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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
Bjorn Amundson A systematic approach to financial planning and investment overview Quarry Hill Advisors St Paul CFP Percentage of assets
Carman Kubanda Holistic Financial, Tax, Estate, Business Planning from a boutique firm. Innovative Wealth Building Fort Worth CFP Percentage of assets, Subscription
Carson Johnson Peterson Wealth Advisors Orem CFP Ongoing planning fee
Carson Kunkle Harding Wealth Tempe CFP, ChFC Percentage of assets, Fixed fees
Cody Schaefer Fortress Financial Group Rochester CFP Percentage of assets
Daniel Johnson Riverbend Wealth Management Myrtle Beach CFP Percentage of assets
Daniel Miller ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Daniel Ruske Peterson Wealth Advisors Orem CFP Ongoing planning fee
Daniel Seder Blue Chip Partners Farmington Hills CFP, CFA Percentage of assets
David Foret Blue Chip Partners Farmington Hills CFP Percentage of assets
David Young Harding Wealth Tempe CFP Percentage of assets, Fixed fees
Dean Allen Pine Grove Financial Group Woodbury CFP Percentage of assets
Deborah Gianelli Whole Family Financial Services Bothell CFP Hourly, Percentage of assets
Deborah VanDam Blue Chip Partners Farmington Hills CFP Percentage of assets
Dru Burns Drucker Wealth Mahwah CFP Percentage of assets
Dustin Javier Defined Capital Oak Brook CFP Percentage of assets, Ongoing planning fee
Edward Kerns Footlamp Financial Atlanta CFP Flat fee or retainer, Ongoing planning fee
Eric Feldman Financial Futures Wall Township CFP Percentage of assets, Hourly
Eric Gabor Eagle Grove Advisors Westfield CFP Percentage of assets, Ongoing planning fee
Ethan Kok Sage Wealth Planning Georgetown CFP Percentage of assets, One-time planning fee
Felix Kopycinski Laurel Wealth Planning Edina CFP Ongoing planning fee
Garrett Smith Low Cost Direct Indexing and Securities Backed Lending and related services. PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ascend Investment Partners Ogden CFP Percentage of assets, Hourly
George Harris Bentham Wealth Advisors Williamsville CFP Percentage of assets, Ongoing planning fee
Gideon Drucker Drucker Wealth Mahwah CFP Percentage of assets
Grace Stolberg O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Gregory Stapp Stapp Financial Olympia CFP, PFS Percentage of assets
Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives Liberty One Wealth Advisors Philadelphia CFP Percentage of assets, Flat fee or retainer
Hannah Boundy Sherwood Financial Partners Broomfield CFP, CFA Percentage of assets, Hourly
Ian Weiner Reduce tax, optimize investments, grow preserve and protect your wealth - for generations. Not listed Bentonville CFP Percentage of assets, Flat fee or retainer
Ismael Garcia Garcia Financial Planning Meridian CFP Percentage of assets, Ongoing planning fee
Jack Zinser Fortress Financial Group Rochester CFP Percentage of assets
Jared Holt Pine Grove Financial Group Woodbury CFP Percentage of assets
Jason Johnson Pine Grove Financial Group Minnetonka CFP Percentage of assets
Jeffrey Clark Pine Grove Financial Group Woodbury CFP Percentage of assets
Jeffrey Lindsay Peterson Wealth Advisors Orem CFP Ongoing planning fee
Jeffrey Meenes Meenes Wealth Partners Shrewsbury CFP Flat fee or retainer, Ongoing planning fee
Jeremy Finger Riverbend Wealth Management Myrtle Beach CFP Percentage of assets
Jesse Kuusisto Laurel Wealth Planning Edina CFP Ongoing planning fee
Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events Thayer Partners, LLC Wyndmoor CFP Percentage of assets
Joel Baumgarten Pine Grove Financial Group Woodbury CFP Percentage of assets
John Bell Free State Financial Planning Clarksville CFP Flat fee or retainer, Hourly
John Konetzny The Practical Planner Groton CFP Ongoing planning fee
Jonathan Booze ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Jonathan Johnson Blue Chip Partners Farmington Hills CFP Percentage of assets
Jordan Haines Drucker Wealth Kuna CFP Percentage of assets
Jorie Johnson Financial Futures Brielle CFP Percentage of assets, Hourly
Joseph Schmitz, Jr. Peak Retirement Planning Columbus CFP, ChFC Percentage of assets, Fixed fees
Josh Knauss OMNIWEALTH GROUP Lewisburg CFP Percentage of assets
Joshi Koneru Watershed Private Wealth Oak Brook CFP Percentage of assets
Joshua Anderson Pine Grove Financial Group Woodbury CFP Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees