning CFP, MBA Percentage of assets
Randall Avery Deasil Wealth Management, LLC Decatur CFP, CFA Percentage of assets
Ryan Hughes You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned. Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life. Bull Oak Rancho Santa Fe CFP Flat fee or retainer, Percentage of assets
Sally Boyle SJ Boyle Wealth Planning HANOVER CDFA, CFP, ChFC Percentage of assets, Fixed fees
Stacy Ployhar 2020 Financial Planning LLC Seattle CFP One-time planning fee, Percentage of assets
Stephen Hassell Hassell Wealth Management Metairie CFP Percentage of assets, Ongoing planning fee
Steven Balch Helping you organize your financial life so you can focus on what truly matters Not listed Ramsey CFP Percentage of assets, One-time planning fee
Steven Calio CSG Financial Dover CFP Percentage of assets, Fixed fees
Steven Jefferys Arch Financial Advisors, LLC Bethesda CFA, CFP, MBA Hourly, Fixed fees
Stuart Coats Coats Financial Planning, Inc. Louisville BBA, CFP, MBA Ongoing planning fee
Taylor Schulte Tax-smart retirement planning for investors with a $2MM+ nest egg. Define Financial San Diego CFP Percentage of assets, Flat fee or retainer
Timothy Massie Timepiece Financial Planning, Inc. Spokane CFP Percentage of assets, Hourly
Vladimir Kouznetsov Retegy LLC Irvine CFP, EA Percentage of assets, Hourly
William Heyer Boise River Financial Planning Boise CFP One-time planning fee, Hourly
Adam Gruber AMG Wealth Management Land O Lakes CFP Percentage of assets, Ongoing planning fee
Aiden Boorstein RockCrest Financial Turnersville CFP Flat fee or retainer, Ongoing planning fee
Albert Dean Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Alicia Duong Wealth Engineers Denver CFP Percentage of assets, Ongoing planning fee
Amy Braun-Bostich Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Andrew Casey Precedent Wealth Partners Houston CFP Percentage of assets
Andrew Tisler Epic Financial Hudson CFP Percentage of assets, Ongoing planning fee
Andy Hammond Hammond Financial Ajax CPA, CA Hourly, One-time planning fee
Arnie Cabiles Achievable Wealth Benicia CFP, EA Ongoing planning fee
Benjamin Dorsey Analog Capital Partners Frederick CFP, PFS Percentage of assets
Bennett Stein Stein Financial LLC Miramar Beach CFP, CPA Percentage of assets
Bethany Aylor Peak Asset Management Louisville CFP Percentage of assets
Brad Klontz Occidental Asset Management Lihue CFP Ongoing planning fee

Guides

Related lists

Specialties that serve pre-retirees