W Wellspent Public advisor graph
Get matched
Wellspent public graph/Who advisors serve/Pre-retirees
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
Sarah Schwieterman Peak Retirement Planning Columbus CFP Percentage of assets, Fixed fees
Scott Anderson GW Financial Reno CFP Ongoing planning fee
Scott Rojas ONE Advisory Partners Overland Park CFP Ongoing planning fee, Percentage of assets
Stefan Liiste Lions Gate Sovereign Capital White Bear Lake CFP Percentage of assets, Fixed fees
Stephen Reh Invest With Steve Raleigh CFP, CFA Percentage of assets
Steve Zakelj Flatirons Wealth Management Boulder CFP Hourly
Steven Evensen Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise. Gerber Kawasaki Wealth & Investment Management Santa Monica CFP Percentage of assets, Hourly
Steven Witter Bentham Wealth Advisors Williamsville CFP Percentage of assets, Ongoing planning fee
Taylor Harwood Crane Capital Management Spring Park CFP Percentage of assets
Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. Farther White Plains CFP Percentage of assets, Flat fee or retainer
Terra Johnson Pine Grove Financial Group Minnetonka CFP Percentage of assets
Thomas Stapp Stapp Financial Olympia CFP Percentage of assets
Timothy Macarak Members' Wealth Media CFP Percentage of assets, Fixed fees
Tom LeClaire Caliber Wealth Advisory Tampa CFP Percentage of assets, Fixed fees
Trey Gevers Helping Tech Employees reduce taxes, build wealth, and retire confidently Gevers Wealth Management Issaquah CFA Percentage of assets, One-time planning fee
Ty Johnson Peak Financial Management Broomfield CFP Percentage of assets, Hourly
Tyler Peterson Runey & Associates Wealth Management Mount Pleasant CFP Percentage of assets
Tyler Vasquez Three Arch Wealth Management Irvine CFP Percentage of assets
Yvonne Darby Sherwood Financial Partners Westlake Village CFP Percentage of assets, Hourly
Zackary Smutzer Sage Wealth Planning Georgetown CFP Percentage of assets, One-time planning fee
Aaron Sipherd Sipherd Wealth Management Lincoln CFP, PFS Fixed fees
Adam Dawson Capstone Capital Henderson CFP Percentage of assets, Fixed fees
Adam Kalender Milestone Asset Management Group Pearl River CFP Flat fee or retainer
Adam Smith Covenant Wealth Advisors Richmond CFP Percentage of assets
Adam Suwyn JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Alex Graham Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Alexander Davis Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Alison Yoder Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Amy Stuber Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Andrew Casteel Covenant Wealth Advisors Richmond CFP Percentage of assets
Andrew Prentice Prentice Financial Planning Olympia CFP Percentage of assets, Fixed fees
Andrew Reynolds Ballast Lexington CFP Percentage of assets, Hourly
Antonette Grimm TFC Financial Boston CFP Percentage of assets, Hourly
Austin McLaughlin Retirement Planning Services Knoxville CFP Percentage of assets, Hourly
Billy Desai Analog Capital Partners Houston CFA Percentage of assets
Brad Tinnon B.E.S.T. Wealth Management St. Louis CFP Percentage of assets, Flat fee or retainer
Brandon Cox Coastline Complete Wealth Bluffton CFP Percentage of assets, Hourly
Brett Carleton Heritage Wealth Management Houston CFP, ChFC Percentage of assets, Hourly
Brian Burton Ballast Lexington CFP Percentage of assets, Hourly
Brian McKinney Collective Wealth Partners Aurora CFP Percentage of assets, Hourly
Brock Alvord Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Bruce Ohrenich Stillwater Private Wealth Allenton CFP Percentage of assets, Flat fee or retainer
Cameron Hamilton Ballast Lexington CFP Percentage of assets, Hourly
Chad Kelley Means Wealth Management Bangor CFP Percentage of assets, Flat fee or retainer
Chad Soukup JVL Wealth Strategies Wyoming CFP, CFA Percentage of assets, Hourly
Christian Doyle Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Christie Whitney Rebalance Palo Alto CFP Percentage of assets
Christina Brown Andrews Advisory Associates Honolulu CFP Percentage of assets, Hourly
Christine Sakraida White Aspen Capital Henderson CFP Percentage of assets, Fixed fees
Christopher Gauthier Proactive Financial Solutions 360 North Attleboro CFP Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees