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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
Brent Yanagida Peak Asset Management Louisville CFP Percentage of assets
Brian Bruggeman Walla Walla Wealth Advisors Walla Walla CFP Percentage of assets
Brian Jaros Ville Wealth Management Avon Lake CFP Percentage of assets
Bugra Bakan Occidental Asset Management Burlingame CFP Ongoing planning fee
Cheryl Costa Woodside Wealth Management LLC Framingham BS, CFP, MBA Percentage of assets, Flat fee or retainer
Christi Powell Perissos Private Wealth Management Bethany CFP Percentage of assets
Christopher Flis Resilient Asset Management Memphis CFP Percentage of assets, Flat fee or retainer
Colleen Weber Colleen Weber CPA Chanhassen CFP Fixed fees
Conrad Seastrunk Seastrunk Financial Management, LLC Florence CFP Percentage of assets, Hourly
Cynthia Menker Contour Financial Orland Park CFP, CPA, MBA Percentage of assets
Daniel Heiar Mindful Asset Planning Apple Valley Not listed Hourly, Fixed fees
Daniel Johnson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Daniel Peters Prism Planning Partners Libertyville CFP One-time planning fee
Darren Wurz Wurz Financial Services Cincinnati CFP Percentage of assets, Hourly
David Fernandez Wealth Engineering, LLC Scottsdale BS, CFP Ongoing planning fee
Deborah Klein Azzad Asset Management Falls Church CFP Percentage of assets
Denise Leish Money Plans Silver Spring BS, MBA Percentage of assets, Hourly
Erin Hadley Occidental Asset Management Burlingame CFP Ongoing planning fee
Faruk Jaffer Index Gurus Concord CFP, ChFC Percentage of assets, One-time planning fee
Fatima Iqbal Azzad Asset Management Falls Church CFP Percentage of assets
Francisco Aguilar Puyol MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Gary Ferguson John Moore Associates Scottsdale CFP Percentage of assets, Fixed fees
George Williams Precedent Wealth Partners Houston CFP Percentage of assets
Grant Bugner Peak Asset Management Louisville CFP Percentage of assets
Grant Williams Precedent Wealth Partners Houston CFP Percentage of assets
Ibtasam Mahmood Azzad Asset Management Falls Church CFP Percentage of assets
Ifeoma Idoko Rothenburg Capital Management Calgary CIM Not listed
Jaco Jordaan Riverchase Wealth Management Upper St. Clair CFP, ChFC, CFA Percentage of assets, Fixed fees
Jacob Bartel Birchcreek Wealth Management Jacksonville CFP Percentage of assets, Flat fee or retainer
James Griffin Occidental Asset Management Burlingame CFP Ongoing planning fee
James Nash Clark Wealth Partners O'Fallon CFP, ChFC Percentage of assets, Fixed fees
Jansen Davidson Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Jason Cutitta ToBA Financial Kaneohe CFP, EA Percentage of assets, Fixed fees
Jeffrey Belmonte SummitView Advisors Belmont CFP Percentage of assets
Jessica Lanning Lanning Financial San Francisco CFP Percentage of assets, One-time planning fee
Jim Mahaney Mavericus Retirement Services Georgetown Not listed Flat fee or retainer, One-time planning fee
Jim Stanhouse Stanhouse Financial Planning & Mgt. Duluth MBA Percentage of assets, Ongoing planning fee
John Onesti John Moore Associates Albuquerque CFP Percentage of assets, Fixed fees
John Payne Birchcreek Wealth Management Miami Township CFP Percentage of assets, Flat fee or retainer
Jon Henderson Echo45 Advisors Walnut Creek CFP Percentage of assets
Jonathan Duong Wealth Engineers Denver CFP, CFA Percentage of assets, Ongoing planning fee
Jordan Talbert Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Joseph Limond Clerestory Advisors, Inc. Bloomington Not listed Flat fee or retainer, Ongoing planning fee
Joseph Williams Precedent Wealth Partners Houston CFP, PFS Percentage of assets
Julie Kern Bridge Financial Strategies Scottsdale CFP Percentage of assets, Fixed fees
Kassi Fetters Artica Financial Services Anchorage CFP Flat fee or retainer, Ongoing planning fee
Kathleen Daunt New School of Finance Toronto Not listed Flat fee or retainer, One-time planning fee
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Lantz Bowman Precedent Wealth Partners Houston CFP Percentage of assets
Lori Eason Alder Financial Group Atlanta CFP Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve pre-retirees