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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
Julianna Bray GW Financial Reno CFP Ongoing planning fee
Justin Buttrick Vision Wealth Advisors Lewisburg CFP Flat fee or retainer, Percentage of assets
Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. Arcadia Capital Saline CFP Percentage of assets
Justin Stevens O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Kaden Waters Peterson Wealth Advisors Orem CFP Ongoing planning fee
Kathleen Liiste Lions Gate Sovereign Capital White Bear Lake CFP Percentage of assets, Fixed fees
Kevin Hartnett Sensenig Capital Advisors, Inc. Collegeville CFP Percentage of assets, Hourly
Kevin Manning Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Kyle Cross Mattern Wealth Management Lawrence CFP Percentage of assets, Hourly
Lauren Hunt Daybreak Wealth Hinsdale CFP Flat fee or retainer, Ongoing planning fee
Lauren Naze Pine Grove Financial Group Woodbury CFP Percentage of assets
Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. Civic Financial Boston CFA, CFP Percentage of assets, One-time planning fee
Lauren Williams Guiding your family’s wealth ProsperPlan Wealth Gold River CFP Percentage of assets, One-time planning fee
Louise Bryant Financial Spyglass® Rye CFP, MBA, RLP Fixed fees
Luke Melms We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™ Firm Foundation Family Wealth Ft. Lauderdale CFP Percentage of assets
Mallory Kretman Laurel Wealth Planning Edina CFP Ongoing planning fee
Maria Erickson Freedom Financial & Business Planning Saint Petersburg CFP Hourly, Flat fee or retainer
Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. Quadrant Capital Center Valley CFP Percentage of assets, Flat fee or retainer
Mark Whitman Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Matthew Davis Davis Financial Management, Inc. Leawood CFP, CPA/PFS Percentage of assets, Hourly
Matthew Davis Sherwood Financial Partners Westlake Village CFP Percentage of assets, Hourly
Matthew Furlong Furlong Investment Solutions Chicago CFP, CFA Percentage of assets, Hourly
Matthew Mondoux Blue Chip Partners Farmington Hills CFP, CFA Percentage of assets
Maureen Demers Demers Financial Planning North Andover CFP Percentage of assets, One-time planning fee
Maxwell Carlos Laurel Wealth Planning Edina CFP Ongoing planning fee
Melanie Brophy Next Play Financial Solutions Ashburn CFP Hourly, Flat fee or retainer
Micah Porter Minerva Planning Group, Inc. Decatur CFA, CFP Percentage of assets, Hourly
Michael Babicz Pine Grove Financial Group Woodbury CFP Percentage of assets
Michael Palazzolo Fintentional LLC Birmingham CFP Fixed fees
Michele Gawthrop ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Michelle Campbell Pine Grove Financial Group Woodbury CFP Percentage of assets
Mike Gomes Team Up Planning Group Inc. Vaughan CFP Not listed
Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. Intersecting Wealth Northbrook CFP Flat fee or retainer, One-time planning fee
Myriah Lipke Stone Pine Financial Partners Media CFP Percentage of assets, Fixed fees
Naoko McKelvey Blue Chip Partners Farmington Hills CFP Percentage of assets
Nicholas Fahrendorff Pine Grove Financial Group Minnetonka CFP Percentage of assets
Nicholas Wolverton Peak Financial Management Broomfield CFP Percentage of assets, Hourly
Paige Millikin Sage Wealth Planning Georgetown CFP Percentage of assets, One-time planning fee
Patricia Konetzny The Practical Planner Groton CFP Ongoing planning fee
Peter O'Keefe O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Richard Taborda LBT Wealth Management Iselin CFP Percentage of assets, Ongoing planning fee
Robb Pryor Helping individuals and small business professionals convert high income to high net worth. Priority Tax & Financial Planning Amherst CFP Percentage of assets, Flat fee or retainer
Robert Dignan Highland Investment Advisors Ponte Vedra CFP Percentage of assets, Fixed fees
Robert Gregov Roche Financial Partners Hopewell CFP, CFA Percentage of assets, Ongoing planning fee
Robert Steinberg Blue Chip Partners Farmington Hills CFP Percentage of assets
Ross Cutler We aim to be readily available to clients at all times. King Tide Advisors Stuart CFP Hourly, One-time planning fee
Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. Parkwoods Wealth Partners St Louis CFP Percentage of assets
Ryan Landmark Financial Planner for families that want to know how the clock works, not just what time it is. Northwestern Mutual Investment Services, LLC Sioux Falls CFP Percentage of assets, Flat fee or retainer
Ryan Moran Highland Investment Advisors Brookfield CFP, CFA Percentage of assets, Fixed fees
S Yeyni Wealth-Builders Bellevue CFP Percentage of assets, Hourly

Guides

Related lists

Specialties that serve pre-retirees