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
John Dannenbring AlphaOmega Wealth Management Lincoln CFP Percentage of assets
John Fredrick RockCrest Financial Somers Point ChFC Flat fee or retainer, Ongoing planning fee
John Heldman Triad Investment Management Laguna Niguel CFA Percentage of assets
John McCorvie Peak Asset Management Louisville CFA Percentage of assets
John Russell Peak Asset Management Needham CFA Percentage of assets
Jon Bernier TandemGrowth Financial Advisors Alpharetta CFP, ChFC Percentage of assets
Jonathan Bird Farnam Financial Phoenix CFP Percentage of assets
Jonathan Wallace Wayfinder Wealth Warriors Lexington CFA Flat fee or retainer, Hourly
Jonathon Jordan Stone Pillars Wealth Management Franklin CFP Percentage of assets, Hourly
Jordi Bakovic-Quiroga TQM Wealth Partners St. Augustine CFP Percentage of assets, Hourly
Joseph Beckford Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Joseph Carbone Focus Planning Group Bayport CFP Percentage of assets, Hourly
Joshua Zorger Fortitude Private Wealth Carmel CFP Percentage of assets, Hourly
Julie Pribble Peak Asset Management Louisville CFA Percentage of assets
Justin Farris Farris Capital Management Carrollton CFP Percentage of assets
Justin Hobbs Rivertree Wealth Denver CFP Percentage of assets
Justin Pitcock Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Kamila Elliott Collective Wealth Partners Atlanta CFP Percentage of assets, Hourly
Kimberly Owen Prostatis Group Hanover CFP Percentage of assets, Hourly
Kyle Cote TFC Financial Boston CFP Percentage of assets, Hourly
Kyle Jones Lindsey & Lindsey Wealth Management Culver City CFP Percentage of assets, Hourly
Lawrence Blau LL Financial Services Ossining CFP Percentage of assets, Hourly
Leann Sullivan TFC Financial Boston CFP Percentage of assets, Hourly
Logan Sanders Sanders Retirement Planning Omaha CFP Percentage of assets, Flat fee or retainer
Mark Fonville Covenant Wealth Advisors Richmond CFP Percentage of assets
Mark Schiller WS Wealth Management Fargo CFP Percentage of assets, Hourly
Matthew Brennan Covenant Wealth Advisors Reston CFP Percentage of assets
Matthew Jude Rebalance Sacramento CFP Percentage of assets
Matthew Kunnen JVL Wealth Strategies Wyoming CFP, CFA Percentage of assets, Hourly
Matthew Ohrenich Stillwater Private Wealth Allenton CFP Percentage of assets, Flat fee or retainer
Meagan Niese Teamwork Financial Group Austin CFP Percentage of assets
Megan Waters Covenant Wealth Advisors Richmond CFP Percentage of assets
Michael Meehan TFC Financial Boston CFP, PFS Percentage of assets, Hourly
Miguel Rios Amurrio TQM Wealth Partners Marblehead CFP Percentage of assets, Hourly
Nathan Burleson Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Nathan Lowe JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Nathan McDuffee Oliver Wealth Management Towson CFP, ChFC Ongoing planning fee
Nicholaus Domachowski Carroll Advisory Group Texarkana CFP Flat fee or retainer, Ongoing planning fee
Noah Polk Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Paul Esposito Prestige Wealth Management Group Flemington CFP, CFA Percentage of assets, Hourly
Peter Bobolia Destiny Capital Denver CFP, ChFC Percentage of assets, Flat fee or retainer
Randy Kurtz Upper Left Wealth Management Tampa CFP Percentage of assets
Raymond Brown Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Renee Kwok TFC Financial Boston CFP Percentage of assets, Hourly
Richard LoPresti Milestone Asset Management Group Avon CFP Flat fee or retainer
Rielle Sanidad Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Robert Dwyer Heritage Wealth Management Houston CFP Percentage of assets, Hourly
Robert Leahy MFC Portfolios Darien CFP, ChFC Hourly
Roger Lowe Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Rosana Nguyen Covenant Wealth Advisors Richmond CFP Percentage of assets

Guides

Related lists

Specialties that serve pre-retirees