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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
Ryan Morrissey Morrissey Wealth Management North Haven CFP One-time planning fee, Ongoing planning fee
Samuel Graham Sweeney Financial Advisors Bedford CFP Percentage of assets
Samuel McPherson McPherson Financial Advisors New York CFP One-time planning fee, Percentage of assets
Sarah Maskill Financial Answers Ellington CFP Hourly, One-time planning fee
Sarah Rioux TFC Financial Boston CFP Percentage of assets, Hourly
Scott Bennett IWR Advisors Denver CFP Percentage of assets
Scott Tonai Andrews Advisory Associates Honolulu CFP Percentage of assets, Hourly
Sean Hilliard Rivertree Wealth Wake Forest CFP Percentage of assets
Shane Holcomb JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Shaun Mize Rivertree Wealth Little Rock CFP Percentage of assets
Sonja Breeding Rebalance Palo Alto CFP Percentage of assets
Sophia Zundel Tower View Wealth Management Shorewood CFP Percentage of assets, Hourly
Spencer Hall Retirement Planning Services Knoxville CFP Percentage of assets, Hourly
Stefanie Porter White Pine Investment Co Livonia CFP Percentage of assets
Stone Churby Presidio Capital Management San Diego CFP Percentage of assets, Hourly
Stuart Schiffman Compound Wealth Advisors San Diego CFP, ChFC One-time planning fee
Tara Hefty Peak Asset Management Louisville CFA Percentage of assets
Taylor Heininger Cloud Capital Management El Segundo CFA Percentage of assets
Tedi Hughes Destiny Capital Lake Ozark CFP Percentage of assets, Flat fee or retainer
Tendai Charasika Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Thaddeus Toal RCS Financial Planning Annapolis CFP Percentage of assets, Hourly
Thomas Falkner Legacy Financial Independent Advisors Louisville CFP Percentage of assets, Hourly
Thomas Gruber AMG Wealth Management Land O Lakes PFS Percentage of assets, Ongoing planning fee
Thomas Koleski Cedar Capital Advisors Glen Ellyn CFP Percentage of assets, Fixed fees
Timothy Burt Peak Asset Management Louisville CFA Percentage of assets
Timothy Doyle Destiny Capital Denver CFP Percentage of assets, Flat fee or retainer
Timothy Dutton Dutton Financial Planning Aledo CFP Percentage of assets, Fixed fees
Timothy Goodwin Goodwin Investment Advisory Woodstock CFP Percentage of assets, Hourly
Trent Lakes Ballast Lexington CFP Percentage of assets, Hourly
Trey Ellington Steelhead Wealth Management Glen Allen CFP Percentage of assets, Fixed fees
Troy Daum Wealth Analytics Poway CFP Percentage of assets, Hourly
Tyler Thompson Tanara Wealth Management Lehi CFP Percentage of assets, Hourly
Walter Hurt Covenant Wealth Advisors Richmond CFP Percentage of assets
Wesley Kotys Kotys Wealth Professionals Valparaiso CFP Percentage of assets, Hourly
William Johnson White Pine Investment Co Livonia CFP Percentage of assets
William McDonald Retirement Planning Solutions Nolensville BS, CPA/PFS Percentage of assets, Hourly
Zakriah Gardezy Wealthstone Private Wealth Management Scottsdale CFP Percentage of assets, Fixed fees
Aaron Karas Insight Wealth Strategies San Ramon CFP Percentage of assets, Hourly
Abigail Rose Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Adam Drake Highland Investment Advisors Ponte Vedra CFA Percentage of assets, Fixed fees
Alex Offerman Model Wealth Wheaton CFP Hourly, Flat fee or retainer
Alicia Klein Cambridge Financial Group Tucson CFP Percentage of assets, Fixed fees
Alison Dorsman Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Alison Shannon Corvus Wealth Advisors Templeton CFP Percentage of assets
Andre Fernandes Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Andrew Crone Yahara Wealth Management Madison CFP Percentage of assets, Hourly
Andrew Froelich Macco Financial Group Green Bay CFP Percentage of assets, Fixed fees
Andrew Keeler Keeler & Nadler Dublin CFP Percentage of assets, Hourly
Andrew Pool Paradigm Wealth Management Lincoln CFP Percentage of assets, Hourly
Andy VandenBerg A boutique wealth management firm focused on holistic support for business owners and entrepreneurs. VDB Wealth Savannah CFA Percentage of assets, Flat fee or retainer

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Specialties that serve pre-retirees