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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
Christopher June Sweeney Financial Advisors Bedford CFP Percentage of assets
Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. Plan For It Financial, LLC Salem ChFC, RICP One-time planning fee, Subscription
Christopher McCrea Legacy Financial Independent Advisors Louisville CFP Percentage of assets, Hourly
Christopher Stakley Steffes Financial Overland Park CFP Percentage of assets, Hourly
Coleman Pollard Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Courtney Kenning Destiny Capital Golden CFP Percentage of assets, Flat fee or retainer
Curtis Burch Destiny Capital College Station CFP Percentage of assets, Flat fee or retainer
Daniel Heidel Integritas Wealth Strategies Charleston CFP Percentage of assets, Hourly
Daniel Huffman Cornerstone Financial Planning Other ChFC Flat fee or retainer, Ongoing planning fee
Danielle Barbato Milestone Asset Management Group Avon CFP Flat fee or retainer
David Chenet Presidio Capital Management San Diego CFP, CFA Percentage of assets, Hourly
David Hutchison Triad Investment Management Newport Beach CFA Percentage of assets
David Peloquin Main Street Advisors Westminster CFP Percentage of assets, Hourly
David Snyder Sweeney Financial Advisors Bedford CFP Percentage of assets
Devin Carroll Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Douglas Babcock Professional Financial Management, Inc. Bozeman Not listed Percentage of assets, Hourly
Emma Foulkes Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
Eric Callahan Thryve Wealth Management Santa Barbara CFP Percentage of assets
Eric Saling Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Eric Scruggs Covenant Wealth Advisors Richmond CFP Percentage of assets
Erica Ryberg Montoya Wealth Management Prescott CFP Percentage of assets, Hourly
Frank Yozwiak Ballast Lexington CFP Percentage of assets, Hourly
Gary Shirman Boulder Wealth Advisors Boulder ChFC Percentage of assets, Hourly
Gerald Vanderlugt JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Grant Steffes Steffes Financial Overland Park CFP Percentage of assets, Hourly
Gregory Bradstreet Farnam Financial Peoria CFP, CFA Percentage of assets
Haley DeHaan JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Hannah Santa Cruz Pathfinder Financial Planning Missoula CFP Percentage of assets, Hourly
Hany Ahmad Teamwork Financial Group Houston CFP Percentage of assets
Heidi Phan Rebalance Palo Alto CFP Percentage of assets
Ian Harris Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Jacob Duke Rivertree Wealth Little Rock CFP Percentage of assets
Jacob Preston Covenant Wealth Advisors Richmond CFP Percentage of assets
James Belliston Tanara Wealth Management St. Augustine CFP Percentage of assets, Hourly
James Moore Campbell Financial Partners Bradenton CFP Percentage of assets, One-time planning fee
Jameson Holehouse Destiny Capital Detroit Lakes CFP Percentage of assets, Flat fee or retainer
Jamie Stolz TandemGrowth Financial Advisors Alpharetta CFP Percentage of assets
Jamie Stone Means Wealth Management Greenville CFP, ChFC Percentage of assets, Flat fee or retainer
Jane Barney TFC Financial Boston CFP Percentage of assets, Hourly
Jarrod Musick Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Jason Gong Lifelong Wealth Management Group Lake Oswego CFP, ChFC Percentage of assets
Jason Siperstein Eliot Rose Wealth Management Providence CFP, CFA One-time planning fee, Percentage of assets
Jason Yee Finepoint Solutions Inc. Saskatoon CFA, P.Eng Not listed
Jeffrey Gough Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Jeffrey Wright Teamwork Financial Group Houston CFP, ChFC Percentage of assets
Jeremy Reed Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. Rodriquez Wealth Management Newport Beach CFP Percentage of assets
Jill Tripp Pathfinder Financial Planning Missoula CFP Percentage of assets, Hourly
John Boardman Ballast Lexington CFP Percentage of assets, Hourly
John Bubello Compass Retirement Old Saybrook CFP Percentage of assets, Flat fee or retainer

Guides

Related lists

Specialties that serve pre-retirees