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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
Maha Gannavaram Unique Financial Advisors New York CFP, EA, MSFP Ongoing planning fee
Matthew Argyle Encore Retirement Planning South Jordan CFP, CFA Flat fee or retainer, Ongoing planning fee
Matthew Barrovecchio Christian Financial Advisors® Odessa CFP Percentage of assets
Michael Clark Clark Wealth Partners O'Fallon CFP Percentage of assets, Fixed fees
Michael Hake Boulder Wealth Advisors Boulder CFP Percentage of assets, Hourly
Mitchell Thompson MJT & Associates Financial Advisory Group Montevideo CFP One-time planning fee
Nancy Metzger MAPT Capital Madison CFP Percentage of assets, Flat fee or retainer
Nathan Mateer Helping people understand their financial situation and showing them the real-world impact it has on their lives Generations Financial Management Heath CFP Percentage of assets, One-time planning fee
Nicholas Maratta Occidental Asset Management Winter Springs CFP Ongoing planning fee
Nicholas O'Kelly Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Nicole Sullivan Prism Planning Partners Libertyville CFP One-time planning fee
Olivia Knapp Colleen Weber CPA Chanhassen CFP Fixed fees
Paul Michel Provident Financial Planning Addison CFP Percentage of assets, Flat fee or retainer
Rachel Sloan Sloan Advisory Group, Inc. Glens Falls CFP, CRPC Percentage of assets, Hourly
Reem Hussein Azzad Asset Management Falls Church CFP Percentage of assets
Robert Hamilton Integrity Investment Advisors Fort Collins CFP Percentage of assets
Robert Maloney Squam Lakes Financial Advisors, LLC Holderness AEP, MSFS Ongoing planning fee, Hourly
Robin Brigham Hager Investment Management Services New London CFP Percentage of assets
Ronald Bernstein Prism Planning Partners Rancho Mirage CFP, PFS One-time planning fee
Samer Eshmawy Azzad Asset Management Falls Church CFP Percentage of assets
Scott Weiss Weiss Financial Group Mahopac CFP, CRPC, AAMS, APMA Percentage of assets, Hourly
Sean Kelleher Riverchase Wealth Management Flower Mound CFP Percentage of assets, Fixed fees
Sean Williams Cadence Wealth Partners Concord CFP Flat fee or retainer, Percentage of assets
Stacia Bearden Wurz Financial Services Holland CFP Percentage of assets, Hourly
Stephen Lupkas myFinancialPro Shelton CFP Percentage of assets, Hourly
Steven Boorstein RockCrest Financial Turnersville CFP Flat fee or retainer, Ongoing planning fee
Steven Pitchford Towerpoint Wealth Sacramento CFP Percentage of assets, One-time planning fee
Tammy Pompei Braun-Bostich & Associates Canonsburg CFP Percentage of assets, Fixed fees
Thatcher Taylor ProPath Financial Meridian CFP, MBA Percentage of assets, Fixed fees
Thomas Kluttz Analog Capital Partners Houston CFP, ChFC Percentage of assets
Thomas Little Yeti Wealth Management Group Highlands Ranch CFP Percentage of assets, One-time planning fee
Thomas Van Spankeren RISE Investments Chicago CFP, CFA Percentage of assets
Tom Taylor Chesapeake Financial Advisors Towson CPA/PFS Percentage of assets, Hourly
Tony Matheson Slalom Wealth Management Sacramento CFA, CFP Percentage of assets, Hourly
Trevor Van Nest Niagara Region Money Coaches St. Catharines CFP Not listed
Tristan Jacobi Creative Wealth Management Punta Gorda CFP Percentage of assets, Ongoing planning fee
Vid Ponnapalli Unique Financial Advisors LLC Holmdel CFP, EA, MSFP Ongoing planning fee
Vincent DeCrow RISE Investments Chicago CFP Percentage of assets
Abby Bennett Verum Partners Charlotte CExP, CFP Percentage of assets, Fixed fees
Abigail Schmid Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Adam Harding Harding Wealth Tempe CFP Percentage of assets, Fixed fees
Adam Stoeckler Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Addison Delage CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions. CAPTRUST Raleigh CFA, CFP, CPA Flat fee or retainer, Percentage of assets
Aidan Ryan Fortress Financial Group Rochester CFP Percentage of assets
Alexander Call Peterson Wealth Advisors Orem CFP Ongoing planning fee
Andrew Herron Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Anton Bayer Up Capital Management Bulverde CFP Percentage of assets, Hourly
Becky Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Beth Lundberg Hawthorne Wellman Financial Planning Tyngsboro CFP Hourly, One-time planning fee
Beverly Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees

Guides

Related lists

Specialties that serve pre-retirees